Add to your lists

Recommended Content

Picture of Stratechery - Blog
Stratechery - Blog
Website logo

2025.23: What Nike Learned About E-Commerce

June 6, 2025, 10 a.m.

No Paywall
Picture of Big Technology
Big Technology
Website logo

Elon and Trump Break Up In Spectacular Fashion. What’s Next?

June 5, 2025, 10:12 p.m.

No Paywall
Picture of Iceman Capital
Iceman Capital
Website logo

Shift4’s Acquisition of Global Blue (GB)

June 4, 2025, 7:58 p.m.

No Paywall
Picture of Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'Shaughnessy
Website logo

John Zito - Inside Apollo - [Invest Like the Best, EP.426]

June 3, 2025, 8:40 p.m.

No Paywall
Picture of Acquired
Acquired
Website logo

The Steve Ballmer Interview

June 2, 2025, 8:40 p.m.

No Paywall
FinBrowser logo
Login Sign Up

How would you rate this source in terms of content quality?
Source Picture

TSOH Investment Research Service

Picture of TSOH Investment Research Service

Tags

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

Similiar Sources

Picture of Brief Thoughts
Brief Thoughts
Tech - Analysis 9.3
Picture of Convequity
Convequity
Tech - Analysis 9.5
Picture of MBI Deep Dives
MBI Deep Dives
Tech - Analysis 9.7
Picture of MT Capital Research
MT Capital Research
Tech - Analysis 9.3
Picture of Punch Card Investor
Punch Card Investor
Tech - Analysis 9.5
Picture of richard_chu97
richard_chu97
Tech - Analysis 9.5
Picture of Stock Market Nerd
Stock Market Nerd
Tech - Analysis 9.8
Picture of Tech Investment Ideas
Tech Investment Ideas
Tech - Analysis 9.0
Picture of The 10th Man Deep Dives
The 10th Man Deep Dives
Generalists - Analysis 9.0
Picture of The Operator by Tyler Okland
The Operator by Tyler Okland
Tech - Analysis 9.3

Summary

Sector Tech
Content Type Analysis
Website Substack
Paywall Yes

Ratings

Average Rating 9.7
Ratings 3
Your Rating Rate
Ranking 19

Content

Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

Portfolio Change - 07/16/2025

July 15, 2025, 9:01 p.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

"The Greatest Canvas In The World"

July 14, 2025, 10:31 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

"The Dominant Force In Flooring"

July 10, 2025, 10:30 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

Q2 2025 Portfolio Update

July 7, 2025, 10:31 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

An Open Letter To Comcast CEO Brian Roberts

June 30, 2025, 10:31 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

Markel: Course Correct

June 26, 2025, 10:30 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

The Rise of Celsius (CELH) and the New Era of Energy Drink Brands

June 25, 2025, 6 p.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

BF.B: "Continued Headwinds"

June 23, 2025, 10:30 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

Celsius: A Global Opportunity?

June 16, 2025, 10:30 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

Dollar General: Intense Focus

June 12, 2025, 10:31 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

Dollar Tree: Building Blocks

June 9, 2025, 10:31 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

Peloton: "Growing Again"

June 2, 2025, 10:31 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

"A Position Of Strength"

May 29, 2025, 10:30 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

"In The Penalty Box"

May 26, 2025, 10:30 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

"More Than A Place To Stay"

May 19, 2025, 10:30 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

Disney: An Offensive Posture

May 15, 2025, 10:31 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

Microsoft: An Enviable Position

May 12, 2025, 10:30 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

"The Importance Of Focus"

April 28, 2025, 10:30 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

"All Viewing Is Not Equal"

April 21, 2025, 10:30 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

"What We Stand For"

April 17, 2025, 10:30 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

"An Egg Is An Egg"

April 14, 2025, 10:31 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

"The Market Passed Them By"

April 7, 2025, 10:31 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

Q1 2025 Portfolio Update

April 3, 2025, 10:30 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

Dollar Tree: "The First Inning"

March 31, 2025, 10:31 a.m.

Paywall
Picture of TSOH Investment Research Service
TSOH Investment Research Service
Website logo

Nike: "A Balanced Approach"

March 24, 2025, 10:31 a.m.

Paywall