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

- X Week XXXXXX -XX%
- X Month XXXXXXX +39%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXX +14%

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

- X Week XX -XX%
- X Month XXX +15%
- X Months XXX +16%
- X Year XXX +30%

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

- X Week XXXXXX +0.08%
- X Month XXXXXX +0.42%
- X Months XXXXXX +3.90%
- X Year XXXXXX +8.80%

### CreatorRank: XXXXXXX [#](/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)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[investment](/topic/investment) #1544, [$abnb](/topic/$abnb) #297, [$dltr](/topic/$dltr) #6, [$ally](/topic/$ally) #5, [dltr](/topic/dltr) 11.11%, [$dg](/topic/$dg) #37, [$fnd](/topic/$fnd) #5, [$mtch](/topic/$mtch) #4, [$smg](/topic/$smg) #2, [ceo](/topic/ceo) XXXX%

**Top accounts mentioned or mentioned by**
[@southernvalue95](/creator/undefined) [@francoolivera](/creator/undefined) [@jerrycap](/creator/undefined) [@donuts2donuts](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@boyarvalue](/creator/undefined) [@scuttleblurb](/creator/undefined) [@buccocapital](/creator/undefined) [@quartr_app](/creator/undefined) [@yvesjacques1](/creator/undefined) [@opu61659893](/creator/undefined) [@c95524cj](/creator/undefined) [@qualityequities](/creator/undefined) [@idknothingleft](/creator/undefined) [@smoothbrain109](/creator/undefined) [@tradeoptic](/creator/undefined) [@iramneek](/creator/undefined) [@buffersandbeta](/creator/undefined) [@himansh44776397](/creator/undefined) [@bondkingjanush1](/creator/undefined)

**Top assets mentioned**
[Airbnb Inc (ABNB)](/topic/$abnb) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Decentral Games (DG)](/topic/$dg) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Match Group Inc (MTCH)](/topic/$mtch) [The Scotts Miracle-Gro Company (SMG)](/topic/$smg) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Samsunspor Fan Token (SAM)](/topic/$sam) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [DisChain (DIS)](/topic/$dis) [RealFevr (FEVR)](/topic/$fevr) [Booking Holdings Inc (BKNG)](/topic/$bkng) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway)
### Top Social Posts
Top posts by engagements in the last XX hours

"Airbnb Revenues Per Employee $ABNB"  
[X Link](https://x.com/TSOH_Investing/status/1993328823442850036)  2025-11-25T14:40Z 63.8K followers, 3550 engagements


"Dollar General Annual Revenues FY00 - FY25 $DG"  
[X Link](https://x.com/TSOH_Investing/status/1996592940412534839)  2025-12-04T14:50Z 63.8K followers, 2968 engagements


"Dollar General Net New Unit Growth $DG"  
[X Link](https://x.com/TSOH_Investing/status/1996711129603551536)  2025-12-04T22:40Z 63.8K followers, 3164 engagements


"Ally Retail Auto Origination Yields $ALLY Highest YoY ($) volumes growth in four years"  
[X Link](https://x.com/TSOH_Investing/status/1979160075810836913)  2025-10-17T12:18Z 63.8K followers, 7121 engagements


"$ALLY update Monday morning at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/1979180600046006401)  2025-10-17T13:40Z 63.8K followers, 2733 engagements


"$ALLY CFO Russ Hutchinson on enhanced servicing / collection strategies"  
[X Link](https://x.com/TSOH_Investing/status/1979974485563396517)  2025-10-19T18:14Z 63.8K followers, 4506 engagements


"Over the past decade $ALLY retail deposit customers +13% p.a. to 3.4m"  
[X Link](https://x.com/TSOH_Investing/status/1980592495642980392)  2025-10-21T11:10Z 63.8K followers, 3895 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](https://x.com/TSOH_Investing/status/1984236580383666265)  2025-10-31T12:30Z 63.8K followers, 2940 engagements


"Match Group Total Payers YoY Change $MTCH"  
[X Link](https://x.com/TSOH_Investing/status/1986098682064683120)  2025-11-05T15:50Z 63.8K followers, 4618 engagements


"Floor & Decor Annual Net New Unit Growth $FND"  
[X Link](https://x.com/TSOH_Investing/status/1986607030988103865)  2025-11-07T01:30Z 63.8K followers, 4676 engagements


""Fever-Tree has successfully transitioned to the distributor network and is on track for a successful 2025 with an eye toward significant acceleration in 2026. $TAP President of U.S. Sales Brian Feiro called out that Fever-Tree 'has a ton of runway'.""  
[X Link](https://x.com/TSOH_Investing/status/1989274608697286731)  2025-11-14T10:10Z 63.8K followers, 3013 engagements


