PTLO

Portfolio Change - 09/26/2025

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

Sep 25, 2025 • TSOH Investment Research

Portillo's: Texas Troubles

"We were lulled into a false sense of security"

Aug 18, 2025 • TSOH Investment Research

"Complexity As A Moat"

An update on Portillo's (PTLO)

Aug 26, 2024 • TSOH Investment Research

Portillo's: "A Growth Story"

“There’s a graveyard full of restaurant companies that expanded too quickly; they lost their way and became a different version of themselves.”

Mar 7, 2024 • TSOH Investment Research

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TSOH Investment Research (Alex Morris)

PTLO