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TSOH Weekly Roundup (05/15/26)
Welcome to the TSOH Weekly Roundup, which is sent out each Friday at 11am ET.
May 15
•
TSOH Investment Research
8
Disney: After Iger
From “Disney: Rewiring The Earnings Engine” (November 2025):
May 14
•
TSOH Investment Research
29
1
Peloton: From Defense To Offense
Note: Review all prior PTON research on the TSOH Investment Research website
May 11
•
TSOH Investment Research
40
3
TSOH Weekly Roundup (05/08/26)
Welcome to the TSOH Weekly Roundup, which is sent out each Friday at 11am ET.
May 8
•
TSOH Investment Research
38
3
2
Roblox: Reality Check
Note: Click here to access all prior Roblox (RBLX) research
May 4
•
TSOH Investment Research
24
3
TSOH Weekly Roundup (05/01/26)
Welcome to the fifth edition of the TSOH Weekly Roundup, which will be in your email inbox each Friday at 11am ET.
May 1
•
TSOH Investment Research
31
2
April 2026
Portfolio Change - 04/30/2026
Note: Review all prior portfolio changes on the TSOH website
Apr 30
•
TSOH Investment Research
35
2
Nike: Fighting Back
Note: Access all prior Nike (NKE) research on the TSOH website
Apr 30
•
TSOH Investment Research
39
1
Ally Financial: In Gear
From “The Importance Of Focus” (April 2025):
Apr 27
•
TSOH Investment Research
35
1
TSOH Weekly Roundup (04/24/26)
TSOH Weekly Roundup #4
Apr 24
•
TSOH Investment Research
40
2
3
Netflix: The Pace Of Change
Note: Review all prior Netflix (NFLX) research on the TSOH website
Apr 20
•
TSOH Investment Research
41
2
TSOH Weekly Roundup (04/17/26)
TSOH Weekly Roundup #3
Apr 17
•
TSOH Investment Research
30
2
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