# ![@TSOH_Investing Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::829031723526668288.png) @TSOH_Investing Alex Morris (TSOH Investment Research)

TSOH Investment Research has been providing updates on various companies, including Netflix ($NFLX), Microsoft ($MSFT), and Ally Financial ($ALLY). The research updates can be found on their website, with the latest one being on Ally Financial, focusing on the company's momentum. Additionally, there are reports on various companies' recent performances, such as Fubo ($FUBO) completing a business combination and Floor & Decor ($FND) appointing a new CEO.

### Engagements: [-----] [#](/creator/twitter::829031723526668288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::829031723526668288/c:line/m:interactions.svg)

- [--] Week [------] +2.60%
- [--] Month [-------] +29%
- [--] Months [---------] +32%
- [--] Year [---------] -17%

### Mentions: [--] [#](/creator/twitter::829031723526668288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::829031723526668288/c:line/m:posts_active.svg)

- [--] Week [--] -32%
- [--] Month [---] no change
- [--] Months [---] +31%
- [--] Year [---] +12%

### Followers: [------] [#](/creator/twitter::829031723526668288/followers)
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- [--] Week [------] +0.07%
- [--] Month [------] +0.32%
- [--] Months [------] +3.20%
- [--] Year [------] +7.20%

### CreatorRank: [-------] [#](/creator/twitter::829031723526668288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::829031723526668288/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  60.92% [technology brands](/list/technology-brands)  9.2% [cryptocurrencies](/list/cryptocurrencies)  8.62% [gaming](/list/gaming)  4.6% [countries](/list/countries)  2.87% [fashion brands](/list/fashion-brands)  2.3% [social networks](/list/social-networks)  1.15% [currencies](/list/currencies)  1.15% [celebrities](/list/celebrities)  1.15%

**Social topic influence**
[investment](/topic/investment) #1022, [$pton](/topic/$pton) 5.17%, [roblox](/topic/roblox) 4.6%, [$trip](/topic/$trip) #24, [$gamb](/topic/$gamb) #8, [ceo](/topic/ceo) 4.02%, [in the](/topic/in-the) 3.45%, [$rblx](/topic/$rblx) #3, [$sam](/topic/$sam) 2.87%, [$stz](/topic/$stz) 2.87%

**Top accounts mentioned or mentioned by**
[@francoolivera](/creator/undefined) [@readdisclosures](/creator/undefined) [@william_r2rclub](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@southernvalue95](/creator/undefined) [@bizalmanac](/creator/undefined) [@libertyrpf](/creator/undefined) [@scuttleblurb](/creator/undefined) [@ahsansoorani](/creator/undefined) [@petershk](/creator/undefined) [@devforhirerbx](/creator/undefined) [@pitdesi](/creator/undefined) [@dhh](/creator/undefined) [@hiddengemsinves](/creator/undefined) [@varunvmalhotra](/creator/undefined) [@akwilk](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@charliegalt1](/creator/undefined) [@robswhiteside](/creator/undefined) [@beckyquick](/creator/undefined)

**Top assets mentioned**
[Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Gambling.com Group Limited (GAMB)](/topic/$gamb) [Roblox Corp. (RBLX)](/topic/$rblx) [Samsunspor Fan Token (SAM)](/topic/$sam) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Ally Financial, Inc. (ALLY)](/topic/$ally) [DisChain (DIS)](/topic/$dis) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [Walmart, Inc. (WMT)](/topic/$wmt) [Five Below, Inc. (FIVE)](/topic/$five) [Decentral Games (DG)](/topic/$dg) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Match Group Inc (MTCH)](/topic/$mtch) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Snap, Inc. (SNAP)](/topic/$snap) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Nike Inc (NKE)](/topic/$nke) [Vital Farms, Inc. (VITL)](/topic/$vitl) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Costco Wholesale Corporation (COST)](/topic/costco) [Target Corporation (TGT)](/topic/$tgt) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Netflix Inc (NFLX)](/topic/$nflx) [Micron Technology, Inc. (MU)](/topic/$mu) [CSX Corporation (CSX)](/topic/$csx) [Kraft Heinz Co (KHC)](/topic/$khc) [The Scotts Miracle-Gro Company (SMG)](/topic/$smg) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Capital One Financial Corp. (COF)](/topic/$cof) [Wells Fargo & Co (WFC)](/topic/$wfc) [JPMorgan Chase (JPM)](/topic/$jpm) [Metadium (META)](/topic/$meta) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Spotify Technology (SPOT)](/topic/$spot) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Heima (HEI)](/topic/$hei)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Roblox Q4 FY25 call: "If we take a look at our top [----] creators they earned an average of $1.3 million in [----] up 50% compared to 2024." $RBLX: The YouTube of Gaming Thank you to @petershk @DevForHireRBX and as always - @FrancoOlivera for their help with getting this deep dive over the finish line. https://t.co/038SAbWGqk $RBLX: The YouTube of Gaming Thank you to @petershk @DevForHireRBX and as always - @FrancoOlivera for their help with getting this deep dive over the finish line. https://t.co/038SAbWGqk"  
[X Link](https://x.com/TSOH_Investing/status/2022748658005918177)  2026-02-14T19:03Z 64.2K followers, [----] engagements


"$TRIP is now trading at $10 per share Published an initiation back in January: https://thescienceofhitting.com/p/nothing-is-off-the-table https://thescienceofhitting.com/p/nothing-is-off-the-table"  
[X Link](https://x.com/TSOH_Investing/status/2022340685953700336)  2026-02-13T16:02Z 64.2K followers, [----] engagements


"@pitdesi @dhh"  
[X Link](https://x.com/TSOH_Investing/status/2022732435830771846)  2026-02-14T17:59Z 64.2K followers, [---] engagements


"As noted in the Roblox S-1 there were [----] developers who had earned $10000 or more in the prior year (TTM Sept 2020) with just [--] developers who had earned $1 million or more. Fast forward to 2025: on average the top [----] developers on Roblox earned $1.3 million last year"  
[X Link](https://x.com/TSOH_Investing/status/2022993886579474449)  2026-02-15T11:18Z 64.2K followers, [----] engagements


"For those interested in $XPEL fantastic work by @HiddenGemsInves Strong results from $XPEL today. Take a look why I think the company continues to have a long growth runway. Strong results from $XPEL today. Take a look why I think the company continues to have a long growth runway"  
[X Link](https://x.com/TSOH_Investing/status/1980712786872397987)  2025-10-21T19:08Z 64.2K followers, [----] engagements


"@SouthernValue95 Think these somewhat pass your test $SAM $SMG $STZ $BF.B $MTCH $DIS $ALLY $FEVR $PTLO"  
[X Link](https://x.com/TSOH_Investing/status/1994112215503573254)  2025-11-27T18:32Z 64.2K followers, [----] engagements


"Tripadvisor Free Cash Flow $TRIP"  
[X Link](https://x.com/TSOH_Investing/status/2003216550086545543)  2025-12-22T21:30Z 64.2K followers, [----] engagements


"Yet another big move - $FIVE is up nearly 4x since the April [----] lows Five Below $FIVE stock price changes since the beginning of 2020: down 60% up 5x down 55% up 2x and down 75%. One heck of a chart. https://t.co/IOA2pzF7oq Five Below $FIVE stock price changes since the beginning of 2020: down 60% up 5x down 55% up 2x and down 75%. One heck of a chart. https://t.co/IOA2pzF7oq"  
[X Link](https://x.com/TSOH_Investing/status/2008580906861432903)  2026-01-06T16:46Z 64.2K followers, [----] engagements


"From $PTLO presentation at the [----] ICR Conference Portillo's: Texas Troubles $PTLO Thank you to @bizalmanac and @BillBrewsterTBB for their feedback https://t.co/O3y7NLIpDm Portillo's: Texas Troubles $PTLO Thank you to @bizalmanac and @BillBrewsterTBB for their feedback https://t.co/O3y7NLIpDm"  
[X Link](https://x.com/TSOH_Investing/status/2010754897810243621)  2026-01-12T16:45Z 64.2K followers, 11.9K engagements


"Brown-Forman CEO Lawson E. Whiting: We had an ambition called Make it a Double from the March [----] Investor Day. The reality is doubling EBIT by [----] from FY22 would require essentially double-digit growth from here. We're backing away from that. We are not backing away from doubling the operating income of the company but it's going to take a year or two longer We used to say mid-single digit top line growth then leverage that into something a few points higher on the bottom line. That is still our longer-term ambition - but when does that kick back in again The U.S. market was growing at 5%"  
[X Link](https://x.com/TSOH_Investing/status/2013342247324958871)  2026-01-19T20:06Z 64.2K followers, [----] engagements


