Tuesday, September 15, 2026

Ethos' Biggest Distributor by Head Count Ranked It Last on Stage

Ethos relies on three carriers for 88% of revenue as TruStage payment failures triggered policy lapses and Family First Life publicly ranked Ethos last among insurance partners.

LIFE $2.3B

Hunterbrook Sep 15 4 clicks

Sep 14 MMED $5.9B

No Cap? Currently Capped by Three Hundredths of a Percent: Medtronic’s MiniMed Split-Off Odd Lot

Rod’s Ruminations 4 clicks

Sep 14 ADBE $99B

Adobe 3Q26 Update

Speedwell Memos 2 clicks

From X

@RagingVentures Sep 15

Raging Capital Ventures on X

@BigIdeasCapital I agree with the logic and own both $CHTR and $CMCSA, but what if cell phones are stickier than broadband lines? $T’s fiber “loss leader” offering might be more attractive than cable’s cheap wireless service?

@ACapitalLP Sep 15

A Capital on X

@Pembrokestcap @NewcomerInvest Fine. Just mark the NAV off $BAM. At least that’s a liquid, observable mark. https://t.co/cAJsIPxM8x

@stockgutter Sep 15

SG on X

Goldman may have 99 ethical problems, but this isn't one of them. To everyone crapping on Goldman because its analyst is not on the same page as its traders re $SMCI -- that is a good thing. You want to see that wall within a bank. https://t.co/CEqJtDbIOU

@KEDM_COM Sep 15

KEDM.com on X

Voss Capital has been increasing its position in Euronet Worldwide $EEFT and sending angry letters, pushing the company to review strategic alternatives. Despite almost all fundamentals moving in the right direction, Euronet's share price had a horrible 2025, mostly on (fears of) increasing competition from digital-first rivals such as Wise and Remitly. Voss argues that parts like payment processing and money transfer could be valued more highly on their own. A full sale could deliver even more (100%+ potential), as it will also monetize Euronet's global licenses and cash generation. Also, it is worth noting that Euronet has been (and continues to be) a true share cannibal.

@ACapitalLP Sep 15

A Capital on X

Do you see it? $COO https://t.co/QjyT0ZxX88

@leevalueroach Sep 15

Lee Roach on X

$10,000 invested in $TLT in March 2020 would be worth about $4,500 today. Bank of America: hold by beer https://t.co/3IsqaiXdpZ

@ACapitalLP Sep 15

A Capital on X

You see that $FUBO dump at 15:29… Scoop it

@kab604 Sep 15

kab60 on X

$FIS mngmt trying to pump my bags (and theirs!) by sending out press releases, while the mkt keeps shitting on them: FIS Builds Core Banking Momentum Across New $100 Billion Bank and Five New Charters (only momentum is in cadence of press releases!): https://t.co/Kwb4jJ5dus https://t.co/UkjQDpt26v

[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition

Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…

CPRT $27B

scuttleblurb Sep 14 1 click

Cestrian Rating Actions - Week Ending 11 September 2026

Cestrian initiated Joby Aviation at Accumulate and upgraded Applied Materials and Broadcom to Accumulate for the week ended 11 September…

JOBY $6.2B

Cestrian Capital Research. Sep 14

Adobe 3Q26 Update: Nothing Broken, Nothing Explained

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth was about 9.3% excluding Semrush.

ADBE $99B

Speedwell Research Sep 14 1 click

Enel Chile S.A.: Cheap, Profitable, And Operating In Chile's Next Great Energy Revolution

Enel Chile uses battery storage and grid management to turn renewable oversupply into flexibility, lifting H1 2026 EBITDA 3.9% and net…

ENIC $5.9B

Ryan Canady Sep 14 4 clicks

Alarm.com: False Alarm?

