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 ALRM $2.7B

Alarm.com: False Alarm?

TSOH Investment Research 1 click

Sep 13 SVM $2.7B

Oak Bloke Bonkers Conkers 13th September 2026

The Oak Bloke 3 clicks

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.

@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

@DeepSailCapital Sep 15

Deep Sail Capital on X

$RHI Looks solid for an entry here too.

@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

@ACapitalLP Sep 14

A Capital on X

@LepoulpePoulpo $TLN has always had an issue about which bucket it falls in: (I) the IPP bucket ($VST, $CEG, etc.) or the (II) ShitCo Nuclear Bucket ($OKLO, $SMR, etc.) Traders can’t make up their mind…

@KEDM_COM Sep 14 1 click

KEDM.com on X

Workiva $WK came through our monitor when Meditation Capital @timothyhliu5 ran a deep dive on it. The Fund has been buying application software at 2–3x sales after 105 expert calls, arguing infrastructure and cybersecurity have already repriced as AI winners while application names have not. It describes Workiva as the near-monopoly platform for SEC reporting: 95% of the Fortune 100, 89% of the S&P 500, an estimated ~50% of US filers and ~85% of filer market capitalization.

@ACapitalLP Sep 14

A Capital on X

If you were paying attention last week you would have noticed that $RUM consolidated ownership and was pursuing a squeeze-out for the remainder of Northern Data AG. You then would have gone to HDS <GO> and seen that it is controlled by Tether which is tied into current Commerce Secretary Howard Lutnick. Follow the breadcrumbs dude…

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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

Late August 2026 Random Ramblings

Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…

UWMC $2B

Yet Another Value Podcast Aug 27 13 clicks

BHVN 2026-08-27

Biohaven: Sale Of Opakalim Rights To SK Biopharmaceuticals Makes Sense On Many Levels

Biohaven’s $795 million global opakalim licensing deal with SK Biopharmaceuticals boosts cash, lowers R&D spending and extends its funding…

BHVN $2.1B

Edmund Ingham Aug 27 1 click

Miami International Holdings (MIAX)

Miami International Holdings, the No. 4 options exchange with 17% share, trades at 12x forward EBITDA despite 35% revenue growth, 54%…

MIAX $3.8B

Sylence Capital Aug 27

TPC 2026-08-27

Tutor Perini: Q2 2026 Made My Strong Buy Case Stronger

Tutor Perini’s Q2 revenue rose 19% to $1.64 billion as higher-margin megaprojects lifted construction income 54%, prompting higher 2026 EPS…

TPC $4.5B

The Curious Analyst Aug 27

Quick Value #328 - Cal-Maine Foods (CALM)

Cal-Maine, the largest U.S. egg producer, trades at 1.6x book versus a 2.1x 20-year median, with net cash and investments equal to 23% of…

CALM $3.4B

Value Don't Lie Aug 25

Planet Fitness: The $10 Gym That Grew Into a Franchise Machine

Planet Fitness runs 2,930 clubs and 21.5 million memberships through an asset-light franchise model funded by $15 monthly dues, royalties…

PLNT $3.8B

Open Insights Aug 23

SEZL 2026-08-23

Sezzle: The Numbers Don't Support The Selloff

Sezzle fell 20% after Q2 despite a revenue and EPS beat and higher guidance, as marketing spending and seasonality drove a sequential…

SEZL $3.9B

Daniel James Aug 23 3 clicks

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…

ELALF $3.2B

Yet Another Value Podcast Aug 20 12 clicks

CCC Is in the Middle of the Wreckage

CCC, the dominant auto physical-damage claims estimator, connects 27 of the top 30 insurers with 31,000 repair shops as takeout rumors…

CCC $3.9B

scuttleblurb Aug 20 17 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 $3.3B

Value Investors Club Jun 2 1 click

Sarepta Risk and the FDA

Sarepta’s Exondys 51 approval despite a 12-patient trial frames FDA regulatory risk and a call to remove Commissioner Robert Califf.

SRPT $2.2B

John Hempton's Newsletter Oct 31 1 click

A Value Trap, an Ancient Stock Pitch, a Glimpse Into The Past

Four Corners’ insider-backed asset sale cut shareholder proceeds to roughly 80% of its prior share price. A 2016 Wilh.

FCPT $2.7B

Exploring with Alluvial Capital Sep 27

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Tuesday, September 15, 2026

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