Long-term investment research with 100% portfolio transparency (prior disclosure of all changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 452 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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thescienceofhitting.comLatest Issues
Disney: After Iger
From “Disney: Rewiring The Earnings Engine” (November 2025):
From “Disney: Rewiring The Earnings Engine” (November 2025):
Peloton: From Defense To Offense
Note: Review all prior PTON research on the TSOH Investment Research website
Note: Review all PTON research on the TSOH Investment Research website
TSOH Weekly Roundup (05/08/26)
Welcome to the TSOH Weekly Roundup, which is sent out each Friday at 11am ET. Each update features a Chart of the Week and a brief discussion on three news items that are relevant to the TSOH investable universe.
Chart Of The Week
As disc...
Roblox: Reality Check
Note: Click here to access all prior Roblox (RBLX) research
Note: Click here to access all prior Roblox (RBLX) research
TSOH Weekly Roundup (05/01/26)
Welcome to the fifth edition of the TSOH Weekly Roundup, which will be in your email inbox each Friday at 11am ET. Each update features a Chart of the Week and a brief discussion on three news items relevant to the TSOH investable universe....
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At TSOH Investment Research, I provide complete access to my investment research process and portfolio decision-making (100% transparency). This service is for long-term investors looking for thorough research and actionable insights.
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