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Alex Morris (TSOH Investment Research)'s picks ranked by gain — Surfaced

Home/Voices/Alex Morris (TSOH Investment Research)/Picks

Alex Morris (TSOH Investment Research)'s picks, ranked by gain

Every ticker @tsoh_investing has mentioned, ranked by the price change from their first mention to today. Not a scorecard of skill — mention timing varies — but a public, mark-to-market record of how each call aged.

1

$MUMicron Technology

1 mention · since Sep 26, 2025 · $157.27 → $996.00

+533.3%

2

$CROXCrocs

3 mentions · since Oct 13, 2025 · $81.49 → $121.52

+49.1%

3

$FIVEFive Below

2 mentions · since Sep 6, 2025 · $151.31 → $222.89

+47.3%

4

1 mention · since Jul 28, 2025 · $26.97 → $39.10

+45.0%

5

Target

1 mention · since Aug 20, 2025 · $98.69 → $123.85

+25.5%

6

$MNSTMonster Beverage

1 mention · since Nov 19, 2025 · $72.30 → $88.54

+22.5%

7

$AMZNAmazon.com

2 mentions · since Aug 1, 2025 · $214.75 → $253.79

+18.2%

8

$SMGScotts Miracle-Gro Company - Class A

2 mentions · since Nov 19, 2025 · $53.27 → $56.83

+6.7%

9

$ABNBAirbnb

2 mentions · since Feb 19, 2026 · $125.81 → $133.59

+6.2%

10

$ALLYAlly Financial

4 mentions · since Jul 28, 2025 · $38.82 → $40.93

+5.4%

11

$CAVACava Group

1 mention · since Aug 13, 2025 · $70.45 → $71.33

+1.3%

12

$DLTRDollar Tree

4 mentions · since Jul 11, 2025 · $109.36 → $109.27

-0.1%

13

$WMTWalmart

1 mention · since May 22, 2026 · $120.27 → $117.74

-2.1%

14

$OXYOccidental Petroleum

1 mention · since Apr 2, 2026 · $62.97 → $58.67

-6.8%

15

$STZConstellation Brands Inc - Class A

2 mentions · since Aug 31, 2025 · $151.26 → $137.78

-8.9%

16

$MKLMarkel Group

1 mention · since Jun 26, 2025 · $1995 → $1778

-10.9%

17

$GOLFAcushnet Holdings

1 mention · since Apr 9, 2026 · $98.60 → $87.78

-11.0%

18

$VSNTVERSANT

3 mentions · since Sep 22, 2025 · $45.65 → $40.21

-11.9%

19

$DISWalt Disney

2 mentions · since Aug 6, 2025 · $115.17 → $99.34

-13.7%

20

$MSFTMicrosoft

2 mentions · since Nov 3, 2025 · $517.03 → $428.05

-17.2%

21

$TRIPTripAdvisor

3 mentions · since Jan 8, 2026 · $14.84 → $11.95

-19.5%

22

$CMGChipotle Mexican Grill

1 mention · since Apr 16, 2026 · $35.08 → $28.18

-19.7%

23

$METAMeta Platforms

2 mentions · since Aug 3, 2025 · $776.37 → $622.98

-19.8%

24

$BKNGBooking Holdings

1 mention · since Jan 11, 2026 · $215.66 → $167.49

-22.3%

25

$DGDollar General

1 mention · since Mar 16, 2026 · $134.85 → $103.52

-23.2%

26

$TAPMolson Coors Beverage Company - Class B

3 mentions · since Aug 11, 2025 · $50.31 → $38.43

-23.6%

27

$HDHome Depot

4 mentions · since Aug 19, 2025 · $407.20 → $309.95

-23.9%

28

$SAMBoston Beer Co. Inc - Class A

1 mention · since Aug 16, 2025 · $215.96 → $161.08

-25.4%

29

$PLNTPlanet Fitness

1 mention · since Apr 13, 2026 · $70.24 → $51.53

-26.6%

30

$PTONPeloton Interactive

4 mentions · since Aug 16, 2025 · $8.45 → $6.00

-29.0%

31

$NFLXNetflix

4 mentions · since Sep 26, 2025 · $121.06 → $81.56

-32.6%

32

$CELHCelsius Holdings

2 mentions · since Jun 12, 2025 · $41.98 → $27.75

-33.9%

33

$BBWBuild-A-Bear Workshop

1 mention · since Jul 23, 2025 · $54.99 → $35.72

-35.0%

34

$PSKYParamount Skydance Corp - Class B

2 mentions · since Nov 11, 2025 · $16.74 → $10.68

-36.2%

35

$NKENike Inc - Class B

3 mentions · since Oct 2, 2025 · $74.57 → $43.62

-41.5%

36

$FNDFloor & Decor Holdings

5 mentions · since Jul 10, 2025 · $85.27 → $49.56

-41.9%

37

$PTLOPortillos

4 mentions · since Aug 5, 2025 · $7.28 → $3.96

-45.6%

38

$RBLXRoblox

3 mentions · since Dec 29, 2025 · $81.52 → $43.68

-46.4%

39

$VITLVital Farms

4 mentions · since Mar 5, 2026 · $19.89 → $9.87

-50.4%

40

$GAMBGambling.com Group

2 mentions · since Jan 12, 2026 · $5.15 → $2.25

-56.3%

41

$FUBOfuboTV Inc - Class A

1 mention · since Nov 3, 2025 · $41.52 → $9.82

-76.3%