"Ally Bank Retail Deposit Customers $ALLY Trailing 10-Year CAGR of +12.5% per annum"  
[X Link](https://x.com/TSOH_Investing/status/2015730234683793770)  2026-01-26T10:15Z 64.2K followers, [----] engagements


"Outstanding Auto Loans for $ALLY $COF $JPM and $WFC"  
[X Link](https://x.com/TSOH_Investing/status/2015805690531446898)  2026-01-26T15:15Z 64.2K followers, [----] engagements


""Manufacturers have halted production. Suntory has closed its main distillery for Jim Beam based in Kentucky for at least a year. Diageo meanwhile has halted whiskey production at its Texas and Tennessee facilities until the summer." From today's TSOH Investment Research "Brown-Forman: The American Spirit" https://t.co/X3iSPxkg8n From today's TSOH Investment Research "Brown-Forman: The American Spirit" https://t.co/X3iSPxkg8n"  
[X Link](https://x.com/TSOH_Investing/status/2015917666469335273)  2026-01-26T22:40Z 64.2K followers, [----] engagements


""After years of exuberant demand for Cognac the industry is nursing a hangover with shipments last year falling to [---] million bottles the lowest level since 2009." https://www.bloomberg.com/news/features/2026-01-27/cognac-sales-downturn-hits-lvmh-pernod-ricard-remy-cointreau https://www.bloomberg.com/news/features/2026-01-27/cognac-sales-downturn-hits-lvmh-pernod-ricard-remy-cointreau"  
[X Link](https://x.com/TSOH_Investing/status/2016462542961271029)  2026-01-28T10:45Z 64.2K followers, [----] engagements


""Its a sharp turn for sodas U.S. fortunes where volumes have fallen 27% over the last two decades as more consumers opt for water and energy drinks. Keurig Dr Pepper for one didnt have a single Zero Sugar offering in [----]. Now it has more than 40." https://www.bloomberg.com/news/features/2026-01-23/pepsi-dr-pepper-shift-to-zero-sugar-as-gen-z-shuns-diet-soda https://www.bloomberg.com/news/features/2026-01-23/pepsi-dr-pepper-shift-to-zero-sugar-as-gen-z-shuns-diet-soda"  
[X Link](https://x.com/TSOH_Investing/status/2016501514261672389)  2026-01-28T13:20Z 64.2K followers, [----] engagements


"Meta Consolidated EBIT Margins $META"  
[X Link](https://x.com/TSOH_Investing/status/2017559783579013625)  2026-01-31T11:25Z 64.2K followers, [----] engagements


""Peloton slashed 11% of its workforce in a cost-cutting move. Stern who took over as CEO last year informed staffers of the move on Friday said the person who asked not to be identified because the matter isnt public." https://www.bloomberg.com/news/articles/2026-01-30/peloton-cuts-11-of-staff-including-from-engineering-teams https://www.bloomberg.com/news/articles/2026-01-30/peloton-cuts-11-of-staff-including-from-engineering-teams"  
[X Link](https://x.com/TSOH_Investing/status/2017573418682433749)  2026-01-31T12:19Z 64.2K followers, [----] engagements


"Microsoft Azure YoY CC Revenue Growth $MSFT"  
[X Link](https://x.com/TSOH_Investing/status/2018752620760871234)  2026-02-03T18:25Z 64.2K followers, [----] engagements


"Match Group Total Payers YoY Change $MTCH"  
[X Link](https://x.com/TSOH_Investing/status/2019082228798546189)  2026-02-04T16:14Z 64.2K followers, [----] engagements


"The sequential increase in Google Cloud run rate revs was $10b this Q"  
[X Link](https://x.com/TSOH_Investing/status/2019207745182834831)  2026-02-05T00:33Z 64.2K followers, [----] engagements


"Google Cloud run rate revenues nearly doubled over the past two years"  
[X Link](https://x.com/TSOH_Investing/status/2019209638617469260)  2026-02-05T00:41Z 64.2K followers, [----] engagements


""Peloton today announced that Liz Coddington Chief Financial Officer will be leaving the company to pursue an opportunity outside the industry. Coddington will remain with Peloton through March and the company has initiated a comprehensive search for its next CFO." Today's TSOH Investment Research Peloton: A Costly Turnaround $PTON https://t.co/2A4EUWog3a https://t.co/gKUgRRz94l Today's TSOH Investment Research Peloton: A Costly Turnaround $PTON https://t.co/2A4EUWog3a https://t.co/gKUgRRz94l"  
[X Link](https://x.com/TSOH_Investing/status/2019403921446326536)  2026-02-05T13:33Z 64.2K followers, [----] engagements


"Peloton Connected Fitness (CF) Subscriber Update $PTON"  
[X Link](https://x.com/TSOH_Investing/status/2019405670739526072)  2026-02-05T13:40Z 64.2K followers, 14K engagements


"Peloton TTM Revenues $PTON"  
[X Link](https://x.com/TSOH_Investing/status/2019444678874038501)  2026-02-05T16:15Z 64.2K followers, [----] engagements


"Snap TTM Revenues and SBC Expense % $SNAP"  
[X Link](https://x.com/TSOH_Investing/status/2019491283178312008)  2026-02-05T19:20Z 64.2K followers, [----] engagements


"AWS Annual Revenues $AMZN"  
[X Link](https://x.com/TSOH_Investing/status/2019723999232585856)  2026-02-06T10:45Z 64.2K followers, [----] engagements


"Today's TSOH Investment Research "Roblox: A Longer Leash" $RBLX Thank you to @FrancoOlivera for his feedback https://t.co/sJgsXU8Civ Today's TSOH Investment Research "Roblox: A Longer Leash" $RBLX Thank you to @FrancoOlivera for his feedback https://t.co/sJgsXU8Civ"  
[X Link](https://x.com/TSOH_Investing/status/2019783136755007542)  2026-02-06T14:40Z 64.2K followers, [----] engagements


"From Blackswell Capital's Peloton deck (February 2022) Total headcount at YE FY25 was 35% higher than YE FY19"  
[X Link](https://x.com/TSOH_Investing/status/2019799522424049909)  2026-02-06T15:45Z 64.2K followers, [----] engagements


"https://blackwellscap.com/wp-content/uploads/2024/04/Peloton-A-Call-for-Action.pdf https://blackwellscap.com/wp-content/uploads/2024/04/Peloton-A-Call-for-Action.pdf"  
[X Link](https://x.com/TSOH_Investing/status/2019821156954681514)  2026-02-06T17:11Z 64.2K followers, [----] engagements


"Roblox TTM Engagement (Total Platform Hours)"  
[X Link](https://x.com/TSOH_Investing/status/2019832530384441536)  2026-02-06T17:56Z 64.2K followers, [----] engagements


"WSJ 10/01/2025 - "Peloton is raising its membership prices and rolling out new equipment and software as the company attempts to speed up its turnaround. Shares rose 2.4% to $9.22 in premarket trading.""  
[X Link](https://x.com/TSOH_Investing/status/2020115325669503344)  2026-02-07T12:40Z 64.2K followers, [----] engagements


"@varunv_malhotra Interesting thanks for sharing"  
[X Link](https://x.com/TSOH_Investing/status/2020197850588529081)  2026-02-07T18:07Z 64.2K followers, [----] engagements


"$PTON update tomorrow morning at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/2020535869195640983)  2026-02-08T16:31Z 64.2K followers, [----] engagements


"Todays TSOH Investment Research Peloton: Clipping In $PTON https://thescienceofhitting.com/p/peloton-clipping-in https://thescienceofhitting.com/p/peloton-clipping-in"  
[X Link](https://x.com/TSOH_Investing/status/2020850292456137210)  2026-02-09T13:20Z 64.2K followers, [----] engagements


"Amazon's Advertising revenues were nearly $70 billion in FY25 $AMZN"  
[X Link](https://x.com/TSOH_Investing/status/2020900939775795522)  2026-02-09T16:41Z 64.2K followers, [----] engagements


"Over the past quarter century Amazon has reported double-digit revenue growth in every year except for one (+9% in FY22). Revenues increased from $2.8 billion in FY00 to $716.9 billion in FY25 (25% CAGR)"  
[X Link](https://x.com/TSOH_Investing/status/2020933217063227633)  2026-02-09T18:50Z 64.2K followers, [----] engagements


