HeyJaredTSOH Investment Research (Alex Morris)
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".
- Indexed issues, last 90 days
- 18
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 17, 2026
Latest issues
Portfolio Change - 09/28/2026 (opens the original)
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Note: Review all prior portfolio changes on the TSOH websiteI’ve decided to make a portfolio change, which will be completed during today’s market session. This was the allocation as of yesterday’s close: Read more
On’s Premium Playbook (opens the original)
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Review all prior ONON research and portfolio changes on the TSOH websiteFrom “On Holdings: Maintaining Pace” (July 2026):“Mr. Market has some concerns about the sustainability of their current financial trajectory. Personally, I am somewhat less pessimistic about On than I think this rating implies. I see a premium athletic brand that etched out a unique position in the industry, at least at its current size… If I walk away from [On’s
TSOH Weekly Roundup (09/25/2026) (opens the original)
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Welcome to another edition of TSOH Weekly Roundup.Each update features a Chart of the Week, along with a brief discussion on three news items relevant to companies in the TSOH investable universe.Chart Of The Week (from “Going Through Some Pain”)<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!0b0r!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post
“Going Through Some Pain” (opens the original)
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From “A Position Of Strength” (May 2025): “One notable deal signal is the aforementioned ‘cheap’ price tag. At Foot Locker’s 2023 Investor Day, management detailed a long-term plan to reach >$800 million in FY26e EBIT; needless to say, if they were truly confident in that vision, they would not have sold the business for anywhere close to ~$2.4 billion. The more plausible answer is that Foot Locker’s financial struggles were expecte
TSOH Weekly Roundup (09/18/2026) (opens the original)
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Welcome to another edition of TSOH Weekly Roundup.Each update features a Chart of the Week, along with a brief discussion on three news items relevant to companies in the TSOH investable universe.Chart Of The Week (from “Fever-Tree: Beyond Tonics”)<a class="image-link image2 is-viewable-img" href="https://substackcdn
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