TSOH Investment Research

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Archive
About
Dollar Tree: "The First Inning"
From “The Dollar Store Downturn” (September 2024): “For now, we remain in limbo on Family Dollar.
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TSOH Investment Research
2
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…
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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…
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TSOH Investment Research
2
The Future Of Airbnb
“May 2025 will be crazy. Beyond that, it gets crazier and crazier.”
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TSOH Investment Research
The DG Playbook
Note: A reminder that I will be hosting an expert panel discussion on Nike, which will be available tomorrow at noon ET.
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TSOH Investment Research
2
"It Has Never Been Not Hard"
An update on Boston Beer (SAM)
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TSOH Investment Research
Nike's Retail Evolution
An Expert Panel Discussion
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TSOH Investment Research
GEICO: "Major Repolishing"
From “GEICO: The Gecko Stumbles” (March 2023): “Progressive has ran laps around GEICO over the past few years… GEICO was mistaken to dismiss the role of…
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TSOH Investment Research
Celsius: The Pepsi Question
From “Celsius: Fully Optimized?” (December 2024): “This is an intensely competitive category, with brands like Alani Nu - which competes more directly…
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TSOH Investment Research

February 2025

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