Alex Morris (TSOH Investment Research)
@TSOH_InvestingOwner of TSOH Investment Research (long-term equity research with 100% portfolio transparency) and the author of "Buffett and Munger Unscripted".
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"My Investment Philosophy" There's no paywall on today's post because I believe it's pertinent information for both current and prospective subscribers. This is an overview of who I am, or at least who I’m trying to be, as an investor. thescienceofhitting.com/p/my-investmen…
Disney CFO Hugh Johnston on spinning the linear assets: "It’s too much operational complexity, in terms of trying to separate the assets, relative to the benefit of running an integrated entity between linear and streaming." youtu.be/tU-8FPGy1do?si…
Lifted from @TSOH_Investing. I’m interested to see where the Apple sales stop…if they stop
Engaged Capital / Welling 13-F takes $PTLO stake to ~6.1m shares
Today's TSOH Investment Research Portillo's: "Complexity As A Moat"
From "Disney: Breaking The Dam" (November 2021) It took a long time to get here, but Disney is (effectively) collapsing its DTC apps. This is a particularly significant development for the future of ESPN.
Gayner, Q3 FY24 call: "We think, given our valuation, capital position, and capital allocation alternatives, that repurchasing shares makes sense."
Widened slightly more to ~160m (~283m and ~123m, respectively)
Over the past five years, the widest gap between Netflix and Disney+ core paid subs was right before the Disney+ launch (when the count was ~158 million to ~0 million). That record was broken this Q, with the gap between Netflix and Disney+ core up to ~159 million paid subs.
Today's TSOH Investment Research "TKO: Polluting The Story" Thank you to @FrancoOlivera for his feedback
Disney+ Core to ~123 million global paid subscribers $DIS
Updated chart from "Competition Has Never Been Greater" (09/02/24)
Spotify FTE headcount has declined by ~30% since the end of 2022
Props to the Spotify bulls who correctly foresaw the GM inflection $SPOT
Home Depot Q3 FY24 call - "We continue to see softer engagement in larger discretionary projects where customers typically use financing to fund the project, such as kitchen remodels and bath remodels." $HD
Average number of per store customer transactions for $HD and $LOW
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