The Science of Hitting

"A Rare Opportunity"

Alex Morris · The Science of Hitting ·Dec 11, 2025 · 1 min read

Portfolio Change - 12/09/2025

Alex Morris · The Science of Hitting ·Dec 8, 2025 · 1 min read

Dollar Tree's Red Dot Dilemma

Alex Morris · The Science of Hitting ·Dec 8, 2025 · 2 min read

Portfolio Change - 12/02/2025

Alex Morris · The Science of Hitting ·Dec 1, 2025 · 1 min read

"I'm Not Happy About Our Growth"

Alex Morris · The Science of Hitting ·Dec 1, 2025 · 3 min read

Disney: Rewiring The Earnings Engine

Alex Morris · The Science of Hitting ·Nov 24, 2025 · 3 min read

Peloton: A Costly Turnaround

Alex Morris · The Science of Hitting ·Nov 17, 2025 · 1 min read

"It's A Desperate Market Out There"

Alex Morris · The Science of Hitting ·Nov 13, 2025 · 2 min read

"A Transformational Moment"

Alex Morris · The Science of Hitting ·Nov 10, 2025 · 2 min read

Scale & Discipline In The AI Era

Alex Morris · The Science of Hitting ·Nov 3, 2025 · 2 min read

Meta: Financing The AI Frontier

Alex Morris · The Science of Hitting ·Oct 30, 2025 · 2 min read

"Nothing Is A Must-Have"

Alex Morris · The Science of Hitting ·Oct 27, 2025 · 2 min read

Ally Financial: Momentum

Alex Morris · The Science of Hitting ·Oct 20, 2025 · 2 min read

DLTR: Raising The Bar

Alex Morris · The Science of Hitting ·Oct 16, 2025 · 1 min read

Crocs: Durable Brand, Distracted Company

Alex Morris · The Science of Hitting ·Oct 13, 2025 · 2 min read

Q3 2025 Portfolio Update

Alex Morris · The Science of Hitting ·Oct 6, 2025 · 1 min read

Kinsale: Best-In-Class E&S

Alex Morris · The Science of Hitting ·Oct 2, 2025 · 1 min read

On Consistency and Simplicity

Alex Morris · The Science of Hitting ·Sep 29, 2025 · 3 min read

Portfolio Change - 09/26/2025

Alex Morris · The Science of Hitting ·Sep 25, 2025 · 1 min read

“We Like The Hand We Have”

Alex Morris · The Science of Hitting ·Sep 22, 2025 · 1 min read