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

@natstewart5 Sep 15

Nat Stewart on X

@cb_doge One of the potentially quickest to market data center projects I have seen is $CHCI's JV with Jericho Energy $JROOF. Could go very quickly if the existing LOI with electric power/energy infrastructure is finalized. https://t.co/wjNCoPtVTN

@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

[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

T1 Energy: G2_Austin Can Change Profits From 2027

T1 Energy’s G2_Austin factory is expected to lift margins and add vertical integration from 2027, but requires substantial financing that…

TE $1.3B

Investor Overview 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

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

Initiation Report

Zentek initiation report.

ZTEKF $96M

Atrium Research - Equity Research Sep 13 4 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

GRLRF · long

Greenland Resources INC

Greenland Resources, a Canadian-listed miner valued near US$140 million, is developing the Malmbjerg molybdenum project in eastern…

GRLRF $154M

Value Investors Club Jun 3

The Cheapest Toll Road in the AI Economy?

A U.S. last-mile telecom network trades at 3.9x trailing earnings and 5.7x TEV/EBITDA, with AI traffic growth, capex normalization, merger…

CHTR $15B

Modern Value Investing Jun 14

ASR: Sureste Airports Soaring To 50%+ Upside, Market Is Missing The New Assets

Sureste Airports’ 20-airport Motiva acquisition and U.S. concessions are set to lift EBITDA, while shares trade at 7x forward EBITDA.

ASR $6.8B

Ian’s Insider Corner Jun 14

Under The Hood - Rollins ($ROL)

Rollins ($ROL) pairs automatically renewing pest-control contracts with route density and family-business acquisitions, producing 24…

ROL $16B

Bearhold Research Jun 14

A Hardware Multiple on a Software Powerhouse

A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…

CALX $2.2B

The Value Road Jun 12 5 clicks

Braemar Hotels & Resorts: Internalizing Management

Braemar Hotels & Resorts is internalizing its management.

BHR $124M

Clark Street Value Jun 12 6 clicks

Single Stock Spotlight #9: Fiserv (FISV)

Fiserv trades below 7 times 2026 earnings after a 60% decline, as new management resets guidance and seeks to stabilize its banking…

FISV $26B

Hidden Rock Capital's Newsletter Jun 9

ADF Group Inc. ($DRX.TO) FINS Review

ADF Group’s Q1 FY2026 revenue rose 78% to $99.3 million and net income 37%, aided by the LAR acquisition despite steel and aluminum tariff…

ADFJF $274M

Wolf's Substack Jun 9 1 click

Peru & Colombia Election Results & Investment Outlook

Keiko Fujimori’s expected Peru victory and Abelardo’s win in Colombia reduce regulatory risk for AUNA, whose operations generate roughly…

AUNA $381M

Ian’s Insider Corner Jun 8

[VRSK] Verisk has standards

Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.

VRSK $22B

scuttleblurb Jun 8 1 click

Tuesday, September 15, 2026

Raging Capital Ventures on X

A Capital on X

SG on X

KEDM.com on X

A Capital on X

Nat Stewart on X

Lee Roach on X

A Capital on X

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