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# ![@TSOH_Investing Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::829031723526668288.png) @TSOH_Investing Alex Morris (TSOH Investment Research)

Alex Morris (TSOH Investment Research) posts on X about investment, $crox, $ally, $knsl the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::829031723526668288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::829031723526668288/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +29%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +39%

### Mentions: XX [#](/creator/twitter::829031723526668288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::829031723526668288/c:line/m:posts_active.svg)

- X Week XX +46%
- X Month XX -XXXX%
- X Months XXX -XX%
- X Year XXX +68%

### Followers: XXXXXX [#](/creator/twitter::829031723526668288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::829031723526668288/c:line/m:followers.svg)

- X Week XXXXXX +0.10%
- X Month XXXXXX +0.76%
- X Months XXXXXX +3.60%
- X Year XXXXXX +9.20%

### CreatorRank: XXXXXXX [#](/creator/twitter::829031723526668288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::829031723526668288/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::829031723526668288/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[investment](/topic/investment) #826, [$crox](/topic/$crox) #15, [$ally](/topic/$ally) #3, [$knsl](/topic/$knsl) #2, [over the](/topic/over-the) #2285, [$cmcsa](/topic/$cmcsa) #8, [momentum](/topic/momentum) #1854, [$fnd](/topic/$fnd) #16, [$98mil](/topic/$98mil) 1.43%, [people with](/topic/people-with) XXXX%

**Top accounts mentioned or mentioned by**
[@tidefallcapital](/creator/undefined) [@francoolivera](/creator/undefined) [@grok](/creator/undefined) [@16vchq](/creator/undefined) [@manuinvests](/creator/undefined) [@irbezek](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@mikefritzell](/creator/undefined) [@wewantyau](/creator/undefined) [@longriverhk](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@silberschmelzer](/creator/undefined) [@kafka7invest](/creator/undefined) [@quartr_app](/creator/undefined) [@noone65531082](/creator/undefined) [@teechongyen](/creator/undefined) [@stockthoughts81](/creator/undefined) [@marketprophit](/creator/undefined) [@toddwenning](/creator/undefined) [@dadinvest](/creator/undefined)

**Top assets mentioned**
[Crocs, Inc. (CROX)](/topic/$crox) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Oracle Corporation (ORCL)](/topic/$orcl) [Netflix Inc (NFLX)](/topic/$nflx)
### Top Social Posts [#](/creator/twitter::829031723526668288/posts)
---
Top posts by engagements in the last XX hours

"Peter Lynch: "If you're lucky enough to be rewarded in life to the degree I have there comes a point at which you have to decide whether to become a slave to your net worth by devoting the rest of your life to increasing it or to let what you've accumulated begin to serve you.""  
[X Link](https://x.com/TSOH_Investing/status/1974420490740748405) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-04T10:25Z 62.9K followers, 354.2K engagements


"Today's TSOH Investment Research: "Dollar Tree: Raising The Bar" An update on my largest position following yesterday's Investor Day"  
[X Link](https://x.com/TSOH_Investing/status/1978818233676255432) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-16T13:40Z 62.9K followers, 2478 engagements


""I don't know that Brown-Forman has really inserted themselves as a top 2-3 tequila brand at each of their price points. They're nice brands but would you pick up a bottle of Herradura over Casamigos Don Julio or Patrn I don't think you would.""  
[X Link](https://x.com/TSOH_Investing/status/1935745054775427362) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-06-19T17:02Z 62.9K followers, 4506 engagements


"May 2017 - "Constellation Brands has made an approach to acquire Jack Daniels owner Brown-Forman people with knowledge of the matter said. Terms of any potential offer could not be learned but Brown-Formans market cap is around $XX billion.""  
[X Link](https://x.com/TSOH_Investing/status/1936372046491226297) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-06-21T10:34Z 62.9K followers, 5439 engagements


"Today's TSOH Investment Research Ally Financial: A Smoother Ride $ALLY"  
[X Link](https://x.com/TSOH_Investing/status/1949809905503707380) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-07-28T12:31Z 62.9K followers, 10.8K engagements


