Sitemap - 2023 - TSOH Investment Research
"It's Always About The People"
BJ's Wholesale Club: Transformation?
Disney: "Improve The Bottom Line"
Convergence Calamity, Revisited
"It's About Returns, Not Growth"
Peloton: "Unwelcome Surprises"
Fever-Tree: A Premium Business?
“Moving Forward, Or Moving On”
Five Below: "Nothing But Upside"?
Dollar General: From Bad To Worse
Meta: "A Meaningful Cultural Shift"
Netflix: “Heads Down and Execute”
ESPN: “Looking For Strategic Partners”
"The Evolution Of A Value Investor"
Airbnb: ADR's and Affordability
Microsoft: "Drive Optimization"
Ally Financial: "Moving Pieces"
Markel: "A Long-Term Mentality"
A Rebuttal To "Problems At Airbnb"
"There Aren't Many See's Candies"
DG: "No Noise, No Distractions"
Floor & Decor: "Wind In Our Face"
Roblox: The Path To Profitability
Airbnb: Capitalizing On Adversity
"We're In The Discovery Business"
Disney: Iger's Strategy Shift?
Ally Financial: A Clearer Roadmap
Netflix: "We're Off To A Good Start"