An update on NFLX following the Q2 results
A look at the Q2 financial results for WFC and BAC
Last week, I joined Anthony Pompliano of The Pomp Podcast (Spotify, Apple Podcasts), to discuss Costco (COST). We spoke about the history of the wareho…
A look at Disney's continued box office success
A deep dive on U.S. retailer Five Below
A deep dive on Costco
As mentioned in this morning’s post, I was waiting for Fidelity to provide updated performance data through the end of June. It is now available. As al…
When the TSOH Investment Research Service went live on April 5th, 2021, my life changed. For the past 10+ years, I shared my investment writings online…
“We completely reinvented the way companies buy computation.”
A deep dive on Walmart
Thoughts on #NeverSell
As I noted earlier today, I’ve decided to buy Dollar General (DG). Here’s my current portfolio allocation (market close, 06/14/2021): Tomorrow, I will …