TSOH Note

A quick note on an update to the TSOH website: I’ve added a list of tickers near the top of the home page, which should make it easier for subscribers to find all research on a given company from the archives. As an example, if you click “ABNB”, you will see a chronological list of all Airbnb research that has been published since the TSOH Investment Research service launched in April 2021. (The “TSOH” ticker will take you to all of the “Portfolio Change” posts, the quarterly updates, and the investment philosophy discussions.)

The credit for this change goes to a handful of TSOH subscribers; I’d like to thank them for the thoughtful suggestion, and would encourage you to do the same any time you have an idea that you think would improve the service.

If you have any questions, please let me know. Upcoming posts include tomorrow morning’s Q3 2023 Portfolio Update, which will be followed by research on Peloton (PTON) and Costco (COST). Thank you for your time.

NOTE - This is not investment advice. Do your own due diligence. I make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness, or reasonableness of the information contained in this report. Any assumptions, opinions and estimates expressed in this report constitute my judgment as of the date thereof and is subject to change without notice. Any projections contained in the report are based on a number of assumptions as to market conditions. There is no guarantee that projected outcomes will be achieved. The TSOH Investment Research Service is not acting as your financial advisor or in any fiduciary capacity.