https://thescienceofhitting.com/archivedailyhttps://thescienceofhitting.com/aboutweeklyhttps://thescienceofhitting.com/p/tsoh-weekly-roundup2026-04-03monthlyhttps://thescienceofhitting.com/p/q1-2026-portfolio-update2026-04-02monthlyhttps://thescienceofhitting.com/p/fever-tree-a-pivotal-moment2026-03-30monthlyhttps://thescienceofhitting.com/p/portfolio-change-032520262026-03-25monthlyhttps://thescienceofhitting.com/p/berkshire-hathaway-transition2026-03-23monthlyhttps://thescienceofhitting.com/p/dollar-tree-resilient-progress2026-03-19monthlyhttps://thescienceofhitting.com/p/dg-closing-the-gap2026-03-16monthlyhttps://thescienceofhitting.com/p/portfolio-change-031120262026-03-11monthlyhttps://thescienceofhitting.com/p/trying-to-be-realistic2026-03-26monthlyhttps://thescienceofhitting.com/p/vital-farms-fragility2026-03-05monthlyhttps://thescienceofhitting.com/p/floor-and-decor-awaiting-normalization2026-03-02monthlyhttps://thescienceofhitting.com/p/netflix-warner-bros2026-02-27monthlyhttps://thescienceofhitting.com/p/how-is-this-possible2026-02-23monthlyhttps://thescienceofhitting.com/p/airbnb-platform-pivot2026-02-19monthlyhttps://thescienceofhitting.com/p/disruption-in-the-other-direction2026-02-16monthlyhttps://thescienceofhitting.com/p/portfolio-change-020920262026-02-09monthlyhttps://thescienceofhitting.com/p/peloton-clipping-in2026-03-10monthlyhttps://thescienceofhitting.com/p/tsoh-note-3c82026-02-08monthlyhttps://thescienceofhitting.com/p/microsoft-a-heavy-lift2026-02-05monthlyhttps://thescienceofhitting.com/p/in-zuck-we-trust2026-02-02monthlyhttps://thescienceofhitting.com/p/netflix-waning-optimism2026-01-26monthlyhttps://thescienceofhitting.com/p/tsoh-note-6d72026-01-21monthlyhttps://thescienceofhitting.com/p/gamb-conviction-vs-capital-allocation2026-01-19monthlyhttps://thescienceofhitting.com/p/nothing-is-off-the-table2026-01-12monthlyhttps://thescienceofhitting.com/p/nike-the-middle-innings2026-01-08monthlyhttps://thescienceofhitting.com/p/q4-2025-portfolio-update2026-01-06monthlyhttps://thescienceofhitting.com/p/roblox-a-longer-leash2025-12-29monthlyhttps://thescienceofhitting.com/p/beyond-the-workshop2025-12-22monthlyhttps://thescienceofhitting.com/p/dg-driving-productivity2025-12-15monthlyhttps://thescienceofhitting.com/p/a-rare-opportunity2026-03-06monthlyhttps://thescienceofhitting.com/p/portfolio-change-120920252025-12-08monthlyhttps://thescienceofhitting.com/p/dollar-trees-red-dot-dilemma2025-12-08monthlyhttps://thescienceofhitting.com/p/portfolio-change-120220252025-12-01monthlyhttps://thescienceofhitting.com/p/im-not-happy-about-our-growth-rate2025-12-01monthlyhttps://thescienceofhitting.com/p/disney-rewiring-the-earnings-engine2025-11-24monthlyhttps://thescienceofhitting.com/p/peloton-a-costly-turnaround2025-11-17monthlyhttps://thescienceofhitting.com/p/its-a-desperate-market-out-there2025-11-13monthlyhttps://thescienceofhitting.com/p/a-transformational-moment2025-11-10monthlyhttps://thescienceofhitting.com/p/scale-and-discipline-in-the-ai-era2025-11-03monthlyhttps://thescienceofhitting.com/p/meta-financing-the-ai-frontier2025-10-30monthlyhttps://thescienceofhitting.com/p/nothing-is-a-must-have2025-10-27monthlyhttps://thescienceofhitting.com/p/ally-financial-momentum2025-10-20monthlyhttps://thescienceofhitting.com/p/dltr-raising-the-bar2025-10-16monthlyhttps://thescienceofhitting.com/p/crocs-durable-brand-distracted-company2025-10-13monthlyhttps://thescienceofhitting.com/p/q3-2025-portfolio-update2025-10-06monthlyhttps://thescienceofhitting.com/p/kinsale-best-in-class-e-and-s2025-10-02monthlyhttps://thescienceofhitting.com/p/on-consistency-and-simplicity2025-09-29monthlyhttps://thescienceofhitting.com/p/portfolio-change-092620252025-09-25monthlyhttps://thescienceofhitting.com/p/we-like-the-hand-we-have2025-09-22monthlyhttps://thescienceofhitting.com/p/fever-tree-a-great-blueprint2025-09-18monthlyhttps://thescienceofhitting.com/p/the-evolution-of-investment-research2025-09-17monthlyhttps://thescienceofhitting.com/p/opportunity-brewing2025-09-15monthlyhttps://thescienceofhitting.com/p/a-fully-focused-business2025-09-08monthlyhttps://thescienceofhitting.com/p/dollar-general-delivering2025