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Microsoft: Transition Period

From “Microsoft: The $100 Billion Club” (July 2022): “Microsoft’s success is dependent upon leveraging its aforementioned structural advantages… As the…

Nov 4, 2024 • TSOH Investment Research

ESPN: “Looking For Strategic Partners”

On Thursday, Disney CEO Bob Iger sat down for a wide-ranging conversation with CNBC’s David Faber. The interview, which followed an announcement on…

Jul 17, 2023 • TSOH Investment Research

Amazon, Google, and the NFL

“We really focus on: how do we reach more fans?”

Jan 12, 2023 • TSOH Investment Research

AWS: "Scoring 1,000 Runs"

“We completely reinvented the way companies buy computation.”

Jun 28, 2021 • TSOH Investment Research

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TSOH Investment Research (Alex Morris)

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