Alex (TSOH Investment Research)
@tsohinvesting.bsky.social
📤 1448
📥 160
📝 354
https://thescienceofhitting.com/
Today's TSOH Investment Research "Vital Farms: The Price Of Growth" $VITL
thescienceofhitting....
about 7 hours ago
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AUVs for Costco, Sam's Club, and BJ's
about 8 hours ago
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Vital Farms update tomorrow morning at TSOH Investment Research As shown below, insiders have started buying with their own money
1 day ago
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Duolingo TTM Bookings $DUOL
2 days ago
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Duolingo YoY User Growth
3 days ago
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TSOH Weekly Roundup (05/22/26) Companies discussed include Airbnb, Berkshire, and Roblox
thescienceofhitting....
3 days ago
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NVIDIA TTM Revenues On Q2 FY27e, trailing three-year CAGR of ~110% per annum
4 days ago
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Home Depot Big Ticket Transaction Comps
5 days ago
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Latest data on streaming's share of U.S. TV time (Nielsen)
5 days ago
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Home Depot Dividend Payout Ratio $HD
6 days ago
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Insider buy last week at VITL, albeit a small one (~$25k)
7 days ago
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Airbnb update tomorrow at TSOH Investment Research As always, includes prior disclosure of portfolio changes
8 days ago
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YoY Room Nights Growth for Airbnb and Booking Holdings
10 days ago
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Disney update tomorrow morning at TSOH Investment Research
12 days ago
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Booking Holdings TTM Room Nights $BKNG
13 days ago
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Booking Holdings YoY Room Nights $BKNG
14 days ago
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U.S. Existing Home Sales, YoY Change (NAR data)
14 days ago
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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
14 days ago
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Question from a new subscriber to TSOH Investment Research My response - sharing here in case anybody wonders similarly
14 days ago
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Today's TSOH Investment Research "Peloton: From Defense To Offense"
14 days ago
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Peloton update tomorrow morning at TSOH Investment Research As always, includes prior disclosure of any TSOH portfolio changes
15 days ago
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Peloton Connected Fitness Product Revenues $PTON
17 days ago
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TSOH Weekly Roundup (05/08/26) Companies discussed include Airbnb, Berkshire Hathaway, Brown-Forman, and Roblox
thescienceofhitting....
17 days ago
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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
17 days ago
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Airbnb TTM Adjusted EBIT Margins $ABNB
17 days ago
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Airbnb TTM Revenues $ABNB
17 days ago
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Over the past six years (Q3 FY20 - Q3 FY26), Peloton subscription revenues have increased from $304 million to $1,647 million (~33% CAGR)
18 days ago
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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."
18 days ago
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Peloton TTM Adjusted OpEx $PTON
18 days ago
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Snap TTM Revenues $SNAP
18 days ago
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WBD Streaming Segment TTM EBITDA Margins
19 days ago
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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."
20 days ago
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Duolingo YoY Bookings Growth $DUOL
20 days ago
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First quarter of comp transactions growth for Portillo's in two years
20 days ago
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Paramount+ Global Subscribers $PSKY
20 days ago
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Boston Beer Gross Margins $SAM
21 days ago
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Meta CapEx Intensity $META
21 days ago
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Today’s TSOH Investment Research “Roblox: Reality Check” $RBLX
thescienceofhitting....
21 days ago
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Roblox update tomorrow morning at TSOH Investment Research
22 days ago
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Floor & Decor Annual EPS
22 days ago
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Roblox TTM Net DAU Growth $RBLX
23 days ago
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Berkshire Hathaway Quarterly Share Repurchases
23 days ago
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The big three wireless co's now have >16m FWA customers
24 days ago
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Roblox YoY Bookings Growth $RBLX
24 days ago
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TSOH Weekly Roundup (05/01/26)
thescienceofhitting....
24 days ago
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Roblox TTM Engagement $RBLX
24 days ago
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Meta revenues per employee doubled over the past 36 months
25 days ago
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As of Q1 '18, AWS' TTM revenue base was ~4x larger than Azure's As of Q1 '26, AWS' TTM revenue base is ~40% larger than Azure's
25 days ago
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TSOH Portfolio Change - 04/30/2026
thescienceofhitting....
25 days ago
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Today’s TSOH Investment Research “Nike: Fighting Back”
#$NKE
thescienceofhitting.com/p/nike-fight...
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Nike: Fighting Back
Note: Access all prior Nike (NKE) research on the TSOH website
https://thescienceofhitting.com/p/nike-fighting-back
25 days ago
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