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Portfolio Change - 11/15/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Nov 14
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The Science of Hitting
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Portfolio Change - 11/15/2024
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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…
Nov 14
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The Science of Hitting
11
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TKO: Polluting The Story
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Roku: A Clearer Picture
From “Roku: Surfing The Streaming Wave” (December 2023):
Nov 11
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The Science of Hitting
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Roku: A Clearer Picture
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Microsoft: Transition Period
From “Microsoft: The $100 Billion Club” (July 2022): “Microsoft’s success is dependent upon leveraging its aforementioned structural advantages… As the…
Nov 4
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The Science of Hitting
14
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Microsoft: Transition Period
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October 2024
Meta: Turning Tides?
From “Meta: When It All Matters” (May 2023): “It seems likely that we’re heading into a sweet spot for the FOA [Family Of Apps] segment financials…
Oct 31
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The Science of Hitting
12
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Meta: Turning Tides?
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Ally Financial: Speed Bump
Note: Tomorrow afternoon at 1 pm eastern time, I will be speaking with Bill Brewster of The Business Brew about the role of U.S.
Oct 28
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The Science of Hitting
10
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Ally Financial: Speed Bump
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2
Netflix: "A Terrible Business"
From “Netflix: The Cost Of Success” (April 2023): “The FY23 / FY24 results serve as (early) validation of the strategy Netflix pursued over the past 10…
Oct 21
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The Science of Hitting
16
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Netflix: "A Terrible Business"
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Ulta: "Increasingly Competitive"
Ulta Beauty’s October 2024 Investor Day
Oct 17
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The Science of Hitting
12
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Ulta: "Increasingly Competitive"
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Boston (Beyond) Beer
"A noticeably, dramatically, almost shockingly different beer."
Oct 14
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The Science of Hitting
11
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Boston (Beyond) Beer
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Flutter: Parlaying DFS To OSB
In November 2016, after four years of fighting for the pole position in the U.S.
Oct 7
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The Science of Hitting
17
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Flutter: Parlaying DFS To OSB
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Q3 2024 Portfolio Update
The “crossroads” that I wrote about in the Q2 2024 update continued over the past three months...
Oct 3
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The Science of Hitting
22
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Q3 2024 Portfolio Update
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September 2024
Ulta: Still A Beauty?
"An increasingly competitive category"
Sep 30
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The Science of Hitting
14
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Ulta: Still A Beauty?
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