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Disney: An Offensive Posture
From “They’re Actually An Asset” (February 2025): “That’s water under the bridge now, and it’s better late than never: the impending launch of ESPN…
May 15
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Disney: An Offensive Posture
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Microsoft: An Enviable Position
From “Microsoft: Transition Period” (November 2024):“In the coming quarters, all eyes will be on the Azure / Cloud acceleration.
May 12
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Microsoft: An Enviable Position
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April 2025
"The Importance Of Focus"
An update on Ally Financial (ALLY)
Apr 28
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"The Importance Of Focus"
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"All Viewing Is Not Equal"
An update on Netflix (NFLX)
Apr 21
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"All Viewing Is Not Equal"
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"What We Stand For"
An update on Five Below (FIVE)
Apr 17
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"What We Stand For"
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3
"An Egg Is An Egg"
Vital Farms (VITL) Initiation
Apr 14
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"An Egg Is An Egg"
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"The Market Passed Them By"
An update on DKS and ASO
Apr 7
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"The Market Passed Them By"
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Q1 2025 Portfolio Update
Portfolio Changes, Q1 2025:
Apr 3
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Q1 2025 Portfolio Update
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March 2025
Dollar Tree: "The First Inning"
From “The Dollar Store Downturn” (September 2024): “For now, we remain in limbo on Family Dollar.
Mar 31
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Dollar Tree: "The First Inning"
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7
Nike: "A Balanced Approach"
From “Nike: A Transition Year” (June 2024): “Management has consistently been caught offsides on short-term and long-term projections… Investors have no…
Mar 24
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Nike: "A Balanced Approach"
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Nike Expert Panel Discussion
In advance of Nike’s (NKE) Q3 FY25 results, I moderated an expert panel discussion with two former employees, Greg Merrill and Cheryl Hunter…
Mar 22
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Nike Expert Panel Discussion
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2
The Future Of Airbnb
“May 2025 will be crazy. Beyond that, it gets crazier and crazier.”
Mar 20
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The Future Of Airbnb
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