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Portillo’s: Strategic Reset
From “Portillo’s: Texas Troubles” (August 2025):
Aug 24
•
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33
1
TSOH Weekly Roundup (08/21/2026)
Welcome to another edition of TSOH Weekly Roundup.
Aug 21
•
TSOH Investment Research
25
1
Portfolio Change - 08/20/2026
Note: Review all prior portfolio changes on the TSOH website
Aug 20
•
TSOH Investment Research
34
2
Roblox: Accepting Uncertainty
Review all prior RBLX research and portfolio changes on the TSOH website
Aug 20
•
TSOH Investment Research
30
3
2
The Airbnb Blueprint
Review all prior ABNB research and portfolio changes on the TSOH website
Aug 17
•
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28
2
TSOH Weekly Roundup (08/14/2026)
Welcome to another edition of TSOH Weekly Roundup.
Aug 14
•
TSOH Investment Research
22
1
Peloton: Subscriber Squeeze
Review all prior TSOH research and portfolio changes on the TSOH website
Aug 10
•
TSOH Investment Research
32
2
TSOH Weekly Roundup (08/07/2026)
Welcome to another edition of the TSOH Weekly Roundup.
Aug 7
•
TSOH Investment Research
34
2
Meta: In Limbo
From “In Zuck We Trust?” (February 2026):
Aug 6
•
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30
2
Microsoft: Control Your Destiny
From “It’s Just The Beginning” (April 2021):
Aug 3
•
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28
3
July 2026
TSOH Weekly Roundup (07/31/2026)
Welcome to another edition of TSOH Weekly Roundup.
Jul 31
•
TSOH Investment Research
30
3
Ally Financial: The Next Vintage
From “Ally Financial: Momentum” (October 2025):
Jul 27
•
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35
2
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