TSOH Investment Research
SubstackArticles
216
Companies covered
60
Sectors
6
Countries
4
Research Articles
Meta: In Limbo
Aug 6, 2026
Microsoft: Control Your Destiny
Aug 3, 2026
Ally Financial: The Next Vintage
Jul 27, 2026
Netflix: What's Coming Next
Jul 23, 2026
On Holdings: Maintaining Pace
Jul 20, 2026
Comcast: A Long-Awaited Pivot
Jul 13, 2026
Nike: Conditioning Phase
Jul 9, 2026
Ollie's: A Good Stock Cheap?
Jun 29, 2026
Markel: "Building To Win"
Jun 11, 2026
Dollar General: Miles and Margins
Jun 8, 2026
Dollar Tree: Through The Noise
Jun 1, 2026
BJ's Wholesale: Mind The Gap
May 28, 2026
Vital Farms: The Price Of Growth
May 25, 2026
Airbnb: Room To Breathe
May 18, 2026
Disney: After Iger
May 14, 2026
Peloton: From Defense To Offense
May 11, 2026
Roblox: Reality Check
May 4, 2026
Nike: Fighting Back
Apr 30, 2026
Ally Financial: In Gear
Apr 27, 2026
Netflix: The Pace Of Change
Apr 20, 2026
Chipotle: Recipe For Growth
Apr 16, 2026
Planet Fitness: Maxing Out?
Apr 13, 2026
Crocs: The HeyDude Hangover
Apr 6, 2026
Fever-Tree: "A Pivotal Moment"
Mar 30, 2026
Berkshire Hathaway: Transition
Mar 23, 2026
Dollar Tree: Resilient Progress
Mar 19, 2026
Vital Farms: Fragility
Mar 5, 2026
Floor & Decor: Awaiting Normalization
Mar 2, 2026
Netflix / Warner Bros.
Feb 27, 2026
Airbnb: Platform Pivot
Feb 19, 2026
Peloton: Clipping In
Feb 9, 2026
Microsoft: A Heavy Lift
Feb 5, 2026
Netflix: Waning Optimism
Jan 26, 2026
Nike: The Middle Innings
Jan 8, 2026
Roblox: A Longer Leash
Dec 29, 2025
Dollar Tree's Red Dot Dilemma
Dec 8, 2025
Disney: Rewiring The Earnings Engine
Nov 24, 2025
Peloton: A Costly Turnaround
Nov 17, 2025
Meta: Financing The AI Frontier
Oct 30, 2025
Ally Financial: Momentum
Oct 20, 2025
DLTR: Raising The Bar
Oct 16, 2025
Crocs: Durable Brand, Distracted Company
Oct 13, 2025
Kinsale: Best-In-Class E&S
Oct 2, 2025
Fever-Tree: "A Great Blueprint"
Sep 18, 2025
Dollar General: Delivering
Sep 4, 2025
Portillo's: Texas Troubles
Aug 18, 2025
Disney: A New Era
Aug 11, 2025
Meta: "The Decisive Period"
Aug 7, 2025
Netflix: "Content, Variety, Quality"
Jul 21, 2025
An Open Letter To Comcast CEO Brian Roberts
Jun 30, 2025
Markel: Course Correct
Jun 26, 2025
Dollar General: Intense Focus
Jun 12, 2025
Dollar Tree: Building Blocks
Jun 9, 2025
Peloton: "Growing Again"
Jun 2, 2025
Disney: An Offensive Posture
May 15, 2025
Microsoft: An Enviable Position
May 12, 2025
Dollar Tree: "The First Inning"
Mar 31, 2025
Nike: "A Balanced Approach"
Mar 24, 2025
Nike Expert Panel Discussion
Mar 22, 2025
The Future Of Airbnb
Mar 20, 2025
Nike's Retail Evolution
Mar 7, 2025
Celsius: The Pepsi Question
Mar 3, 2025
Roku: "A Global Opportunity"
Feb 24, 2025
Peloton: "A Steep Hill"
Feb 20, 2025
Meta: More To Come
Feb 6, 2025
Microsoft: "The UI For AI"
Feb 3, 2025
Netflix: "Thinking Too Small"
Jan 23, 2025
BF.B: The American Spirit
Jan 20, 2025
"Let's See Nike Being Nike"
Dec 30, 2024
Match Group: Second Date?
Dec 16, 2024
Spotify (SPOT) Post-Mortem
Dec 12, 2024
Walmart: Full Steam Ahead
Nov 25, 2024
Roku: A Clearer Picture
Nov 11, 2024
Microsoft: Transition Period
Nov 4, 2024
Meta: Turning Tides?
