“Returns and Lessons Learned” wasn't self-flagellation; my objective was to highlight how mistakes planted the seeds for an evolution in my investment philosophy and research process. 
Note: Last week, I recorded a podcast with Andrew Walker focused on the media industry (NFLX, DIS, etc.). You can listen to the episode here. In Q1…
In “The Magic Happens on the Screen”, I wrote the following: “Is there some way to tweak the equation, both in terms of the dollar amount spent over the…
As noted in this morning’s write-up (“Just Keep Swimming”), I’ve decided to make a few portfolio changes (the trades will be executed tomorrow morning…
(Recent Disney Posts: Q1 FY22, Q4 FY21, Q3 FY21, Theatrical + IP) In Q2 FY22, Disney+ reached ~138 million global paid subscribers (+33% YoY); inclusive…
“The product-market fit and power questions are different questions; one doesn’t necessarily answer the other… When you have a business model that gets…
In “Meta: A Precarious Position”, I concluded with the following: “A thoughtful discussion on Meta must now address concerns around FoA user growth and…
Amidst a period of seemingly heightened uncertainty and shortened time horizons among market participants, Microsoft reported strong Q3 FY22 financial…
See all

TSOH Investment Research Service