"WFC at Barclays (Sept 2025): "We have been retooling our auto business to be more of a full spectrum lender. We went operational earlier this year in the U.S. with Volkswagen and Audi. You started to see a little bit of growth in Q2 and I think you'll continue to see it in Q3.""  
[X Link](https://x.com/TSOH_Investing/status/1978081952121966627) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-14T12:54Z 62.9K followers, 2972 engagements


"$DLTR update tomorrow morning at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/1978557184943308839) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-15T20:22Z 62.9K followers, 5025 engagements


"$ALLY update Monday morning at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/1979180600046006401) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-17T13:40Z 62.9K followers, 2611 engagements


"Crocs Brand Annual Revenues $CROX"  
[X Link](https://x.com/TSOH_Investing/status/1976279023186780511) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-09T13:30Z 62.9K followers, 7997 engagements


"Over the past five years (FY20 - FY24) $CMCSA repurchased $XX billion of stock at an average cost of $XX per share (used XX% of its FCF)"  
[X Link](https://x.com/TSOH_Investing/status/1976341286568485266) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-09T17:37Z 62.9K followers, 9560 engagements


"Crocs (brand) volumes increased X% p.a. over the past decade $CROX"  
[X Link](https://x.com/TSOH_Investing/status/1976625263388881390) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-10T12:26Z 62.9K followers, 3235 engagements


"Crocs initiation tomorrow morning at TSOH Investment Research $CROX"  
[X Link](https://x.com/TSOH_Investing/status/1977407729053675828) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-12T16:15Z 62.9K followers, 22.2K engagements


"Ally Retail Auto Origination Yields $ALLY Highest YoY ($) volumes growth in four years"  
[X Link](https://x.com/TSOH_Investing/status/1979160075810836913) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-17T12:18Z 62.9K followers, 6493 engagements


"Today's TSOH Investment Research "Ally Financial: Momentum" $ALLY"  
[X Link](https://x.com/TSOH_Investing/status/1980266623052165123) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-20T13:35Z 62.9K followers, 2621 engagements


"Over the past decade $ALLY retail deposit customers +13% p.a. to 3.4m"  
[X Link](https://x.com/TSOH_Investing/status/1980592495642980392) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-21T11:10Z 62.9K followers, 3234 engagements


"Interesting point from Boston Beer founder Jim Koch There is an alarming amount of anti-alcohol noise in the press way more than Ive ever seen. I believe that was self-inflicted. For many years through the leadership of Anheuser-Busch and Molson Coors we funded neutral research on the health effect the benefits and the risks of alcohol with very credible researchers at Johns Hopkins. Part of the deal was that were funding research but its independent: if you find out alcohol is bad we want to know it and if you find out its good the world should know that too. Ten years ago in a very"  
[X Link](https://x.com/TSOH_Investing/status/1960342839293841860) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-08-26T14:05Z 62.9K followers, 72.4K engagements


"Constellation Brands Beer Segment Operating Income $STZ"  
[X Link](https://x.com/TSOH_Investing/status/1965434003655458982) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-09T15:15Z 62.9K followers, 10.7K engagements


"Great podcast on Kinsale thank you Shree and Graham $KNSL"  
[X Link](https://x.com/TSOH_Investing/status/1973327032068022678) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-01T10:00Z 62.9K followers, 6010 engagements


"$KNSL initiation tomorrow morning at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/1973447821773906396) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-01T18:00Z 62.9K followers, 5878 engagements


"Kinsale Gross Written Premiums $KNSL"  
[X Link](https://x.com/TSOH_Investing/status/1970536617082536080) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-23T17:11Z 62.9K followers, 8148 engagements


"Kinsale Net Operating Earnings $KNSL"  
[X Link](https://x.com/TSOH_Investing/status/1973392457493606872) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-01T14:20Z 62.9K followers, 4019 engagements


"Today's TSOH Investment Research "Kinsale: Best-In-Class E&S" $KNSL Thank you to @FrancoOlivera and @FundasyInvestor for their feedback"  
[X Link](https://x.com/TSOH_Investing/status/1973739799048855771) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-02T13:20Z 62.9K followers, 7651 engagements


