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DG: Driving Productivity
From “The DG Playbook” (March 2025): “While this [Home Depot] comparison is obviously influenced by industry-specific and macroeconomic factors at HD…
10 hrs ago
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TSOH Investment Research
15
2
"A Rare Opportunity"
Thoughts on the Netflix / Warner Bros. deal
Dec 11
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TSOH Investment Research
21
2
Portfolio Change - 12/09/2025
Note: Review all prior portfolio changes at the TSOH tab on the website
Dec 8
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TSOH Investment Research
14
2
Dollar Tree's Red Dot Dilemma
"It was a necessary evil..."
Dec 8
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TSOH Investment Research
12
1
Portfolio Change - 12/02/2025
Note: Review all prior portfolio changes at the TSOH tab on the website
Dec 1
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TSOH Investment Research
17
"I'm Not Happy About Our Growth"
An update on Airbnb (ABNB)
Dec 1
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TSOH Investment Research
16
2
2
November 2025
Disney: Rewiring The Earnings Engine
An update on The Walt Disney Company (DIS)
Nov 24
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TSOH Investment Research
19
3
Peloton: A Costly Turnaround
From “Peloton: A Steep Hill” (February 2025):
Nov 17
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TSOH Investment Research
31
2
"It's A Desperate Market Out There"
Floor & Decor (FND) Update
Nov 13
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TSOH Investment Research
21
2
3
"A Transformational Moment"
An update on Comcast and Charter
Nov 10
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TSOH Investment Research
23
2
Scale & Discipline In The AI Era
An update on Microsoft (MSFT)
Nov 3
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TSOH Investment Research
22
2
October 2025
Meta: Financing The AI Frontier
Meta Platforms (META) Q3 FY25 Update
Oct 30
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TSOH Investment Research
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