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Surfing The Streaming Wave
From “Focus First On Scale” (published in September 2022): “Roku caught a massive wave over the past decade, and smartly used that opportunity... The…
Dec 4
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The Science of Hitting
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Surfing The Streaming Wave
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November 2023
Vita Coco: Testing The Moat
From “Cracking Coconuts” (October 2023): “In the early stages of my research, I was drawn to the idea that Vita Coco has developed certain sustainable…
Nov 30
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Vita Coco: Testing The Moat
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Airbnb: "Turning The Corner"
From “Capitalizing On Adversity” (February 2023): “In mid-2022, as Airbnb CEO Brian Chesky reflected on the company’s evolution since the beginning of…
Nov 27
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Airbnb: "Turning The Corner"
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Disney 10-K Update
Earlier this week, Disney filed its annual report for FY23. In addition to the analysis shared after the release of the Q4 results (“Improve The Bottom…
Nov 26
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Disney 10-K Update
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"The Pace Of Getting There"
An update on Floor & Decor
Nov 20
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"The Pace Of Getting There"
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Disney: "Improve The Bottom Line"
Note: Here’s the link to all prior Disney posts on the TSOH website Disney ended Q4 FY23 with 46.5 million domestic Disney+ subscribers, which was only…
Nov 16
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Disney: "Improve The Bottom Line"
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Portfolio Change - 11/14/2023
Note: You can review all previous portfolio changes on the TSOH website As disclosed in today’s write-up, I’ve decided to make a portfolio change (which…
Nov 13
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Portfolio Change - 11/14/2023
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Tinder's Melting Ice Cube?
From “Match Group: Maturation” (August 2023): “I think these risks are worth taking, and I’m encouraged that management is experimenting. The other…
Nov 13
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Tinder's Melting Ice Cube?
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Portfolio Change - 11/07/2023
Note: You can always review prior portfolio changes on the TSOH website As disclosed in today’s write-up, I’ve decided to make some portfolio changes…
Nov 6
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Portfolio Change - 11/07/2023
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Convergence Calamity, Revisited
Note: Here are the links to prior CMCSA and LBRDA research When 2021 came to a close, Comcast management could look back on the results of the prior…
Nov 6
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Convergence Calamity, Revisited
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Meta: The Next Peak
A close study of Meta’s results over the past 12 months presented compelling evidence that significant change was underway in the company’s cost…
Nov 2
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Meta: The Next Peak
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October 2023
"This Is Microsoft's Moment"
From “The Ultimate Tailwind” (October 2022): “At a time when the investment community is obsessively focused on quarterly results (even more so than…
Oct 30
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"This Is Microsoft's Moment"
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