Oct 31, 2024
Ally Financial: Speed Bump
Oct 28, 2024
Netflix: "A Terrible Business"
Oct 21, 2024
Ulta: "Increasingly Competitive"
Oct 17, 2024
Boston (Beyond) Beer
Oct 14, 2024
Ulta: Still A Beauty?
Sep 30, 2024
Fever-Tree: "Spreading Our Wings"
Sep 19, 2024
BJ's Wholesale: "A Better Business"
Sep 5, 2024
Airbnb: "Mild Moderation"
Aug 19, 2024
Disney: The Path Forward
Aug 12, 2024
Microsoft: CapEx Conundrum
Aug 5, 2024
Ally Financial: Inflection Point
Jul 25, 2024
Netflix: Steady As She Goes
Jul 22, 2024
TJX: Off-Price and On-Trend
Jul 11, 2024
Nike: "A Transition Year"
Jul 8, 2024
Markel: “It’s Not Over”
Jun 27, 2024
Grocery Outlet: "Pressure Release Valve"
Jun 24, 2024
CAVA: Running The Playbook
Jun 17, 2024
ScottsMiracle-Gro: In The Weed(s)
Jun 13, 2024
Roblox: "Extremely Efficiently"
May 30, 2024
Airbnb: Reinvent Yourself
May 27, 2024
Match Group: Tinder Troubles
May 20, 2024
Disney: "Driving Engagement"
May 16, 2024
Peloton: McCarthy's Missteps
May 6, 2024
Meta: Taking Big Swings
Apr 29, 2024
Netflix: Evolution
Apr 22, 2024
Fever-Tree: A Broader Opportunity
Apr 1, 2024
DG: The Road To Recovery
Mar 25, 2024
Portillo's: "A Growth Story"
Mar 7, 2024
Markel: "Below Our Expectations"
Mar 4, 2024
Airbnb: "A New Chapter"
Feb 22, 2024
Disney: The ESPN Solution
Feb 19, 2024
Meta: A Pivotal Year
Feb 12, 2024
Microsoft: "Lead This New Era"
Feb 5, 2024
Netflix: Reaping The Rewards
Jan 25, 2024
Ally: From Headwinds To Tailwinds
Jan 22, 2024
Hibbett: Small Town Sneakers
Jan 11, 2024
Nike: Falling Short
Jan 1, 2024
BJ's Wholesale Club: Transformation?
Dec 14, 2023
Vita Coco: Testing The Moat
Nov 30, 2023
Airbnb: "Turning The Corner"
Nov 27, 2023
Disney 10-K Update
Nov 26, 2023
Disney: "Improve The Bottom Line"
Nov 16, 2023
Meta: The Next Peak
Nov 2, 2023
"This Is Microsoft's Moment"
Oct 30, 2023
Netflix: Removing The Ceiling
Oct 23, 2023
Peloton: "Unwelcome Surprises"
Oct 9, 2023
Fever-Tree: A Premium Business?
Sep 18, 2023
Five Below: "Nothing But Upside"?
Sep 7, 2023
Dollar General: From Bad To Worse
Sep 4, 2023
Airbnb: "Growth Mode"
Aug 28, 2023
Match Group: Maturation
Aug 21, 2023
Disney: The Turning Point
Aug 14, 2023
Meta: "A Meaningful Cultural Shift"
Aug 7, 2023
Microsoft: The Third Pillar
Jul 31, 2023
Spotify: "Retain Optionality"
Jul 27, 2023
Netflix: “Heads Down and Execute”
Jul 24, 2023
CAVA: The Next Chipotle?
Jul 10, 2023
Dollar Tree: Turning Point
Jun 29, 2023
FIVE: Below And Beyond
Jun 26, 2023
TKO: Positioned To Capitalize
Jun 19, 2023
Airbnb: ADR's and Affordability
May 22, 2023
Meta: When It All Matters
May 8, 2023
Spotify: "Win-Win"
May 4, 2023
Microsoft: "Drive Optimization"
May 1, 2023
Ally Financial: "Moving Pieces"
Apr 24, 2023
Netflix: The Cost Of Success
Apr 20, 2023
Markel: "A Long-Term Mentality"
Apr 17, 2023
DLTR: "We Know How To Fix It"
Apr 6, 2023
Floor & Decor: "Wind In Our Face"
Mar 9, 2023
Roblox: The Path To Profitability
Mar 6, 2023
Airbnb: Capitalizing On Adversity
Feb 23, 2023
Disney: Iger's Strategy Shift?
