Alex (TSOH Investment Research)
@tsohinvesting.bsky.social
Interesting tweet from $GAMB founder and CEO
Note that they've repurchased ~$30.0 million over the past three years (FY22 - FY24) at an average price of ~$9.1 per share; it's currently trading at ~$5.3 per share.
Note that they've repurchased ~$30.0 million over the past three years (FY22 - FY24) at an average price of ~$9.1 per share; it's currently trading at ~$5.3 per share.
November 26, 2025 at 6:29 PM
Interesting tweet from $GAMB founder and CEO
Note that they've repurchased ~$30.0 million over the past three years (FY22 - FY24) at an average price of ~$9.1 per share; it's currently trading at ~$5.3 per share.
Note that they've repurchased ~$30.0 million over the past three years (FY22 - FY24) at an average price of ~$9.1 per share; it's currently trading at ~$5.3 per share.
Roblox TTM Free Cash Flow Margins $RBLX
November 25, 2025 at 7:00 PM
Roblox TTM Free Cash Flow Margins $RBLX
Airbnb Revenues Per Employee $ABNB
November 25, 2025 at 6:40 PM
Airbnb Revenues Per Employee $ABNB
"Vacations rentals were exciting for the obvious reasons: a huge industry, mostly in the dark / opaque inventory, globally distributed, no marketplace. It was very difficult to get inventory, pricing, availability... Lots of unmet demand and lots of fallow supplies."
skift.com/oral-history...
skift.com/oral-history...
The Definitive Oral History of Short-Term Rentals, Part 1
This is a history of short-term rentals, as told through the reminisces, anecdotes and insights of key people who made it all happen.
skift.com
November 25, 2025 at 5:07 PM
"Vacations rentals were exciting for the obvious reasons: a huge industry, mostly in the dark / opaque inventory, globally distributed, no marketplace. It was very difficult to get inventory, pricing, availability... Lots of unmet demand and lots of fallow supplies."
skift.com/oral-history...
skift.com/oral-history...
Roblox TTM Bookings $RBLX
The business is now ~10x larger than it was pre-pandemic
The business is now ~10x larger than it was pre-pandemic
November 25, 2025 at 5:00 PM
Roblox TTM Bookings $RBLX
The business is now ~10x larger than it was pre-pandemic
The business is now ~10x larger than it was pre-pandemic
Reposted by Alex (TSOH Investment Research)
One of the best finance accounts is now on Bluesky:
Today's TSOH Investment Research
Disney: Rewiring The Earnings Engine
thescienceofhitting.com/p/disney-rew...
Disney: Rewiring The Earnings Engine
thescienceofhitting.com/p/disney-rew...
Disney: Rewiring The Earnings Engine
An update on The Walt Disney Company (DIS)
thescienceofhitting.com
November 25, 2025 at 4:34 PM
One of the best finance accounts is now on Bluesky:
Booking Holdings TTM Room Nights $BKNG
November 25, 2025 at 4:49 PM
Booking Holdings TTM Room Nights $BKNG
Airbnb GBV, % of Booking Holdings GBV
November 24, 2025 at 5:10 PM
Airbnb GBV, % of Booking Holdings GBV
Today's TSOH Investment Research
Disney: Rewiring The Earnings Engine
thescienceofhitting.com/p/disney-rew...
Disney: Rewiring The Earnings Engine
thescienceofhitting.com/p/disney-rew...
Disney: Rewiring The Earnings Engine
An update on The Walt Disney Company (DIS)
thescienceofhitting.com
November 24, 2025 at 2:10 PM
Today's TSOH Investment Research
Disney: Rewiring The Earnings Engine
thescienceofhitting.com/p/disney-rew...
Disney: Rewiring The Earnings Engine
thescienceofhitting.com/p/disney-rew...