-09-04monthlyhttps://thescienceofhitting.com/p/the-next-iconic-brand2025-09-01monthlyhttps://thescienceofhitting.com/p/the-ball-that-turned-golf-upside2025-08-25monthlyhttps://thescienceofhitting.com/p/back-on-the-bike2025-08-21monthlyhttps://thescienceofhitting.com/p/portillos-ptlo-texas-troubles2025-08-18monthlyhttps://thescienceofhitting.com/p/disney-a-new-era2025-08-11monthlyhttps://thescienceofhitting.com/p/meta-the-decisive-period2025-08-07monthlyhttps://thescienceofhitting.com/p/the-enigma-of-success2025-08-04monthlyhttps://thescienceofhitting.com/p/ally-a-smoother-ride2025-07-28monthlyhttps://thescienceofhitting.com/p/build-a-business2025-07-24monthlyhttps://thescienceofhitting.com/p/netflix-content-variety-quality2026-01-24monthlyhttps://thescienceofhitting.com/p/tsoh-announcement-94c2025-07-20monthlyhttps://thescienceofhitting.com/p/portfolio-change-071620252025-07-15monthlyhttps://thescienceofhitting.com/p/the-greatest-canvas-in-the-world2025-07-14monthlyhttps://thescienceofhitting.com/p/the-dominant-force-in-flooring2025-07-10monthlyhttps://thescienceofhitting.com/p/q2-2025-portfolio-update2025-07-07monthlyhttps://thescienceofhitting.com/p/an-open-letter-to-comcast-ceo-brian2025-06-30monthlyhttps://thescienceofhitting.com/p/markel-course-correct2025-06-26monthlyhttps://thescienceofhitting.com/p/the-rise-of-celsius-and-the-new-era2025-06-25monthlyhttps://thescienceofhitting.com/p/brown-forman-continued-headwinds2025-06-23monthlyhttps://thescienceofhitting.com/p/celsius-a-global-opportunity2025-06-16monthlyhttps://thescienceofhitting.com/p/dollar-general-intense-focus2025-06-12monthlyhttps://thescienceofhitting.com/p/dollar-tree-building-blocks2025-06-09monthlyhttps://thescienceofhitting.com/p/peloton-growing-again2025-06-02monthlyhttps://thescienceofhitting.com/p/a-position-of-strength2025-05-29monthlyhttps://thescienceofhitting.com/p/in-the-penalty-box2025-05-26monthlyhttps://thescienceofhitting.com/p/more-than-a-place-to-stay2025-05-19monthlyhttps://thescienceofhitting.com/p/disney-an-offensive-posture2025-05-15monthlyhttps://thescienceofhitting.com/p/microsoft-an-enviable-position2025-05-12monthlyhttps://thescienceofhitting.com/p/the-importance-of-focus2025-04-28monthlyhttps://thescienceofhitting.com/p/all-viewing-is-not-equal2025-04-21monthlyhttps://thescienceofhitting.com/p/what-we-stand-for2025-04-17monthlyhttps://thescienceofhitting.com/p/an-egg-is-an-egg2026-02-27monthlyhttps://thescienceofhitting.com/p/the-market-passed-them-by2025-04-07monthlyhttps://thescienceofhitting.com/p/q1-2025-portfolio-update2025-04-03monthlyhttps://thescienceofhitting.com/p/dollar-tree-the-first-inning2025-03-31monthlyhttps://thescienceofhitting.com/p/nike-a-balanced-approach2025-03-24monthlyhttps://thescienceofhitting.com/p/nike-expert-panel-discussion2025-03-22monthlyhttps://thescienceofhitting.com/p/the-future-of-airbnb2025-03-20monthlyhttps://thescienceofhitting.com/p/the-dg-playbook2025-03-17monthlyhttps://thescienceofhitting.com/p/it-has-never-been-not-hard2025-03-10monthlyhttps://thescienceofhitting.com/p/nikes-retail-evolution2025-03-07monthlyhttps://thescienceofhitting.com/p/geico-major-repolishing2025-03-06monthlyhttps://thescienceofhitting.com/p/celsius-the-pepsi-question2025-03-03monthlyhttps://thescienceofhitting.com/p/roku-a-global-opportunity2025-02-24monthlyhttps://thescienceofhitting.com/p/peloton-a-steep-hill2025-02-20monthlyhttps://thescienceofhitting.com/p/this-is-the-right-time2025-02-17monthlyhttps://thescienceofhitting.com/p/tsoh-announcement-f182025-02-13monthlyhttps://thescienceofhitting.com/p/theyre-actually-an-asset2025-02-10monthlyhttps://thescienceofhitting.com/p/meta-more-to-come2025-02-06monthlyhttps://thescienceofhitting.com/p/microsoft-the-ui-for-ai2025-02-03monthlyhttps://thescienceofhitting.com/p/ally-end-of-the-tunnel2025-01-27monthlyhttps://thescienceofhitting.com/p/netflix-thinking-too-small2025-01-23monthlyhttps://thescienceofhitting.com/p/bfb-the-american-spirit2025-01-20monthlyhttps://thescienceofhitting.com/p/portfolio-change-011620252025-01-15monthlyhttps://thescienceofhitting.com/p/the-house-of-sport2025-01-13monthlyhttps://thescienceofhitting.com/p/academy-retail