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Netflix: Evolution
From “This Is When It All Matters” (April 2022): “Netflix should reassess some of their priorities, especially as they’ve shifted their views on an…
Apr 22
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Netflix: Evolution
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"Bold, Disruptive Innovation"
From “Nike: Falling Short” (January 2024): “Given that the company fell well short of the 2015 Investor Day targets, with a similar outcome on the 2017…
Apr 18
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"Bold, Disruptive Innovation"
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Monster: A Beast Unleashed
Energy drinks and ~200,000% stock price appreciation
Apr 15
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Monster: A Beast Unleashed
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Celsius: The Rise Of A Billion Dollar Brand
“The energy drink category is now a three-team race.”
Apr 8
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Celsius: The Rise Of A Billion Dollar Brand
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Q1 2024 Portfolio Update
Portfolio Changes, Q1 2024: Portfolio Change - 03/12/2024 Popular Posts, Q1 2024: Letting Winners Run Ally: From Headwinds To Tailwinds Valuation and…
Apr 4
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Q1 2024 Portfolio Update
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Fever-Tree: A Broader Opportunity
From “Fever-Tree: A Premium Business?” (September 2023): “I see a management team with a clear understanding of its position / role in the marketplace…
Apr 1
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Fever-Tree: A Broader Opportunity
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March 2024
DG: The Road To Recovery
“If you find yourself in a hole, stop digging.”
Mar 25
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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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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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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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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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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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Markel: "Below Our Expectations"
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