TSOH

Q3 2025 Portfolio Update

Prior Updates: Q2 ’21, Q3 ’21, Q4 ’21, Q1 ‘22, Q2 ‘22, Q3 ‘22, Q4 ‘22, Q1 ‘23, Q2 ‘23, Q3 ‘23, Q4 ‘23, Q1 ‘24, Q2 ‘24, Q3 ‘24, Q4 ‘24, Q1 ‘25, Q2 ‘25

Oct 6 •

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

Portfolio Change - 09/26/2025

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

Sep 25 •

TSOH Investment Research

The Evolution of Investment Research and GenAI

On Thursday, September 25th, I’ll be hosting a live webinar with Sarah Hoffman, Director of AI Research at AlphaSense, to discuss how AI is reshaping…

Sep 17 •

TSOH Investment Research

Netflix: "Content, Variety, Quality"

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

Jul 21 •

TSOH Investment Research

TSOH Announcement

A quick update: On Thursday, July 24th, subscription pricing for TSOH Investment Research will increase to $199 per month / $799 per year.

Jul 20 •

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

Q2 2025 Portfolio Update

Prior Quarterly Updates: Q2 ’21, Q3 ’21, Q4 ’21, Q1 ‘22, Q2 ‘22, Q3 ‘22, Q4 ‘22, Q1 ‘23, Q2 ‘23, Q3 ‘23, Q4 ‘23, Q1 ‘24, Q2 ‘24, Q3 ‘24, Q4 ‘24, Q1 ‘25

Jul 7 •

TSOH Investment Research

Q1 2025 Portfolio Update

Portfolio Changes, Q1 2025:

Apr 3 •

TSOH Investment Research

TSOH Announcement

TSOH Investment Research + AlphaSense

Feb 13 •

TSOH Investment Research

Portfolio Change - 01/16/2025

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

Jan 15 •

TSOH Investment Research

Q4 2024 Portfolio Update

Note: Only two weeks until the release of “Buffett And Munger Unscripted”!

Jan 6 •

TSOH Investment Research

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