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TSOH Investment Research Service provides detailed analysis and portfolio decision-making insights on publicly traded companies, focusing on their financial health, market trends, and competitive positioning. It discusses investment strategies, evaluates corporate responses to macroeconomic factors, and assesses long-term growth potential versus short-term challenges.

Investment Strategies Market Trends Corporate Financial Health Macroeconomic Factors Competitive Positioning Long-term Growth vs Short-term Challenges

The hottest Substack posts of TSOH Investment Research Service

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Netflix: Reaping The Rewards

452 implied HN points • 25 Jan 24
💼 Business Media industry Content Strategy
  1. Netflix has established sustainable competitive advantages in the DTC VOD/streaming industry.
  2. Netflix's UCAN region has seen significant subscriber growth, exceeding expectations.
  3. Financially, Netflix's UCAN region has shown strong revenue and margin growth.

"Time Is Of The Essence"

393 implied HN points • 29 Jan 24
💰 Finance Earnings Investing Stocks Market Analysis
  1. Comcast's strong financial performance with record highs in adjusted EBITDA and EPS
  2. Comcast's focus on returning capital to shareholders through stock repurchases
  3. Key assumptions for Comcast's future success include segment stability, growth, and resisting transformative M&A

"I'll Never Sell A Share"

687 implied HN points • 05 Oct 23
💼 Business Retail Company strategy Expansion
  1. Costco's strategy of providing quality goods and services at low prices has contributed to its ongoing success and growth.
  2. The Executive Membership program at Costco, where members spend 3x more, has significantly impacted the company's revenue streams.
  3. Costco's focus on customer loyalty and satisfaction through programs like Executive Membership has created a positive cycle of increased spending and adoption.

"Turbocharged"

530 implied HN points • 25 Sep 23
💼 Business Finance Entertainment Investments Economics
  1. Walt Disney's Disneyland transformed entertainment with its creative content
  2. Disney Parks & Resorts faced challenges after 9/11 but rebounded with increased free cash flow
  3. CEO Michael Eisner's strategy of reducing capital expenditures led to higher profitability

Meta Platforms: Phase Change

589 implied HN points • 09 Feb 23
  1. Meta Platforms is responding to financial challenges by slowing expense growth.
  2. The change in Meta's revenue to loss pattern is prompting efficiency focus and expense reduction.
  3. Focusing on efficiency in operations could lead to improved profitability and share value growth for Meta.

Q1 2023 Portfolio Update

569 implied HN points • 03 Apr 23
💰 Finance Investment Portfolio
  1. Invest in companies that can withstand technological changes for long-term success.
  2. Emulate successful investors like Buffett and Munger by focusing on identifying stable, enduring companies.
  3. Balance consideration of short-term challenges with long-term potential when making investment decisions.

Walking The Peacock Plank

471 implied HN points • 06 Feb 23
  1. The decline in Comcast's broadband net adds is a concern for long-term investment.
  2. Comcast's management no longer believes in a return to pre-COVID broadband growth trends.
  3. AT&T's growth in Fiber customers highlights a shift in the broadband market that may impact Comcast.