Value Is What You Get (FO + TSOH)

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This podcast is focused on the analysis and valuation of individual companies. For complete access to my research, sign-up for the TSOH Investment Research Service, where I provide complete access to my investment research process and all portfolio decisi


    • Nov 2, 2021 LATEST EPISODE
    • infrequent NEW EPISODES
    • 43m AVG DURATION
    • 20 EPISODES


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    Latest episodes from Value Is What You Get (FO + TSOH)

    Talking $SPOT with @FrancoOlivera and @SleepwellCap

    Play Episode Listen Later Nov 2, 2021 58:00


    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://anchor.fm/the-science-of-hitting/support

    Disney: "The First Inning"

    Play Episode Listen Later Aug 17, 2021 54:42


    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 they're implemented, please subscribe to the TSOH Investment Research Service. https://thescienceofhitting.substack.com/about?utm_source=menu-dropdown --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

    "You're Not a Real Estate Guy, You're A Capital Allocator"

    Play Episode Listen Later Aug 10, 2021 78:57


    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 the time of recording, Jason and I were both long DIS). Enjoy! You can follow him on Twitter @JGreenwald86. --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

    Spotify: "Laser Focused on Audio" (featuring Francisco Olivera and Sleepwell Capital)

    Play Episode Listen Later Aug 3, 2021 65:53


    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 I provide completely transparency on all of my investment research and all of my portfolio decision-making, at thescienceofhitting.substack.com --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

    Media Update with Francisco Olivera

    Play Episode Listen Later May 26, 2021 46:24


    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://anchor.fm/the-science-of-hitting/support

    TSOH Goes DTC

    Play Episode Listen Later May 5, 2021 9:14


    An introduction to the TSOH Investment Research Service --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

    Disney Q1 FY21 - A Better Mouse Trap

    Play Episode Listen Later Feb 18, 2021 52:40


    A look at Disney's first quarter results with Francisco Olivera, along with a discussion on the broader media landscape. --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

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

    Play Episode Listen Later Dec 31, 2020 60:26


    Final podcast of 2020, with returning guest Francisco Olivera --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

    A Year of Disney+

    Play Episode Listen Later Nov 17, 2020 53:07


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

    Episode 11: A Discussion on Spotify

    Play Episode Listen Later Nov 6, 2020 46:48


    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://anchor.fm/the-science-of-hitting/support

    Episode 10: $UNP Q3 FY20

    Play Episode Listen Later Oct 24, 2020 7:31


    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://anchor.fm/the-science-of-hitting/support

    Dan Loeb and Disney

    Play Episode Listen Later Oct 9, 2020 78:21


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

    Episode #8 - $DLTR Q2 FY20

    Play Episode Listen Later Sep 11, 2020 5:48


    An update on the retailer following 1H 2020 results --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

    Episode #7: Bill Brewster

    Play Episode Listen Later Aug 18, 2020 89:15


    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://anchor.fm/the-science-of-hitting/support

    $BKNG Q2 FY20

    Play Episode Listen Later Aug 13, 2020 4:49


    A quick look at the leading OTA's Q2 results --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

    $DIS Q3 FY20 with Francisco Olivera

    Play Episode Listen Later Aug 6, 2020 46:00


    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://anchor.fm/the-science-of-hitting/support

    $CHTR and $CMCSA with Andrew Walker of Yet Another Value Blog

    Play Episode Listen Later Aug 4, 2020 31:18


    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 this podcast: https://anchor.fm/the-science-of-hitting/support

    $FB Q2 FY20

    Play Episode Listen Later Aug 3, 2020 7:00


    A discussion on the company's recent results --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

    $SBUX Q3 FY20

    Play Episode Listen Later Jul 30, 2020 8:06


    Three takeaways from the quarter --- Support this podcast: https://anchor.fm/the-science-of-hitting/support

    Episode 1: $DIS Series with Francisco

    Play Episode Listen Later Jul 28, 2020 69:29


    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://anchor.fm/the-science-of-hitting/support

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