TSOH Weekly

TSOH Weekly episodes:

• 03.08.2024

  TSOH Weekly #30: Match Group

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 03.01.2024

  TSOH Weekly #29: Warner Bros. Discovery

  One stock for ten minutes. New episode every Friday. https://thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 02.23.2024

  TSOH Weekly #28: Roku

  One stock for ten minutes. New episode every Friday. https://thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 02.16.2024

  TSOH Weekly #27: Disney (Sports JV)

  One stock for ten minutes. New episode every Friday. https://thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 02.09.2024

  TSOH Weekly #26: Meta

  One stock for ten minutes. New episode every Friday. https://thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 02.02.2024

  TSOH Weekly #25: Comcast

  One stock for ten minutes. New episode every Friday. https://thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 01.26.2024

  TSOH Weekly #24: NFLX & TKO (WWE)

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 01.19.2024

  TSOH Weekly #23: Nike

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 01.12.2024

  TSOH Weekly #22: 2024 Predictions

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/⁠ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 12.15.2023

  TSOH Weekly #21: Netflix

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 12.08.2023

  TSOH Weekly #20: Charter

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 12.01.2023

  TSOH Weekly #19: Disney

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 11.17.2023

  TSOH Weekly #18: WBD

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 11.10.2023

  TSOH Weekly #17: Endeavor

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 11.03.2023

  TSOH Weekly #16: Fox

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 10.27.2023

  TSOH Weekly #15: Spotify

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 10.20.2023

  TSOH Weekly #14: Netflix

  One stock for ten minutes. New episode every Friday. https://thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 10.13.2023

  TSOH Weekly #13: Earnings

  One stock for ten minutes. New episodes on Friday. https://thescienceofhitting.com --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 10.06.2023

  TSOH Weekly #12: Spotify

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 09.29.2023

  TSOH Weekly #11: TKO (WWE)

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 09.22.2023

  TSOH Weekly #10: Disney (DPEP)

  One stock for ten minutes. New episodes on Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 09.15.2023

  TSOH Weekly #9: Charter

  One stock for ten minutes. New episode every Friday. https://thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 09.08.2023

  TSOH Weekly #8: Paramount

  One stock for ten minutes. New episode every Friday. https://thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 09.01.2023

  TSOH Weekly #7: Airbnb

  One stock for ten minutes. New episode every Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 08.25.2023

  TSOH Weekly #6: Walmart

  One stock for ten minutes. New episode every Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 08.18.2023

  TSOH Weekly #5: Roblox

  One stock for ten minutes. New episode every Friday. thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 08.11.2023

  TSOH Weekly #4: Disney (Hulu)

  One stock for ten minutes. New episode every Friday. https://thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 08.04.2023

  TSOH Weekly #3: Comcast (Peacock)

  One stock for ten minutes. New episode every Friday. https://thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 07.28.2023

  TSOH Weekly #2: Meta

  One stock for ten minutes. New episode every Friday. https://thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 07.21.2023

  TSOH Weekly #1: Netflix

  One stock for ten minutes. New episode every Friday. https://thescienceofhitting.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 11.02.2021

  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). --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 08.17.2021

  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...

  
• 08.10.2021

  "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...

  
• 08.03.2021

  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...

  
• 05.26.2021

  Media Update with Francisco Olivera

  WarnerMedia + Discovery, MGM Studios + Amazon, and Comcast waiting for a dance partner. Link to the TSOH Investment Research Service https://thescienceofhitting.substack.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 05.05.2021

  TSOH Goes DTC

  An introduction to the TSOH Investment Research Service --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 02.18.2021

  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. --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 12.31.2020

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

  Final podcast of 2020, with returning guest Francisco Olivera --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 11.17.2020

  A Year of Disney+

  A look at Disney's FY20 financial results, particularly their early success in DTC, with Francisco Olivera. --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 11.06.2020

  Episode 11: A Discussion on Spotify

  A look at the leading streaming audio service with Andy, my friend, a fellow investor, and a $SPOT bull (@bizalmanac on Twitter) --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 10.24.2020

  Episode 10: $UNP Q3 FY20

  A look at the railroad's third quarter financial results, along with my thoughts on why selling the stock may have been a mistake --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 10.09.2020

  Dan Loeb and Disney

  A discussion with fellow invedgor Francisco Olivera about the activists letter to Disney CEO Bob Chapek --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 09.11.2020

  Episode #8 - $DLTR Q2 FY20

  An update on the retailer following 1H 2020 results --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 08.18.2020

  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. --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 08.13.2020

  $BKNG Q2 FY20

  A quick look at the leading OTA's Q2 results --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 08.06.2020

  $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. --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 08.04.2020

  $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 --- Support...

  
• 08.03.2020

  $FB Q2 FY20

  A discussion on the company's recent results --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 07.30.2020

  $SBUX Q3 FY20

  Three takeaways from the quarter --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support

  
• 07.28.2020

  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. --- Support this podcast: https://podcasters.spotify.com/pod/show/the-science-of-hitting/support