TSOH

TSOH Weekly Roundup (04/10/26)

TSOH Weekly Roundup #2

Apr 10 • TSOH Investment Research

TSOH Weekly Roundup (04/03/26)

TSOH Weekly Roundup #1

Apr 3 • TSOH Investment Research

Q1 2026 Portfolio Update

Prior TSOH Quarterly Updates:

Apr 2 • TSOH Investment Research

Portfolio Change - 03/25/2026

Note: Review all prior portfolio changes on the TSOH website

Mar 25 • TSOH Investment Research

Portfolio Change - 03/11/2026

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

Mar 11 • TSOH Investment Research

Portfolio Change - 02/09/2026

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

Feb 9 • TSOH Investment Research

A foundational component of TSOH Investment Research is complete portfolio transparency, most notably through the prior disclosure of all portfolio…

Feb 8 • TSOH Investment Research

Netflix: Waning Optimism

From “Netflix: Content, Variety, Quality” (July 2025):

Jan 26 • TSOH Investment Research

TSOH Investment Research has welcomed its second junior analyst, Ellie Morris, who joined our growing team yesterday afternoon.

Jan 21

Q4 2025 Portfolio Update

Year-end update for TSOH Investment Research

Jan 5 • TSOH Investment Research

Portfolio Change - 12/09/2025

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

Dec 8, 2025 • TSOH Investment Research

Portfolio Change - 12/02/2025

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

Dec 1, 2025 • TSOH Investment Research

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