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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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Q1 2024 Portfolio Update
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TSOH Note
During the early hours on Tuesday, March 12th, the TSOH Investment Research Service welcomed its first junior analyst: Jack William Morris. Jack has…
Mar 16
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TSOH Note
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Portfolio Change - 03/12/2024
Note: You can review all prior portfolio changes on the TSOH website. As disclosed in today’s write-up, I’ve decided to make a portfolio change (which…
Mar 11
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Portfolio Change - 03/12/2024
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Valuation and Long-Term Investing
In “Letting Winners Run”, I wrote about Robert Kirby’s coffee can portfolio, a true “buy and hold” approach to investing. As discussed in that write-up…
Feb 26
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The Science of Hitting
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Valuation and Long-Term Investing
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Letting Winners Run
In “The Art Of Execution”, fund manager Lee Freeman-Shor recounts his lessons learned on the keys to investment success; his conclusions were informed…
Jan 15
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Letting Winners Run
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Q4 2023 Portfolio Update
Following a nearly 20% decline for the S&P 500 in 2022, its worst annual performance since 2008, the index rose 24% in 2023. Rather than ramble on about…
Jan 8
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Q4 2023 Portfolio Update
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"It's Always About The People"
Note: I’ll be off next week for Christmas; I hope everybody has a happy holiday! As always, thank you for subscribing to the TSOH Investment Research…
Dec 18, 2023
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"It's Always About The People"
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Portfolio Change - 12/12/2023
Note: You can review all prior portfolio changes on the TSOH website As disclosed in today’s write-up, I’ve decided to make a portfolio change (which…
Dec 11, 2023
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Portfolio Change - 12/12/2023
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Portfolio Change - 11/14/2023
Note: You can review all previous portfolio changes on the TSOH website As disclosed in today’s write-up, I’ve decided to make a portfolio change (which…
Nov 13, 2023
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Portfolio Change - 11/14/2023
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Portfolio Change - 11/07/2023
Note: You can always review prior portfolio changes on the TSOH website As disclosed in today’s write-up, I’ve decided to make some portfolio changes…
Nov 6, 2023
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Portfolio Change - 11/07/2023
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Q3 2023 Portfolio Update
Top Posts From Q3 2023: Meta: "A Meaningful Cultural Shift" The Markel Style “Moving Forward, Or Moving On” “The Evolution Of A Value Investor” After an…
Oct 2, 2023
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Q3 2023 Portfolio Update
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TSOH Note
A quick update on the layout of the TSOH website: I’ve added a list of tickers near the top of the home page, which will enable you to easily access all…
Oct 1, 2023
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TSOH Note
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