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@TSOH_Investing "$CROX CEO Andrew Rees (Sept 2023): "When we first bought HeyDude we wanted to be clear to people that this was a scale business. We put out the $X billion target for FY24e revenues which we knew we could blow past and we have gotten to it easily.""
X Link @TSOH_Investing 2025-10-10T12:50Z 63.5K followers, 8308 engagements

"CEO Andrew Rees July 2023: "We're very confident about the future at HeyDude but we have a few wrinkles to work through over the next six months. We have absolutely no regrets on the acquisition. We're very confident HeyDude will grow next year.""
X Link @TSOH_Investing 2025-10-10T16:45Z 63.5K followers, 4863 engagements

"$DLTR update tomorrow morning at TSOH Investment Research"
X Link @TSOH_Investing 2025-10-15T20:22Z 63.5K followers, 5096 engagements

"AT&T Broadband Connections Mix $T"
X Link @TSOH_Investing 2025-10-22T14:22Z 63.4K followers, 3343 engagements

"Trailing ten year Crocs Brand revenue CAGR of +12% (FY15 - FY25e)"
X Link @TSOH_Investing 2025-10-31T12:50Z 63.5K followers, 4327 engagements

"Netflix update tomorrow morning at TSOH Investment Research $NFLX"
X Link @TSOH_Investing 2025-10-26T13:45Z 63.5K followers, 10.7K engagements

"Kinsale Gross Written Premiums $KNSL"
X Link @TSOH_Investing 2025-09-23T17:11Z 63.4K followers, 8392 engagements

""Floor & Decor today announced that its Board of Directors has appointed Bradley Paulsen currently serving as President as Chief Executive Officer and to join the Board of Directors effective at the start of FY26." $FND"
X Link @TSOH_Investing 2025-10-31T12:30Z 63.4K followers, 2849 engagements

"Kinsale New Business Metrics $KNSL"
X Link @TSOH_Investing 2025-09-24T16:51Z 63.4K followers, 6816 engagements

"Comcast co-CEO Mike Cavanagh (from May 2021): "Hear me loud and clear: we like the hand we have and M&A is not an answer." $CMCSA"
X Link @TSOH_Investing 2025-10-21T15:49Z 63.4K followers, 10.1K engagements

"AWS run rate revenues to $XXX billion $AMZN"
X Link @TSOH_Investing 2025-10-30T20:13Z 63.4K followers, 4729 engagements

"$CMCSA $CHTR"
X Link @TSOH_Investing 2025-10-31T13:04Z 63.4K followers, 3822 engagements

"Berkshire Hathaway TTM Share Repurchases"
X Link @TSOH_Investing 2025-11-01T14:12Z 63.4K followers, 24.6K engagements

"Microsoft Azure run rate revenues crossed $XX billion in Q1 FY26"
X Link @TSOH_Investing 2025-11-02T11:15Z 63.4K followers, 10K engagements

"Microsoft update tomorrow morning at TSOH Investment Research $MSFT"
X Link @TSOH_Investing 2025-11-02T16:56Z 63.4K followers, 7971 engagements

"Charter's wireless penetration is up to XX% of its broadband base $CHTR"
X Link @TSOH_Investing 2025-11-03T20:18Z 63.4K followers, 3233 engagements

"Fubo North America + Hulu Live Pay-TV Customers $FUBO "We completed the transformative business combination with Disneys Hulu + Live TV business. This combined company creates the sixth-largest Pay TV service in the U.S. with nearly X million subscribers.""
X Link @TSOH_Investing 2025-11-03T22:11Z 63.4K followers, 3550 engagements