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 JOBY $6.2B

Cestrian Rating Actions - Week Ending 11 September 2026

Cestrian Capital Research.

From X

@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.

@SowingAlphaSeed Sep 15

Farmer on X

@stoked_on_waves Codex says biotech specialist HFs have $127B in AUM and hold $4B in $ABVX. Seems pretty high, but doesn't get you close to the reported $15+B buyout numbers.

@negligible_cap Sep 15

Negligible Capital on X

Wingstop is down 12% today, at it’s lowest level since 2022. Lot of resturant stocks getting smoked I’m old enough to remember when seemingly everyone was shouting $WING from the rooftops at $400+ because it was up 400%+ in like a year Nearly every retail loved restaurant stock has a bubble moment at some point in time. WING, CAVA, CMG, SG, SHAK, PTLO just to name a few. They always get priced so optimistically and always decelerate. Hard stocks to own. Except $CAKE I guess. CAKE and Flower Child are hotter than ever

@SowingAlphaSeed Sep 15

Farmer on X

Breaking my position limit rules to buy more $ABVX again. This seems like the stock with the stupidest price action?

@DeepSailCapital Sep 15

Deep Sail Capital on X

$RHI Looks solid for an entry here too.

@ACapitalLP Sep 15

A Capital on X

My issue with the JPM $APTV downgrade is the valuation framework. The report itself acknowledges RemainCo has a higher-margin software/interconnect mix and growing non-auto exposure, then continues to frame valuation primarily through a traditional auto-supplier relative-value lens. The entire point of the spin was to change the business mix. Why shouldn’t the valuation framework change with it?

@finphysnerd Sep 15

Myles on X

@MikeFritzell Don't you think that the Fila royalty isn't really that significant a part of the valuation? Even if you wrote it down to 0 the stock still looks pretty cheap on a sotp. I know $GOLF is expensive, but I'm probably going to hedge it.

@DeepSailCapital Sep 15

Deep Sail Capital on X

@orrdavid $GTBIF is likely the best run, $HITI, $VRNO, $TRLV

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

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

TSOH Weekly Roundup (09/11/2026)

TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…

PTON $2.1B

TSOH Investment Research Sep 11 2 clicks

Independence Realty Buying Centerspace: Opportunity And Implications

Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…

IRT $3.8B

Dane Bowler Sep 11

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage

Joby Aviation is initiated at Accumulate after booking $116m of trailing revenue, forming a Toyota manufacturing venture and agreeing to…

JOBY $6.2B

Cestrian Capital Research. Sep 11

This Company Multi-bags Every Time El Niño Hits. No One Is Talking About It.

Owens Corning's roofing business has historically posted sharp EBITDA and share-price gains during El Niño storm years, as severe weather…

OC $9.6B

Phynvesting Sep 9 3 clicks

Dyne Therapeutics Remains A Buy Even As Novartis Trial Failure Hits DM1 Class

Dyne Therapeutics fell 16% after Novartis’ HARBOR failure raised doubts that RNA-targeting biomarker gains translate into functional…

DYN $3.2B

Petri Dish Reports Sep 9 1 click

Celsius: The Pepsi Put

Celsius holds 20% of the U.S. energy-drink market and 40% of sugar-free sales, but its $1.65 billion Alani acquisition complicates…

CELH $7.1B

TSOH Investment Research Sep 7 7 clicks

On Holding $ONON: I Bought the Shoes First, Then the Stock

On Holding $ONON combines a high-margin direct-to-consumer footwear model with replacement-driven demand, after Q2 2026 sales rose 21.6%…

ONON $9.9B

Substack von Philipp Sep 7 5 clicks

X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms

X-energy targets $1.8 billion in annual revenue and more than 42% gross margins by 2032 through reactor IP, project services and…

XE $4.7B

Simple Investment Ideas Sep 6 2 clicks

PPTA · long

Perpetua Resources CORP

Perpetua Resources (PPTA) is a development-stage gold mining project.

PPTA $2.9B

Value Investors Club May 3 2 clicks

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Tuesday, September 15, 2026

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

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

Cestrian Rating Actions - Week Ending 11 September 2026

From X

KEDM.com on X

Farmer on X

Negligible Capital on X

Farmer on X

Deep Sail Capital on X

A Capital on X

Myles on X

Deep Sail Capital on X

Investor Letters

Alarm.com: False Alarm?

Oak Bloke Bonkers Conkers 13th September 2026

TSOH Weekly Roundup (09/11/2026)

Independence Realty Buying Centerspace: Opportunity And Implications

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage

This Company Multi-bags Every Time El Niño Hits. No One Is Talking About It.

Dyne Therapeutics Remains A Buy Even As Novartis Trial Failure Hits DM1 Class

Celsius: The Pepsi Put

On Holding $ONON: I Bought the Shoes First, Then the Stock

X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms

Perpetua Resources CORP

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Tuesday, September 15, 2026

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Farmer on X

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A Capital on X

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Deep Sail Capital on X

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