A quick update on the layout of the TSOH website: I’ve added a list of tickers near the top of the home page, which will enable you to easily access all prior research on a given company. The “TSOH” ticker (shown below) will take you to all of the “Portfolio Change” posts, quarterly updates, and investment philosophy discussions.
As someone who has been with TSOH since day 1, I can say that is a ton of useful research on the site and now with this enhancement you can read the progression over time of Alex’s thinking and the consistency or lack thereof of the various management teams he covers.
Thank you Frank - and thanks again for the suggestion! To your point, it's often revealing when I reread the old posts when working on the updates; every so often, it becomes evident that the thought process has started to change (which presents a question on thesis creep that must then be considered and addressed). Thanks again for the thoughtful suggestion Frank.
As someone who has been with TSOH since day 1, I can say that is a ton of useful research on the site and now with this enhancement you can read the progression over time of Alex’s thinking and the consistency or lack thereof of the various management teams he covers.
Thank you Frank - and thanks again for the suggestion! To your point, it's often revealing when I reread the old posts when working on the updates; every so often, it becomes evident that the thought process has started to change (which presents a question on thesis creep that must then be considered and addressed). Thanks again for the thoughtful suggestion Frank.
- Alex
This is a cool quality of life improvement!
Glad to hear that Tyler - thank you!
This is a great enhancement .. Thanks Alex !!
Thanks Balaji, glad to hear it helps!