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Note: TSOH will be off next week. I’ll be back October 10th with the Q3 FY22 Portfolio Update. As always, feel free to contact me if you need anything…
The Science of Hitting
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“Our partners are co-creating the future with Starbucks. This is not a project in some ivory tower, it's a bottoms-up approach. It's a democratization…
The Science of Hitting
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Roku Deep Dive
The Science of Hitting
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Dan Loeb, Disney, and The Future of ESPN
The Science of Hitting
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In the December 2021 write-up “Breaking The Buck”, I reviewed Dollarama’s experience in Canada with its transition to a multi-price point value retail…
The Science of Hitting
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In “We Went Where They Ain’t”, the Dollar General deep dive published in June 2021, I concluded with the following: “I believe Mr. Market has some…
The Science of Hitting
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From Match Group’s Q4 FY21 shareholder letter: “Our 2021 performance demonstrates that our portfolio strategy positions us to achieve consistent…
The Science of Hitting
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In “WarnerMedia + Discovery”, which was published a few days after the deal was announced in May 2021, I concluded the write-up with the following: “The…
The Science of Hitting
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In “The YouTube of Gaming?”, I wrote the following: “As Reed Hastings once said, ‘What happens to people is that they associate you as you are, not what…
The Science of Hitting
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Last week, I joined Michael Batnick and Josh Brown on “The Compound and Friends” to discuss recent developments in the global DTC video market, Airbnb's…
The Science of Hitting
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Airbnb recently reported its Q2 FY22 financial results, with the quarter providing incremental evidence that the global leader in alternative…
The Science of Hitting
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In late July, Comcast and Charter reported their Q2 FY22 financial results. As I first wrote in September 2021 (“Is The Party Over?”), a big question…
The Science of Hitting
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