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TSOH Weekly Roundup (10/02/2026)
Welcome to another edition of TSOH Weekly Roundup.
Oct 2
•
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28
3
Deckers (DECK): From Clown Shoes To Compounder
Paying ~7x EV/EBIT For A >25x Brand
Oct 1
•
TSOH Investment Research
34
2
3
September 2026
Portfolio Change - 09/28/2026
Note: Review all prior portfolio changes on the TSOH website
Sep 28
•
TSOH Investment Research
22
2
2
On’s Premium Playbook
“That was the moment where it all made sense to us.”
Sep 28
•
TSOH Investment Research
35
4
TSOH Weekly Roundup (09/25/2026)
Welcome to another edition of TSOH Weekly Roundup.
Sep 25
•
TSOH Investment Research
30
2
“Going Through Some Pain”
Dick’s Sporting Goods (DKS) Update
Sep 21
•
TSOH Investment Research
30
3
TSOH Weekly Roundup (09/18/2026)
Welcome to another edition of TSOH Weekly Roundup.
Sep 18
•
TSOH Investment Research
37
1
3
Fever-Tree: Beyond Tonics
Review all prior FEVR research and portfolio changes on the TSOH website
Sep 17
•
TSOH Investment Research
36
4
Alarm.com: False Alarm?
Alarm.com (ALRM) Initiation
Sep 14
•
TSOH Investment Research
32
3
TSOH Weekly Roundup (09/11/2026)
Welcome to another edition of TSOH Weekly Roundup.
Sep 11
•
TSOH Investment Research
35
1
Celsius: The Pepsi Put
Review all prior CELH research and portfolio changes on the TSOH website
Sep 7
•
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32
6
4
TSOH Weekly Roundup (09/04/2026)
Welcome to another edition of TSOH Weekly Roundup.
Sep 4
•
TSOH Investment Research
30
1
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