Today's TSOH Investment Research "Vital Farms: The Price Of Growth" $VITL thescienceofhitting....

AUVs for Costco, Sam's Club, and BJ's

Vital Farms update tomorrow morning at TSOH Investment Research As shown below, insiders have started buying with their own money

Duolingo TTM Bookings $DUOL

Duolingo YoY User Growth

TSOH Weekly Roundup (05/22/26) Companies discussed include Airbnb, Berkshire, and Roblox thescienceofhitting....

NVIDIA TTM Revenues On Q2 FY27e, trailing three-year CAGR of ~110% per annum

Home Depot Big Ticket Transaction Comps

Latest data on streaming's share of U.S. TV time (Nielsen)

Home Depot Dividend Payout Ratio $HD

Insider buy last week at VITL, albeit a small one (~$25k)

Airbnb update tomorrow at TSOH Investment Research As always, includes prior disclosure of portfolio changes

YoY Room Nights Growth for Airbnb and Booking Holdings

Disney update tomorrow morning at TSOH Investment Research

Booking Holdings TTM Room Nights $BKNG

Booking Holdings YoY Room Nights $BKNG

U.S. Existing Home Sales, YoY Change (NAR data)

In Q2 FY26, Airbnb's TTM GBV will exceed $100 billion for the first time A big congrats to Brian Chesky and the Airbnb team for achieving this milestone

Question from a new subscriber to TSOH Investment Research My response - sharing here in case anybody wonders similarly

Today's TSOH Investment Research "Peloton: From Defense To Offense"

Peloton update tomorrow morning at TSOH Investment Research As always, includes prior disclosure of any TSOH portfolio changes

Peloton Connected Fitness Product Revenues $PTON

TSOH Weekly Roundup (05/08/26) Companies discussed include Airbnb, Berkshire Hathaway, Brown-Forman, and Roblox thescienceofhitting....

Disney repurchased ~$5.5 billion of stock over the past six months (1H FY26) By comparison, they had repurchased ~$6.5 billion over the prior seven years

Airbnb TTM Adjusted EBIT Margins $ABNB

Airbnb TTM Revenues $ABNB

Over the past six years (Q3 FY20 - Q3 FY26), Peloton subscription revenues have increased from $304 million to $1,647 million (~33% CAGR)

WBD Q1 FY26 letter: "Over the last four years, we have consistently reiterated the imperative to scale HBO Max as a global streaming service. Today, that vision has been successfully achieved."

Peloton TTM Adjusted OpEx $PTON

Snap TTM Revenues $SNAP

WBD Streaming Segment TTM EBITDA Margins

Berkshire Hathaway CEO Greg Abel: "As you can see, our float effectively doubled from 2015 to 2025... A core and important objective is to grow our float over the long run."

Duolingo YoY Bookings Growth $DUOL

First quarter of comp transactions growth for Portillo's in two years

Paramount+ Global Subscribers $PSKY

Boston Beer Gross Margins $SAM

Meta CapEx Intensity $META

Today’s TSOH Investment Research “Roblox: Reality Check” $RBLX thescienceofhitting....

Roblox update tomorrow morning at TSOH Investment Research

Floor & Decor Annual EPS

Roblox TTM Net DAU Growth $RBLX

Berkshire Hathaway Quarterly Share Repurchases

The big three wireless co's now have >16m FWA customers

Roblox YoY Bookings Growth $RBLX

TSOH Weekly Roundup (05/01/26) thescienceofhitting....

Roblox TTM Engagement $RBLX

Meta revenues per employee doubled over the past 36 months

As of Q1 '18, AWS' TTM revenue base was ~4x larger than Azure's As of Q1 '26, AWS' TTM revenue base is ~40% larger than Azure's

TSOH Portfolio Change - 04/30/2026 thescienceofhitting....

Today’s TSOH Investment Research “Nike: Fighting Back” #$NKE thescienceofhitting.com/p/nike-fight...