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.
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.
This is a cool quality of life improvement!
This is a great enhancement .. Thanks Alex !!