TSOH Investment Research Service
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
Ally Financial: A Clearer Roadmap
From “Past The Peak” (speaking about Ally’s auto loan book): “Is that sufficiently conservative? As always, it’s very difficult to say with anything…
The Science of Hitting
Jan 30
16
Share this post
Ally Financial: A Clearer Roadmap
thescienceofhitting.com
Copy link
Twitter
Facebook
Email
Microsoft: "It's Showtime"
From “The Ultimate Tailwind”: “The ongoing strength in the Commercial businesses is being partially offset by weakness in Consumer. Most notably…
The Science of Hitting
Jan 26
26
2
Share this post
Microsoft: "It's Showtime"
thescienceofhitting.com
Copy link
Twitter
Facebook
Email
Netflix: "We're Off To A Good Start"
From “This Is When It All Matters” (April 2022): “For me, a key part of any long-term investment is partnering with an honest and able management team…
Jan 23
24
Share this post
Netflix: "We're Off To A Good Start"
thescienceofhitting.com
Copy link
Twitter
Facebook
Email
"Regardless Of Price"
Warren Buffett and Coca-Cola
The Science of Hitting
Jan 16
28
4
Share this post
"Regardless Of Price"
thescienceofhitting.com
Copy link
Twitter
Facebook
Email
Amazon, Google, and the NFL
“We really focus on: how do we reach more fans?” - NFL Commissioner Roger Goodell In March 2021, Amazon made a historic announcement: the tech giant had…
The Science of Hitting
Jan 12
28
2
Share this post
Amazon, Google, and the NFL
thescienceofhitting.com
Copy link
Twitter
Facebook
Email
Floor & Decor: “A True Category Killer”
“I was able to see customers' reactions to a retail company that reinvented a category. Home improvement was historically done in lumber yard type…
The Science of Hitting
Jan 9
37
4
Share this post
Floor & Decor: “A True Category Killer”
thescienceofhitting.com
Copy link
Twitter
Facebook
Email
Q4 2022 Portfolio Update
The TSOH Investment Research Service launched on April 5th, 2021, and with it came a mixture of excitement and uncertainty. Prior to the launch, I had…
The Science of Hitting
Jan 2
48
8
Share this post
Q4 2022 Portfolio Update
thescienceofhitting.com
Copy link
Twitter
Facebook
Email
December 2022
Ollie's: Revisiting The Thesis
From the conclusion of “Good Stuff Cheap” (January 2022): “Ollie’s has thrived in a closeout industry that has seen its fair share of failures…
The Science of Hitting
Dec 29, 2022
24
Share this post
Ollie's: Revisiting The Thesis
thescienceofhitting.com
Copy link
Twitter
Facebook
Email
"We Take A Long-Term View"
Charter's December 2022 Investor Day
The Science of Hitting
Dec 26, 2022
27
4
Share this post
"We Take A Long-Term View"
thescienceofhitting.com
Copy link
Twitter
Facebook
Email
"The Right Way To Run An Insurance Company"
National Indemnity: "Just A Little Different"
The Science of Hitting
Dec 19, 2022
42
Share this post
"The Right Way To Run An Insurance Company"
thescienceofhitting.com
Copy link
Twitter
Facebook
Email
"It's All About Delivering Value"
An update on Five Below (FIVE)
The Science of Hitting
Dec 15, 2022
21
2
Share this post
"It's All About Delivering Value"
thescienceofhitting.com
Copy link
Twitter
Facebook
Email
The Home Depot: "Intense Focus"
“It’s hard to be excellent… excellence takes intense focus.” - Former Home Depot (HD) CEO Frank Blake On April 14th, 1978, Bernie Marcus and Arthur…
The Science of Hitting
Dec 12, 2022
31
6
Share this post
The Home Depot: "Intense Focus"
thescienceofhitting.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts