Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 02/10/2026TSOH Weekly Roundup (10/02/2026) Companies discussed include META, NFLX, and AS thescienceofhitting.com/p/portfolio-...thescienceofhitting.comTSOH Weekly Roundup (10/02/2026)Welcome to another edition of TSOH Weekly Roundup. 010
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 01/10/2026Today’s TSOH Investment Research “Deckers: From Clown Shoes To Compounder” thescienceofhitting.com/p/deckers-cl...thescienceofhitting.comDeckers: Clown Shoes To CompounderPaying 7x EBIT For A 20x Brand 000
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 30/09/2026Deckers initiation tomorrow morning at TSOH Investment Research As always, it will include prior disclosure of any portfolio changes 010
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 28/09/2026Today's TSOH Investment Research "On’s Premium Playbook" $ONON thescienceofhitting.com/p/ons-premiu...thescienceofhitting.comOn’s Premium PlaybookReview all prior ONON research and portfolio changes on the TSOH website 000
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 25/09/2026TSOH Weekly Roundup (09/25/2026) thescienceofhitting.com/p/tsoh-weekl...thescienceofhitting.comTSOH Weekly Roundup (09/25/2026)Welcome to another edition of TSOH Weekly Roundup. 120
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 23/09/2026I just removed the PLNT initiation paywall: "Planet Fitness pulled a number of levers to drive better financials, but there’s less low hanging fruit left to be picked. The road ahead will feature heightened HVLP competition and less room to take price." thescienceofhitting.com/p/planet-fit...thescienceofhitting.comPlanet Fitness: Maxing Out?Planet Fitness (PLNT) Initiation 010
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 18/09/2026TSOH Weekly Roundup (09/18/2026) thescienceofhitting.com/p/tsoh-weekl...thescienceofhitting.comTSOH Weekly Roundup (09/18/2026)Welcome to another edition of TSOH Weekly Roundup. 020
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 17/09/2026Today's TSOH Investment Research "Fever-Tree: Beyond Tonics" thescienceofhitting.com/p/fever-tree...thescienceofhitting.comFever-Tree: Beyond TonicsReview all prior FEVR research and portfolio changes on the TSOH website 110
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 16/09/2026Dick's Sporting Goods EBIT Margins $DKS 010
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 16/09/2026Fever-Tree update tomorrow morning at TSOH Investment Research As always, the report includes prior disclosure of any portfolio changes 020
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 16/09/2026"Microsoft declared a quarterly dividend of $0.98 per share, reflecting an 8% increase over the previous quarter’s dividend." 000
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 14/09/2026Today's TSOH Investment Research "Alarm.com: False Alarm?" thescienceofhitting.com/p/alarmcom-f...thescienceofhitting.comAlarm.com: False Alarm?Alarm.com (ALRM) Initiation 010
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 11/09/2026TSOH Weekly Roundup (09/11/2026) thescienceofhitting.com/p/tsoh-weekl...thescienceofhitting.comTSOH Weekly Roundup (09/11/2026)Welcome to another edition of TSOH Weekly Roundup. 010
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 07/09/2026Today's TSOH Investment Research "Celsius: The Pepsi Put" thescienceofhitting.com/p/celsius-th...thescienceofhitting.comCelsius: The Pepsi PutReview all prior CELH research and portfolio changes on the TSOH website 031
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 03/09/2026Today’s TSOH Investment Research “Selling Where They Ain’t” thescienceofhitting.com/p/selling-wh...thescienceofhitting.comSelling Where They Ain’tAn update on Dollar General and Walmart 022
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 02/09/2026Ollie's TTM Operating Income 052
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 01/09/2026Walmart U.S. Ecommerce Mix Q2 FY27 call: "Ecommerce sales now represent over 23% of our mix in Walmart U.S., which is double the level from just five years ago." 161
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 31/08/2026Today's TSOH Investment Research Dollar Tree: Weathering The Storm thescienceofhitting.com/p/dollar-tre...thescienceofhitting.comDollar Tree: Weathering The StormReview all prior DLTR research and portfolio changes on the TSOH website 020
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 30/08/2026Dollar Tree update tomorrow at TSOH Investment Research As always, includes prior disclosure of any portfolio changes 021
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 27/08/2026Build-A-Bear YoY Revenues $BBW 041
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 27/08/2026NVIDIA TTM Revenues The company has generated ~$458 billion in revenues over the past 18 months (Q2 FY26 - Q3 FY27e), compared to ~$350 billion over the prior decade 0103
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 26/08/2026Monster Beverage Annual Revenues 051
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 25/08/2026Dick’s Sporting Goods Adjusted EPS 031
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 24/08/2026A big thank you to Barry Ritholtz for having me on Masters in Business! We discussed "Buffett & Munger Unscripted" and TSOH Investment Research. www.bloomberg.com/news/audio/2...bloomberg.comMasters in Business: Alex Morris - BloombergBarry Ritholtz looks at the people and ideas that shape markets, investing and business. 010
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 23/08/2026Portillo's update tomorrow morning at TSOH Investment Research 031
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 20/08/2026TSOH Portfolio Change - 08/20/2026 As always, 100% transparency and prior disclosure of all changes thescienceofhitting.com/p/portfolio-...thescienceofhitting.comPortfolio Change - 08/20/2026Note: Review all prior portfolio changes on the TSOH website 000
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 20/08/2026Today's TSOH Investment Research Roblox: Accepting Uncertainty thescienceofhitting.com/p/roblox-acc...thescienceofhitting.comRoblox: Accepting UncertaintyReview all prior RBLX research and portfolio changes on the TSOH website 020
Reposted by Alex (TSOH Investment Research)Carl Quintanilla @carlquintanilla.bsky.social · 18/08/2026$HD 411714
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 19/08/2026Roblox update tomorrow morning at TSOH Investment Research As always, includes 100% portfolio transparency with prior disclosure 022
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 18/08/2026Home Depot Q2 FY26 call: "Big ticket comp transactions (those over $1,000) were +2.4% compared to Q2 FY25... However, large discretionary projects remain under pressure." 62611
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 17/08/2026Today's TSOH Investment Research "The Airbnb Blueprint" $ABNB thescienceofhitting.com/p/the-airbnb...thescienceofhitting.comThe Airbnb BlueprintReview all prior ABNB research and portfolio changes on the TSOH website 020
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 16/08/2026Airbnb update tomorrow morning at TSOH Investment Research 040
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 14/08/2026TSOH Weekly Roundup (08/14/2026) thescienceofhitting.com/p/tsoh-weekl...thescienceofhitting.comTSOH Weekly Roundup (08/14/2026)Welcome to another edition of TSOH Weekly Roundup. 031
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 14/08/2026From the TSOH $GAMB initiation in January 2026 The stock is down ~60% since this was published "At GAMB, professed confidence in the durability of their legacy business appears inconsistent with recent capital allocation decisions." 130
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 13/08/2026Airbnb Free Cash Flow $ABNB 000
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 12/08/2026YoY Room Nights Growth for Airbnb and Booking 010
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 12/08/2026Airbnb North America YoY Revenue Growth thescienceofhitting.com/p/airbnb-roo... 000
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 10/08/2026Today's TSOH Investment Research "Peloton: Subscriber Squeeze" thescienceofhitting.com/p/peloton-su...thescienceofhitting.comPeloton: Subscriber SqueezeReview all prior TSOH research and portfolio changes on the TSOH website 010
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 09/08/2026Berkshire Hathaway Insurance Float 092
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 09/08/2026Peloton update tomorrow morning at TSOH Investment Research As always, with 100% portfolio transparency (prior disclosure of changes) 031
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 08/08/2026Berkshire Hathaway repurchased ~$4.2 billion of stock in Q2 FY26 The highest level of quarterly repurchases at Berkshire in three years 0131
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 07/08/2026TSOH Weekly Roundup (08/07/2026) thescienceofhitting.com/p/tsoh-weekl...thescienceofhitting.comTSOH Weekly Roundup (08/07/2026)Welcome to another edition of the TSOH Weekly Roundup. 010
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 06/08/2026Today's TSOH Investment Research "Meta: In Limbo" thescienceofhitting.com/p/meta-in-li...thescienceofhitting.comMeta: In LimboFrom “In Zuck We Trust?” (February 2026): 010
Alex (TSOH Investment Research) @tsohinvesting.bsky.social · 05/08/2026Meta update tomorrow morning at TSOH Investment Research 010
