From “Past The Peak” (speaking about Ally’s auto loan book): “Is that sufficiently conservative? As always, it’s very difficult to say with anything…
From “The Ultimate Tailwind”: “The ongoing strength in the Commercial businesses is being partially offset by weakness in Consumer. Most notably…
2
From “This Is When It All Matters” (April 2022): “For me, a key part of any long-term investment is partnering with an honest and able management team…
Warren Buffett and Coca-Cola
4
“We really focus on: how do we reach more fans?” - NFL Commissioner Roger Goodell In March 2021, Amazon made a historic announcement: the tech giant had…
2
“I was able to see customers' reactions to a retail company that reinvented a category. Home improvement was historically done in lumber yard type…
4
The TSOH Investment Research Service launched on April 5th, 2021, and with it came a mixture of excitement and uncertainty. Prior to the launch, I had…
8

December 2022

From the conclusion of “Good Stuff Cheap” (January 2022): “Ollie’s has thrived in a closeout industry that has seen its fair share of failures…
Charter's December 2022 Investor Day
4
National Indemnity: "Just A Little Different"
An update on Five Below (FIVE)
2
“It’s hard to be excellent… excellence takes intense focus.” - Former Home Depot (HD) CEO Frank Blake On April 14th, 1978, Bernie Marcus and Arthur…
6