-turnaround2025-01-09monthlyhttps://thescienceofhitting.com/p/q4-2024-portfolio-update2025-01-06monthlyhttps://thescienceofhitting.com/p/lets-see-nike-being-nike2024-12-30monthlyhttps://thescienceofhitting.com/p/match-group-second-date2024-12-16monthlyhttps://thescienceofhitting.com/p/spotify-spot-post-mortem2024-12-12monthlyhttps://thescienceofhitting.com/p/planting-trees2024-12-09monthlyhttps://thescienceofhitting.com/p/buffett-and-munger-unscripted2024-12-24monthlyhttps://thescienceofhitting.com/p/celsius-fully-optimized2024-12-02monthlyhttps://thescienceofhitting.com/p/walmart-full-steam-ahead2024-11-25monthlyhttps://thescienceofhitting.com/p/disney-the-turning-point-revisited2024-11-18monthlyhttps://thescienceofhitting.com/p/portfolio-change-111520242024-11-14monthlyhttps://thescienceofhitting.com/p/tko-polluting-the-story2024-11-14monthlyhttps://thescienceofhitting.com/p/roku-a-clearer-picture2025-02-18monthlyhttps://thescienceofhitting.com/p/microsoft-transition-period2026-02-05monthlyhttps://thescienceofhitting.com/p/meta-turning-tides2024-10-31monthlyhttps://thescienceofhitting.com/p/ally-financial-speed-bump2025-07-27monthlyhttps://thescienceofhitting.com/p/netflix-a-terrible-business2024-10-21monthlyhttps://thescienceofhitting.com/p/ulta-increasingly-competitive2024-10-17monthlyhttps://thescienceofhitting.com/p/boston-beyond-beer2024-10-14monthlyhttps://thescienceofhitting.com/p/flutter-parlaying-dfs-to-osb2024-10-07monthlyhttps://thescienceofhitting.com/p/q3-2024-portfolio-update2024-10-03monthlyhttps://thescienceofhitting.com/p/ulta-still-a-beauty2024-09-30monthlyhttps://thescienceofhitting.com/p/a-more-normalized-enviornment2025-06-02monthlyhttps://thescienceofhitting.com/p/fever-tree-spreading-our-wings2024-09-19monthlyhttps://thescienceofhitting.com/p/smg-the-bridge-year2024-09-16monthlyhttps://thescienceofhitting.com/p/special-post-dg-tegus-panel2024-09-12monthlyhttps://thescienceofhitting.com/p/portfolio-change-091020242024-09-09monthlyhttps://thescienceofhitting.com/p/the-dollar-store-downturn2024-09-09monthlyhttps://thescienceofhitting.com/p/bjs-wholesale-a-better-business2024-09-05monthlyhttps://thescienceofhitting.com/p/competition-has-never-been-greater2024-09-02monthlyhttps://thescienceofhitting.com/p/portfolio-change-083020242024-08-29monthlyhttps://thescienceofhitting.com/p/complexity-as-a-moat2024-08-26monthlyhttps://thescienceofhitting.com/p/the-dating-game2024-08-22monthlyhttps://thescienceofhitting.com/p/airbnb-mild-moderation2024-08-19monthlyhttps://thescienceofhitting.com/p/disney-the-path-forward2024-08-12monthlyhttps://thescienceofhitting.com/p/fully-seize-the-opportunity2024-08-08monthlyhttps://thescienceofhitting.com/p/microsoft-capex-conundrum2024-08-05monthlyhttps://thescienceofhitting.com/p/compete-with-anyone2024-07-29monthlyhttps://thescienceofhitting.com/p/portfolio-change-072620242024-07-25monthlyhttps://thescienceofhitting.com/p/ally-financial-inflection-point2024-07-25monthlyhttps://thescienceofhitting.com/p/netflix-steady-as-she-goes2024-07-22monthlyhttps://thescienceofhitting.com/p/running-on-clouds2024-07-15monthlyhttps://thescienceofhitting.com/p/tjx-off-price-and-on-trend2024-07-11monthlyhttps://thescienceofhitting.com/p/nike-a-transition-year2024-07-08monthlyhttps://thescienceofhitting.com/p/q2-2024-portfolio-update2024-07-01monthlyhttps://thescienceofhitting.com/p/markel-its-not-over2024-06-27monthlyhttps://thescienceofhitting.com/p/grocery-outlet-pressure-release-valve2024-10-30monthlyhttps://thescienceofhitting.com/p/portfolio-change-062120242024-06-20monthlyhttps://thescienceofhitting.com/p/cava-running-the-playbook2024-06-17monthlyhttps://thescienceofhitting.com/p/scottsmiracle-gro-stuck-in-the-weeds2024-06-13monthlyhttps://thescienceofhitting.com/p/dg-dltr-and-strategic-alternatives2024-06-10monthlyhttps://thescienceofhitting.com/p/chuck-akre-and-the-2007-2008-financial2024-06-03monthlyhttps://thescienceofhitting.com/p/roblox-extremely-efficiently2024-05-30monthlyhttps://thescienceofhitting.com/p/airbnb-reinvent-yourself2024-05-27monthlyhttps://thescienceofhitting.com/p/portfolio-change-052120242024-05-20monthlyhttps://thescienceofhitting.com/p