Alex (TSOH Investment Research)
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tsohinvesting.bsky.social
Alex (TSOH Investment Research)
@tsohinvesting.bsky.social
1.2K followers 130 following 14 posts
https://thescienceofhitting.com/
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tsohinvesting.bsky.social
Roblox TTM Free Cash Flow Margins $RBLX
November 25, 2025 at 7:00 PM
tsohinvesting.bsky.social
Airbnb Revenues Per Employee $ABNB
November 25, 2025 at 6:40 PM
tsohinvesting.bsky.social
"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...
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
tsohinvesting.bsky.social
Roblox TTM Bookings $RBLX

The business is now ~10x larger than it was pre-pandemic
November 25, 2025 at 5:00 PM
Reposted by Alex (TSOH Investment Research)
carlquintanilla.bsky.social
One of the best finance accounts is now on Bluesky:
November 25, 2025 at 4:34 PM
tsohinvesting.bsky.social
Booking Holdings TTM Room Nights $BKNG
November 25, 2025 at 4:49 PM
tsohinvesting.bsky.social
Airbnb GBV, % of Booking Holdings GBV
November 24, 2025 at 5:10 PM
tsohinvesting.bsky.social
Today's TSOH Investment Research

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