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Discussions
DG: Closing The Gap
From “The DG Playbook” (March 2025):
21 hrs ago
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TSOH Investment Research
20
2
Portfolio Change - 03/11/2026
Note: Review all prior portfolio changes at the “TSOH” tab on the website
Mar 11
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TSOH Investment Research
37
1
"Trying To Be Realistic"
An update on Brown-Forman (BF.B)
Mar 9
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TSOH Investment Research
35
2
Vital Farms: Fragility
From “An Egg Is An Egg” (April 2025):
Mar 5
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TSOH Investment Research
24
1
Floor & Decor: Awaiting Normalization
From “A More Normalized Environment” (September 2024):
Mar 2
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TSOH Investment Research
28
3
February 2026
Netflix / Warner Bros.
A short note on yesterday's news
Feb 27
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TSOH Investment Research
29
4
2
How Is This Possible?
An update on Tripadvisor (TRIP)
Feb 23
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TSOH Investment Research
30
4
Airbnb: Platform Pivot
From “The Future Of Airbnb” (March 2025): “Airbnb learned important lessons about being spread too thin as they pursued non-core efforts in the years…
Feb 19
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TSOH Investment Research
27
4
"Disruption In The Other Direction"
An update on Roblox (RBLX)
Feb 16
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TSOH Investment Research
14
3
Portfolio Change - 02/09/2026
Note: Review all prior portfolio changes at the “TSOH” tab on the website
Feb 9
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TSOH Investment Research
9
2
Peloton: Clipping In
Note: Review all prior Peloton research at the “PTON” tab on the website.
Feb 9
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TSOH Investment Research
12
4
3
TSOH Note
A foundational component of TSOH Investment Research is complete portfolio transparency, most notably through the prior disclosure of all portfolio…
Feb 8
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TSOH Investment Research
19
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