TSOH Weekly
By TSOH Investment Research
New episodes on Friday.
thescienceofhitting.com/
TSOH WeeklyJul 28, 2023
TSOH Weekly #30: Match Group
One stock for ten minutes.
New episodes on Friday.
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TSOH Weekly #29: Warner Bros. Discovery
One stock for ten minutes.
New episode every Friday.
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TSOH Weekly #28: Roku
One stock for ten minutes.
New episode every Friday.
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TSOH Weekly #27: Disney (Sports JV)
One stock for ten minutes.
New episode every Friday.
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TSOH Weekly #26: Meta
One stock for ten minutes.
New episode every Friday.
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TSOH Weekly #25: Comcast
One stock for ten minutes.
New episode every Friday.
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TSOH Weekly #24: NFLX & TKO (WWE)
One stock for ten minutes.
New episodes on Friday.
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TSOH Weekly #23: Nike
One stock for ten minutes.
New episodes on Friday.
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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
One stock for ten minutes.
New episode every Friday.
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TSOH Weekly #13: Earnings
One stock for ten minutes.
New episodes on Friday.
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TSOH Weekly #12: Spotify
TSOH Weekly #11: TKO (WWE)
TSOH Weekly #10: Disney (DPEP)
TSOH Weekly #9: Charter
One stock for ten minutes.
New episode every Friday.
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TSOH Weekly #8: Paramount
One stock for ten minutes.
New episode every Friday.
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TSOH Weekly #7: Airbnb
TSOH Weekly #6: Walmart
TSOH Weekly #5: Roblox
TSOH Weekly #4: Disney (Hulu)
One stock for ten minutes.
New episode every Friday.
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TSOH Weekly #3: Comcast (Peacock)
One stock for ten minutes.
New episode every Friday.
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TSOH Weekly #2: Meta
One stock for ten minutes.
New episode every Friday.
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TSOH Weekly #1: Netflix
One stock for ten minutes.
New episode every Friday.
https://thescienceofhitting.com/
Talking $SPOT with @FrancoOlivera and @SleepwellCap
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).
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
"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.
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
Media Update with Francisco Olivera
TSOH Goes DTC
An introduction to the TSOH Investment Research Service
Disney Q1 FY21 - A Better Mouse Trap
Disney 2020 Investor Day, HBO Max + Peacock, and The Future of U.S. Sports Rights
A Year of Disney+
Episode 11: A Discussion on Spotify
Episode 10: $UNP Q3 FY20
Dan Loeb and Disney
Episode #8 - $DLTR Q2 FY20
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.
$BKNG Q2 FY20
$DIS Q3 FY20 with Francisco Olivera
$CHTR and $CMCSA with Andrew Walker of Yet Another Value Blog
$FB Q2 FY20
A discussion on the company's recent results
$SBUX Q3 FY20
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.