TSOH Investment Research

Home
TSOH
ABNB
ALLY
AMZN
BAC
BRK
CAVA
CELH
CMCSA
CMG
COCO
COST
DG
DIS
DLTR
FEVR
FIVE
FND
GO
HD
HIBB
LBRDA
LGF
META
MKL
MNST
MSFT
MTCH
NFLX
NKE
OLLI
ONON
PTLO
PTON
RBLX
ROKU
SBUX
SMG
SPOT
TJX
TKO
WBD
WMT
Archive
About

LBRDA

"Compete With Anyone"
An update on Comcast
 • 
The Science of Hitting
9
Not A Question Of If, But When
An update on Comcast and Charter / Liberty Broadband
 • 
The Science of Hitting
Portfolio Change - 11/07/2023
Note: You can always review prior portfolio changes on the TSOH website
 • 
The Science of Hitting
Convergence Calamity, Revisited
Note: Here are the links to prior CMCSA and LBRDA research When 2021 came to a close, Comcast management could look back on the results of the prior…
 • 
The Science of Hitting
“Moving Forward, Or Moving On”
Disney, Charter, and the future of the U.S. pay-TV business
 • 
The Science of Hitting
4
Portfolio Change - 08/11/2023
As disclosed in today’s write-up, I’ve decided to make a portfolio change (which will be executed tomorrow morning).
 • 
The Science of Hitting
Cable's Strategic Vision(s)
An update on Comcast and Charter (Liberty Broadband)
 • 
The Science of Hitting
"Our Intent Is To Grow"
An update on Comcast and Charter
 • 
The Science of Hitting
2
Walking The Peacock Plank
When the TSOH Investment Research Service launched in April 2021, I published a review of every company in my portfolio.
 • 
The Science of Hitting
"We Take A Long-Term View"
Charter's December 2022 Investor Day
 • 
The Science of Hitting
4
Cable: Back On Offense
From “Cable’s Convergence Calamity?” (August 2022):
 • 
The Science of Hitting
"Focus First On Scale"
Roku Deep Dive
 • 
The Science of Hitting
7
© 2024 Alex Morris (TSOH Investment Research)
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture