In December 2011, SpectrumCo, a JV between Comcast, Time Warner Cable, and Bright House Networks (the latter two are now part of Charter Communications…
Disney outlines its vision for a massive content ramp in FY22
On July 29th, 1982, Ollie’s Bargain Outlet opened the doors to its first store in Mechanicsburg, Pennsylvania (the company’s mascot, which bears a…
The “Q4 2021 Portfolio Update” was sent to subscribers this morning, with updated returns and the portfolio allocation (all positions and weightings…
On March 11th, 2020, the Oklahoma City Thunder were scheduled to play the Utah Jazz. But that game never happened; 35 minutes after the scheduled start…
Note: TSOH Investment Research will be off next week for a short winter break. I’ll be back Monday, January 3rd, with the 2021 Portfolio Review…
In “Twitter: An Audacious Goal” (05/21/2021), I wrote the following: “Has Twitter truly changed? The Analyst Day event started with CEO Jack Dorsey…
In “We Went Where They Ain’t”, my June 2021 deep dive on U.S. discount retailer Dollar General (DG), I concluded with the following: “In summary, I…
As discussed this morning, I’ve decided to invest in Ally Financial (ALLY): At ~$46 per share, the stock trades at ~1.1x tangible book. If you believe…
In 1919, General Motors (GM) created a new division, General Motors Acceptance Corporation (GMAC), with the goal of helping GM dealers to finance their…
I’ve never owned Dollar Tree, but it’s a company that I’ve watched closely for years (here’s the link to my June deep dive, “One Buck At A Time”). The…
“Returns and Lessons Learned” wasn't self-flagellation; my objective was to highlight how mistakes planted the seeds for an evolution in my investment…