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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
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The Science of Hitting
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Portfolio Change - 11/07/2023
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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…
Nov 6, 2023
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The Science of Hitting
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Convergence Calamity, Revisited
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“Moving Forward, Or Moving On”
Disney, Charter, and the future of the U.S. pay-TV business
Sep 11, 2023
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The Science of Hitting
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“Moving Forward, Or Moving On”
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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 chart below shows my portfolio…
Aug 10, 2023
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The Science of Hitting
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Portfolio Change - 08/11/2023
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Cable's Strategic Vision(s)
An update on Comcast and Charter (Liberty Broadband)
Aug 10, 2023
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The Science of Hitting
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Cable's Strategic Vision(s)
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"Our Intent Is To Grow"
An update on Comcast and Charter
May 15, 2023
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The Science of Hitting
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"Our Intent Is To Grow"
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Walking The Peacock Plank
When the TSOH Investment Research Service launched in April 2021, I published a review of every company in my portfolio. One of those positions, which I…
Feb 6, 2023
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The Science of Hitting
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Walking The Peacock Plank
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"We Take A Long-Term View"
Charter's December 2022 Investor Day
Dec 26, 2022
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The Science of Hitting
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"We Take A Long-Term View"
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Cable: Back On Offense
From “Cable’s Convergence Calamity?” (August 2022): “As we think about the long-term evolution of the connectivity industry, two alternative paths lie…
Nov 7, 2022
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The Science of Hitting
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Cable: Back On Offense
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"Focus First On Scale"
Roku Deep Dive
Sep 19, 2022
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The Science of Hitting
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"Focus First On Scale"
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Cable's Convergence Calamity?
In late July, Comcast and Charter reported their Q2 FY22 financial results. As I first wrote in September 2021 (“Is The Party Over?”), a big question…
Aug 8, 2022
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The Science of Hitting
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Cable's Convergence Calamity?
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"I've Seen This Movie Before"
In hindsight, the idea of bucketing companies into COVID “winners” and “losers” looks overly simplistic and short-sighted. For most of the businesses…
Jun 2, 2022
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The Science of Hitting
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"I've Seen This Movie Before"
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