Preview of the Week Ahead: W/C September 14, 2026
The week of September 14 features the FOMC decision, retail sales and housing data after the S&P 500 fell 0.8%.
Sunday, September 13, 2026
Back to today
From X
Voss Capital on X
New Voss Substack article: The Animation Boom https://t.co/HRQ5KUCF5A by @taylor_hndrson $DIS $TBRD
Voss Capital on X
Long $MBIN. Excerpt from Voss's Q4 letter. https://t.co/Txd5vtnGTc
Voss Capital on X
1 more pt on $EXTR & IoT. They're now able to license some of their software & Cloud IQ suite of apps to 3rd party IoT hardware makers & will make a big push into this. Obviously this increases their SaaS TAM by several multiples of just their networking equipment hardware base.
Voss Capital on X
Lastly, it is interesting to note that $EXTR is collecting well over 1 petabyte of data per day from their network users. They analyze this and use it to give customers performance data insights. Not the webinar, but here is an EXTR IoT overview video: https://t.co/ICIcEEJlXw
Voss Capital on X
This was a simple, helpful slide for the layman to understand potential IoT scenarios that $EXTR's security prevents. https://t.co/n04i426ZKJ
Investor Letters
All letters- Protean Funds August 2026 BVNKF $2.6B
- Janus Henderson Investors July 2026 KLAC $246BMCK $100B
- Pendelhaven Asset Management B.V. July 2026 ALM $4BJXN $9B
- Asset Value Investors Ltd July 2026 UNVGY $27B
- PenderFund Capital Management Ltd. July 2026 AUTO $4.7BGNRC $12B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.5B
- Lindsell Train Limited July RMVEY $3.3BLDNXF $52B
- Protean Funds July 2026 EVGGF $16BNVO $170B
Oak Bloke Bonkers Conkers 13th September 2026
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Nintendo: The Software Payoff Is Still Ahead
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Lululemon: The 15-Minute Thesis
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Chevron: $100 Oil Price Can Last Longer Than You Think
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Why “Affordable Luxury” Doesn't Compound
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The Five Deals That Made Apollo
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In Conversation: NVIDIA
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Broadcom (NASDAQ: AVGO) Stock Rating: Upgrade To Accumulate From Do Nothing - Accumulation Zone And Stop Inside
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Amrita Roy 
TSOH Weekly Roundup (09/11/2026)
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Independence Realty Buying Centerspace: Opportunity And Implications
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Applied Materials (NASDAQ: AMAT) Stock Rating: Upgrade To Accumulate After Q3 FY10/26 Earnings - Accumulation Zone And Stop Inside
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Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage
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Qualcomm Vs. Marvell: The Better AI Business Is The Worse Stock
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One of the Best Business Models in the World Just Went on Sale
AppLovin trades at 18 times EBITDA after a 57% drop, despite 84% EBITDA margins, rapid growth and a machine-learning advertising platform.
TransDigm is still in it for the money
TransDigm’s sole-source aerospace parts generate roughly 70% aftermarket margins, with 90% of revenue tied to owned IP and 80% from…
First Impression of Muse
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