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Archive
About
Match Group: Second Date?
Note: TSOH Investment Research will be off next week for Christmas; I hope that everyone has a happy holiday!
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The Science of Hitting
Spotify (SPOT) Post-Mortem
“Not Just An Option, But A Necessity”
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The Science of Hitting
Planting Trees
An update on DLTR and DG
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The Science of Hitting
"Buffett And Munger Unscripted"
I have some exciting news to share: I have been working on a book, titled “Buffett And Munger Unscripted”, for the past three years - and it has finally…
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The Science of Hitting
33
Celsius: "Fully Optimized"?
Note: Here are the links to prior TSOH research on CELH and MNST
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The Science of Hitting

November 2024

Walmart: Full Steam Ahead
Note: TSOH Investment Research will be off on Thursday for Thanksgiving.
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The Science of Hitting
The Turning Point, Revisited
An update on The Walt Disney Company (DIS)
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The Science of Hitting
2
Portfolio Change - 11/15/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
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The Science of Hitting
TKO: Polluting The Story
On October 24th, TKO Group put out the following press release: “TKO Announces Approval of Capital Return Program; Also Announces Strategic Acquisition…
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The Science of Hitting
Roku: A Clearer Picture
From “Roku: Surfing The Streaming Wave” (December 2023):
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The Science of Hitting
Microsoft: Transition Period
From “Microsoft: The $100 Billion Club” (July 2022): “Microsoft’s success is dependent upon leveraging its aforementioned structural advantages… As the…
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The Science of Hitting

October 2024

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