TSOH Investment Research
Subscribe
Sign in
Home
TSOH
ABNB
ALLY
AMZN
ASO
BAC
BRK
CAVA
CELH
CMCSA
CMG
COCO
COST
DG
DIS
DKS
DLTR
FEVR
FIVE
FND
GO
HD
HIBB
LBRDA
LGF
META
MKL
MNST
MSFT
MTCH
NFLX
NKE
OLLI
ONON
PTLO
PTON
RBLX
ROKU
SAM
SBUX
SMG
SPOT
TJX
TKO
WBD
WMT
Archive
About
META
Latest
Top
Discussions
Meta: More To Come
From “A Pivotal Year” (February 2024): “You can be quite confident that Meta will not fall short on key initiatives from a lack of conviction or outside…
Feb 6
•
TSOH Investment Research
14
Share this post
TSOH Investment Research
Meta: More To Come
Copy link
Facebook
Email
Notes
More
Meta: Turning Tides?
From “Meta: When It All Matters” (May 2023): “It seems likely that we’re heading into a sweet spot for the FOA [Family Of Apps] segment financials…
Oct 31, 2024
•
TSOH Investment Research
14
Share this post
TSOH Investment Research
Meta: Turning Tides?
Copy link
Facebook
Email
Notes
More
"Fully Seize The Opportunity"
An update on Meta
Aug 8, 2024
•
TSOH Investment Research
21
Share this post
TSOH Investment Research
"Fully Seize The Opportunity"
Copy link
Facebook
Email
Notes
More
Meta: Taking Big Swings
Meta CEO Mark Zuckerberg: “I'm doing something wrong if I'm not building something new.
Apr 29, 2024
•
TSOH Investment Research
22
Share this post
TSOH Investment Research
Meta: Taking Big Swings
Copy link
Facebook
Email
Notes
More
Portfolio Change - 03/12/2024
Note: You can review all prior portfolio changes on the TSOH website.
Mar 11, 2024
•
TSOH Investment Research
20
Share this post
TSOH Investment Research
Portfolio Change - 03/12/2024
Copy link
Facebook
Email
Notes
More
Meta: A Pivotal Year
Note: I recently joined Andrew Walker of the “Yet Another Value” Empire to discuss “Letting Winners Run”, which led to a broader discussion about the…
Feb 12, 2024
•
TSOH Investment Research
22
Share this post
TSOH Investment Research
Meta: A Pivotal Year
Copy link
Facebook
Email
Notes
More
Meta: The Next Peak
A close study of Meta’s results over the past 12 months presented compelling evidence that significant change was underway in the company’s cost…
Nov 2, 2023
•
TSOH Investment Research
25
Share this post
TSOH Investment Research
Meta: The Next Peak
Copy link
Facebook
Email
Notes
More
Meta: "A Meaningful Cultural Shift"
From “Moving The Goal Posts” (November 2022): “If FOA [the Family Of Apps segment] is capable of double digit annualized revenue growth over the next…
Aug 7, 2023
•
TSOH Investment Research
38
Share this post
TSOH Investment Research
Meta: "A Meaningful Cultural Shift"
Copy link
Facebook
Email
Notes
More
2
Meta: When It All Matters
From “Moving The Goal Posts” (November 2022):
May 8, 2023
•
TSOH Investment Research
22
Share this post
TSOH Investment Research
Meta: When It All Matters
Copy link
Facebook
Email
Notes
More
1
Meta Platforms: Phase Change
From “Moving The Goal Posts” (November 2022):
Feb 9, 2023
•
TSOH Investment Research
32
Share this post
TSOH Investment Research
Meta Platforms: Phase Change
Copy link
Facebook
Email
Notes
More
6
Meta: Moving The Goal Posts
From “Meta: Appropriately Calibrated” (May 2022): “With Meta, the market (rightly) expressed concerns about FRL, most notably the scale of investment…
Nov 3, 2022
•
TSOH Investment Research
28
Share this post
TSOH Investment Research
Meta: Moving The Goal Posts
Copy link
Facebook
Email
Notes
More
2
Portfolio Change - 10/13/2022
As noted when the TSOH Investment Research service launched back in April 2021, I’m in my early 30’s and plan on being a net saver for the next 20…
Oct 12, 2022
•
TSOH Investment Research
23
Share this post
TSOH Investment Research
Portfolio Change - 10/13/2022
Copy link
Facebook
Email
Notes
More
8
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts