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 MDT $119B

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

@P_Remarks Sep 15

Prepared Remarks on X

$orcl https://t.co/lv6A1lGqQp

@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.

@P_Remarks Sep 15

Prepared Remarks on X

WATCH WHAT THEY DO, NOT WHAT THEY SAY $orcl https://t.co/BnsdNWZoNH

@P_Remarks Sep 15

Prepared Remarks on X

$Orcl the second derivative flipping in October https://t.co/eFSw29j5s2

@P_Remarks Sep 15 1 click

Prepared Remarks on X

$Orcl Larry is not stopping https://t.co/jyiCycC79Z

[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…

DE $187BCPRT $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 $6.2BAMAT $375B

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

Oracle Corporation (NYSE: ORCL) - Q1 FY2027 Earnings: Record CDS Spreads, $88B Net Debt, And The OpenAI Question

Oracle’s $88.3 billion net debt and $90-95 billion capex plan pushed five-year CDS to 215 bps, despite 121% OCI growth and a $664 billion…

ORCL $446B

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

Booking Holdings Deep Dive: An Attractive Setup

Booking Holdings trades at 19x earnings, its lowest since 2022, after a 20% annual decline, with the thesis resting on durable online…

BKNG $126B

Capitalist Letters Sep 13 4 clicks

COCO · short

Vita Coco Company INC

Vita Coco, COCO, is pitched short after a 45% monthly rally, arguing investors are overextrapolating coconut water category growth.

COCO $3.5B

Value Investors Club Jun 2 1 click

Is insider buying a signal if the insiders are always wrong? $LILAK

LILAK’s canceled GCI Liberty deal, preferred-stock distribution, and $1.7 million of insider buying revive governance concerns around John…

LILA $1.7B

Yet Another Value Blog Jul 6

Blackstone's Subs - Inside the Jersey Mike's IPO.

Jersey Mike’s IPO filing shows 47% adjusted EBITDA margin after Blackstone cut founder spending, ad subsidies and Area Director fees, while…

JMKE $6.1BBX $94B

First Strike Research Jul 5 1 click

SAP: Deep Dive Analysis

SAP’s deeply embedded ERP suite creates high switching costs as it moves customers to cloud subscriptions and embeds AI in core workflows.

SAP $247B

Hated Moats Jul 3

Stretch Marks

Strategy owns 847,363 Bitcoin and funded $13.7 billion of purchases this year with Stretch preferred stock, a variable-dividend security…

MSTR $64B

Net Interest Jul 3

Adding a beer stock in size

Molson Coors, a 7% portfolio position, is the world’s fourth-largest brewer with leading beer shares in Canada and the US through Coors and…

TAP $6.9B

Nugget Capital Partner's Substack Jul 3

Single Stock Spotlight #11: Pitney Bowes (PBI)

Pitney Bowes has returned 60% in 2026 after divestitures, cost cuts, debt repayment and buybacks; its strategic review includes selling…

PBI $2.4B

Hidden Rock Capital's Newsletter Jul 2

$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds

VEON’s 84% Kyivstar stake and JazzCash underpin a sum-of-the-parts case for 4x upside, despite its sanctioned shareholder, capital…

VEON $4.8B

Yet Another Value Blog Jul 1 1 click

The $34 Stock Inside a $2.4 Trillion Rocket

Constellium supplies aluminum-lithium alloy 2195 for Falcon 9 tanks and aerospace programs, with qualification barriers supporting…

CSTM $3.4B

Phynvesting Jun 30

Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA

MSA Safety’s Pershing Square Challenge finalists pitch gas-detection subscriptions, mandated SCBA replacement cycles and a 2023 liability…

MSA $6.9B

Yet Another Value Blog Jun 30 2 clicks

Tuesday, September 15, 2026

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