TSOH Investment Research
The Science of HittingLong-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 315 | Subscribers | Read | thescienceofhitting.com |
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| #71 | |
| #30 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Microsoft: Transition Period
From “Microsoft: The $100 Billion Club” (July 2022): “Microsoft’s success is dependent upon leveraging its aforementioned structural advantages… As the results of the past few years indicate, Microsoft is capitalizing on that opportunity.
Meta: Turning Tides?
From “Meta: When It All Matters” (May 2023): “It seems likely that we’re heading into a sweet spot for the FOA [Family Of Apps] segment financials (accelerating revenue growth on tight expense controls), which aligns with my long held views...
Ally Financial: Speed Bump
Note: Tomorrow afternoon at 1 pm eastern time, I will be speaking with Bill Brewster of The Business Brew about the role of U.S.
Netflix: "A Terrible Business"
From “Netflix: The Cost Of Success” (April 2023): “The FY23 / FY24 results serve as (early) validation of the strategy Netflix pursued over the past 10 - 15 years.
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Authors
The writers behind this newsletter.
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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