TSOH Investment Research
184 articles covering 57 companies
Netflix: Waning Optimism
• 2026-01-26T11:31:33.369+00:00
Nike: The Middle Innings
• 2026-01-08T11:30:39.296+00:00
Roblox: A Longer Leash
• 2025-12-29T11:31:01.515+00:00
Dollar Tree's Red Dot Dilemma
• 2025-12-08T11:31:28.634+00:00
Disney: Rewiring The Earnings Engine
• 2025-11-24T11:30:39.667+00:00
Peloton: A Costly Turnaround
• 2025-11-17T11:30:58.215+00:00
Meta: Financing The AI Frontier
• 2025-10-30T10:30:24.822+00:00
Ally Financial: Momentum
• 2025-10-20T10:31:09.17+00:00
DLTR: Raising The Bar
• 2025-10-16T10:30:48.226+00:00
Crocs: Durable Brand, Distracted Company
• 2025-10-13T10:30:36.659+00:00
Kinsale: Best-In-Class E&S
• 2025-10-02T10:31:27.777+00:00
Fever-Tree: "A Great Blueprint"
• 2025-09-18T10:31:41.831+00:00
Dollar General: Delivering
• 2025-09-04T10:30:38.506+00:00
Portillo's: Texas Troubles
• 2025-08-18T10:30:20.908+00:00
Disney: A New Era
• 2025-08-11T10:31:23.927+00:00
Meta: "The Decisive Period"
• 2025-08-07T10:30:17.462+00:00
Netflix: "Content, Variety, Quality"
• 2025-07-21T10:31:27.709+00:00
An Open Letter To Comcast CEO Brian Roberts
• 2025-06-30T10:31:11.546+00:00
Markel: Course Correct
• 2025-06-26T10:30:56.673+00:00
The Rise of Celsius (CELH) and the New Era of Energy Drink Brands
• 2025-06-25T18:00:54.679+00:00