"Enjoyed @AKWilk discussion on $DUOL from @BillBrewsterTBB pod https://youtu.be/3gXhsFY_VzIsi=63Rd5r6LuHWFH5zV&t=1779 https://youtu.be/3gXhsFY_VzIsi=63Rd5r6LuHWFH5zV&t=1779"  
[X Link](https://x.com/TSOH_Investing/status/2020935976332533831)  2026-02-09T19:00Z 64.2K followers, [----] engagements


"Spotify TTM FCF of [---] billion $SPOT"  
[X Link](https://x.com/TSOH_Investing/status/2021192078810550401)  2026-02-10T11:58Z 64.2K followers, [----] engagements


"Roblox TTM FCF Margins $RBLX"  
[X Link](https://x.com/TSOH_Investing/status/2021530938593718349)  2026-02-11T10:25Z 64.2K followers, [----] engagements


"From the Pershing Square Holdings Annual Investor Presentation Today's TSOH Investment Research Nike: The Middle Innings $NKE https://t.co/ofcFXdgICs https://t.co/CybmvYqEQ9 Today's TSOH Investment Research Nike: The Middle Innings $NKE https://t.co/ofcFXdgICs https://t.co/CybmvYqEQ9"  
[X Link](https://x.com/TSOH_Investing/status/2021648399096066429)  2026-02-11T18:11Z 64.2K followers, 10.9K engagements


"The leading U.S. wireless companies added nearly [--] million net FWA customers over the past four years. T-Mobile which is leading the pack at [---] million FWA customers as of YE FY25 now expects to reach [--] million FWA customers by 2030"  
[X Link](https://x.com/TSOH_Investing/status/2021663542764515730)  2026-02-11T19:12Z 64.2K followers, [---] engagements


"The leading U.S. wireless companies added nearly [--] million net FWA customers over the past four years. T-Mobile which is leading the pack at [---] million expects to reach [--] million FWA customers by 2030"  
[X Link](https://x.com/TSOH_Investing/status/2021664186548592719)  2026-02-11T19:14Z 64.2K followers, [----] engagements


"Today's post from TSOH Investment Research Airbnb: "A New Chapter" https://t.co/YGobUi01Mf Today's post from TSOH Investment Research Airbnb: "A New Chapter" https://t.co/YGobUi01Mf"  
[X Link](https://x.com/TSOH_Investing/status/2022319851872899500)  2026-02-13T14:40Z 64.2K followers, [----] engagements


"Roblox update tomorrow (6:30am ET) at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/2023034678987333858)  2026-02-15T14:00Z 64.2K followers, [----] engagements


"Today's TSOH Investment Research "Ally Financial: Momentum" $ALLY https://thescienceofhitting.com/p/ally-financial-momentum https://thescienceofhitting.com/p/ally-financial-momentum"  
[X Link](https://x.com/TSOH_Investing/status/1980266623052165123)  2025-10-20T13:35Z 64.2K followers, 12.6K engagements


"In FY22 - FY24 $GAMB repurchased $30.0 million of its common stock at an average price of $9.1 per share; it's currently trading at $5.3 per share My family office has acquired [------] shares in $GAMB (1% of the company) taking my stake from under 10% to over 11%. I believe the current valuation is completely disconnected from reality and I am delighted to pick up shares at these levels. I believe other members of the My family office has acquired [------] shares in $GAMB (1% of the company) taking my stake from under 10% to over 11%. I believe the current valuation is completely disconnected"  
[X Link](https://x.com/TSOH_Investing/status/1993745559140921633)  2025-11-26T18:15Z 64.2K followers, 19K engagements


"Booking Holdings TTM Room Nights $BKNG"  
[X Link](https://x.com/TSOH_Investing/status/1995096721731273130)  2025-11-30T11:45Z 64.2K followers, [----] engagements


""Ally Financial announced today that its board has authorized the company to repurchase up to $2.0 billion under a multi-year repurchase program. 'This authorization reflects the momentum of our core businesses and our conviction in the path ahead' said CEO MichaelRhodes." Today's TSOH Investment Research "Ally Financial: Momentum" $ALLY https://t.co/J7qwRNVS45 https://t.co/fI027PJnMX Today's TSOH Investment Research "Ally Financial: Momentum" $ALLY https://t.co/J7qwRNVS45 https://t.co/fI027PJnMX"  
[X Link](https://x.com/TSOH_Investing/status/1998750866820771994)  2025-12-10T13:45Z 64.2K followers, 14K engagements


"Vital Farms Annual Revenues $VITL"  
[X Link](https://x.com/TSOH_Investing/status/2001012000835485724)  2025-12-16T19:30Z 64.2K followers, [----] engagements


"Ernst Teunissen former CFO of $TRIP (Dec 2021): "There's more value we can deliver for travelers and partners. to get more credit for the incredible role we play in this ecosystem. Bluntly we don't monetize our position as well as we could or should right now.""  
[X Link](https://x.com/TSOH_Investing/status/2008651902347845897)  2026-01-06T21:28Z 64.2K followers, [----] engagements


"Tripadvisor Annual Adjusted EBIT $TRIP"  
[X Link](https://x.com/TSOH_Investing/status/2008943368441577640)  2026-01-07T16:46Z 64.2K followers, [----] engagements


"$TRIP CEO CEO Matt Goldberg: "Our ownership recently changed; we took back control of the company from Liberty TripAdvisor which gives us a lot of flexibility around how we think about things." https://www.youtube.com/watchv=hM4hMrw63jo https://www.youtube.com/watchv=hM4hMrw63jo"  
[X Link](https://x.com/TSOH_Investing/status/2009297797153964522)  2026-01-08T16:15Z 64.2K followers, [----] engagements


"$TRIP initiation tomorrow at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/2010349333887996260)  2026-01-11T13:53Z 64.2K followers, [----] engagements


"$GAMB CEO Gillespie May 2025: If our plans for 2H [----] come together as we expect them to and if we dont see movement in the share price then I think well start seriously considering additional buybacks. At that time GAMB was trading at $12 per share (down 50% since)"  
[X Link](https://x.com/TSOH_Investing/status/2010412361245773829)  2026-01-11T18:03Z 64.2K followers, [----] engagements


"Today's TSOH Investment Research "Nothing Is Off The Table" $TRIP initiation https://thescienceofhitting.com/p/nothing-is-off-the-table https://thescienceofhitting.com/p/nothing-is-off-the-table"  
[X Link](https://x.com/TSOH_Investing/status/2010728557685969038)  2026-01-12T15:00Z 64.2K followers, [----] engagements


"$GAMB CFO Elias Mark Q3 FY25 call: "In [----] we expect to see overall revenue growth in the low-teens. We expect marketing to grow at a rate in the low-teens and for sports data services to grow in the high-teens B2C up high-single digits and B2B above 20%." https://t.co/7PKMCXgijN https://t.co/7PKMCXgijN"  
[X Link](https://x.com/TSOH_Investing/status/2010796444371075495)  2026-01-12T19:30Z 64.2K followers, [----] engagements


"$GAMB YoY Change in New Depositing Customers (NDCs)"  
[X Link](https://x.com/TSOH_Investing/status/2011148856461828389)  2026-01-13T18:50Z 64.2K followers, [----] engagements


"The most successful investors that I worked with those that made the most money all had one thing in common: the presence of a couple of big winners in their portfolios. https://thescienceofhitting.com/p/letting-winners-run One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time. https://thescienceofhitting.com/p/letting-winners-run One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time"  
[X Link](https://x.com/TSOH_Investing/status/2011737112803230157)  2026-01-15T09:47Z 64.2K followers, 15K engagements


"$GAMB CEO Charles Gillespie February 2024: "In five years I'd hope we're head and shoulders above the competition as the undisputed #1 online gambling affiliate in the world. There's a very high ceiling in terms of the business model we have now." https://open.spotify.com/episode/0y8feXniEht9dzDq9QzrzPsi=vfZNZQyLS16CkZtYEHiYNQ https://open.spotify.com/episode/0y8feXniEht9dzDq9QzrzPsi=vfZNZQyLS16CkZtYEHiYNQ"  
[X Link](https://x.com/TSOH_Investing/status/2012837495185313911)  2026-01-18T10:40Z 64.2K followers, [----] engagements


"$GAMB initiation tomorrow at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/2012896520773812626)  2026-01-18T14:35Z 64.2K followers, [----] engagements


