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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, $knsl, $crox, $stz the most. They currently have XXXXXX followers and 1758 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/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 +27%
- 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 X -XX%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +64%

### 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 +0.12%
- X Month XXXXXX +0.66%
- 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)  [stocks](/list/stocks)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[investment](/topic/investment) #1640, [$knsl](/topic/$knsl) #2, [$crox](/topic/$crox) #4, [$stz](/topic/$stz) #37, [$ally](/topic/$ally) #5, [over the](/topic/over-the), [$dltr](/topic/$dltr), [volkswagen](/topic/volkswagen), [audi](/topic/audi), [$barcl](/topic/$barcl)

**Top assets mentioned**
[Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Crocs, Inc. (CROX)](/topic/$crox) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Align Technology, Inc. (ALGN)](/topic/$algn) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Oracle Corporation (ORCL)](/topic/$orcl) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Microsoft Corp. (MSFT)](/topic/$msft) [Basis Cash (BAC)](/topic/$bac)
### Top Social Posts [#](/creator/twitter::829031723526668288/posts)
---
Top posts by engagements in the last XX hours

"$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 62.8K followers, 4945 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 62.8K followers, 2943 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 62.8K followers, 10.5K engagements


"XPEL Annual Revenues $XPEL"  
[X Link](https://x.com/TSOH_Investing/status/1977798791253143710) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-13T18:09Z 62.8K followers, 5986 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 62.8K followers, 7590 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 62.8K followers, 6157 engagements


""We are excited about this new chapter in Dollar Trees history. Our ability to offer merchandise at a range of prices frees us to optimize our assortment.""  
[X Link](https://x.com/TSOH_Investing/status/1978414321806852235) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-15T10:55Z 62.8K followers, 2675 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 62.8K followers, 7901 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 62.8K followers, 8100 engagements


"Today's TSOH Investment Research "Crocs: Durable Brand Distracted Company" Thank you to @FrancoOlivera for his feedback"  
[X Link](https://x.com/TSOH_Investing/status/1977732589650657350) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-13T13:46Z 62.8K followers, 9940 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 62.8K followers, 2456 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 62.8K followers, 4006 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 62.8K followers, 6191 engagements


"Fever-Tree CEO Tim Warrillow: "We are really enjoying working with Molson Coors. We have had a lot of interaction at the senior level and throughout the organization. They are adopting the Fever-Tree brand as if it's their own really seeing the potential of it.""  
[X Link](https://x.com/TSOH_Investing/status/1967964141546770477) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-16T14:49Z 62.8K followers, 6704 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 62.8K followers, 2524 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 62.8K 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 62.8K followers, 10.7K engagements


"Fantastic research report here from David on $ALGN and liked this line on DTC aligners: "Its astonishing how a model so enthusiastically celebrated was so comprehensively decimated in such a short span of time.""  
[X Link](https://x.com/TSOH_Investing/status/1965790198023041039) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-10T14:51Z 62.8K followers, 10K engagements


""A definitive agreement for Berkshire Hathaway to acquire Occidentals chemical business OxyChem in an all-cash transaction for $XXX billion.""  
[X Link](https://x.com/TSOH_Investing/status/1974089552152387907) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-03T12:30Z 62.8K followers, 3132 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 62.8K followers, 5996 engagements


""Apple TV will cover all F1 events including practice qualifying and Sprint sessions as part of the streamer's existing $XXXXX per month subscription.""  
[X Link](https://x.com/TSOH_Investing/status/1979173554236059726) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-17T13:12Z 62.8K followers, 2735 engagements


""Michelob Ultra has overtaken Constellation Brands' Modelo Especial as the best-selling beer in the United States (52 weeks ended September 14).""  
[X Link](https://x.com/TSOH_Investing/status/1970174997030109511) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-22T17:14Z 62.8K followers, 6036 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 62.8K followers, 3626 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 62.8K followers, 7344 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 62.8K followers, 11.7K 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 62.8K followers, 22.1K 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 62.8K followers, 9479 engagements


"From the Constellation Brands November 2023 Investor Day $STZ"  
[X Link](https://x.com/TSOH_Investing/status/1965076853460484387) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-08T15:36Z 62.8K followers, 6735 engagements


"On 12/31/99 $MSFT was at $XX per share. Today it's at $XXX per share. Over that period the TSR CAGR has been XXX% p.a. (dividends reinvested). On 12/31/99 was $MSFT an intelligent investment"  
[X Link](https://x.com/TSOH_Investing/status/1285285182862434305) [@TSOH_Investing](/creator/x/TSOH_Investing) 2020-07-20T18:47Z 62.8K followers, XX engagements


"Versant TV Channel Distribution (millions of U.S. households) $VSNT"  
[X Link](https://x.com/TSOH_Investing/status/1969132213569491381) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-19T20:11Z 62.8K followers, 3922 engagements


"$BAC CB deposits per branch increased by +8% p.a. over the past decade"  
[X Link](https://x.com/TSOH_Investing/status/1978526376857681972) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-15T18:20Z 62.8K followers, 3062 engagements