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Portfolio Change - 09/10/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Sep 9
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The Science of Hitting
10
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Portfolio Change - 09/10/2024
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The Dollar Store Downturn
From “Dollar General: From Bad To Worse” (September 2023):
Sep 9
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The Science of Hitting
14
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The Dollar Store Downturn
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BJ's Wholesale: "A Better Business"
An update on BJ and COST
Sep 5
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The Science of Hitting
13
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BJ's Wholesale: "A Better Business"
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"Competition Has Never Been Greater"
An update on Monster (MNST) and Celsius (CELH)
Sep 2
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The Science of Hitting
18
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"Competition Has Never Been Greater"
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August 2024
Portfolio Change - 08/30/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Aug 29
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The Science of Hitting
16
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Portfolio Change - 08/30/2024
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"Complexity As A Moat"
An update on Portillo's (PTLO)
Aug 26
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The Science of Hitting
18
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"Complexity As A Moat"
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2
The Dating Game
An update on MTCH and BMBL
Aug 22
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The Science of Hitting
14
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The Dating Game
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Airbnb: "Mild Moderation"
From “A New World Of Travel” (May 2022): “Airbnb management remains convinced that the pandemic, most notably due to the widespread adoption of remote…
Aug 19
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The Science of Hitting
18
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Airbnb: "Mild Moderation"
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Disney: The Path Forward
From “Turbocharged” (September 2023): “That data [Disney’s Parks growth broken down between attendance and per capita guest spending] points to a…
Aug 12
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The Science of Hitting
14
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Disney: The Path Forward
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2
"Fully Seize The Opportunity"
An update on Meta
Aug 8
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The Science of Hitting
18
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"Fully Seize The Opportunity"
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Microsoft: CapEx Conundrum
“A technology company that misses multiple trends will inevitably fall behind.
Aug 5
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The Science of Hitting
15
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Microsoft: CapEx Conundrum
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2
July 2024
"Compete With Anyone"
An update on Comcast
Jul 29
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The Science of Hitting
11
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"Compete With Anyone"
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