“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.
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From “Past The Peak” (speaking about Ally’s auto loan book): “Is that sufficiently conservative? As always, it’s very difficult to say with anything…
From “The Ultimate Tailwind”: “The ongoing strength in the Commercial businesses is being partially offset by weakness in Consumer. Most notably…
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From “This Is When It All Matters” (April 2022): “For me, a key part of any long-term investment is partnering with an honest and able management team…
Warren Buffett and Coca-Cola
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“We really focus on: how do we reach more fans?” - NFL Commissioner Roger Goodell In March 2021, Amazon made a historic announcement: the tech giant had…
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“I was able to see customers' reactions to a retail company that reinvented a category. Home improvement was historically done in lumber yard type…
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The TSOH Investment Research Service launched on April 5th, 2021, and with it came a mixture of excitement and uncertainty. Prior to the launch, I had…
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TSOH Investment Research Service