TSOH Investment Research Service

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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…
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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…
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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…
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(Recent Disney Posts: Q1 FY22, Q4 FY21, Q3 FY21, Theatrical + IP) In Q2 FY22, Disney+ reached ~138 million global paid subscribers (+33% YoY); inclusive…
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“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…
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In “Meta: A Precarious Position”, I concluded with the following: “A thoughtful discussion on Meta must now address concerns around FoA user growth and…
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Amidst a period of seemingly heightened uncertainty and shortened time horizons among market participants, Microsoft reported strong Q3 FY22 financial…
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As noted in this morning’s write-up (Netflix: “This Is When It All Matters”), I’ve decided to make a few portfolio changes (the trades will be executed…
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In June 2004, Netflix announced the first price hike in the company’s history for its standard DVD subscription service (+10%, from $19.95 per month to…
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In December 2021, I wrote the following in the conclusion of my Ally Financial deep dive (“Ally: A Banking Transformation”): “Over the past five years…
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A few weeks ago, in preparation for this deep dive, I created a Roblox account. Within minutes, I was immersed in a seemingly unending world of virtual…
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In August 2020, closeout retailer Ollie’s reported a 43% increase in Q2 FY20 same store sales (SSS); to put that number in context, the company hadn’t…
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