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Markel: Course Correct
From “Markel: It’s Not Over” (June 2024): “I am confident in the long-term ability and integrity of the Markel team.
Jun 26
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Markel: Course Correct
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The Rise of Celsius (CELH) and the New Era of Energy Drink Brands
AlphaSense Expert Insights Webinar
Jun 25
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The Rise of Celsius (CELH) and the New Era of Energy Drink Brands
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BF.B: "Continued Headwinds"
Note: A reminder that I’m hosting an AlphaSense expert webinar on Tuesday at noon ET with Jon Bratta, the former VP of Emerging Brands at Monster.
Jun 23
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BF.B: "Continued Headwinds"
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Celsius: A Global Opportunity?
Note: Join me on Tuesday, June 24th, for an exclusive AlphaSense expert discussion with Jon Bratta, the former VP of Emerging Brands at Monster Energy.
Jun 16
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Celsius: A Global Opportunity?
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Dollar General: Intense Focus
“It’s hard to be excellent… excellence takes intense focus.”
Jun 12
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Dollar General: Intense Focus
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Dollar Tree: Building Blocks
From “The Dollar Store Downturn” (September 2024):
Jun 9
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Dollar Tree: Building Blocks
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Peloton: "Growing Again"
Note: See the “PTON” tab on the TSOH website for all prior Peloton research
Jun 2
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Peloton: "Growing Again"
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May 2025
"A Position Of Strength"
Thoughts on the DKS / FL deal
May 29
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"A Position Of Strength"
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"In The Penalty Box"
An update on Scotts Miracle-Gro (SMG)
May 26
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"In The Penalty Box"
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"More Than A Place To Stay"
“We’re not just a vacation app - we’re going to be a platform, a community.”
May 19
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"More Than A Place To Stay"
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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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