"Today's TSOH Investment Research $GAMB: Conviction vs Capital Allocation Thank you to @readdisclosures and @FrancoOlivera for their feedback https://thescienceofhitting.com/p/gamb-conviction-vs-capital-allocation https://thescienceofhitting.com/p/gamb-conviction-vs-capital-allocation"  
[X Link](https://x.com/TSOH_Investing/status/2013263276256174572)  2026-01-19T14:52Z 64.2K followers, [----] engagements


"$VITL down nearly 50% from the August '25 highs to 12x NTM EV/EBIT Today's TSOH Investment Research "An Egg Is An Egg" ($VITL initiation) https://t.co/tMBAeJ4aS3 Today's TSOH Investment Research "An Egg Is An Egg" ($VITL initiation) https://t.co/tMBAeJ4aS3"  
[X Link](https://x.com/TSOH_Investing/status/2015870371480641555)  2026-01-26T19:32Z 64.2K followers, [----] engagements


"Latest from TSOH Investment Research Brown-Forman: "Continued Headwinds" https://t.co/gUitCEFDY3 Latest from TSOH Investment Research Brown-Forman: "Continued Headwinds" https://t.co/gUitCEFDY3"  
[X Link](https://x.com/TSOH_Investing/status/2015902566689763832)  2026-01-26T21:40Z 64.2K followers, [----] engagements


"$GAMB is down 75% since early [----] it now trades at 6x EV / EBIT Today's TSOH Investment Research $GAMB: Conviction vs Capital Allocation Thank you to @readdisclosures and @FrancoOlivera for their feedback https://t.co/qr0yYiksT3 https://t.co/LGZ2ZUk7d2 Today's TSOH Investment Research $GAMB: Conviction vs Capital Allocation Thank you to @readdisclosures and @FrancoOlivera for their feedback https://t.co/qr0yYiksT3 https://t.co/LGZ2ZUk7d2"  
[X Link](https://x.com/TSOH_Investing/status/2018745482156421140)  2026-02-03T17:56Z 64.2K followers, [----] engagements


"Roblox TTM Bookings Per Average Employee $RBLX"  
[X Link](https://x.com/TSOH_Investing/status/2021902611947946412)  2026-02-12T11:02Z 64.2K followers, [----] engagements


"$TRIP CEO Matt Goldberg: "We are squarely focused on extending our leadership position in experiences globally as we simplify our portfolio and evaluate options to unlock shareholder value including exploring strategic alternatives for TheFork." Today's TSOH Investment Research "Nothing Is Off The Table" $TRIP initiation https://t.co/COblXX91O9 https://t.co/yT1tKVoeAE Today's TSOH Investment Research "Nothing Is Off The Table" $TRIP initiation https://t.co/COblXX91O9 https://t.co/yT1tKVoeAE"  
[X Link](https://x.com/TSOH_Investing/status/2022030446209429511)  2026-02-12T19:30Z 64.2K followers, [----] engagements


"Another great @LibertyRPF interview with @scuttleblurb https://youtu.be/8J1m9m9DycEsi=twwn7mitIMYZUmjT https://youtu.be/8J1m9m9DycEsi=twwn7mitIMYZUmjT"  
[X Link](https://x.com/TSOH_Investing/status/2022634100054737032)  2026-02-14T11:28Z 64.2K followers, [----] engagements


"@DrewCohenMoney If you have time can you post a video the day after analyzing competitive dynamics for each of Berkshires [--] largest companies Wholly owned and the equities book thanks in advance"  
[X Link](https://x.com/TSOH_Investing/status/2022789112462286905)  2026-02-14T21:44Z 64.2K followers, [----] engagements


""My mission at Microsoft is to build superintelligence. We have to deliver true AI self-sufficiency. We have to develop our own foundation models at the absolute frontier with gigawatt scale compute with the very best AI training team in the world." https://www.ft.com/content/f1ec830c-2f08-4b1a-b70f-7330f260753c https://www.ft.com/content/f1ec830c-2f08-4b1a-b70f-7330f260753c"  
[X Link](https://x.com/TSOH_Investing/status/2023346618045776181)  2026-02-16T10:40Z 64.2K followers, [----] engagements


"Airbnb Annual Revenues $ABNB"  
[X Link](https://x.com/TSOH_Investing/status/2022264473986232686)  2026-02-13T10:59Z 64.2K followers, [----] engagements


"@CharlieGalt1 Depends how you define normalized"  
[X Link](https://x.com/TSOH_Investing/status/2022346444871434569)  2026-02-13T16:25Z 64.2K followers, [---] engagements


""Our goal is to have consistent margins while continuing to accelerate our revenue growth." https://youtu.be/TwiVY3M_W0Esi=vRqOQUx-5EbuI0on https://youtu.be/TwiVY3M_W0Esi=vRqOQUx-5EbuI0on"  
[X Link](https://x.com/TSOH_Investing/status/2022619917850382616)  2026-02-14T10:32Z 64.2K followers, [----] engagements


"Baszucki on disruption risk for Roblox Today's TSOH Investment Research "Roblox: A Longer Leash" $RBLX Thank you to @FrancoOlivera for his feedback https://t.co/sJgsXU8Civ Today's TSOH Investment Research "Roblox: A Longer Leash" $RBLX Thank you to @FrancoOlivera for his feedback https://t.co/sJgsXU8Civ"  
[X Link](https://x.com/TSOH_Investing/status/2023027013196697752)  2026-02-15T13:30Z 64.2K followers, [----] engagements


"Today's TSOH Investment Research "Disruption In The Other Direction" https://thescienceofhitting.com/p/disruption-in-the-other-direction https://thescienceofhitting.com/p/disruption-in-the-other-direction"  
[X Link](https://x.com/TSOH_Investing/status/2023384385144377805)  2026-02-16T13:10Z 64.2K followers, [----] engagements


"Peloton R&D Expense $PTON"  
[X Link](https://x.com/TSOH_Investing/status/1956386747903832115)  2025-08-15T16:05Z 62.3K followers, [----] engagements


""Walmart said that effective immediately it was extending its 10% employee discount to include nearly all grocery purchases at its stores and online - its latest effort to better recruit and retain workers." https://www.wsj.com/business/retail/walmart-grocery-discount-employees-2d3f2329st=ZAd2Rp https://www.wsj.com/business/retail/walmart-grocery-discount-employees-2d3f2329st=ZAd2Rp"  
[X Link](https://x.com/TSOH_Investing/status/1956408909293605281)  2025-08-15T17:33Z 62.2K followers, [----] engagements


"Today's TSOH Investment Research Disney: A New Era $DIS https://t.co/95i4YkygHy Today's TSOH Investment Research Disney: A New Era $DIS https://t.co/95i4YkygHy"  
[X Link](https://x.com/TSOH_Investing/status/1956414360496091429)  2025-08-15T17:55Z 62.3K followers, [----] engagements


"From the Sept [----] edition of OID (Price merged with Costco in 1993)"  
[X Link](https://x.com/TSOH_Investing/status/1956427104544792584)  2025-08-15T18:45Z 62.3K followers, [----] engagements


"Thank you to @RobSWhiteside for having me on to talk $DIS earnings https://youtu.be/PrUmzehx-Fksi=9oPY4Kl2UNSQXO0a https://youtu.be/PrUmzehx-Fksi=9oPY4Kl2UNSQXO0a"  
[X Link](https://x.com/TSOH_Investing/status/1956732833923305519)  2025-08-16T15:00Z 62.3K followers, [----] engagements


"There were [---] million U.S. golf rounds played in [----] (NGF data)"  
[X Link](https://x.com/TSOH_Investing/status/1957496673954935028)  2025-08-18T17:35Z 62.2K followers, [----] engagements


"Titleist's origin story "That's how the company was founded and that is the ethos." https://research.alpha-sense.comdocid=EC-1000000-129430&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-1000000-129430&utm_campaign=1755545293527 https://research.alpha-sense.comdocid=EC-1000000-129430&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-1000000-129430&utm_campaign=1755545293527"  
[X Link](https://x.com/TSOH_Investing/status/1957525687268700534)  2025-08-18T19:31Z 62.2K followers, [----] engagements


"$HD Q2 FY25 - "We were pleased with the performance we saw in categories such as building materials lumber and hardware. However we continue to see softer engagement in larger discretionary projects where the customer typically uses financing to fund the renovation project.""  
[X Link](https://x.com/TSOH_Investing/status/1957819882080227697)  2025-08-19T15:00Z 62.3K followers, [----] engagements


