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

@finphysnerd Sep 12 1 click

Myles on X

I feel $GEO is a pretty decent short here. It's not cheap, and I might be politically biased, but I think it's hard to see Republicans getting many wins in the midterms, which the market will likely extrapolate to 2028.

@TidefallCapital Sep 11

Trevor Scott on X

I'll never understand going long $ADBE at 14x '27 when you can buy $CSU.TO at 15x '27. Maybe because it's Canadian listed.

@negligible_cap Sep 11

Negligible Capital on X

*CORNING ENTERS UP TO $2B EQUITY DISTRIBUTION DEAL $GLW announces a $2B at-the-market offering of common stock. More supply inbound

@negligible_cap Sep 11

Negligible Capital on X

I simply refuse to believe that $ADBE has over 1 billion monthly active users https://t.co/U7tgBRDhM2

@kab604 Sep 11

kab60 on X

@MananaInvesting @AKWilk I'd love for you to lay out the math. Only expensive if you don't understand where Blackrod takes the company (or think it's a dud). It's cheaper than the financially engineered hodgepodge of assets Adam has assembled. $GFR obviously a magnet to value bois/generalists.

@StockJabber Sep 11

Edwin Dorsey on X

@Mike10947310 What do you think of Edenbrook selling off some of its $FEIM position in August? https://t.co/YOsXfjCnr4

@KEDM_COM Sep 11 2 clicks

KEDM.com on X

Deckers Outdoor $DECK increased its buyback authorization by $3.5bn to $5bn. Not bad for a ~$11bn market cap. And it makes sense: msd-hsd topline growth, >20% EBITDA margins, over 70% FCF conversion, strong and rapidly increasing net cash position. They bought back ~6.5% of s/o last year. 10x EV/EBITDA seems too low.

@TidefallCapital Sep 11

Trevor Scott on X

The VMS thesis: "AI is actually a tailwind" "I think most people -this is not a fact in dispute that AI is TAM expanding for software. The debate is who's going to be the claim that TAM expansion. We have a strong thesis that incumbents have a high, high, high right to win." $ROP

[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 1 click

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

ZM · long

Zoom Communications INC

Zoom Communications (ZM) is presented as a long investment idea.

ZM $27B

Value Investors Club Jun 17 2 clicks

Rubrik: Plenty Of Steam In This Rally As AI Security Concerns Grow

Rubrik's Q2 results and AI-driven cybersecurity demand have lifted RBRK nearly twofold from its year-to-date low, alongside a larger 2029…

RBRK $22B

Gary Alexander Sep 14 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

AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap

Ten-year Treasury yields breach 4.9% as Steve Eisman discusses AI fears, OpenAI's price cut, Oracle's 30% revenue growth and Tesla's…

ORCL $446B

Steve Eisman Sep 11 2 clicks

USA Compression: Unlocking Efficiency As It Heads To The Texas Stock Exchange

USA Compression targets nearly 30% full-year EBITDA growth as JW Power synergies, telemetry and maintenance reduce costs; its units yield…

USAC $3.8B

Ron Ferrie Sep 11 3 clicks

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

Why “Affordable Luxury” Doesn't Compound

Lululemon’s growth stalled as affordable-luxury apparel brands face fading post-Covid demand, cheap social-media influence and China…

LULU $11BNKE $54B

MBI Deep Dives Sep 11 2 clicks

The Five Deals That Made Apollo

Apollo Global Management’s five defining deals, from Executive Life to Intel, built a $1 trillion asset manager spanning insurance and…

APO $74B

Net Interest Sep 11 1 click

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…

MKL $22BPTON $2.1B

TSOH Investment Research Sep 11 2 clicks

Tuesday, September 15, 2026

Myles on X

Trevor Scott on X

Negligible Capital on X

Negligible Capital on X

kab60 on X

Edwin Dorsey on X

KEDM.com on X

Trevor Scott on X

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