Feb 13, 2023
Meta Platforms: Phase Change
Feb 9, 2023
Ally Financial: A Clearer Roadmap
Jan 30, 2023
Microsoft: "It's Showtime"
Jan 26, 2023
Netflix: "We're Off To A Good Start"
Jan 23, 2023
Amazon, Google, and the NFL
Jan 12, 2023
Floor & Decor: “A True Category Killer”
Jan 9, 2023
Ollie's: Revisiting The Thesis
Dec 29, 2022
The Home Depot: "Intense Focus"
Dec 12, 2022
Roblox: Growing Up
Nov 21, 2022
Airbnb: "A Bridge Too Far"?
Nov 17, 2022
Disney: Commence Phase Two
Nov 14, 2022
Meta: Moving The Goal Posts
Nov 3, 2022
Microsoft: "The Ultimate Tailwind"
Oct 31, 2022
Ally: Past The Peak
Oct 24, 2022
Netflix: "Not Fantastic, But Reasonable"
Oct 20, 2022
Nike: "Managing Through Volatility"
Oct 17, 2022
Starbucks: Reinvention Roadmap
Sep 22, 2022
Dollar Tree: "Value Creation Lever"?
Sep 8, 2022
Roblox: "Bigger Than Play"
Aug 22, 2022
The Disney Streaming Playbook
Aug 15, 2022
Meta: Peak Profitability?
Aug 1, 2022
Microsoft: The $100 Billion Club
Jul 28, 2022
The Oracle and OXY: "The World Has Changed"
Jul 18, 2022
Five Below's Triple-Double
Jun 16, 2022
Match Group: Swipe Right?
Jun 6, 2022
Peloton: "What's Next?"
May 19, 2022
Spotify: The Power Question
May 9, 2022
Meta: “Appropriately Calibrated”
May 5, 2022
Microsoft: "Taking Share"
May 2, 2022
Netflix: "This Is When It All Matters"
Apr 25, 2022
Ollie's: "Over Our Skis"
Apr 11, 2022
DG: "A Low-Cost Operator"
Mar 28, 2022
Netflix: Regional Economics and Global Scale
Mar 14, 2022
Airbnb: "Completely Additive"
Feb 22, 2022
Meta: A Precarious Position
Feb 7, 2022
Microsoft + Activision Blizzard
Jan 27, 2022
Ollie's: "Good Stuff Cheap"
Jan 10, 2022
Ally: A Banking Transformation
Dec 6, 2021
Disney: Breaking The Dam
Nov 22, 2021
The Berkshire Buyback Machine
Nov 18, 2021
Airbnb: A Travel Revolution
Nov 15, 2021
Spotify: "Room To Run"
Nov 4, 2021
Microsoft: Expand The TAM
Nov 1, 2021
Netflix: "Uncharted Territory"
Oct 25, 2021
Facebook: Two Divergent Trends
Oct 21, 2021
The Costco Snowball
Oct 18, 2021
GoodRx: An Oddity of U.S. Healthcare
Oct 11, 2021
Dollar Tree: A Vision Emerges
Sep 9, 2021
Airbnb: "Belonging Anywhere"
Sep 7, 2021
Disney: "The First Inning"
Aug 16, 2021
Facebook: "Get To Scale"
Aug 12, 2021
Spotify: “Laser Focused on Audio”
Aug 2, 2021
Microsoft: "A More Accelerated Pace"
Jul 29, 2021
Netflix: "A One Product Company"
Jul 26, 2021
Costco (COST) Podcast
Jul 16, 2021
Costco: "Raising Prices Is The Easy Way"
Jul 6, 2021
Walmart: Turning the Titanic
Jun 21, 2021
Lionsgate: An Attractive Minnow?
May 31, 2021
Twitter: An Audacious Goal
May 24, 2021
WarnerMedia + Discovery
May 20, 2021
Disney: "As Big as Ever"
May 17, 2021
Qurate: Behind The Eight Ball
May 13, 2021
Facebook: "Invest Aggressively"
May 10, 2021
Spotify: "Shake It Off"
May 3, 2021
Microsoft: "It's Just The Beginning"
Apr 29, 2021
Netflix: Opportunity on the Horizon?
Apr 26, 2021
Microsoft, Nuance, and Industry-Specific Clouds
Apr 19, 2021
Spotify: The Times They Are a-Changin'
Apr 12, 2021
