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Portfolio Change - 10/05/2026
Note: Review all prior portfolio changes on the TSOH website
Oct 5
•
TSOH Investment Research
25
1
Deckers (DECK): From Clown Shoes To Compounder
Paying ~7x EV/EBIT For A >25x Brand
Oct 1
•
TSOH Investment Research
36
2
3
On’s Premium Playbook
“That was the moment where it all made sense to us.”
Sep 28
•
TSOH Investment Research
36
4
“Going Through Some Pain”
Dick’s Sporting Goods (DKS) Update
Sep 21
•
TSOH Investment Research
31
3
TSOH Weekly Roundup (08/21/2026)
Welcome to another edition of TSOH Weekly Roundup.
Aug 21
•
TSOH Investment Research
29
1
Nike: Conditioning Phase
Note: Access all prior Nike (NKE) research on the TSOH website.
Jul 9
•
TSOH Investment Research
37
2
TSOH Weekly Roundup (06/12/26)
Welcome to another edition of TSOH Weekly Roundup.
Jun 12
•
TSOH Investment Research
31
1
Portfolio Change - 04/30/2026
Note: Review all prior portfolio changes on the TSOH website
Apr 30
•
TSOH Investment Research
37
2
Nike: Fighting Back
Note: Access all prior Nike (NKE) research on the TSOH website
Apr 30
•
TSOH Investment Research
42
1
TSOH Weekly Roundup (04/17/26)
TSOH Weekly Roundup #3
Apr 17
•
TSOH Investment Research
31
2
TSOH Weekly Roundup (04/10/26)
TSOH Weekly Roundup #2
Apr 10
•
TSOH Investment Research
39
1
Nike: The Middle Innings
"We're in the middle innings of our comeback..."
Jan 8
•
TSOH Investment Research
21
2
2
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