"From SMG's Q4 FY25 Business Update deck"  
[X Link](https://x.com/TSOH_Investing/status/1990948316394541384)  2025-11-19T01:00Z 63.8K followers, 5501 engagements


"$SMG CEO Jim Hagedorn: "We're looking to take more friendly actions for our shareholders. including a multi-year share buyback program. That's the only major M&A that I'm interested in right now: buying back our own company.""  
[X Link](https://x.com/TSOH_Investing/status/1991150720649777624)  2025-11-19T14:25Z 63.8K followers, 4259 engagements


""It's accretive at almost any price for Netflix. it may be a slam dunk.""  
[X Link](https://x.com/TSOH_Investing/status/1991527170745987635)  2025-11-20T15:20Z 63.8K followers, 27.9K engagements


"Airbnb Annual GBV $ABNB"  
[X Link](https://x.com/TSOH_Investing/status/1991805032660967817)  2025-11-21T09:45Z 63.8K followers, 4134 engagements


"Airbnb TTM Adjusted EBIT $ABNB"  
[X Link](https://x.com/TSOH_Investing/status/1993000873283535157)  2025-11-24T16:56Z 63.8K followers, 3640 engagements


"Airbnb CEO Brian Chesky: "We were going through this and it turns out there's dozens and dozens and dozens of services that you can't easily book online. There's no review system it's not instantly bookable and you don't know what you're actually getting." $ABNB"  
[X Link](https://x.com/TSOH_Investing/status/1993320166952706301)  2025-11-25T14:05Z 63.8K followers, 6492 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 63.8K followers, 1898 engagements


"Airbnb TTM Gross Booking Value $ABNB"  
[X Link](https://x.com/TSOH_Investing/status/1994403403452313872)  2025-11-28T13:50Z 63.8K followers, 5089 engagements


"Booking Holdings TTM Room Nights $BKNG"  
[X Link](https://x.com/TSOH_Investing/status/1995096721731273130)  2025-11-30T11:45Z 63.8K followers, 6865 engagements


"Airbnb update tomorrow morning at TSOH Investment Research $ABNB"  
[X Link](https://x.com/TSOH_Investing/status/1995138320045617471)  2025-11-30T14:30Z 63.8K followers, 11.9K engagements


"Dollar Tree Two-Year Stacked Comps $DLTR"  
[X Link](https://x.com/TSOH_Investing/status/1996184059219939829)  2025-12-03T11:45Z 63.7K followers, 4094 engagements


"Dollar Tree Annual Revenues $DLTR"  
[X Link](https://x.com/TSOH_Investing/status/1996198993492058601)  2025-12-03T12:45Z 63.7K followers, 2607 engagements


"Dollar Tree Share Repurchases $DLTR YTD FY25 roughly equal to the FY22 - FY24 total"  
[X Link](https://x.com/TSOH_Investing/status/1996225440768213464)  2025-12-03T14:30Z 63.7K followers, 2700 engagements


"$DLTR update Monday morning at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/1996605493549072504)  2025-12-04T15:40Z 63.8K followers, 3367 engagements


"Updated estimate from Versant's Investor Day $VSNT Weaker FY25e revenues and sustained margin pressure"  
[X Link](https://x.com/TSOH_Investing/status/1996667564978528348)  2025-12-04T19:46Z 63.7K followers, 4096 engagements


"Airbnb TTM Revenues $ABNB"  
[X Link](https://x.com/TSOH_Investing/status/1993435778190606481)  2025-11-25T21:45Z 63.8K followers, 94.1K engagements


""At $XX per share achieving these results would lead to at least mid-teens annualized returns over the next five years. DLTR is quite attractive here.""  
[X Link](https://x.com/TSOH_Investing/status/1997687543689601070)  2025-12-07T15:20Z 63.8K followers, 8556 engagements


"$DLTR update tomorrow morning at TSOH Investment Research"  
[X Link](https://x.com/TSOH_Investing/status/1997715487334236190)  2025-12-07T17:11Z 63.8K followers, 3335 engagements


""Investment manager Todd Combs is to leave Berkshire Hathaway and join JPMorgan Chase.""  
[X Link](https://x.com/TSOH_Investing/status/1997990132163457264)  2025-12-08T11:22Z 63.8K followers, 94.2K engagements


"Today's TSOH Investment Research "Dollar Tree's Red Dot Dilemma" $DLTR Thank you to @FrancoOlivera for his feedback"  
[X Link](https://x.com/TSOH_Investing/status/1998039970825781543)  2025-12-08T14:40Z 63.8K followers, 2133 engagements