Archive - TSOH Investment Research

TSOH Weekly Roundup (10/23/2026)

Welcome to another edition of TSOH Weekly Roundup.

Oct 23 • TSOH Investment Research

Build-A-Bear: A Narrower Path

From “Beyond The Workshop” (December 2025):

Oct 19 • TSOH Investment Research

TSOH Weekly Roundup (10/16/2026)

Welcome to another edition of TSOH Weekly Roundup.

Oct 16 • TSOH Investment Research

Constellation: Stars Aligning?

Oct 15 • TSOH Investment Research

“Is Ralph Lauren Still Relevant?”

Ralph Lauren (RL) Case Study

Oct 12 • TSOH Investment Research

TSOH Weekly Roundup (10/09/2026)

Welcome to another edition of TSOH Weekly Roundup.

Oct 9 • TSOH Investment Research

Portfolio Change - 10/05/2026

Note: Review all prior portfolio changes on the TSOH website

Oct 5 • TSOH Investment Research

Q3 2026 Portfolio Update

Prior TSOH Quarterly Updates:

Oct 5 • TSOH Investment Research

TSOH Weekly Roundup (10/02/2026)

Welcome to another edition of TSOH Weekly Roundup.

Oct 2 • TSOH Investment Research

Deckers (DECK): From Clown Shoes To Compounder

Paying ~7x EV/EBIT For A >25x Brand

Oct 1 • TSOH Investment Research

September 2026

Portfolio Change - 09/28/2026

Note: Review all prior portfolio changes on the TSOH website

Sep 28 • TSOH Investment Research

On’s Premium Playbook

“That was the moment where it all made sense to us.”

Sep 28 • TSOH Investment Research

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts