Alex Morris (TSOH Investment Research)
@TSOH_Investing
Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://thescienceofhitting.com/ https://linktr.ee/tsoh
"My Investment Philosophy" There's no paywall on today's post because I believe it's pertinent information for both current and prospective subscribers. This is an overview of who I am, or at least who I’m trying to be, as an investor. thescienceofhitting.com/p/my-investmen…
From "An Open Letter To Comcast CEO Brian Roberts" NBCU went from NBC Sports and Gold (which launched in 2016), to USA Network and Peacock, to a spin of USA, and back to a sports cable net...
NBCU is exploring launching a sports cable network. No it's not April Fools Day. The network would simulcast sports from its Peacock streaming service. wsj.com/business/media… via @WSJ
Charter Wireless Penetration $CHTR
Today's TSOH Investment Research "Build-A-Business" ($BBW Initiation) Thank you to @FrancoOlivera and @paulcerro for their feedback!
YouTube TTM Ads Revenues to ~$38.1 billion (up 12% YoY)
Shout out to @paulcerro, who has been on top of the $BBW investment thesis since at least August 2022 (when it traded at ~$15 per share). cedargrovecm.com/p/bbw-stuffed-…
TSOH price increase goes into effect EOD tomorrow If interested, subscribe now to lock in the lower rate More information on the website ("TSOH Announcement")
I remember when @TSOH_Investing went from $350 to $499 and thought "crap I missed it!" -- not making that mistake again. Just signed up. Let's go!
Today's TSOH Investment Research: "The Importance Of Focus" $ALLY
Today's TSOH Investment Research: "The Importance Of Focus" $ALLY
I remember when @TSOH_Investing went from $350 to $499 and thought "crap I missed it!" -- not making that mistake again. Just signed up. Let's go!
A quick announcement: On Thursday, July 24th, pricing for new subscribers to TSOH Investment Research will increase to $199 per month / $799 per year. If you sign-up by Thursday, your subscription pricing will be at current rates of $99 per month / $499 per year. In addition,…
Nike sneaker volumes declined ~8% in FY25, with ASP's down ~3% $NKE
Build-A-Bear CEO Sharon Price John: "I joined the company in 2013, when our stock price was ~$6 per share... It went to ~$1 per share during the pandemic; we had to lay off ~90% of our organization and we had to shut down ~80% of our revenue streams." youtube.com/watch?v=Em6neA…