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TSOH Investment Research Service

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Chartered Financial Analyst (CFA)
Deep-Dives
Former Finance Career

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TSOH Investment Research Service
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BF.B: The American Spirit

Jan. 20, 2025, 11:30 a.m.

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TSOH Investment Research Service
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Portfolio Change - 01/16/2025

Jan. 15, 2025, 10:01 p.m.

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The House Of Sport

Jan. 13, 2025, 11:30 a.m.

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Academy: Retail Turnaround?

Jan. 9, 2025, 11:31 a.m.

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TSOH Investment Research Service
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Q4 2024 Portfolio Update

Jan. 6, 2025, 11:31 a.m.

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TSOH Investment Research Service
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"Let's See Nike Being Nike"

Dec. 30, 2024, 11:31 a.m.

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TSOH Investment Research Service
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Match Group: Second Date?

Dec. 16, 2024, 11:30 a.m.

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Spotify (SPOT) Post-Mortem

Dec. 12, 2024, 11:31 a.m.

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TSOH Investment Research Service
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Planting Trees

Dec. 9, 2024, 11:31 a.m.

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TSOH Investment Research Service
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"Buffett And Munger Unscripted"

Dec. 5, 2024, 3:30 p.m.

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Celsius: "Fully Optimized"?

Dec. 2, 2024, 11:31 a.m.

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Walmart: Full Steam Ahead

Nov. 25, 2024, 11:30 a.m.

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TSOH Investment Research Service
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The Turning Point, Revisited

Nov. 18, 2024, 11:31 a.m.

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TSOH Investment Research Service
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Portfolio Change - 11/15/2024

Nov. 14, 2024, 10:01 p.m.

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TSOH Investment Research Service
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TKO: Polluting The Story

Nov. 14, 2024, 11:30 a.m.

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TSOH Investment Research Service
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Roku: A Clearer Picture

Nov. 11, 2024, 11:31 a.m.

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TSOH Investment Research Service
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Microsoft: Transition Period

Nov. 4, 2024, 11:31 a.m.

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TSOH Investment Research Service
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Meta: Turning Tides?

Oct. 31, 2024, 10:31 a.m.

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TSOH Investment Research Service
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Ally Financial: Speed Bump

Oct. 28, 2024, 10:30 a.m.

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TSOH Investment Research Service
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Netflix: "A Terrible Business"

Oct. 21, 2024, 10:31 a.m.

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TSOH Investment Research Service
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Ulta: "Increasingly Competitive"

Oct. 17, 2024, 10:31 a.m.

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Boston (Beyond) Beer: "A noticeably, dramatically, almost shockingly different beer."

Oct. 14, 2024, 10:30 a.m.

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TSOH Investment Research Service
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Flutter: Parlaying DFS To OSB: In November 2016, after four years of fighting for the pole position in the U.S.

Oct. 7, 2024, 10:30 a.m.

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TSOH Investment Research Service
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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, 2024, 10:31 a.m.

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TSOH Investment Research Service
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Ulta: Still A Beauty?: "An increasingly competitive category"

Sept. 30, 2024, 10:31 a.m.

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