Dollar Tree Still Attractive After 20% Price Drop
"It surely isn’t too enjoyable to step right in front of a ~20% stock price decline, but that’s part of the game. I believed that Dollar Tree was priced to generate attractive (long-term) returns at ~$85 per share, and that remains true at current prices [~$66 per share]."
GAMB Projects 2026 Revenue of $165‑170M, EBITDA $45‑50M
"GAMB today adjusted its full year guidance and now expects 2026 full-year revenue of $165 million to $170 million and Adjusted EBITDA of $45 million to $50 million."
Chinese Cars Surge Abroad as Foreign Share in China Halves
"The market share of foreign auto firms in China has almost halved in five years, to around 30% in 2025. Moreover, in 2023 China passed Japan to become the world’s largest exporter of cars. In 2025 over 8 million of...
Peloton Update Tomorrow Morning via TSOH Research
Peloton update tomorrow morning at TSOH Investment Research As always, includes prior disclosure of any TSOH portfolio changes
Disney's 6‑Month Buyback Nears 7‑Year Total
Disney repurchased ~$5.5 billion of stock over the past six months (1H FY26) By comparison, they had repurchased ~$6.5 billion over the prior seven years https://t.co/5jwsluX54g
Peloton's Subscriptions Surge 33% CAGR to $1.6B
Over the past six years (Q3 FY20 - Q3 FY26), Peloton's TTM subscription revenues have increased from $304 million to $1,647 million (~33% CAGR) https://t.co/6eNOMmyfus
Consider Buying $PLNT After 30% Morning Drop
Initiation on $PLNT if looking to get up to speed (down ~30% this morning) https://t.co/SFj0PYXDqT
HBO Max Achieves Global Streaming Scale After Four Years
WBD Q1 FY26 letter: "Over the last four years, we have consistently reiterated the imperative to scale HBO Max as a global streaming service. Today, that vision has been successfully achieved." https://t.co/lA8w1hRMR1
GEICO's Modest 2% Growth Lags Progressive's 11%
Greg Abel: "In Q1 2026, GEICO's auto policies-in-force (PIFs) grew by ~2%. Compare that to our #1 competitor, Progressive, where PIFs grew by ~11%... As we go through 2026 and into 2027, two important objectives are to retain our customers...
Berkshire Hathaway's Float Doubles in a Decade, Aiming Higher
Berkshire Hathaway CEO Greg Abel: "As you can see, our float effectively doubled from 2015 to 2025... A core and important objective is to grow our float over the long run."
AWS Lead Shrinks From 4x to 40% versus Azure
As of Q1 '18, AWS' TTM revenue base was ~4x larger than Azure's As of Q1 '26, AWS' TTM revenue base is ~40% larger than Azure's https://t.co/mP3UV901WY
Nike Bounces Back Amid Market Challenges
Today's TSOH Investment Research "Nike: Fighting Back" $NKE Thank you to @FrancoOlivera for his helpful feedback and edits https://t.co/dupGIEWdYS https://t.co/VqgZUmUTbl
Starbucks Ends JV with Boyu, Retains 40% China Stake
"Starbucks announced the closing of its previously announced JV with Boyu Capital, marking a significant milestone in the company’s long-term strategy to unlock sustainable, disciplined growth in China... Funds managed by Boyu Capital hold a 60% stake in Starbucks...
Brand Equity Builds Slowly, Lasts Long, yet Gets Underfunded
"Brand equity is the slowest-building and most durable layer of any consumer moat - and the easiest to underinvest in, because the returns are diffuse and the erosion is invisible in any single quarter." h/t @fmcbill https://t.co/ZiYNvQ9kS1
Cable Giants Lose 1.8M, Wireless Adds 15M FWA
Over the past four years, Comcast and Charter collectively lost ~1.8 million broadband customers Over the same period, the wireless companies collectively added ~15 million net FWA customers https://t.co/VwHtubMSA0