"Former Director at TaylorMade: "Nike is the poster child for why it doesn't really matter what's played on TV because it won't necessarily help sell golf clubs. Nike had very pretty clubs but they didn't have the best engineering behind the scenes." https://research.alpha-sense.comdocid=EC-1000000-125038&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-1000000-125038&utm_campaign=1755616321256 https://research.alpha-sense.comdocid=EC-1000000-125038&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-1000000-125038&utm_campaign=1755616321256"  
[X Link](https://x.com/TSOH_Investing/status/1957823494663668194)  2025-08-19T15:14Z 62.2K followers, [----] engagements


"$TGT New CEO: "The company's Board of Directors has unanimously elected Michael Fiddelke COO to succeed Brian Cornell. Michael's tenure gives him unmatched enterprise insight and a base of strong team trust.""  
[X Link](https://x.com/TSOH_Investing/status/1958148074917736454)  2025-08-20T12:44Z 62.4K followers, [----] engagements


"Peloton update tomorrow morning at TSOH Investment Research $PTON As always it includes prior disclosure of any proposed portfolio changes"  
[X Link](https://x.com/TSOH_Investing/status/1958164620545556677)  2025-08-20T13:50Z 62.4K followers, [----] engagements


""Tiger Woods will lead a new committee charged with reimagining the very basics of the PGA Tours competitive model. Possible changes include fewer events smaller fields and higher stakes all to get the games biggest stars playing together more often." https://www.wsj.com/sports/golf/pga-tour-tiger-woods-brian-rolapp-9119d4e9mod=e2tw https://www.wsj.com/sports/golf/pga-tour-tiger-woods-brian-rolapp-9119d4e9mod=e2tw"  
[X Link](https://x.com/TSOH_Investing/status/1958186781095965052)  2025-08-20T15:18Z 62.3K followers, [----] engagements


"Peloton: Back On The Bike $PTON Thank you to @FrancoOlivera for his helpful feedback on this one"  
[X Link](https://x.com/TSOH_Investing/status/1958495781360390469)  2025-08-21T11:45Z 62.4K followers, 11.3K engagements


"Quarterly SSS comparison for Target and Walmart U.S. $TGT $WMT"  
[X Link](https://x.com/TSOH_Investing/status/1958524489006002469)  2025-08-21T13:40Z 62.3K followers, [----] engagements


"Walmart CEO Doug McMillon on AI use cases $WMT "Our enthusiasm for how AI can help us to serve customers and members to improve the experience for our associates and to increase productivity continues to grow.""  
[X Link](https://x.com/TSOH_Investing/status/1958890666936709475)  2025-08-22T13:55Z 62.3K followers, [----] engagements


""Pro V1 debuted on thePGA TOUR in October 2000and was made available to the publicin December four months earlier than scheduled due to golfer demand.In March 2001it became the best-selling ball in the marketplace andit has retained that positionevery month since.""  
[X Link](https://x.com/TSOH_Investing/status/1958926618748952885)  2025-08-22T16:17Z 62.3K followers, [----] engagements


"$GOLF initiation tomorrow morning at TSOH Investment Research As always it will include prior disclosure of any portfolio changes"  
[X Link](https://x.com/TSOH_Investing/status/1959614169637921169)  2025-08-24T13:50Z 62.7K followers, [----] engagements


"$SAM [----] Annual Report: "Twisted Tea is one of the top [--] best-selling beers in America. It has grown steadily and now accounts for more than 50% of our business." From today's TSOH Investment Research ("It Has Never Been Not Hard") https://t.co/mmiu7SguJz From today's TSOH Investment Research ("It Has Never Been Not Hard") https://t.co/mmiu7SguJz"  
[X Link](https://x.com/TSOH_Investing/status/1960005497722908755)  2025-08-25T15:45Z 62.4K followers, [----] engagements


""They made clear to Hinrichs they would not make a bid for CSX but believed they could cooperate more to gain some of the same benefits." Interesting scoop by @BeckyQuick https://t.co/xc1AjsV1X6 Interesting scoop by @BeckyQuick https://t.co/xc1AjsV1X6"  
[X Link](https://x.com/TSOH_Investing/status/1960043625418756495)  2025-08-25T18:16Z 62.4K followers, [----] engagements


"Walmart EBIT Margins $WMT"  
[X Link](https://x.com/TSOH_Investing/status/1960288613888925868)  2025-08-26T10:30Z 62.4K followers, [----] engagements


"NVIDIA TTM Revenues $NVDA"  
[X Link](https://x.com/TSOH_Investing/status/1961009852668424602)  2025-08-28T10:15Z 62.3K followers, [----] engagements


"Dollar General Annual Comps $DG"  
[X Link](https://x.com/TSOH_Investing/status/1961765847363355065)  2025-08-30T12:20Z 62.4K followers, [----] engagements


"$STZ FY25 annual report - "Our overall performance was driven largely by our Beer Business which achieved its 15th consecutive year of volume growth. Modelo Especial led the charge increasing depletions by nearly 5% and maintaining its position as the #1 U.S. beer brand.""  
[X Link](https://x.com/TSOH_Investing/status/1962119427140555183)  2025-08-31T11:45Z 62.4K followers, [----] engagements


"$SAM update tomorrow morning at TSOH Investment Research As always it includes prior disclosure of any portfolio changes"  
[X Link](https://x.com/TSOH_Investing/status/1962148368043675675)  2025-08-31T13:40Z 62.4K followers, [----] engagements


"Today's TSOH Investment Research: "The Next Iconic Brand" $SAM"  
[X Link](https://x.com/TSOH_Investing/status/1962524432603267576)  2025-09-01T14:34Z 62.4K followers, [----] engagements


""In the breakup one global company would focus on sauces spreads and seasonings while another would sell grocery staples in North America. The move aims to create businesses with more focus and less complexity." https://www.wsj.com/business/retail/kraft-heinz-is-splitting-into-two-companies-2b632fa7 https://www.wsj.com/business/retail/kraft-heinz-is-splitting-into-two-companies-2b632fa7"  
[X Link](https://x.com/TSOH_Investing/status/1962847227988115618)  2025-09-02T11:57Z 62.4K followers, 10.9K engagements


"Quarterly SSS for Walmart U.S. Dollar General and Dollar Tree"  
[X Link](https://x.com/TSOH_Investing/status/1963197306808803544)  2025-09-03T11:08Z 62.4K followers, [----] engagements


"$DG update tomorrow morning at TSOH Investment Research As always includes prior disclosure of any portfolio changes"  
[X Link](https://x.com/TSOH_Investing/status/1963308587171614816)  2025-09-03T18:30Z 62.4K followers, [----] engagements


"@SouthernValue95 Tbf the predicted 7% revenue growth rate did happen one time"  
[X Link](https://x.com/TSOH_Investing/status/1963352584304873735)  2025-09-03T21:25Z 62.4K followers, [----] engagements


"Today's TSOH Investment Research Dollar General: Delivering $DG Thank you to @FrancoOlivera for his thoughtful feedback"  
[X Link](https://x.com/TSOH_Investing/status/1963591772967190906)  2025-09-04T13:15Z 62.4K followers, [----] engagements


"$CELH CEO on John Fieldly: "Celsius has been named PepsiCo's Strategic Energy Drink Captain in the U.S. This deepens our partnership fully aligns incentives and unifies the go-to-market strategies across our Energy portfolio. Our Alani Nu brand will transition into PepsiCo's leading U.S. and Canada distribution system. Celsius also agreed to acquire the Rockstar Energy brand in the U.S. and Canada from PepsiCo." Today's TSOH Investment Research "Celsius: A Global Opportunity" $CELH https://t.co/2PEkabX1xc Today's TSOH Investment Research "Celsius: A Global Opportunity" $CELH"  
[X Link](https://x.com/TSOH_Investing/status/1963975406949736680)  2025-09-05T14:40Z 62.4K followers, [----] engagements


"$CELH CEO John Fieldly: "Celsius has been named PepsiCo's Strategic Energy Drink Captain in the U.S. This deepens our partnership fully aligns incentives and unifies the go-to-market strategies across our Energy portfolio. Our Alani Nu brand will transition into PepsiCo's leading U.S. and Canada distribution system. Celsius also agreed to acquire the Rockstar Energy brand in the U.S. and Canada from PepsiCo." Today's TSOH Investment Research "Celsius: A Global Opportunity" $CELH https://t.co/2PEkabX1xc Today's TSOH Investment Research "Celsius: A Global Opportunity" $CELH"  
[X Link](https://x.com/TSOH_Investing/status/1963987959239106650)  2025-09-05T15:29Z 62.4K followers, [----] engagements


