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[@TSOH_Investing](/creator/twitter/TSOH_Investing)
""When Walmart decided to raise pay for the hourly workers in its stores and warehouses who now number XXX million it wasnt trying to be benevolent. Turnover was high many workers were miserable and shopping was often a bad customer experience.""  
[X Link](https://x.com/TSOH_Investing/status/1979129523862900958) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-17T10:17Z 62.9K followers, 15.1K engagements


"Today's TSOH Investment Research Ally Financial: A Smoother Ride $ALLY"  
[X Link](https://x.com/TSOH_Investing/status/1949809905503707380) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-07-28T12:31Z 62.8K followers, 10.8K engagements


"Interesting point from Boston Beer founder Jim Koch There is an alarming amount of anti-alcohol noise in the press way more than Ive ever seen. I believe that was self-inflicted. For many years through the leadership of Anheuser-Busch and Molson Coors we funded neutral research on the health effect the benefits and the risks of alcohol with very credible researchers at Johns Hopkins. Part of the deal was that were funding research but its independent: if you find out alcohol is bad we want to know it and if you find out its good the world should know that too. Ten years ago in a very"  
[X Link](https://x.com/TSOH_Investing/status/1960342839293841860) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-08-26T14:05Z 62.8K followers, 72.4K engagements


"Versant TV Channel Distribution (millions of U.S. households) $VSNT"  
[X Link](https://x.com/TSOH_Investing/status/1969132213569491381) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-19T20:11Z 62.8K followers, 3925 engagements


""A definitive agreement for Berkshire Hathaway to acquire Occidentals chemical business OxyChem in an all-cash transaction for $XXX billion.""  
[X Link](https://x.com/TSOH_Investing/status/1974089552152387907) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-03T12:30Z 62.8K followers, 3136 engagements


"Today's TSOH Investment Research "Crocs: Durable Brand Distracted Company" Thank you to @FrancoOlivera for his feedback"  
[X Link](https://x.com/TSOH_Investing/status/1977732589650657350) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-13T13:46Z 62.8K followers, 9956 engagements


"$DLTR update tomorrow morning at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/1978557184943308839) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-15T20:22Z 62.8K followers, 5013 engagements


""Apple TV will cover all F1 events including practice qualifying and Sprint sessions as part of the streamer's existing $XXXXX per month subscription.""  
[X Link](https://x.com/TSOH_Investing/status/1979173554236059726) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-17T13:12Z 62.8K followers, 2805 engagements


"From the Constellation Brands November 2023 Investor Day $STZ"  
[X Link](https://x.com/TSOH_Investing/status/1965076853460484387) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-08T15:36Z 62.8K followers, 6736 engagements


"Constellation Brands Beer Segment Operating Income $STZ"  
[X Link](https://x.com/TSOH_Investing/status/1965434003655458982) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-09T15:15Z 62.9K followers, 10.7K engagements


"Fever-Tree CEO Tim Warrillow: "We are really enjoying working with Molson Coors. We have had a lot of interaction at the senior level and throughout the organization. They are adopting the Fever-Tree brand as if it's their own really seeing the potential of it.""  
[X Link](https://x.com/TSOH_Investing/status/1967964141546770477) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-16T14:49Z 62.8K followers, 6706 engagements


""As Chief Strategy Officer Rahul drove the companys recent work to expand its global portfolio. He has been integral to Molson Coors Beyond Beer ambitions building successful partnerships with Coca-Cola and Fever-Tree.""  
[X Link](https://x.com/TSOH_Investing/status/1970101515831710191) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-22T12:22Z 62.8K followers, 3528 engagements


""Michelob Ultra has overtaken Constellation Brands' Modelo Especial as the best-selling beer in the United States (52 weeks ended September 14).""  
[X Link](https://x.com/TSOH_Investing/status/1970174997030109511) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-22T17:14Z 62.8K followers, 6039 engagements


"Warren Buffett 1994 AGM: "I think if we have a lot of cash around we are a little dumber than usual; it tends to make you careless. The best purchases are usually made when you have to sell something to raise the money because it raises the bar a little bit on the decision.""  
[X Link](https://x.com/TSOH_Investing/status/1971172831112159283) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-09-25T11:20Z 62.9K followers, 10.6K engagements


