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.
Tuesday, September 15, 2026
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From X
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
A Capital on X
You see that $FUBO dump at 15:29… Scoop it
Tim Eriksen on X
@kingdomcapadv @RagweedCapital Look at $EMPD. Legal and proxy costs for activist of $9 million on a $21 million investment. Management has spent $20 million. https://t.co/eZkpzbUgtF
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.
A Capital on X
$QXO vs. $XHB 👀
Clark Square Capital on X
@AstutexAi just hoping $LUXE does the same tomorrow!
Maj Soueidan on X
so cute.. get a room!!! $RFIL $OCC 😍 https://t.co/DyHamfKdMh
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Protean Funds August 2026 BVNKF $2.4BSUSRF $251M
- Asset Value Investors Ltd July 2026 4549 $498M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
- Forager Funds Management July 2026 4733 $4BTTEK $9.1B
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…
Barnes & Noble Education: Improving Fundamentals
Barnes & Noble Education is shifting from campus bookstore retail toward recurring-revenue infrastructure for inclusive-access course…
Given Mahlangu 2 clicks
Initiation Report
Zentek initiation report.
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.
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…
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…
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…
NET Power (NPWR):
NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian…
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…
NewtekOne: Pivot Towards Holding Guaranteed Loans A Good Strategy
NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…
Stephen Nemo 
CC · long the chemours inc.
Chemours (CC) is presented as a long investment in its three-segment specialty chemicals business.
DDI Double Down Interactive (Brief writeup)
DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…
Net Lease Office Properties: Office Basket, REIT Spin/Liquidation
Net Lease Office Properties is a REIT office basket pursuing a spin-off and liquidation.
Paxman (PAX.ST)
Paxman sells chemotherapy scalp-cooling systems, expanding US reimbursement and utilization after acquiring its largest competitor in 2025.
GCI Liberty: Cheap, Tax Asset, Malone Fatigue?
GCI Liberty trades cheaply, holds tax assets, and faces investor fatigue with John Malone.
AAON
AAON shares have fallen 45% from November 2024 highs as core HVAC bookings weaken, while BASX supplies hyperscale data-center growth.
Quiet Compounders, a Hidden Moat and an 18% FCF Yield at Pitney Bowes (PBI)
Pitney Bowes trades at an 18% FCF yield, with 25% operating margins, 30%-plus ROIC and plans to return free cash flow mostly through…
Alta Fox NATL Presentation
Alta Fox values NCR Atleos at $100 a share, citing ATM-as-a-Service growth, deleveraging and buybacks.
Pt III: A High Quality Tech Provider with an Emerging Event-Angle
IMAX China, Hong Kong-listed 1970, is IMAX’s exclusive Greater China licensee, earning box-office-linked fees from premium large-format…
NL Industries
NL Industries’ $330 million market value is backed by $626 million of public stakes and cash, less estimated legal fees, creating a…
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Every account on this site, hand-picked.
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A Capital
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catechwilliams
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Clark Square Capital
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Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
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Lee Roach
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Maius
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marginofdanger
mavix
Mike
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SG
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Timyan Bank Alert
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ToffCap
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Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
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- Ariel Investments
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- Pershing Square Holdings
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- Sequoia Fund
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- Third Avenue Management
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- Weitz Investment Management
- White Falcon Capital Management
Sectors
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