"I'm excited to talk with Sarah on September 25th about the application of AI tools in the investment research process (something I've spent more time experimenting with and learning about in 2025). If you have any questions or topics you'd like us to discuss please let me know Tired of AI pilots that go nowhere This month Ill be speaking at two webinars designed to help you move beyond experiments and get real business results from AI. https://t.co/Ev2t4m51Dc With @TSOH_Investing: https://t.co/LjqegBd0e8 @AlphaSenseInc https://t.co/aZQW25lTqF Tired of AI pilots that go nowhere This month Ill"  
[X Link](https://x.com/TSOH_Investing/status/1964019516993654882)  2025-09-05T17:35Z 62.4K followers, [----] engagements


"If interested in the webinar register below https://go.alpha-sense.com/wb-imp-genai-fs-tsoh-genai/utm_source=pt_TSOH&utm_medium=sponsored&utm_campaign=WB_DG_09-25-25_IMP-GENAI_FS_TSOH-Sarah-InvestResearch https://go.alpha-sense.com/wb-imp-genai-fs-tsoh-genai/utm_source=pt_TSOH&utm_medium=sponsored&utm_campaign=WB_DG_09-25-25_IMP-GENAI_FS_TSOH-Sarah-InvestResearch"  
[X Link](https://x.com/TSOH_Investing/status/1964019634870370477)  2025-09-05T17:35Z 62.4K followers, [----] engagements


"From "The Club" by @CleggJon and @joshrobinson23 "When I see this I start to think I have something special in front of me. There is nothing at home that is more important than the game for them.""  
[X Link](https://x.com/TSOH_Investing/status/1964275013738955014)  2025-09-06T10:30Z 62.4K followers, [----] engagements


"@BigIdeasCapital @DarioCpx @TihoBrkan @CompoundinGirl @EquityBrian @zoomyzoomm @julius5207 @joetsai1999 @buccocapital I don't know anything about $BABA"  
[X Link](https://x.com/TSOH_Investing/status/1964339601255924012)  2025-09-06T14:47Z 62.4K followers, [---] engagements


"$FIVE CEO Winnie Park: "In Q2 we executed our planned strategic pricing changes to hold price points in order to simplify the shopping experience for customers and execution for store crew. The majority of items outside of candy world are now priced at $1 $2 $3 $4 and $5." Today's TSOH Investment Research "What We Stand For" ($FIVE update) Thank you to @FrancoOlivera for his helpful feedback https://t.co/xAGsH4xTUR Today's TSOH Investment Research "What We Stand For" ($FIVE update) Thank you to @FrancoOlivera for his helpful feedback https://t.co/xAGsH4xTUR"  
[X Link](https://x.com/TSOH_Investing/status/1964348068926460403)  2025-09-06T15:20Z 62.5K followers, [----] engagements


"$DLTR update tomorrow morning at TSOH Investment Research As always it includes prior disclosure of any portfolio changes"  
[X Link](https://x.com/TSOH_Investing/status/1964686340966281559)  2025-09-07T13:45Z 62.4K followers, [----] engagements


"$FIVE CEO Winnie Park - "We still believe in Five Beyond; however instead of isolating the product in the back we're moving the product in line. Customers are responding to it because that's how they shop the store.""  
[X Link](https://x.com/TSOH_Investing/status/1964713136172454172)  2025-09-07T15:31Z 62.5K followers, [----] engagements


"Interesting comment this week from $CMCSA CFO Jason Armstrong: "I think what has been a little bit of a surprise has been the durability of fixed wireless (FWA). They've talked about this being a fallow capacity model; maybe that's true maybe that's shifting a little bit." Today's TSOH Investment Research - "Compete With Anyone" Thank you to @FrancoOlivera for his feedback on the write-up https://t.co/emMakGsNcA Today's TSOH Investment Research - "Compete With Anyone" Thank you to @FrancoOlivera for his feedback on the write-up https://t.co/emMakGsNcA"  
[X Link](https://x.com/TSOH_Investing/status/1964714886220673139)  2025-09-07T15:38Z 62.4K followers, [----] engagements


"Doug McMillon: "I was really fortunate to have a Board and the Walton family that enabled us to think long term and to make investments in price wages e-com and tech all at the same time which brought margins down but it positioned us for the long term and for more growth." Walmart EBIT Margins $WMT https://t.co/WDheOi6zmp Walmart EBIT Margins $WMT https://t.co/WDheOi6zmp"  
[X Link](https://x.com/TSOH_Investing/status/1964724323119476847)  2025-09-07T16:15Z 62.4K followers, [----] engagements


"Today's TSOH Investment Research "A Fully Focused Business" $DLTR"  
[X Link](https://x.com/TSOH_Investing/status/1965043817402524150)  2025-09-08T13:25Z 62.4K followers, [----] engagements


"$PTON CFO Liz Coddington: "We need to create awareness beyond the bike and get prospective members to consider and reconsider us. And even with 1.6% churn we churned out [------] subs in FY25. We need to deliver on our road map to keep members engaged so they don't churn." Peloton: Back On The Bike $PTON Thank you to @FrancoOlivera for his helpful feedback on this one https://t.co/Btn9ZM30ir Peloton: Back On The Bike $PTON Thank you to @FrancoOlivera for his helpful feedback on this one https://t.co/Btn9ZM30ir"  
[X Link](https://x.com/TSOH_Investing/status/1965161233411432819)  2025-09-08T21:12Z 62.5K followers, [----] engagements


"In December [----] $STZ acquired Ballast Point for $1.0 billion; less than five years later in March [----] it was sold for cash proceeds of $41 million"  
[X Link](https://x.com/TSOH_Investing/status/1965506620068429851)  2025-09-09T20:04Z 62.7K followers, 11.2K engagements


"Across the board FY25 guidance cuts at $PTLO this morning In early August (prior to Q2 earnings) FY25e revenues were expected +11% YoY to $789 million; updated FY25e revenues are now at $732 million"  
[X Link](https://x.com/TSOH_Investing/status/1965765480284819737)  2025-09-10T13:13Z 62.8K followers, [----] engagements


""With new restaurant formats new states the rollout of a loyalty program and testing breakfast I think $PTLO may be stretching itself too thin." Portillo's: Texas Troubles $PTLO Thank you to @bizalmanac and @BillBrewsterTBB for their feedback https://t.co/O3y7NLIpDm Portillo's: Texas Troubles $PTLO Thank you to @bizalmanac and @BillBrewsterTBB for their feedback https://t.co/O3y7NLIpDm"  
[X Link](https://x.com/TSOH_Investing/status/1965772245667922330)  2025-09-10T13:40Z 62.8K followers, [----] engagements


"Fantastic research report here from David on $ALGN and liked this line on DTC aligners: "Its astonishing how a model so enthusiastically celebrated was so comprehensively decimated in such a short span of time." $algn Invisalign: still the clear choice classic: https://t.co/O0E9LyZNbm substack: https://t.co/rcQ0SbgLeS https://t.co/hKsu8Xh1sn $algn Invisalign: still the clear choice classic: https://t.co/O0E9LyZNbm substack: https://t.co/rcQ0SbgLeS https://t.co/hKsu8Xh1sn"  
[X Link](https://x.com/TSOH_Investing/status/1965790198023041039)  2025-09-10T14:51Z 62.8K followers, 10K engagements


"@JamieCDubya Please share once it's live thanks Jamie"  
[X Link](https://x.com/TSOH_Investing/status/1966158043575628221)  2025-09-11T15:13Z 62.4K followers, [--] engagements


""Fever-Tree announces that on [--] September [----] Kevin Havelock Senior Independent Non-Executive Director purchased [-----] ordinary shares in the Company at an average price of GBP [----] per ordinary share via the London Stock Exchange." https://investors.fever-tree.com/regulatory-news/423 https://investors.fever-tree.com/regulatory-news/423"  
[X Link](https://x.com/TSOH_Investing/status/1966467096071561510)  2025-09-12T11:41Z 62.4K followers, [----] engagements


