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

MKS Instruments: Penang Expansion Boosts WFE Outlook Despite Margin Pressure

MKS Instruments posted $1.25 billion in Q2 revenue and is expanding Penang capacity for a $200 billion to $250 billion wafer-fab-equipment…

MKSI $16B

The Straits Strategist 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

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

CNH · long

Cnh Industrial NV

CNH Industrial, the No. 2 global agricultural-equipment OEM, is pitched long at about $10 per share.

CNH $17B

Value Investors Club May 31 1 click

Under The Hood, Universal Health Services - $UHS

Universal Health Services faces a $432 million–$480 million annual Medicaid supplemental-payment hit by 2032, offset by behavioral-health…

UHS $10B

Bearhold Research Jun 4 2 clicks

Watches of Switzerland (WOSG), TerraVest (TVK) & ContextLogic (LOGC): Earnings Updates

Watches of Switzerland reported 15% constant-currency organic revenue growth and guided FY27 revenue growth of 5-10%, with adjusted EBIT…

LOGC $678M

Hidden Gems Investing Jun 2

A 2.2x Spread in a Telecom Train-wreck: Optimum’s Odd-Lot Tender

Optimum’s 99-share odd-lot tender offers $2.50 per share against a $1.16 market price, but a creditor restructuring could terminate the…

OPTU $300M

Rod’s Ruminations Jun 1

Quick Value #316 - MasterBrand Inc (MBC)

MasterBrand's all-stock merger with American Woodmark creates the largest cabinet maker, trading at 7.7 times trough EBITDA including…

MBC $1.4B

Value Don't Lie Jun 1

What I Read This Week

Weekly reading list covers Agnico Eagle, Cameco, Dollar Tree, Meta, Braze and Apollo across mining, retail, AI and insurance.

DLTR $21BBRZE $2.9B

Stock Thoughts Jun 1

[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR

Spotify and Universal Music Group will offer licensed AI song covers and remixes as a Premium add-on, with artist opt-in and royalty…

SPOT $109B

scuttleblurb Jun 1 3 clicks

The last Bristol Myers' blog post was wrong on the core thesis

Ivonescimab plus chemotherapy extended median overall survival by 4.2 months versus Tevimbra plus chemotherapy in HARMONI-6, challenging…

SMMT $14B

John Hempton's Newsletter May 31 7 clicks

eDreams: Disproving the Bears and Regaining Credibility

EDreams cut FY26 Prime-member guidance to 600,000 after Ryanair blocks, while its subscription model lifted Prime to 7.25 million members…

EDDRF $520M

310 Value’s Newsletter May 30 2 clicks

Thoughts on ROIC, Margins and Turnover; Mailbox Money and an Update on Natural Resource Partners (NRP)

Natural Resource Partners is assessed through ROIC, capital-light royalty income and valuation as investors crowd into AI suppliers.

NRP $1.4B

Base Hit Investing May 30

Tuesday, September 15, 2026

Raging Capital Ventures on X

A Capital on X

SG on X

Prepared Remarks on X

KEDM.com on X

Prepared Remarks on X

Prepared Remarks on X

Prepared Remarks on X

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