"$CROX CEO Andrew Rees (Sept 2023): "When we first bought HeyDude we wanted to be clear to people that this was a scale business. We put out the $X billion target for FY24e revenues which we knew we could blow past and we have gotten to it easily.""  
[X Link](https://x.com/TSOH_Investing/status/1976631505746321870) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-10T12:50Z 62.9K followers, 7368 engagements


"@ManuInvests Initiation research report (my first time looking at $CROX) Anytime I make a portfolio change I send an email to paid subscribers at 5pm ET the day before those changes are initiated with the specifics"  
[X Link](https://x.com/TSOH_Investing/status/1977446137004179812) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-12T18:47Z 62.9K followers, XXX engagements


""Crocs: Durable Brand Distracted Company" $CROX"  
[X Link](https://x.com/TSOH_Investing/status/1977706349065597431) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-13T12:01Z 62.9K followers, 11.8K engagements


"@TidefallCapital Needless to say a wild first decade for $CROX as a public co"  
[X Link](https://x.com/TSOH_Investing/status/1976292901257887869) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-09T14:25Z 62.9K followers, 1803 engagements


"CEO Andrew Rees July 2023: "We're very confident about the future at HeyDude but we have a few wrinkles to work through over the next six months. We have absolutely no regrets on the acquisition. We're very confident HeyDude will grow next year.""  
[X Link](https://x.com/TSOH_Investing/status/1976690462091014202) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-10T16:45Z 62.9K followers, 4742 engagements


"$ORCL returns: (1) Oct 1995 to Oct 2000; and (2) Oct 2000 to Oct 2025"  
[X Link](https://x.com/TSOH_Investing/status/1978901229485903889) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-16T19:09Z 62.9K followers, 3951 engagements


"$ALLY CFO Russ Hutchinson on enhanced servicing / collection strategies"  
[X Link](https://x.com/TSOH_Investing/status/1979974485563396517) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-19T18:14Z 62.9K followers, 4168 engagements


"Floor & Decor AUV's $FND"  
[X Link](https://x.com/TSOH_Investing/status/1942252270109765803) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-07-07T16:00Z 62.9K followers, 4342 engagements


"Floor & Decor CEO Tom Taylor August 2024: "We are in a very difficult macro housing environment. Prior to 2019 existing-home sales were hovering above XXX million. That was a wonderful environment for our category. We didn't realize how good things were pre-COVID." $FND"  
[X Link](https://x.com/TSOH_Investing/status/1942972043839824087) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-07-09T15:40Z 62.9K followers, 3085 engagements


"Kinsale New Business Metrics $KNSL"  
[X Link](https://x.com/TSOH_Investing/status/1970893958776750082) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-24T16:51Z 62.9K followers, 6246 engagements


"Warren Buffett 1994 AGM: "I think if we have a lot of cash around we are a little dumber than usual; it tends to make you careless. The best purchases are usually made when you have to sell something to raise the money because it raises the bar a little bit on the decision.""  
[X Link](https://x.com/TSOH_Investing/status/1971172831112159283) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-25T11:20Z 62.9K followers, 10.6K engagements


""When Walmart decided to raise pay for the hourly workers in its stores and warehouses who now number XXX million it wasnt trying to be benevolent. Turnover was high many workers were miserable and shopping was often a bad customer experience.""  
[X Link](https://x.com/TSOH_Investing/status/1979129523862900958) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-17T10:17Z 62.9K followers, 15.2K engagements


"Looks like the AWS outage is impacting email delivery but today's TSOH Investment Research update is on the website ("Ally Financial: Momentum")"  
[X Link](https://x.com/TSOH_Investing/status/1980229563432177788) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-20T11:08Z 62.9K followers, 3250 engagements


"Comcast co-CEO Mike Cavanagh (from May 2021): "Hear me loud and clear: we like the hand we have and M&A is not an answer." $CMCSA"  
[X Link](https://x.com/TSOH_Investing/status/1980662752315421131) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-21T15:49Z 62.9K followers, 7688 engagements


"Netflix Run Rate Revenues $NFLX"  
[X Link](https://x.com/TSOH_Investing/status/1980801342063923579) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-22T01:00Z 62.9K followers, 1556 engagements