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Portfolio Change - 06/21/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website. The past few months have brought some noteworthy developments for a few of…
Jun 20
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The Science of Hitting
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Portfolio Change - 06/21/2024
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"Our Industry Does Not Respect Tradition"
An update on Microsoft
May 2
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The Science of Hitting
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"Our Industry Does Not Respect Tradition"
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Portfolio Change - 03/12/2024
Note: You can review all prior portfolio changes on the TSOH website. As disclosed in today’s write-up, I’ve decided to make a portfolio change (which…
Mar 11
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The Science of Hitting
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Portfolio Change - 03/12/2024
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Microsoft: "Lead This New Era"
From “It’s Always About The People” (December 2023): “Over time, I’ve come around to a different conclusion. Put simply, I think the quality of the…
Feb 5
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The Science of Hitting
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Microsoft: "Lead This New Era"
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"It's Always About The People"
Note: I’ll be off next week for Christmas; I hope everybody has a happy holiday! As always, thank you for subscribing to the TSOH Investment Research…
Dec 18, 2023
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The Science of Hitting
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"This Is Microsoft's Moment"
From “The Ultimate Tailwind” (October 2022): “At a time when the investment community is obsessively focused on quarterly results (even more so than…
Oct 30, 2023
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The Science of Hitting
26
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"This Is Microsoft's Moment"
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Microsoft: The Third Pillar
TSOH Weekly #2: Meta (here’s the link to the inaugural episode on Netflix)
Jul 31, 2023
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The Science of Hitting
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Microsoft: The Third Pillar
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Microsoft: "Drive Optimization"
From “The Ultimate Tailwind” (October 2022):
May 1, 2023
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The Science of Hitting
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Microsoft: "Drive Optimization"
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Microsoft: "It's Showtime"
From “The Ultimate Tailwind”:
Jan 26, 2023
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The Science of Hitting
29
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Microsoft: "It's Showtime"
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Microsoft: "The Ultimate Tailwind"
In his opening comments on Microsoft’s Q1 FY23 conference call, CEO Satya Nadella said the following: “To start, I want to outline the principles that…
Oct 31, 2022
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The Science of Hitting
23
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Microsoft: "The Ultimate Tailwind"
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Microsoft: The $100 Billion Club
At Microsoft’s Financial Analyst Briefing in April 2015, when CFO Amy Hood was asked about the company’s long-term financial targets in the Cloud…
Jul 28, 2022
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The Science of Hitting
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Microsoft: The $100 Billion Club
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Microsoft: "Taking Share"
Amidst a period of seemingly heightened uncertainty and shortened time horizons among market participants, Microsoft reported strong Q3 FY22 financial…
May 2, 2022
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The Science of Hitting
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Microsoft: "Taking Share"
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