On Tuesday, Microsoft reported results for Q1 FY22 – and it was another stellar showing for the tech giant. In reviewing the quarterly results, I was reminded of something that comes to mind periodically: it’s much more enjoyable to review the performance of a company that is fi…
“Returns and Lessons Learned” wasn't self-flagellation; my objective was to highlight how mistakes planted the seeds for an evolution in my investment …
The interplay between Mr. Market’s views on a company’s long-term prospects / strategic vision and how management chooses to react to that signal can b…
Considering it’s my second largest position, a discussion on Berkshire Hathaway is overdue (the only time I’ve discussed it since launching the TSOH In…
Following the most difficult year in the company’s history, which culminated in April 2020 with the firing of one-third of its employees and a $2 billi…
"It’s a risky game. But the payoff can be large.”
“Everything changes at scale.” - Spotify CEO Daniel Ek, “The Spotify Play” (Note: On Tuesday, I sat down with @FrancoOlivera and @SleepwellCap to discu…
Netflix, the global leader in the subscription video on demand (SVOD) business, reported results for Q3 FY21 on Tuesday. The business, which has experi…
See all