/match-group-tinder-troubles2024-08-15monthlyhttps://thescienceofhitting.com/p/disney-driving-engagement2024-05-16monthlyhttps://thescienceofhitting.com/p/not-a-question-of-if-but-when2024-05-13monthlyhttps://thescienceofhitting.com/p/peloton-mccarthys-missteps2024-05-06monthlyhttps://thescienceofhitting.com/p/our-industry-does-not-respect-tradition2024-05-02monthlyhttps://thescienceofhitting.com/p/meta-taking-big-swings2024-04-29monthlyhttps://thescienceofhitting.com/p/netflix-evolution2025-08-11monthlyhttps://thescienceofhitting.com/p/bold-disruptive-innovation2024-04-23monthlyhttps://thescienceofhitting.com/p/monster-a-beast-unleashed2024-04-15monthlyhttps://thescienceofhitting.com/p/celsius-the-rise-of-a-billion-dollar2024-04-08monthlyhttps://thescienceofhitting.com/p/q1-2024-portfolio-update2024-04-04monthlyhttps://thescienceofhitting.com/p/fever-tree-a-broader-opportunity2024-04-01monthlyhttps://thescienceofhitting.com/p/dg-the-road-to-recovery2024-03-25monthlyhttps://thescienceofhitting.com/p/tsoh-note-4bd2024-03-16monthlyhttps://thescienceofhitting.com/p/portfolio-change-031220242024-03-11monthlyhttps://thescienceofhitting.com/p/tko-a-transformative-deal2024-09-27monthlyhttps://thescienceofhitting.com/p/portillos-a-growth-story2024-03-07monthlyhttps://thescienceofhitting.com/p/markel-below-our-expectations2024-03-04monthlyhttps://thescienceofhitting.com/p/valuation-and-long-term-investing2024-02-26monthlyhttps://thescienceofhitting.com/p/airbnb-a-new-chapter2024-02-22monthlyhttps://thescienceofhitting.com/p/disney-the-espn-solution2024-02-19monthlyhttps://thescienceofhitting.com/p/meta-a-pivotal-year2024-02-12monthlyhttps://thescienceofhitting.com/p/match-temperatures-rising2024-02-08monthlyhttps://thescienceofhitting.com/p/microsoft-lead-this-new-era2024-02-05monthlyhttps://thescienceofhitting.com/p/time-is-of-the-essence2024-01-29monthlyhttps://thescienceofhitting.com/p/netflix-reaping-the-rewards2024-01-25monthlyhttps://thescienceofhitting.com/p/ally-from-headwinds-to-tailwinds2024-01-22monthlyhttps://thescienceofhitting.com/p/letting-winners-run2024-01-15monthlyhttps://thescienceofhitting.com/p/hibbett-misunderstood2024-01-11monthlyhttps://thescienceofhitting.com/p/q4-2023-portfolio-update2024-01-08monthlyhttps://thescienceofhitting.com/p/nike-falling-short2024-01-01monthlyhttps://thescienceofhitting.com/p/its-always-about-the-people2025-07-31monthlyhttps://thescienceofhitting.com/p/bjs-warehouse-club-transformation2023-12-14monthlyhttps://thescienceofhitting.com/p/portfolio-change-121220232023-12-11monthlyhttps://thescienceofhitting.com/p/back-to-the-basics2023-12-11monthlyhttps://thescienceofhitting.com/p/roku-surfing-the-streaming-wave2024-11-05monthlyhttps://thescienceofhitting.com/p/vita-coco-testing-the-moat2023-11-30monthlyhttps://thescienceofhitting.com/p/airbnb-turning-the-corner2023-11-27monthlyhttps://thescienceofhitting.com/p/disney-annual-charts2023-11-26monthlyhttps://thescienceofhitting.com/p/the-pace-of-getting-there2023-11-20monthlyhttps://thescienceofhitting.com/p/disney-improve-the-bottom-line2023-11-16monthlyhttps://thescienceofhitting.com/p/portfolio-change-111420232023-11-13monthlyhttps://thescienceofhitting.com/p/tinders-melting-ice-cube2023-11-13monthlyhttps://thescienceofhitting.com/p/portfolio-change-110720232023-11-06monthlyhttps://thescienceofhitting.com/p/convergence-calamity-revisited2023-11-06monthlyhttps://thescienceofhitting.com/p/meta-the-next-peak2023-11-02monthlyhttps://thescienceofhitting.com/p/this-is-microsofts-moment2023-10-30monthlyhttps://thescienceofhitting.com/p/netflix-removing-the-ceiling2024-01-24monthlyhttps://thescienceofhitting.com/p/its-about-returns-not-growth2023-10-19monthlyhttps://thescienceofhitting.com/p/cracking-coconuts2023-10-16monthlyhttps://thescienceofhitting.com/p/peloton-unwelcome-surprises2023-10-09monthlyhttps://thescienceofhitting.com/p/ill-never-sell-a-share2025-07-24monthlyhttps://thescienceofhitting.com/p/q3-2023-portfolio-update2023-10-02monthlyhttps://thescienceofhitting.com/p/tsoh-note2023-10-01monthlyhttps://thescienceofhitting.com/p/turbocharged2023-09-25monthlyhttps://thescienceofhitting.com/p/always-looking-for-context