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About
Alex Morris is the founder of the TSOH Investment Research service. After 10+ years as a buyside equities analyst, Alex launched TSOH in April 2021 to provide investment research directly to public market investors (long-term focused).
"Microsoft: The Third Pillar" (The Emerging Opportunity For MSFT From Generative AI)
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Microsoft (NASDAQ: MSFT) Office revenues reached ~$49 billion in FY2023 (up ~70% from FY2018); Office 365 Commercial now has ~400 million paid seats, up >100% from yearend FY2018. Ongoing strength in paid seats (volumes), at +11% YoY in Q4 FY2023, was led by SMB’s and frontline workers.
CAVA: The Next Chipotle?
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A natural place to start an analysis of CAVA (NYSE: CAVA) is with the current state of the business: how does the company's financial performance compare to a best-in-class operator when they were at a similar size - for example, Chipotle (NYSE:
Dollar Tree: After Years In The Mud, A Turning Point Appears
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Throughout much of the past five-plus years, Dollar Tree (NASDAQ: DLTR) has been stuck in a bit of a rut, most notably as it relates to the turnaround efforts at Family Dollar. In my view, that is starting to change.
Disney: The Path Forward In The Linear To DTC Transition
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Some thoughts on Disney's (NYSE: DIS) transition from linear (pay-TV) to direct-to-consumer (DTC):
Meta Q1 FY23 Results: When It All Matters (TSOH Investment Research Service)
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Some invesmtent commentary on Meta Platforms Inc (NASDAQ: META) Q1 FY23 results:
