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…
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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…
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Roku Deep Dive
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Dan Loeb, Disney, and The Future of ESPN
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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…
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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…
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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…
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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…
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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…
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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…
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Airbnb recently reported its Q2 FY22 financial results, with the quarter providing incremental evidence that the global leader in alternative…
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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…
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