2023-09-21monthlyhttps://thescienceofhitting.com/p/fever-tree-a-premium-business2023-09-18monthlyhttps://thescienceofhitting.com/p/tsoh-announcement-f462023-09-17monthlyhttps://thescienceofhitting.com/p/moving-forward-or-moving-on2023-09-11monthlyhttps://thescienceofhitting.com/p/five-below-nothing-but-upside2025-04-09monthlyhttps://thescienceofhitting.com/p/dollar-general-from-bad-to-worse2023-09-18monthlyhttps://thescienceofhitting.com/p/airbnb-growth-mode2023-09-30monthlyhttps://thescienceofhitting.com/p/the-markel-style2023-09-30monthlyhttps://thescienceofhitting.com/p/portfolio-change-082220232023-09-30monthlyhttps://thescienceofhitting.com/p/match-group-maturation-03f2023-09-30monthlyhttps://thescienceofhitting.com/p/disney-the-turning-point2024-11-15monthlyhttps://thescienceofhitting.com/p/portfolio-change-081120232023-09-30monthlyhttps://thescienceofhitting.com/p/cables-strategic-visions2026-01-18monthlyhttps://thescienceofhitting.com/p/meta-cultural-shift2023-09-30monthlyhttps://thescienceofhitting.com/p/microsoft-the-third-pillar2023-09-29monthlyhttps://thescienceofhitting.com/p/portfolio-change-072820232023-09-30monthlyhttps://thescienceofhitting.com/p/spotify-retain-optionality2023-09-30monthlyhttps://thescienceofhitting.com/p/netflix-heads-down-and-execute2023-09-30monthlyhttps://thescienceofhitting.com/p/espns-strategic-partners2023-09-30monthlyhttps://thescienceofhitting.com/p/but2023-09-30monthlyhttps://thescienceofhitting.com/p/cava-the-next-chipotle2023-09-30monthlyhttps://thescienceofhitting.com/p/q2-2023-portfolio-update2023-09-30monthlyhttps://thescienceofhitting.com/p/dollar-tree-turning-point2023-09-30monthlyhttps://thescienceofhitting.com/p/five-below-and-beyond2023-09-30monthlyhttps://thescienceofhitting.com/p/tko-positioned-to-capitalize2023-09-30monthlyhttps://thescienceofhitting.com/p/dg-macro-or-competition2023-09-30monthlyhttps://thescienceofhitting.com/p/in-a-transitional-period2023-09-30monthlyhttps://thescienceofhitting.com/p/position-sizing2023-09-30monthlyhttps://thescienceofhitting.com/p/airbnb-adrs-and-affordability2023-09-30monthlyhttps://thescienceofhitting.com/p/disney-a-worrisome-circumstance2023-09-30monthlyhttps://thescienceofhitting.com/p/our-intent-is-to-grow2023-09-30monthlyhttps://thescienceofhitting.com/p/meta-when-it-all-matters2023-09-30monthlyhttps://thescienceofhitting.com/p/spotify-win-win2023-09-30monthlyhttps://thescienceofhitting.com/p/microsoft-drive-optimization2023-09-29monthlyhttps://thescienceofhitting.com/p/ally-financial-moving-pieces2023-09-30monthlyhttps://thescienceofhitting.com/p/netflix-the-cost-of-success2023-09-30monthlyhttps://thescienceofhitting.com/p/portfolio-change-041820232023-09-30monthlyhttps://thescienceofhitting.com/p/markel-a-long-term-mentality2023-09-30monthlyhttps://thescienceofhitting.com/p/the-life-out-here-retailer2023-09-30monthlyhttps://thescienceofhitting.com/p/a-rebuttal-to-problems-at-airbnb2023-09-30monthlyhttps://thescienceofhitting.com/p/dollar-tree-we-know-how-to-fix-it2023-09-30monthlyhttps://thescienceofhitting.com/p/q1-2023-portfolio-update2023-09-30monthlyhttps://thescienceofhitting.com/p/there-arent-many-sees2023-09-30monthlyhttps://thescienceofhitting.com/p/dg-no-noise-no-distractions2023-09-30monthlyhttps://thescienceofhitting.com/p/peloton-path-to-the-promise-land2023-09-30monthlyhttps://thescienceofhitting.com/p/geico-the-gecko-stumbles2025-03-03monthlyhttps://thescienceofhitting.com/p/fnd-wind-in-our-face2023-09-30monthlyhttps://thescienceofhitting.com/p/roblox-the-path-to-profitability2023-09-30monthlyhttps://thescienceofhitting.com/p/home-depot-a-unique-environment2023-09-30monthlyhttps://thescienceofhitting.com/p/airbnb-capitalizing-on-adversity2023-09-30monthlyhttps://thescienceofhitting.com/p/we-are-in-the-discovery-business2023-09-30monthlyhttps://thescienceofhitting.com/p/disney-igers-strategy-shift2023-09-29monthlyhttps://thescienceofhitting.com/p/meta-platforms-phase-change2023-09-30monthlyhttps://thescienceofhitting.com/p/portfolio-change-020620232023-09-30monthlyhttps://thescienceofhitting.com/p/walking-the-peacock-plank2023-09-30monthlyhttps://thescienceofhitting.com/p/ally-financial-a-clearer-roadmap2023-09-30monthlyhttps://thescienceofhitting.com/p/microsoft-its-showtime2023-09-29monthlyhttps://thescienceofhitting.com/p/netflix-were-off-to-a-good-start2023-09-30monthlyhttps://thescienceofhitting.com/p/regardless-of-price2023-09-30monthlyhttps://thescienceofhitting.com/p/amazon-google-and-the-nfl2023-09-30monthlyhttps://thescienceofhitting.com/p/floor-and-decor-a-true-category-killer2023-09-30monthlyhttps://thescienceofhitting.com/p/q4-2022-portfolio-update2023-09-30monthlyhttps://thescienceofhitting.com/p/ollies-revisiting-the-thesis2023-09-30monthlyhttps://thescienceofhitting.com/p/charter-we-take-a-long-term-view2023-09-30monthlyhttps://thescienceofhitting.com/p/the-right-way-to-run-an-insurance2023-09-30monthlyhttps://thescienceofhitting.com/p/its-all-about-delivering-value2023-09-30monthlyhttps://thescienceofhitting.com/p/the-home-depot-intense-focus2023-09-30monthlyhttps://thescienceofhitting.com/p/dg-short-term-stumbles2023-09-30monthlyhttps://thescienceofhitting.com/p/match-feeling-the-heat2023-09-30monthlyhttps://thescienceofhitting.com/p/bob-iger-and-the-age-of-great-anxiety2023-09-30monthlyhttps://thescienceofhitting.com/p/roblox-growing-up2023-09-30monthlyhttps://thescienceofhitting.com/p/airbnb-a-bridge-too-far2023-09-30monthlyhttps://thescienceofhitting.com/p/disney-commence-phase-two2023-09-29monthlyhttps://thescienceofhitting.com/p/cable-back-on-offense2023-09-30monthlyhttps://thescienceofhitting.com/p/meta-moving-the-goal-posts2023-09-30monthlyhttps://thescienceofhitting.com/p/microsoft-the-ultimate-tailwind2023-10-27monthlyhttps://thescienceofhitting.com/p/ally-past-the-peak2023-09-30monthlyhttps://thescienceofhitting.com/p/nflx-not-fantastic-but-reasonable2023-09-30monthlyhttps://thescienceofhitting.com/p/nike-managing-through-volatility2023-09-30monthlyhttps://thescienceofhitting.com/p/portfolio-change-101320222025-01-28monthlyhttps://thescienceofhitting.com/p/q3-2022-portfolio-update2023-09-30monthlyhttps://thescienceofhitting.com/p/more-banks-than-bankers2023-09-30monthlyhttps://thescienceofhitting.com/p/starbucks-reinvention-roadmap2023-09-30monthlyhttps://thescienceofhitting.com/p/roku-focus-first-on-scale2023-09-30monthlyhttps://thescienceofhitting.com/p/revolving-door-capitalists2023-09-30monthlyhttps://thescienceofhitting.com/p/dltr-value-creation-lever2023-09-30monthlyhttps://thescienceofhitting.com/p/dg-widening-the-moat2023-09-30monthlyhttps://thescienceofhitting.com/p/match-group-disappointing-execution2023-09-30monthlyhttps://thescienceofhitting.com/p/i-dont-care-how-much-were-losing2025-12-05monthlyhttps://thescienceofhitting.com/p/roblox-bigger-than-play2023-09-30monthlyhttps://thescienceofhitting.com/p/the-disney-streaming-playbook2023-09-30monthlyhttps://thescienceofhitting.com/p/growth-and-profitability-at-scale2023-09-30monthlyhttps://thescienceofhitting.com/p/cables-convergence-calamity2023-09-30monthlyhttps://thescienceofhitting.com/p/meta-peak-profitability2023-09-30monthlyhttps://thescienceofhitting.com/p/microsoft-the-100-billion-club2023-09-30monthlyhttps://thescienceofhitting.com/p/netflix-in-the-right-zip-code2023-09-30monthlyhttps://thescienceofhitting.com/p/the-oracle-and-occidental-the-world2023-09-30monthlyhttps://thescienceofhitting.com/p/its-all-about-scale2025-04-23monthlyhttps://thescienceofhitting.com/p/i-hate-advertising2023-09-30monthlyhttps://thescienceofhitting.com/p/q2-2022-portfolio-update2023-09-30monthlyhttps://thescienceofhitting.com/p/fear-of-crashing2023-09-30monthlyhttps://thescienceofhitting.com/p/sadie-hawkins-goes-digital2024-02-28monthlyhttps://thescienceofhitting.com/p/howard-schultz-im-here-now2024-05-01monthlyhttps://thescienceofhitting.com/p/five-belows-triple-double2023-09-30monthlyhttps://thescienceofhitting.com/p/were-doing-much-better-than-you-think2023-09-30monthlyhttps://thescienceofhitting.com/p/match-group-swipe-right2023-09-30monthlyhttps://thescienceofhitting.com/p/ive-seen-this-movie-before2023-09-30monthlyhttps://thescienceofhitting.com/p/dg-flight-to-value2023-09-30monthlyhttps://thescienceofhitting.com/p/a-new-world-of-travel2023-09-30monthlyhttps://thescienceofhitting.com/p/peloton-whats-next2023-09-30monthlyhttps://thescienceofhitting.com/p/portfolio-change-051720222023-09-30monthlyhttps://thescienceofhitting.com/p/just-keep-swimming2023-09-30monthlyhttps://thescienceofhitting.com/p/spotify-the-power-question2023-09-30monthlyhttps://thescienceofhitting.com/p/meta-appropriately-calibrated2023-09-30monthlyhttps://thescienceofhitting.com/p/microsoft-taking-share2023-09-29monthlyhttps://thescienceofhitting.com/p/portfolio-change-042620222025-09-22monthlyhttps://thescienceofhitting.com/p/netflix-this-is-when-it-all-matters2023-09-30monthlyhttps://thescienceofhitting.com/p/ally-a-permanent-change2023-09-30monthlyhttps://thescienceofhitting.com/p/the-youtube-of-gaming2023-09-30monthlyhttps://thescienceofhitting.com/p/ollies-over-our-skis2023-09-30monthlyhttps://thescienceofhitting.com/p/disruption-and-the-right-owners2023-09-30monthlyhttps://thescienceofhitting.com/p/q1-2022-portfolio-update2023-09-30monthlyhttps://thescienceofhitting.com/p/dg-a-low-cost-operator2023-09-30monthlyhttps://thescienceofhitting.com/p/the-case-for-ruthless-prioritization2023-09-30monthlyhttps://thescienceofhitting.com/p/we-had-lines-out-the-door2023-09-30monthlyhttps://thescienceofhitting.com/p/netflix-regional-economics-and-global2023-09-30monthlyhttps://thescienceofhitting.com/p/portfolio-change-031020222024-12-02monthlyhttps://thescienceofhitting.com/p/volatility-and-portfolio-construction2023-09-30monthlyhttps://thescienceofhitting.com/p/a-better-long-term-home2023-09-30monthlyhttps://thescienceofhitting.com/p/the-magic-happens-on-the-screen2023-09-30monthlyhttps://thescienceofhitting.com/p/portrait-of-a-disciplined-investor2026-01-14monthlyhttps://thescienceofhitting.com/p/airbnb-completely-additive2023-09-30monthlyhttps://thescienceofhitting.com/p/content-content-content2023-09-30monthlyhttps://thescienceofhitting.com/p/we-needed-to-find-leverage2023-09-30monthlyhttps://thescienceofhitting.com/p/meta-a-precarious-position2023-09-30monthlyhttps://thescienceofhitting.com/p/portfolio-change-020320222024-12-02monthlyhttps://thescienceofhitting.com/p/a-structural-shift-in-demand2023-09-30monthlyhttps://thescienceofhitting.com/p/microsoft-activision-blizzard2023-09-29monthlyhttps://thescienceofhitting.com/p/portfolio-change-012520222025-07-17monthlyhttps://thescienceofhitting.com/p/the-greatest-opportunity-in-entertainment2025-04-15monthlyhttps://thescienceofhitting.com/p/cables-wireless-moment2023-09-30monthlyhttps://thescienceofhitting.com/p/we-cant-just-maintain-a-pat-hand2023-09-30monthlyhttps://thescienceofhitting.com/p/ollies-good-stuff-cheap2023-09-30monthlyhttps://thescienceofhitting.com/p/tsoh-top-posts-of-20212023-02-10monthlyhttps://thescienceofhitting.com/p/q4-2021-portfolio-update2023-09-30monthlyhttps://thescienceofhitting.com/p/on-the-shoulders-of-giants2023-09-30monthlyhttps://thescienceofhitting.com/p/has-twitter-truly-changed2023-02-09monthlyhttps://thescienceofhitting.com/p/a-mature-retailer-in-growth-mode2023-09-30monthlyhttps://thescienceofhitting.com/p/portfolio-change-120720212023-09-30monthlyhttps://thescienceofhitting.com/p/ally-a-banking-transformation2023-09-30monthlyhttps://thescienceofhitting.com/p/breaking-the-buck2023-09-30monthlyhttps://thescienceofhitting.com/p/my-investment-philosophy2026-02-14monthlyhttps://thescienceofhitting.com/p/disney-breaking-the-dam2024-11-14monthlyhttps://thescienceofhitting.com/p/the-berkshire-buyback-machine2023-09-30monthlyhttps://thescienceofhitting.com/p/airbnb-a-travel-revolution2023-09-30monthlyhttps://thescienceofhitting.com/p/the-next-platform2023-09-30monthlyhttps://thescienceofhitting.com/p/spotify-room-to-run2023-09-30monthlyhttps://thescienceofhitting.com/p/microsoft-expand-the-tam2023-09-30monthlyhttps://thescienceofhitting.com/p/netflix-uncharted-territory2023-09-30monthlyhttps://thescienceofhitting.com/p/facebook-two-divergent-trends2023-09-30monthlyhttps://thescienceofhitting.com/p/the-costco-snowball2023-09-30monthlyhttps://thescienceofhitting.com/p/why-does-goodrx-exist2023-02-09monthlyhttps://thescienceofhitting.com/p/the-long-term-crutch2023-09-30monthlyhttps://thescienceofhitting.com/p/q3-2021-portfolio-update2023-09-30monthlyhttps://