Alarm.com, founded after CEO Steve Trundle’s bad home-security experience, has fallen from $105 in 2020 to about $55, testing whether…

ALRM $2.6B

TSOH Investment Research Sep 14 1 click

Barnes & Noble Education: Improving Fundamentals

Barnes & Noble Education is shifting from campus bookstore retail toward recurring-revenue infrastructure for inclusive-access course…

BNED $370M

Given Mahlangu Sep 14 2 clicks

Unpolished Thoughts on Stocks #1

Genius Sports aims to turn official sports data into AI-driven, real-time advertising, with media and ads already about 40% of revenue.

GENI $1.6B

Sylence Capital Sep 13 2 clicks

Oak Bloke Bonkers Conkers 13th September 2026

Oak Bloke’s 2026 picks have returned 37% in GBP, with AltynGold, Geiger Counter, Silvercorp and China-focused trusts still rated buys…

SVM $2.7B

The Oak Bloke Sep 13 3 clicks

Nintendo: The Software Payoff Is Still Ahead

Nintendo expects software, digital sales and character licensing to drive growth, with FY2027 revenue forecast at ¥2.05 trillion and…

NTDOY $62B

LL Insights Sep 13

Lululemon: The 15-Minute Thesis

Lululemon’s North American sales, margins and legging demand are falling as Alo and Vuori gain share, leaving its brand moat and depressed…

LULU $11B

Hated Moats Sep 11 2 clicks

GPK · long

Graphic Packaging Holding CO

Graphic Packaging (GPK) is pitched as a long with $22 fair value, implying roughly 100% upside, based on its low-cost paper-based packaging…

GPK $2.8B

Value Investors Club May 31 2 clicks

Under The Hood, ResMed ($RMD)

ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…

RMD $33B

Bearhold Research Apr 8 1 click

Performance & Portfolio Update: Q1 2026

Portfolio update reports a 20.5% Q1 loss, led by WeightWatchers’ 61% decline, while adding Bumble, Oscar and Shift4.

BMBL $376MOSCR $9.9B

Modern Value Investing Apr 8

Single Stock Spotlight #6: Huntsman (HUN)

Huntsman’s $800-$900 million mid-cycle EBITDA and 8-10x historical EV/EBITDA imply $30-$40 per share, versus roughly $13, after a chemicals…

HUN $1.6B

Hidden Rock Capital's Newsletter Apr 8

Updates: Judges Scientific, Jet2, XPEL (JDG, JET2, XPEL)

Judges Scientific reported 6% organic revenue growth, but US sales fell 22%; NIH funding release and a Geotek coring expedition are its key…

XPEL $1.2B

Hidden Gems Investing Apr 7 1 click

Why Nike ($NKE) Won't Make It Into the Bearhold Universe

Nike is excluded from Bearhold’s universe because cultural relevance and consumer taste drive demand, leaving its revenue model less…

NKE $54B

Bearhold Research Apr 5 1 click

Under the Hood, Copart ($CPRT)

Copart’s salvage-auction network pairs scarce storage land with global online bidding, supporting insurer returns and a durable moat…

CPRT $27B

Bearhold Research Apr 3 1 click

AXT’s Tongmei Problem: Great Asset, Fragile Economics

AXT’s 85.5%-owned Tongmei depends on offshore pricing, export approvals and transfer-pricing economics despite AI-optics demand.

AXTI $4.2B

Maius Partners Apr 2 7 clicks

It Pays to be a Winner: Our ML model and social research layer just went 14-for-16 on Nike’s Q3 call. (Kalshi, Mentions)

First Strike Research’s ML and social-sentiment system correctly called 14 of 16 Nike Q3 Kalshi contracts, reporting 208¢ net P&L.

NKE $54B

First Strike Research Apr 1

AI turned my Report into a Video

Google’s NotebookLM turned a 30-page Douglas Dynamics report into an 8-minute video, while Custom GPTs screen earnings transcripts for…

PLOW $920M

Hidden Gems Investing Apr 1

Tuesday, September 15, 2026

Raging Capital Ventures on X

A Capital on X

SG on X

KEDM.com on X

A Capital on X

Lee Roach on X

A Capital on X

kab60 on X

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