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DG: The Road To Recovery
“If you find yourself in a hole, stop digging.”
Mar 25
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The Science of Hitting
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DG: The Road To Recovery
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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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The Science of Hitting
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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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The Science of Hitting
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Portfolio Change - 03/12/2024
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TKO: "A Transformative Deal"
From “Positioned To Capitalize” (June 2023): “If you share my view that live sports will ultimately play a prominent role in the content slate for a few…
Mar 11
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The Science of Hitting
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TKO: "A Transformative Deal"
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Portillo's: "A Growth Story"
“There’s a graveyard full of restaurant companies that expanded too quickly; they lost their way and became a different version of themselves.” …
Mar 7
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The Science of Hitting
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Portillo's: "A Growth Story"
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Markel: "Below Our Expectations"
An update on Markel's 2023 results
Mar 4
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The Science of Hitting
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Markel: "Below Our Expectations"
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February 2024
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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Airbnb: "A New Chapter"
“In a crisis, you often have clarity. Somebody who has a near-death experience suddenly sees more clearly, and we were staring into the abyss. We…
Feb 22
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The Science of Hitting
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Airbnb: "A New Chapter"
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Disney: The ESPN Solution
On February 7th, The Walt Disney Company reported its Q1 FY24 results. It was a solid start to the year, with continued strength at Experiences and an…
Feb 19
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The Science of Hitting
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Disney: The ESPN Solution
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Meta: A Pivotal Year
Note: I recently joined Andrew Walker of the “Yet Another Value” Empire to discuss “Letting Winners Run”, which led to a broader discussion about the…
Feb 12
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The Science of Hitting
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Meta: A Pivotal Year
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Match: Temperature's Rising
From “Tinder’s Melting Ice Cube?” (November 2023): “What’s clear is that the investment community continues to harbor serious questions / doubts about…
Feb 8
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The Science of Hitting
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Match: Temperature's Rising
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Microsoft: "Lead This New Era"
From “It’s Always About The People” (December 2023): “Over time, I’ve come around to a different conclusion. Put simply, I think the quality of the…
Feb 5
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The Science of Hitting
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Microsoft: "Lead This New Era"
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