thescienceofhitting.com/p/unexpected-and-unpredictable-upside2023-09-30monthlyhttps://thescienceofhitting.com/p/is-the-party-over2023-09-30monthlyhttps://thescienceofhitting.com/p/the-future-of-espn2023-09-30monthlyhttps://thescienceofhitting.com/p/im-here-to-tell-you-i-was-a-pig2023-09-30monthlyhttps://thescienceofhitting.com/p/dollar-tree-a-vision-emerges2023-09-30monthlyhttps://thescienceofhitting.com/p/airbnb-belonging-anywhere2023-09-30monthlyhttps://thescienceofhitting.com/p/dg-an-all-weather-brand2023-09-30monthlyhttps://thescienceofhitting.com/p/youve-got-a-very-good-business2023-09-30monthlyhttps://thescienceofhitting.com/p/portfolio-change-082320212023-09-30monthlyhttps://thescienceofhitting.com/p/mo-money-mo-problems2024-12-02monthlyhttps://thescienceofhitting.com/p/tsoh-media-update-3642023-02-09monthlyhttps://thescienceofhitting.com/p/disney-the-first-inning2023-09-30monthlyhttps://thescienceofhitting.com/p/facebook-get-to-scale-9b22023-09-30monthlyhttps://thescienceofhitting.com/p/a-broadband-centric-company2023-09-30monthlyhttps://thescienceofhitting.com/p/spotify-laser-focused-on-audio2023-09-29monthlyhttps://thescienceofhitting.com/p/microsoft-a-more-accelerated-pace2023-09-29monthlyhttps://thescienceofhitting.com/p/netflix-a-one-product-company-c302023-09-29monthlyhttps://thescienceofhitting.com/p/were-just-swimming-all-the-time2023-09-29monthlyhttps://thescienceofhitting.com/p/costco-podcast2023-02-09monthlyhttps://thescienceofhitting.com/p/black-widow-disney2023-09-29monthlyhttps://thescienceofhitting.com/p/we-sell-stuff-nobody-really-needs2023-09-29monthlyhttps://thescienceofhitting.com/p/if-you-raise-the-f-ing-hot-dog-price2023-09-29monthlyhttps://thescienceofhitting.com/p/q2-2021-performance-update2023-02-09monthlyhttps://thescienceofhitting.com/p/q2-2021-portfolio-review2023-09-29monthlyhttps://thescienceofhitting.com/p/aws-scoring-1000-runs2023-09-29monthlyhttps://thescienceofhitting.com/p/walmart-turning-the-titanic2024-11-21monthlyhttps://thescienceofhitting.com/p/i-dont-defend-this-logic2023-09-29monthlyhttps://thescienceofhitting.com/p/portfolio-change-061520212023-09-29monthlyhttps://thescienceofhitting.com/p/we-went-where-they-aint2023-09-29monthlyhttps://thescienceofhitting.com/p/one-buck-at-a-time2023-09-29monthlyhttps://thescienceofhitting.com/p/tsoh-update2023-02-08monthlyhttps://thescienceofhitting.com/p/why-i-build-financial-models2023-09-29monthlyhttps://thescienceofhitting.com/p/selling-our-content-to-somebody-else2023-09-29monthlyhttps://thescienceofhitting.com/p/the-pickle-out-of-the-jar2023-09-29monthlyhttps://thescienceofhitting.com/p/twitter-an-audacious-goal2023-02-08monthlyhttps://thescienceofhitting.com/p/warner-media-discovery2023-09-29monthlyhttps://thescienceofhitting.com/p/disney-as-big-as-ever2023-09-29monthlyhttps://thescienceofhitting.com/p/portfolio-change-051420212024-12-02monthlyhttps://thescienceofhitting.com/p/qurate-behind-the-eight-ball2023-02-08monthlyhttps://thescienceofhitting.com/p/fb-continue-to-invest-aggressively2023-09-29monthlyhttps://thescienceofhitting.com/p/comcast-q1-fy212023-09-29monthlyhttps://thescienceofhitting.com/p/portfolio-change-050520212023-09-29monthlyhttps://thescienceofhitting.com/p/spotify-a-bump-in-the-road2023-09-29monthlyhttps://thescienceofhitting.com/p/microsoft-its-just-the-beginning2023-09-29monthlyhttps://thescienceofhitting.com/p/netflix-opportunity-on-the-horizon2023-09-29monthlyhttps://thescienceofhitting.com/p/media-tea-leaves-with-jason-kilar2023-09-29monthlyhttps://thescienceofhitting.com/p/msft-nuan-and-industry-specific-clouds2023-09-29monthlyhttps://thescienceofhitting.com/p/portfolio-change-april-13th-20212023-09-29monthlyhttps://thescienceofhitting.com/p/spotify-the-times-they-are-a-changin2023-09-29monthlyhttps://thescienceofhitting.com/p/returns-and-lessons-learned2023-09-29monthlyhttps://thescienceofhitting.com/p/april-2021-portfolio-review-part-d5a2023-09-29monthlyhttps://thescienceofhitting.com/p/april-2021-portfolio-review-part-45d2023-09-29monthlyhttps://thescienceofhitting.com/p/april-2021-portfolio-review-part2023-09-29monthlyhttps://thescienceofhitting.com/p/coming-soon2023-02-08monthly