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Portfolio Change - 07/26/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Jul 25
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The Science of Hitting
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Portfolio Change - 07/26/2024
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Ally Financial: Inflection Point
From “Ally: A Clearer Roadmap” (January 2023): “While I appreciate the nature of those concerns, I remain comfortable with the long-term risk / return…
Jul 25
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The Science of Hitting
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Ally Financial: Inflection Point
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Netflix: Steady As She Goes
In an industry that continues to navigate uncertainty in the face of structural change - with notable recent additions to the list being the Paramount …
Jul 22
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The Science of Hitting
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Netflix: Steady As She Goes
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"Running On Clouds"
A winner in global premium sportswear
Jul 15
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The Science of Hitting
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"Running On Clouds"
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TJX: Off-Price and On-Trend
A recurring theme for TSOH Investment Research is retailers that appear well insulated from e-commerce risk (disruption).
Jul 11
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The Science of Hitting
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TJX: Off-Price and On-Trend
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Nike: "A Transition Year"
From “Nike: Falling Short” (January 2024): “My gripe isn’t management’s inability to forecast results with pinpoint accuracy. Instead, it’s the lack of…
Jul 8
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The Science of Hitting
14
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Nike: "A Transition Year"
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Q2 2024 Portfolio Update
Portfolio Changes, Q2 2024: Portfolio Change – 05/21/2024 Portfolio Change – 06/21/2024 Popular Posts, Q2 2024: Peloton: McCarthy's Missteps Celsius…
Jul 1
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The Science of Hitting
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Q2 2024 Portfolio Update
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June 2024
Markel: “It’s Not Over”
In May 2024, Markel management participated in a number of events, most notably the Omaha brunch and the annual shareholder meeting (reunion) in…
Jun 27
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The Science of Hitting
11
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Markel: “It’s Not Over”
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Grocery Outlet: "Pressure Release Valve"
“We’ve been really focused on the values we deliver, the way we buy and sell. It has worked really well, and we think it will work for many more years.”
Jun 24
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The Science of Hitting
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Grocery Outlet: "Pressure Release Valve"
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Portfolio Change - 06/21/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website. The past few months have brought some noteworthy developments for a few of…
Jun 20
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The Science of Hitting
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Portfolio Change - 06/21/2024
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CAVA: Running The Playbook
From “CAVA: The Next Chipotle?”: “The main takeaway is that the unit economics at the CAVA-bannered locations have been attractive (at a minimum…
Jun 17
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The Science of Hitting
13
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CAVA: Running The Playbook
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ScottsMiracle-Gro: In The Weed(s)
“I wanted to create the Procter & Gamble of lawn and garden.”
Jun 13
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The Science of Hitting
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ScottsMiracle-Gro: In The Weed(s)
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