Archive - TSOH Investment Research

"More Than A Place To Stay"

“We’re not just a vacation app - we’re going to be a platform, a community.”

May 19 •

TSOH Investment Research

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 •

TSOH Investment Research

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 •

TSOH Investment Research

April 2025

"The Importance Of Focus"

An update on Ally Financial (ALLY)

Apr 28 •

TSOH Investment Research

"All Viewing Is Not Equal"

An update on Netflix (NFLX)

Apr 21 •

TSOH Investment Research

"What We Stand For"

An update on Five Below (FIVE)

Apr 17 •

TSOH Investment Research

"An Egg Is An Egg"

Vital Farms (VITL) Initiation

Apr 14 •

TSOH Investment Research

"The Market Passed Them By"

An update on DKS and ASO

Apr 7 •

TSOH Investment Research

Q1 2025 Portfolio Update

Portfolio Changes, Q1 2025:

Apr 3 •

TSOH Investment Research

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 •

TSOH Investment Research

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 •

TSOH Investment Research

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 •

TSOH Investment Research

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