Q2 2021 Portfolio Update

When the TSOH Investment Research Service went live on April 5th, 2021, my life changed. For the past 10+ years, I shared my investment writings online - but it was always a side gig to my day job (equities analyst at an RIA). With the launch of the TSOH service, it became my full-time job.

Here’s the good news: the service has reached a point where I ca…