NFLX

"Nothing Is A Must-Have"

Netflix (NFLX) Q3 FY25 Update

Oct 27 •

TSOH Investment Research

On Consistency and Simplicity

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very…

Sep 29 •

TSOH Investment Research

Netflix: "Content, Variety, Quality"

From “Netflix: In The Right ZIP Code” (July 2022):

Jul 21 •

TSOH Investment Research

Portfolio Change - 07/16/2025

Note: Review all prior portfolio changes at the “TSOH” tab on the website.

Jul 15 •

TSOH Investment Research

"All Viewing Is Not Equal"

An update on Netflix (NFLX)

Apr 21 •

TSOH Investment Research

Netflix: "Thinking Too Small"

From “Netflix: This Is When It All Matters” (April 2022):

Jan 23 •

TSOH Investment Research

Portfolio Change - 11/15/2024

Note: Review all prior portfolio changes at the “TSOH” tab on the website.

Nov 14, 2024 •

TSOH Investment Research

TKO: Polluting The Story

On October 24th, TKO Group put out the following press release: “TKO Announces Approval of Capital Return Program; Also Announces Strategic Acquisition…

Nov 14, 2024 •

TSOH Investment Research

Roku: A Clearer Picture

From “Roku: Surfing The Streaming Wave” (December 2023):

Nov 11, 2024 •

TSOH Investment Research

Netflix: "A Terrible Business"

From “Netflix: The Cost Of Success” (April 2023): “The FY23 / FY24 results serve as (early) validation of the strategy Netflix pursued over the past 10…

Oct 21, 2024 •

TSOH Investment Research

Q3 2024 Portfolio Update

The “crossroads” that I wrote about in the Q2 2024 update continued over the past three months...

Oct 3, 2024 •

TSOH Investment Research

Portfolio Change - 09/10/2024

Note: Review all prior portfolio changes at the “TSOH” tab on the website.

Sep 9, 2024 •

TSOH Investment Research

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