Sitemap - 2021 - TSOH Investment Research Service
"A Mature Retailer In Growth Mode"
Ally: A Banking Transformation
Netflix: "Uncharted Territory"
Facebook: Two Divergent Trends
GoodRx: An Oddity of U.S. Healthcare
Protecting Against Upside Risk
"I'm Here To Tell You I Was A Pig"
"You've Got A Very Good Business"
Spotify: “Laser Focused on Audio”
Microsoft: "A More Accelerated Pace"
Netflix: "A One Product Company"
"They Certainly Know Them Now"
"We Sell Stuff Nobody Really Needs"
Costco: "Raising Prices Is The Easy Way"
Lionsgate: An Attractive Minnow?
Facebook: "Invest Aggressively"
Microsoft: "It's Just The Beginning"
Netflix: Opportunity on the Horizon?
Jason Kilar and the Future of HBO Max
Microsoft, Nuance, and Industry-Specific Clouds
Spotify: The Times They Are a-Changin'
April 2021 Portfolio Review, Part 3
April 2021 Portfolio Review, Part 2