A discussion on Spotify's Q3 FY21 results. Focal points include the company's podcast strategy (O&E, creator tools, etc.), its long-term strategic vision, and other notable recent decisions (for example, the repurchase authorization).

Nov 02, 202158:01

Disney: "The First Inning"

An update on The Walt Disney Company (DIS) following the Q3 FY21 results, featuring Francisco Olivera (@FrancoOlivera on Twitter). As always, if you're interested in complete access to my equity research, as well as transparency around all portfolio changes before they're implemented, please subscribe to the TSOH Investment Research Service.

https://thescienceofhitting.substack.com/about?utm_source=menu-dropdown

Aug 17, 202154:42

"You're Not a Real Estate Guy, You're A Capital Allocator"

A discussion with my friend Jason Greenwald.

We discussed his background in real estate, what the 2008 foreclosure market taught him about human psychology, his early days as an equity investor, and his investment in The Walt Disney Company (disclosure: at the time of recording, Jason and I were both long DIS). Enjoy!

You can follow him on Twitter @JGreenwald86.

Aug 10, 202101:18:58

Spotify: "Laser Focused on Audio" (featuring Francisco Olivera and Sleepwell Capital)

An update on Spotify, the world's leading audio streaming service, with my friends Francisco Olivera (@francoolivera) and Sleepwell Capital (@SleepwellCap). Follow Francisco and Sleepwell on Twitter, and subscribe Sleepwell's Substack (sleepwell.substack.com). In addition, you can subscribe to my Substack, where I provide completely transparency on all of my investment research and all of my portfolio decision-making, at thescienceofhitting.substack.com

Aug 03, 202101:05:53

Media Update with Francisco Olivera

WarnerMedia + Discovery, MGM Studios + Amazon, and Comcast waiting for a dance partner. Link to the TSOH Investment Research Service thescienceofhitting.substack.com/

May 26, 202146:25

TSOH Goes DTC

An introduction to the TSOH Investment Research Service

May 05, 202109:15

Disney Q1 FY21 - A Better Mouse Trap

A look at Disney's first quarter results with Francisco Olivera, along with a discussion on the broader media landscape.

Feb 18, 202152:41

Disney 2020 Investor Day, HBO Max + Peacock, and The Future of U.S. Sports Rights

Final podcast of 2020, with returning guest Francisco Olivera

Dec 31, 202001:00:27

Episode #7: Bill Brewster

A discussion with my friend Bill Brewster on Berkshire Hathaway, Wells Fargo, Comcast, Apple, Microsoft, Facebook, and other companies. You can follow Bill on Twitter at @BillBrewsterSCG.

Aug 18, 202001:29:15

$BKNG Q2 FY20

A quick look at the leading OTA's Q2 results

Aug 13, 202004:50

$DIS Q3 FY20 with Francisco Olivera

An update on the House of Mouse. We discuss DTC sub growth, the future of ESPN, Mulan on Disney+, and more.

Aug 06, 202046:01

$CHTR and $CMCSA with Andrew Walker of Yet Another Value Blog

Today's podcast is a discussion with Andrew Walker of Yet Another Value Blog. We spoke about the quarterly results from Comcast and Charter, the risk and opportunity of wireless, and diversified holdings companies. Follow Andrew on Twitter at @AndrewRangeley

Aug 04, 202031:19

$FB Q2 FY20

A discussion on the company's recent results

Aug 03, 202007:00

$SBUX Q3 FY20

Three takeaways from the quarter

Jul 30, 202008:07

Episode 1: $DIS Series with Francisco

I recently wrote a five part series on The Walt Disney Company. On today's podcast, I sat down with my friend Francisco Olivera to discuss the company's opportunities and risks over the next 5-10 years.

Jul 28, 202001:09:29

TSOH Weekly

By TSOH Investment Research

Available on

A Year of Disney+

TSOH WeeklyNov 17, 2020

TSOH Weekly #30: Match Group

TSOH Weekly #29: Warner Bros. Discovery

TSOH Weekly #28: Roku

TSOH Weekly #27: Disney (Sports JV)

TSOH Weekly #26: Meta

TSOH Weekly #25: Comcast

TSOH Weekly #24: NFLX & TKO (WWE)

TSOH Weekly #23: Nike

TSOH Weekly #22: 2024 Predictions

TSOH Weekly #21: Netflix

TSOH Weekly #20: Charter

TSOH Weekly #19: Disney

TSOH Weekly #18: WBD

TSOH Weekly #17: Endeavor

TSOH Weekly #16: Fox

TSOH Weekly #15: Spotify

TSOH Weekly #14: Netflix

TSOH Weekly #13: Earnings

TSOH Weekly #12: Spotify

TSOH Weekly #11: TKO (WWE)

TSOH Weekly #10: Disney (DPEP)

TSOH Weekly #9: Charter

TSOH Weekly #8: Paramount

TSOH Weekly #7: Airbnb

TSOH Weekly #6: Walmart

TSOH Weekly #5: Roblox

TSOH Weekly #4: Disney (Hulu)

TSOH Weekly #3: Comcast (Peacock)

TSOH Weekly #2: Meta

TSOH Weekly #1: Netflix

Talking $SPOT with @FrancoOlivera and @SleepwellCap