FEVR

Monster: A Beast Unleashed

Energy drinks and ~200,000% stock price appreciation

Apr 15 •

The Science of Hitting

Celsius: The Rise Of A Billion Dollar Brand

“The energy drink category is now a three-team race.”

Apr 8 •

The Science of Hitting

Fever-Tree: A Broader Opportunity

From “Fever-Tree: A Premium Business?” (September 2023): “I see a management team with a clear understanding of its position / role in the marketplace…

Apr 1 •

The Science of Hitting

Portfolio Change - 11/07/2023

Note: You can always review prior portfolio changes on the TSOH website As disclosed in today’s write-up, I’ve decided to make some portfolio changes…

Nov 6, 2023 •

The Science of Hitting

"Always Looking For Context"

Macro Factors and Long-Term Investing

Sep 21, 2023 •

The Science of Hitting

Fever-Tree: A Premium Business?

Note: Subscription prices for the TSOH Investment Research service will increase after tomorrow’s market close (Tuesday, September 19th). If you sign-up…

Sep 18, 2023 •

The Science of Hitting

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