@TSOH_Investing TSOH_Investing

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

TSOH is mostly doing research groundwork rather than issuing explicit trades, with concentration in DUOL initiation work and TSCO operating-quality checks. The distinctive read is long-duration fundamental framing: DUOL as a much larger education platform and TSCO as a durable farm-store model, while still flagging execution gaps like Petsense. Late-week attention shifted toward TSCO margin/moat evidence, with no explicit adds, trims, exits, or directional calls in the payload.

Conviction is concentrated in research-style posts on DUOL and TSCO, with TSCO becoming the heavier late-week focus through revenue, margin, moat, and Petsense datapoints. There are no explicit directional calls or position disclosures, so adds, trims, exits, and position flips are not evidenced in this payload. Pump-risk is mainly single-name concentration within the DUOL and TSCO themes rather than trade promotion.

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.