Sitemap - 2022 - TSOH Investment Research Service
Ollie's: Revisiting The Thesis
"The Right Way To Run An Insurance Company"
"It's All About Delivering Value"
The Home Depot: "Intense Focus"
Bob Iger and "The Age of Great Anxiety"
Microsoft: "The Ultimate Tailwind"
Netflix: "Not Fantastic, But Reasonable"
Nike: "Managing Through Volatility"
Starbucks: Reinvention Roadmap
Dollar Tree: "Value Creation Lever"?
Match: "Disappointing Execution"
"I Don't Care How Much We're Losing"
"Growth & Profitability At Scale"
Microsoft: The $100 Billion Club
The Oracle and OXY: "The World Has Changed"
"We're Doing Much Better Than You Think"
Meta: “Appropriately Calibrated”
Netflix: "This Is When It All Matters"
Disruption & The "Right" Owners
The Case for "Ruthless Prioritization"
Netflix: Regional Economics and Global Scale
Volatility & Portfolio Construction
"The Magic Happens On The Screen"
"Portrait of a Disciplined Investor"
"A Structural Shift in Demand"
Microsoft + Activision Blizzard
“The Greatest Opportunity in Entertainment”