TSOH Investment Research
Subscribe
Sign in
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
META
Latest
Top
Discussions
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
•
The Science of Hitting
12
Share this post
Meta: Turning Tides?
thescienceofhitting.com
Copy link
Facebook
Email
Note
Other
"Fully Seize The Opportunity"
An update on Meta
Aug 8
•
The Science of Hitting
19
Share this post
"Fully Seize The Opportunity"
thescienceofhitting.com
Copy link
Facebook
Email
Note
Other
Meta: Taking Big Swings
Meta CEO Mark Zuckerberg: “I'm doing something wrong if I'm not building something new.
Apr 29
•
The Science of Hitting
20
Share this post
Meta: Taking Big Swings
thescienceofhitting.com
Copy link
Facebook
Email
Note
Other
Portfolio Change - 03/12/2024
Note: You can review all prior portfolio changes on the TSOH website.
Mar 11
•
The Science of Hitting
20
Share this post
Portfolio Change - 03/12/2024
thescienceofhitting.com
Copy link
Facebook
Email
Note
Other
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
•
The Science of Hitting
22
Share this post
Meta: A Pivotal Year
thescienceofhitting.com
Copy link
Facebook
Email
Note
Other
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
•
The Science of Hitting
25
Share this post
Meta: The Next Peak
thescienceofhitting.com
Copy link
Facebook
Email
Note
Other
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
•
The Science of Hitting
38
Share this post
Meta: "A Meaningful Cultural Shift"
thescienceofhitting.com
Copy link
Facebook
Email
Note
Other
2
Meta: When It All Matters
From “Moving The Goal Posts” (November 2022):
May 8, 2023
•
The Science of Hitting
22
Share this post
Meta: When It All Matters
thescienceofhitting.com
Copy link
Facebook
Email
Note
Other
1
Meta Platforms: Phase Change
From “Moving The Goal Posts” (November 2022):
Feb 9, 2023
•
The Science of Hitting
32
Share this post
Meta Platforms: Phase Change
thescienceofhitting.com
Copy link
Facebook
Email
Note
Other
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
•
The Science of Hitting
28
Share this post
Meta: Moving The Goal Posts
thescienceofhitting.com
Copy link
Facebook
Email
Note
Other
2
Meta: Peak Profitability?
In Meta: “Appropriately Calibrated”, I wrote the following:
Aug 1, 2022
•
The Science of Hitting
24
Share this post
Meta: Peak Profitability?
thescienceofhitting.com
Copy link
Facebook
Email
Note
Other
6
Meta: “Appropriately Calibrated”
In “Meta: A Precarious Position”, I concluded with the following: “A thoughtful discussion on Meta must now address concerns around FoA user growth and…
May 5, 2022
•
The Science of Hitting
24
Share this post
Meta: “Appropriately Calibrated”
thescienceofhitting.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
