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Sitemap - 2023 - TSOH Investment Research Service

"Turnarounds Are Hard Work"

GEICO: The Gecko Stumbles

Floor & Decor: "Wind In Our Face"

Roblox: The Path To Profitability

HD: "A Unique Environment"

Airbnb: Capitalizing On Adversity

"We're In The Discovery Business"

Disney: Iger's Strategy Shift?

Meta Platforms: Phase Change

Portfolio Change - 02/06/2023

Walking The Peacock Plank

Ally Financial: A Clearer Roadmap

Microsoft: "It's Showtime"

Netflix: "We're Off To A Good Start"

"Regardless Of Price"

Amazon, Google, and the NFL

Floor & Decor: “A True Category Killer”

Q4 2022 Portfolio Update

© 2023 Alex Morris (TSOH Investment Research)
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