Alex (TSOH Investment Research)
@tsohinvesting.bsky.social
Airbnb TTM GBV $ABNB
February 18, 2026 at 2:40 AM
Airbnb TTM GBV $ABNB
Streaming Share of U.S. TV Time
February 17, 2026 at 11:27 PM
Streaming Share of U.S. TV Time
Airbnb Q4 FY25 letter: "We ended 2025 with over nine million active listings around the world. During Q4 FY25, active listings grew relatively in-line with the YoY increase of Nights and Seats Booked [+10% YoY.]"
February 17, 2026 at 2:55 PM
Airbnb Q4 FY25 letter: "We ended 2025 with over nine million active listings around the world. During Q4 FY25, active listings grew relatively in-line with the YoY increase of Nights and Seats Booked [+10% YoY.]"
Today's TSOH Investment Research
Roblox: "Disruption In The Other Direction"
thescienceofhitting.com/p/disruption...
Roblox: "Disruption In The Other Direction"
thescienceofhitting.com/p/disruption...
"Disruption In The Other Direction"
An update on Roblox (RBLX)
thescienceofhitting.com
February 16, 2026 at 1:07 PM
Today's TSOH Investment Research
Roblox: "Disruption In The Other Direction"
thescienceofhitting.com/p/disruption...
Roblox: "Disruption In The Other Direction"
thescienceofhitting.com/p/disruption...
Roblox update tomorrow (6:30am ET) at TSOH Investment Research
February 15, 2026 at 2:00 PM
Roblox update tomorrow (6:30am ET) at TSOH Investment Research
As noted in the Roblox S-1, there were 1,057 developers at that time (TTM Sept 2020) that earned $10,000 or more, with just 29 developers that earned $1 million or more. Fast forward to 2025: the top 1,000 developers on Roblox, on average, earned $1.3 million last year.
February 15, 2026 at 11:15 AM
As noted in the Roblox S-1, there were 1,057 developers at that time (TTM Sept 2020) that earned $10,000 or more, with just 29 developers that earned $1 million or more. Fast forward to 2025: the top 1,000 developers on Roblox, on average, earned $1.3 million last year.
$TRIP is now trading at <$10 per share
Published an initiation back in January:
thescienceofhitting....
Published an initiation back in January:
thescienceofhitting....
February 13, 2026 at 4:02 PM
$TRIP is now trading at <$10 per share
Published an initiation back in January:
thescienceofhitting....
Published an initiation back in January:
thescienceofhitting....
Airbnb Annual Revenues $ABNB
February 13, 2026 at 10:59 AM
Airbnb Annual Revenues $ABNB
Roblox TTM Bookings Per Average Employee $RBLX
February 12, 2026 at 11:02 AM
Roblox TTM Bookings Per Average Employee $RBLX
The leading U.S. wireless companies added nearly 15 million net FWA customers over the past four years. T-Mobile, which is leading the pack at ~8.5 million FWA customers as of YE FY25, now expects to reach ~15 million FWA customers by 2030.
February 11, 2026 at 7:12 PM
The leading U.S. wireless companies added nearly 15 million net FWA customers over the past four years. T-Mobile, which is leading the pack at ~8.5 million FWA customers as of YE FY25, now expects to reach ~15 million FWA customers by 2030.
Roblox TTM FCF Margins $RBLX
February 11, 2026 at 10:25 AM
Roblox TTM FCF Margins $RBLX
Spotify TTM FCF of €2.9 billion $SPOT
February 10, 2026 at 11:58 AM
Spotify TTM FCF of €2.9 billion $SPOT
Over the past quarter century, Amazon has reported double-digit revenue growth in every year except for one (+9% in FY22). Revenues increased from ~$2.8 billion in FY00 to ~$716.9 billion in FY25 (~25% CAGR)
February 9, 2026 at 6:50 PM
Over the past quarter century, Amazon has reported double-digit revenue growth in every year except for one (+9% in FY22). Revenues increased from ~$2.8 billion in FY00 to ~$716.9 billion in FY25 (~25% CAGR)
Today’s TSOH Investment Research
“Peloton: Clipping In” #$PTON
thescienceofhitting.com/p/peloton-cl...
“Peloton: Clipping In” #$PTON
thescienceofhitting.com/p/peloton-cl...
Peloton: Clipping In
Note: Review all prior Peloton research at the “PTON” tab on the website.
thescienceofhitting.com
February 9, 2026 at 1:20 PM
Today’s TSOH Investment Research
“Peloton: Clipping In” #$PTON
thescienceofhitting.com/p/peloton-cl...
“Peloton: Clipping In” #$PTON
thescienceofhitting.com/p/peloton-cl...
$PTON update tomorrow morning at TSOH Investment Research
February 8, 2026 at 4:31 PM
$PTON update tomorrow morning at TSOH Investment Research
Roblox TTM Engagement (Total Platform Hours)
February 6, 2026 at 5:56 PM
Roblox TTM Engagement (Total Platform Hours)
AWS Annual Revenues $AMZN
February 6, 2026 at 10:45 AM
AWS Annual Revenues $AMZN
As of YE FY25, Amazon had ~1.58 million FT and PT employees
Nearly ~7x larger than at YE FY15, but down ~2% since YE FY21
Nearly ~7x larger than at YE FY15, but down ~2% since YE FY21
February 6, 2026 at 2:20 AM
As of YE FY25, Amazon had ~1.58 million FT and PT employees
Nearly ~7x larger than at YE FY15, but down ~2% since YE FY21
Nearly ~7x larger than at YE FY15, but down ~2% since YE FY21
Amazon Cumulative Segment EBIT, FY15 - FY25
February 5, 2026 at 10:45 PM
Amazon Cumulative Segment EBIT, FY15 - FY25
Snap TTM Revenues
February 5, 2026 at 7:20 PM
Snap TTM Revenues
Peloton TTM Revenues $PTON
February 5, 2026 at 4:15 PM
Peloton TTM Revenues $PTON
This morning's TSOH Investment Research is an update on Microsoft, a stock that has now been one of my largest holdings for the past 15 years
thescienceofhitting.com/p/microsoft-...
thescienceofhitting.com/p/microsoft-...
Microsoft: A Heavy Lift
Note: Review all prior Microsoft research at the “MSFT” tab on the website
thescienceofhitting.com
February 5, 2026 at 2:05 PM
This morning's TSOH Investment Research is an update on Microsoft, a stock that has now been one of my largest holdings for the past 15 years
thescienceofhitting.com/p/microsoft-...
thescienceofhitting.com/p/microsoft-...
Google Cloud run rate revenues nearly doubled over the past two years
February 5, 2026 at 12:41 AM
Google Cloud run rate revenues nearly doubled over the past two years