"Quick question if anybody can help I'd appreciate it (I am not well versed on this stuff) Helping a family friend they are looking at taking a partial withdrawal from the death benefits on a universal life policy. I'm being told that they can effectively pull $50k out now on a policy set to pay $250k at death with the death benefit declining by the same amount (to $200k). Am I missing something here Why would the insurance co let them pull $50k today with no fees / charges when it's $50k that they otherwise wouldn't have to pay out until some unknown point in the future"  
[X Link](https://x.com/TSOH_Investing/status/1966512510812512388)  2025-09-12T14:41Z 62.4K followers, [----] engagements


"@insurance_news_ I'm not 100% sure but it definitely wasn't explained to me as a loan"  
[X Link](https://x.com/TSOH_Investing/status/1966514826676437421)  2025-09-12T14:50Z 62.4K followers, [--] engagements


"As highlighted in the [----] annual report Berkshire Hathaway had taken a $2.1 billion position in Anheuser-Busch (5.6% of the company). Here's what WB said when asked about that investment at the annual meeting: Currently beer industry sales are very flat Anheuser which has had a string of earnings gains and market share gains that were quite substantial over the years is experiencing flat earnings; theyre spending more money to maintain share and in some cases are having promotional pricing. They are going through a period that is certainly less fun than was the case a few years ago. Its a"  
[X Link](https://x.com/TSOH_Investing/status/1966535276320215432)  2025-09-12T16:12Z 62.7K followers, 18.5K engagements


"$STZ initiation tomorrow morning at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/1967244476453445809)  2025-09-14T15:10Z 62.8K followers, [----] engagements


"Today's TSOH Investment Research: "Opportunity Brewing" $STZ"  
[X Link](https://x.com/TSOH_Investing/status/1967578083785056359)  2025-09-15T13:15Z 62.8K followers, 11.3K engagements


"On Thursday September 25th Ill be hostinga live webinarwith Sarah Hoffman Director of AI Research at AlphaSense to discuss how AI is reshaping the investment research process. Learn more about the webinar and register at the link below"  
[X Link](https://x.com/TSOH_Investing/status/1968395573343535351)  2025-09-17T19:24Z 62.4K followers, [----] engagements


"https://go.alpha-sense.com/wb-imp-genai-fs-tsoh-genai/utm_source=pt_TSOH&utm_medium=sponsored&utm_campaign=WB_DG_09-25-25_IMP-GENAI_FS_TSOH-Sarah-InvestResearch https://go.alpha-sense.com/wb-imp-genai-fs-tsoh-genai/utm_source=pt_TSOH&utm_medium=sponsored&utm_campaign=WB_DG_09-25-25_IMP-GENAI_FS_TSOH-Sarah-InvestResearch"  
[X Link](https://x.com/TSOH_Investing/status/1968395624665006235)  2025-09-17T19:24Z 62.4K followers, [----] engagements


""Trying Too Hard" (Dean Williams): "The last of the mental qualities we talked about was consistency. and how it seemed to be present in nearly all outstanding investment records. Simplicity or singleness of approach is a greatly underestimated factor of market success.""  
[X Link](https://x.com/TSOH_Investing/status/1968673865544114335)  2025-09-18T13:50Z 62.4K followers, [----] engagements


"Versant Annual Segment Revenues $VSNT"  
[X Link](https://x.com/TSOH_Investing/status/1969114195795861819)  2025-09-19T18:59Z 62.4K followers, [----] engagements


"MBI Daily Dose: "If Airbnb is actually serious about making experiences a success they really should focus on increasing supplies." $ABNB My Experience on Airbnb Experience $ABNB https://t.co/GowAfDgStG My Experience on Airbnb Experience $ABNB https://t.co/GowAfDgStG"  
[X Link](https://x.com/TSOH_Investing/status/1969787611796623691)  2025-09-21T15:35Z 62.6K followers, [----] engagements


"@realroseceline @wealthmatica"  
[X Link](https://x.com/TSOH_Investing/status/1969795431623471156)  2025-09-21T16:06Z 62.4K followers, [---] engagements


"Former VP of Store Operations at Dollar General: "You're trying to be a small TJ Maxx; you need to stick to what you do best being a small grocery store." https://research.alpha-sense.comdocid=EC-1000000-149313&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-1000000-149313&utm_campaign=1758549114707 https://research.alpha-sense.comdocid=EC-1000000-149313&utm_source=alphasense%20platform&utm_medium=document%20share&utm_content=EC-1000000-149313&utm_campaign=1758549114707"  
[X Link](https://x.com/TSOH_Investing/status/1970123940803608976)  2025-09-22T13:52Z 62.7K followers, [----] engagements


""Amazon announced the expansion of its third-party logistics (3PL) product Multi-Channel Fulfillment (MCF) to support merchants on SHEIN Shopify and Walmart. Merchants can use Amazons logistics network to pick pack and ship Walmart orders." https://press.aboutamazon.com/2025/9/amazon-multi-channel-fulfillment-expands-its-support-of-merchants-on-shein-shopify-and-walmart https://press.aboutamazon.com/2025/9/amazon-multi-channel-fulfillment-expands-its-support-of-merchants-on-shein-shopify-and-walmart"  
[X Link](https://x.com/TSOH_Investing/status/1970515235216794106)  2025-09-23T15:46Z 62.6K followers, [--] engagements


"@TidefallCapital Are these clean Crocs brand unit volumes (from the K) From the 56m pairs in [----] to the 127m pairs in 2024"  
[X Link](https://x.com/TSOH_Investing/status/1971278848546525546)  2025-09-25T18:21Z 62.5K followers, [----] engagements


"@John_Hempton Read this from a smart guy once might help in dealing with that situation https://brontecapital.blogspot.com/2017/01/when-do-you-average-down.html https://brontecapital.blogspot.com/2017/01/when-do-you-average-down.html"  
[X Link](https://x.com/TSOH_Investing/status/1971310897458266253)  2025-09-25T20:28Z 62.6K followers, [----] engagements


"CarMax Annual Revenues $KMX"  
[X Link](https://x.com/TSOH_Investing/status/1971533961550561702)  2025-09-26T11:15Z 62.7K followers, [----] engagements


"Einhorn: "The abandonment of any sense of traditional valuation as a discussion point is so complete that when people talk about stocks they almost never discuss the valuation - or if they do they say something but it doesn't actually mean anything." https://www.youtube.com/live/EtuDuP6gUC0si=JKTIfh8k3ZYFJygW&t=23677 https://www.youtube.com/live/EtuDuP6gUC0si=JKTIfh8k3ZYFJygW&t=23677"  
[X Link](https://x.com/TSOH_Investing/status/1971557352869384512)  2025-09-26T12:47Z 62.6K followers, 16.1K engagements


"David Einhorn Q2 [----] letter: "Our long-term outlook is that sometime in the next few years $MU (currently valued at $20billion) will be worth more than $NFLX (currently valued at $40 billion)." Owning either one of them or both of them has worked out well"  
[X Link](https://x.com/TSOH_Investing/status/1971568254742298698)  2025-09-26T13:31Z 62.7K followers, [----] engagements


"@thedarkonexx Think that's right - ended up selling $MU and was short $NFLX Thought process here seems to have started with "Micron is a good business to own" which worked out; not sure how much it mattered"  
[X Link](https://x.com/TSOH_Investing/status/1971598579228938624)  2025-09-26T15:31Z 62.5K followers, [---] engagements


"Charlie Munger: "As long as Costco keeps the faith with its strong culture and their extreme low markup policy I dont see any stopping it. Its a perfect damn company and it has a marvelous future. I love everything about Costco and Ill never sell a share." Today's TSOH update: "I'll Never Sell A Share" https://t.co/w5l0kIBC8W Today's TSOH update: "I'll Never Sell A Share" https://t.co/w5l0kIBC8W"  
[X Link](https://x.com/TSOH_Investing/status/1971605887744868833)  2025-09-26T16:00Z 62.6K followers, [----] engagements


""EA is nearing a deal to go private in what would likely be the largest leveraged buyout of all time according to people familiar with the matter." https://www.wsj.com/business/deals/ea-private-deal-buyout-video-game-maker-808aefecmod=business_lead_story https://www.wsj.com/business/deals/ea-private-deal-buyout-video-game-maker-808aefecmod=business_lead_story"  
[X Link](https://x.com/TSOH_Investing/status/1971645315393769524)  2025-09-26T18:37Z 62.6K followers, 11.4K engagements


