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November 2023
Vita Coco: Testing The Moat
From “Cracking Coconuts” (October 2023): “In the early stages of my research, I was drawn to the idea that Vita Coco has developed certain sustainable…
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The Science of Hitting
Airbnb: "Turning The Corner"
From “Capitalizing On Adversity” (February 2023): “In mid-2022, as Airbnb CEO Brian Chesky reflected on the company’s evolution since the beginning of…
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The Science of Hitting
Disney 10-K Update
Earlier this week, Disney filed its annual report for FY23. In addition to the analysis shared after the release of the Q4 results (“Improve The Bottom…
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The Science of Hitting
"The Pace Of Getting There"
An update on Floor & Decor
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The Science of Hitting
Disney: "Improve The Bottom Line"
Note: Here’s the link to all prior Disney posts on the TSOH website Disney ended Q4 FY23 with 46.5 million domestic Disney+ subscribers, which was only…
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The Science of Hitting
2
Portfolio Change - 11/14/2023
Note: You can review all previous portfolio changes on the TSOH website As disclosed in today’s write-up, I’ve decided to make a portfolio change (which…
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The Science of Hitting
Tinder's Melting Ice Cube?
From “Match Group: Maturation” (August 2023): “I think these risks are worth taking, and I’m encouraged that management is experimenting. The other…
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The Science of Hitting
4
Portfolio Change - 11/07/2023
Note: You can always review prior portfolio changes on the TSOH website As disclosed in today’s write-up, I’ve decided to make some portfolio changes…
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The Science of Hitting
Convergence Calamity, Revisited
Note: Here are the links to prior CMCSA and LBRDA research When 2021 came to a close, Comcast management could look back on the results of the prior…
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The Science of Hitting
Meta: The Next Peak
A close study of Meta’s results over the past 12 months presented compelling evidence that significant change was underway in the company’s cost…
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The Science of Hitting
October 2023
© 2023 Alex Morris (TSOH Investment Research)
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