TSOH Investment Research
Subscribe
Sign in
Home
TSOH
ABNB
ALLY
AMZN
ASO
BAC
BRK
CAVA
CELH
CMCSA
CMG
COCO
COST
DG
DIS
DKS
DLTR
FEVR
FIVE
FND
GO
HD
HIBB
LBRDA
LGF
META
MKL
MNST
MSFT
MTCH
NFLX
NKE
OLLI
ONON
PTLO
PTON
RBLX
ROKU
SAM
SBUX
SMG
SPOT
TJX
TKO
WBD
WMT
Archive
About
Latest
Top
Discussions
Peloton: "Growing Again"
Note: See the “PTON” tab on the TSOH website for all prior Peloton research
Jun 2
•
TSOH Investment Research
13
Share this post
TSOH Investment Research
Peloton: "Growing Again"
Copy link
Facebook
Email
Notes
More
May 2025
"A Position Of Strength"
Thoughts on the DKS / FL deal
May 29
•
TSOH Investment Research
15
Share this post
TSOH Investment Research
"A Position Of Strength"
Copy link
Facebook
Email
Notes
More
"In The Penalty Box"
An update on Scotts Miracle-Gro (SMG)
May 26
•
TSOH Investment Research
7
Share this post
TSOH Investment Research
"In The Penalty Box"
Copy link
Facebook
Email
Notes
More
"More Than A Place To Stay"
“We’re not just a vacation app - we’re going to be a platform, a community.”
May 19
•
TSOH Investment Research
15
Share this post
TSOH Investment Research
"More Than A Place To Stay"
Copy link
Facebook
Email
Notes
More
Disney: An Offensive Posture
From “They’re Actually An Asset” (February 2025): “That’s water under the bridge now, and it’s better late than never: the impending launch of ESPN…
May 15
•
TSOH Investment Research
16
Share this post
TSOH Investment Research
Disney: An Offensive Posture
Copy link
Facebook
Email
Notes
More
Microsoft: An Enviable Position
From “Microsoft: Transition Period” (November 2024):“In the coming quarters, all eyes will be on the Azure / Cloud acceleration.
May 12
•
TSOH Investment Research
14
Share this post
TSOH Investment Research
Microsoft: An Enviable Position
Copy link
Facebook
Email
Notes
More
April 2025
"The Importance Of Focus"
An update on Ally Financial (ALLY)
Apr 28
•
TSOH Investment Research
10
Share this post
TSOH Investment Research
"The Importance Of Focus"
Copy link
Facebook
Email
Notes
More
"All Viewing Is Not Equal"
An update on Netflix (NFLX)
Apr 21
•
TSOH Investment Research
15
Share this post
TSOH Investment Research
"All Viewing Is Not Equal"
Copy link
Facebook
Email
Notes
More
"What We Stand For"
An update on Five Below (FIVE)
Apr 17
•
TSOH Investment Research
11
Share this post
TSOH Investment Research
"What We Stand For"
Copy link
Facebook
Email
Notes
More
3
"An Egg Is An Egg"
Vital Farms (VITL) Initiation
Apr 14
•
TSOH Investment Research
14
Share this post
TSOH Investment Research
"An Egg Is An Egg"
Copy link
Facebook
Email
Notes
More
"The Market Passed Them By"
An update on DKS and ASO
Apr 7
•
TSOH Investment Research
14
Share this post
TSOH Investment Research
"The Market Passed Them By"
Copy link
Facebook
Email
Notes
More
Q1 2025 Portfolio Update
Portfolio Changes, Q1 2025:
Apr 3
•
TSOH Investment Research
21
Share this post
TSOH Investment Research
Q1 2025 Portfolio Update
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts