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Spotify (SPOT) Post-Mortem
“Not Just An Option, But A Necessity”
Dec 12
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The Science of Hitting
22
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Spotify (SPOT) Post-Mortem
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"Buffett And Munger Unscripted"
I have some exciting news: I have been working on a book, titled “Buffett And Munger Unscripted”, for three years - and it has finally reached the…
Dec 5
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The Science of Hitting
42
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"Buffett And Munger Unscripted"
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36
Portfolio Change - 11/15/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Nov 14
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The Science of Hitting
14
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Portfolio Change - 11/15/2024
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Q3 2024 Portfolio Update
The “crossroads” that I wrote about in the Q2 2024 update continued over the past three months...
Oct 3
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The Science of Hitting
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Q3 2024 Portfolio Update
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Portfolio Change - 09/10/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Sep 9
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The Science of Hitting
15
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Portfolio Change - 09/10/2024
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Portfolio Change - 08/30/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Aug 29
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The Science of Hitting
17
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Portfolio Change - 08/30/2024
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Portfolio Change - 07/26/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Jul 25
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The Science of Hitting
15
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Portfolio Change - 07/26/2024
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Q2 2024 Portfolio Update
Portfolio Changes, Q2 2024:
Jul 1
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The Science of Hitting
15
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Q2 2024 Portfolio Update
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Portfolio Change - 06/21/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website. The past few months have brought some noteworthy developments for a few of…
Jun 20
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The Science of Hitting
12
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Portfolio Change - 06/21/2024
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Chuck Akre and the 2007 - 2008 Financial Crisis
On macro insights and bottoms-up investing
Jun 3
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The Science of Hitting
23
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Chuck Akre and the 2007 - 2008 Financial Crisis
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2
Portfolio Change - 05/21/2024
Note: You can review all prior portfolio changes on the TSOH website.
May 20
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The Science of Hitting
16
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Portfolio Change - 05/21/2024
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2
Q1 2024 Portfolio Update
Portfolio Changes, Q1 2024: Portfolio Change - 03/12/2024 Popular Posts, Q1 2024: Letting Winners Run Ally: From Headwinds To Tailwinds Valuation and…
Apr 4
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The Science of Hitting
24
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Q1 2024 Portfolio Update
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