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Discussions
Comcast: A Long-Awaited Pivot
Is Mr. Market's apathy misguided or justified?
Jul 13
36
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TSOH Weekly Roundup (07/10/26)
Welcome to another edition of TSOH Weekly Roundup.
Jul 10
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TSOH Investment Research
32
1
Nike: Conditioning Phase
Note: Access all prior Nike (NKE) research on the TSOH website.
Jul 9
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TSOH Investment Research
35
1
Q2 2026 Portfolio Update
Prior TSOH Quarterly Updates:
Jul 6
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TSOH Investment Research
37
1
TSOH Weekly Roundup (07/03/26)
Welcome to another edition of TSOH Weekly Roundup.
Jul 3
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TSOH Investment Research
22
2
4
June 2026
Ollie's: A Good Stock Cheap?
From “Ollie’s: Good Stuff Cheap” (January 2022):
Jun 29
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TSOH Investment Research
37
2
TSOH Weekly Roundup (06/26/26)
Welcome to another edition of TSOH Weekly Roundup.
Jun 26
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TSOH Investment Research
32
3
The "Too Hard" Pile
In late 2011, Berkshire Hathaway disclosed a ~$10.9 billion investment in IBM.
Jun 25
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TSOH Investment Research
52
6
Tractor Supply: Old Dog, New Tricks?
From “The ‘Life Out Here’ Retailer” (April 2023):
Jun 22
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TSOH Investment Research
39
1
TSOH Weekly Roundup (06/19/26)
Welcome to another edition of TSOH Weekly Roundup, which is sent on Friday at 11am ET.
Jun 19
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TSOH Investment Research
34
1
A Tutor In Your Pocket
Duolingo (DUOL) Initiation
Jun 15
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TSOH Investment Research
35
1
4
TSOH Weekly Roundup (06/12/26)
Welcome to another edition of TSOH Weekly Roundup.
Jun 12
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TSOH Investment Research
30
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