"Over the past five years (FY20 - FY24) $CMCSA repurchased $XX billion of stock at an average cost of $XX per share (used XX% of its FCF)"  
[X Link](https://x.com/TSOH_Investing/status/1976341286568485266) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-09T17:37Z 62.9K followers, 9525 engagements


"WFC at Barclays (Sept 2025): "We have been retooling our auto business to be more of a full spectrum lender. We went operational earlier this year in the U.S. with Volkswagen and Audi. You started to see a little bit of growth in Q2 and I think you'll continue to see it in Q3.""  
[X Link](https://x.com/TSOH_Investing/status/1978081952121966627) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-14T12:54Z 62.9K followers, 2963 engagements


"Today's TSOH Investment Research: "Dollar Tree: Raising The Bar" An update on my largest position following yesterday's Investor Day"  
[X Link](https://x.com/TSOH_Investing/status/1978818233676255432) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-16T13:40Z 62.9K followers, 2478 engagements


"$ALLY update Monday morning at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/1979180600046006401) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-17T13:40Z 62.9K followers, 2593 engagements


"Peter Lynch: "If you're lucky enough to be rewarded in life to the degree I have there comes a point at which you have to decide whether to become a slave to your net worth by devoting the rest of your life to increasing it or to let what you've accumulated begin to serve you.""  
[X Link](https://x.com/TSOH_Investing/status/1974420490740748405) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-04T10:25Z 62.9K followers, 354.1K engagements


"Crocs Brand Annual Revenues $CROX"  
[X Link](https://x.com/TSOH_Investing/status/1976279023186780511) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-09T13:30Z 62.9K followers, 7938 engagements


"@TidefallCapital Needless to say a wild first decade for $CROX as a public co"  
[X Link](https://x.com/TSOH_Investing/status/1976292901257887869) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-09T14:25Z 62.9K followers, 1799 engagements


"Crocs (brand) volumes increased X% p.a. over the past decade $CROX"  
[X Link](https://x.com/TSOH_Investing/status/1976625263388881390) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-10T12:26Z 62.9K followers, 3217 engagements


"$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](https://x.com/TSOH_Investing/status/1976631505746321870) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-10T12:50Z 62.9K followers, 7367 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](https://x.com/TSOH_Investing/status/1976690462091014202) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-10T16:45Z 62.9K followers, 4742 engagements


"Crocs initiation tomorrow morning at TSOH Investment Research $CROX"  
[X Link](https://x.com/TSOH_Investing/status/1977407729053675828) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-12T16:15Z 62.9K followers, 22.2K engagements


"@ManuInvests Initiation research report (my first time looking at $CROX) Anytime I make a portfolio change I send an email to paid subscribers at 5pm ET the day before those changes are initiated with the specifics"  
[X Link](https://x.com/TSOH_Investing/status/1977446137004179812) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-12T18:47Z 62.9K followers, XXX engagements


""Crocs: Durable Brand Distracted Company" $CROX"  
[X Link](https://x.com/TSOH_Investing/status/1977706349065597431) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-13T12:01Z 62.9K followers, 11.8K engagements


"$ORCL returns: (1) Oct 1995 to Oct 2000; and (2) Oct 2000 to Oct 2025"  
[X Link](https://x.com/TSOH_Investing/status/1978901229485903889) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-16T19:09Z 62.9K followers, 3837 engagements


"Ally Retail Auto Origination Yields $ALLY Highest YoY ($) volumes growth in four years"  
[X Link](https://x.com/TSOH_Investing/status/1979160075810836913) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-17T12:18Z 62.9K followers, 6426 engagements


"$ALLY CFO Russ Hutchinson on enhanced servicing / collection strategies"  
[X Link](https://x.com/TSOH_Investing/status/1979974485563396517) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-19T18:14Z 62.9K followers, 4051 engagements


"Looks like the AWS outage is impacting email delivery but today's TSOH Investment Research update is on the website ("Ally Financial: Momentum")"  
[X Link](https://x.com/TSOH_Investing/status/1980229563432177788) [@TSOH_Investing](/creator/x/TSOH_Investing) 2025-10-20T11:08Z 62.9K followers, 2952 engagements