"Walmart CEO Doug McMillion: "It's very clear AI is going to change literally every job. If there's a job in the world that AI won't change I haven't thought of it." https://www.wsj.com/tech/ai/walmart-ceo-doug-mcmillon-ai-job-losses-dbaca3aast=bQMCDv https://www.wsj.com/tech/ai/walmart-ceo-doug-mcmillon-ai-job-losses-dbaca3aast=bQMCDv"  
[X Link](https://x.com/TSOH_Investing/status/1971876276127567987)  2025-09-27T09:55Z 62.5K followers, [----] engagements


"Warren Buffett [----] Berkshire Hathaway meeting: "What is important and what is knowable - and among the things within those two categories what can we translate into some kind of an action that is useful for Berkshire" https://youtu.be/5Tcqlrz6yKot=3280 https://youtu.be/5Tcqlrz6yKot=3280"  
[X Link](https://x.com/TSOH_Investing/status/1972265875853214162)  2025-09-28T11:43Z 62.7K followers, [----] engagements


"At YE [----] $COST traded at $80 (24x trailing EPS) From FY12 to FY25 it paid $80 in per share dividends Also EPS went up 5x over that period (+13% p.a.)"  
[X Link](https://x.com/TSOH_Investing/status/1972297743675924573)  2025-09-28T13:50Z 62.7K followers, [----] engagements


""OpenAI was previously valued at $300 billion as part of a $40 billion financing led by SoftBank in March. The company is forecasting $20 billion or more in annual recurring revenue by the end of 2025." The ChatGPT maker has overtaken Elon Musks SpaceX as the worlds most valuable start-up. https://t.co/4iNocniBPc https://t.co/iP3iMAXvte The ChatGPT maker has overtaken Elon Musks SpaceX as the worlds most valuable start-up. https://t.co/4iNocniBPc https://t.co/iP3iMAXvte"  
[X Link](https://x.com/TSOH_Investing/status/1973759878356463897)  2025-10-02T14:40Z 62.6K followers, [----] engagements


"$NKE CEO Elliott Hill (Q1 FY26 call): "Greater China is facing structural challenges in the marketplace. Our business was down 10% for the quarter. Seasonal sell-thru continues to underperform our plans requiring larger investments to keep the marketplace clean." Nike: Falling Short https://t.co/PvT9uxgDnR Nike: Falling Short https://t.co/PvT9uxgDnR"  
[X Link](https://x.com/TSOH_Investing/status/1973763805604888642)  2025-10-02T14:55Z 62.8K followers, [----] engagements


""A definitive agreement for Berkshire Hathaway to acquire Occidentals chemical business OxyChem in an all-cash transaction for $9.7 billion.""  
[X Link](https://x.com/TSOH_Investing/status/1974089552152387907)  2025-10-03T12:30Z 62.8K followers, [----] engagements


"Snap SBC Expense % Of Revenues $SNAP"  
[X Link](https://x.com/TSOH_Investing/status/1974137616602955963)  2025-10-03T15:41Z 62.8K followers, [----] engagements


"Jeff Bezos: "Investors have a hard time in the middle of this excitement distinguishing between the good ideas and the bad ideas. AI is real it is going to change every industry. We dont know how long it will take exactly but that is very real." https://www.ft.com/content/8d80f601-4725-489a-8d6e-39099a01f9cb https://www.ft.com/content/8d80f601-4725-489a-8d6e-39099a01f9cb"  
[X Link](https://x.com/TSOH_Investing/status/1974138919177629823)  2025-10-03T15:46Z 62.8K followers, [----] engagements


"$XPEL Annual Revenues"  
[X Link](https://x.com/TSOH_Investing/status/1977791887613325736)  2025-10-13T17:41Z 62.8K followers, [----] engagements


"Twitter ad today well timed for $CROX initiation Must admit that I didn't consider aluminum foil shoes as a business risk"  
[X Link](https://x.com/TSOH_Investing/status/1977792360114258181)  2025-10-13T17:43Z 62.8K followers, [---] engagements


""We are excited about this new chapter in Dollar Trees history. Our ability to offer merchandise at a range of prices frees us to optimize our assortment." https://corporate.dollartree.com/investors/news-events/press-releases/detail/298/dollar-tree-to-outline-operational-and-financial-outlook-at https://corporate.dollartree.com/investors/news-events/press-releases/detail/298/dollar-tree-to-outline-operational-and-financial-outlook-at"  
[X Link](https://x.com/TSOH_Investing/status/1978414321806852235)  2025-10-15T10:55Z 62.8K followers, [----] engagements


"$BAC CB deposits per branch increased by +8% p.a. over the past decade"  
[X Link](https://x.com/TSOH_Investing/status/1978526376857681972)  2025-10-15T18:20Z 62.8K followers, [----] engagements


"I've spent a lot of time looking at the rails but still didn't have the sense to actually buy some $CSX; looking at the stock this morning:"  
[X Link](https://x.com/TSOH_Investing/status/855065477424574466)  2017-04-20T14:27Z 57.7K followers, [--] engagements


"Morningstar note on $CSX: "Incorporate our department-wide expectation of lower (25%) federal statutory tax rate in [----] and beyond.""  
[X Link](https://x.com/TSOH_Investing/status/856513054661586944)  2017-04-24T14:20Z 57.7K followers, [--] engagements


"$SAM: Year-to-date depletions through the fifteen weeks ended 4/15/17 are estimated by the Company to have decreased approximately 13%.""  
[X Link](https://x.com/TSOH_Investing/status/857331194706493444)  2017-04-26T20:30Z 57.7K followers, [--] engagements


"$WFM CEO: "They have had the courage. to resist the drumbeat of quarterly earnings that have had us trapped here for a couple of years.""  
[X Link](https://x.com/TSOH_Investing/status/877153970376114176)  2017-06-20T13:19Z 57.7K followers, [--] engagements


"Nice move in $TYL hopefully this happens [--] or [--] more times"  
[X Link](https://x.com/TSOH_Investing/status/890620136457162753)  2017-07-27T17:09Z 57.7K followers, [--] engagements


""ADP's stock could double in five years." That's all you've got for me This is a bull market; I want a double in five months"  
[X Link](https://x.com/TSOH_Investing/status/898243391040913408)  2017-08-17T18:01Z 57.7K followers, [--] engagements


"When Spieth checks the value of his $UA stock options"  
[X Link](https://x.com/TSOH_Investing/status/898542345930461185)  2017-08-18T13:49Z 57.7K followers, [--] engagements


"$CMG: "Sent the business plan to [--] VC or investment banker-type companies that specialize in the restaurant business. Rejected by all 13.""  
[X Link](https://x.com/TSOH_Investing/status/898610200021614592)  2017-08-18T18:19Z 57.7K followers, [--] engagements


"Jeff Immelt in 2002: "I hate where our stock price is today. [--] years later Jeff Immelt checking $GE's stock price"  
[X Link](https://x.com/TSOH_Investing/status/922546417893347328)  2017-10-23T19:33Z 57.7K followers, [--] engagements


"$KHC Advertising Media Mix"  
[X Link](https://x.com/TSOH_Investing/status/964542395441434625)  2018-02-16T16:50Z 57.7K followers, [--] engagements


"Long $PCLN Short $BKNG"  
[X Link](https://x.com/TSOH_Investing/status/966307007358697472)  2018-02-21T13:41Z 57.7K followers, [--] engagements


"Every time I see the cryptic "Berkshire Hathaway Inc. News Release""  
[X Link](https://x.com/TSOH_Investing/status/966787164955664384)  2018-02-22T21:29Z 57.7K followers, [--] engagements


"The bid from $CMCSA values the $FOX stake in Sky at $12 billion or roughly 25% of the company's market cap as of late [----] (before the $DIS bid). Including the Hulu stake accounted for nearly 1/3 of the market cap. If you only looked at EPS those assets were "valued" at zero"  
[X Link](https://x.com/TSOH_Investing/status/968518395699265538)  2018-02-27T16:09Z 57.7K followers, [--] engagements


"This may be a dumb Q but why are Safran's revenues and profits in "Aerospace Propulsion" significantly lower than the comparable numbers for GE's Aviation business"  
[X Link](https://x.com/TSOH_Investing/status/971816026773053440)  2018-03-08T18:32Z 62.5K followers, [--] engagements


"$BKNG Fiscal [----] Performance Advertising: +19% Brand Advertising: +32% Q4 [----] Performance Advertising: +7% Brand Advertising: +108% Q1 [----] Performance Advertising: +13% Brand Advertising: +25%"  
[X Link](https://x.com/TSOH_Investing/status/994598437210509313)  2018-05-10T15:22Z 57.7K followers, [--] engagements

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