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 $2.6B

Alarm.com: False Alarm?

TSOH Investment Research 1 click

Sep 13 ZTEKF $96M

Initiation Report

Atrium Research - Equity Research 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.

@natstewart5 Sep 15

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

@ACapitalLP Sep 15

A Capital on X

You see that $FUBO dump at 15:29… Scoop it

@eriksen_tim Sep 15

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

@ACapitalLP Sep 15 1 click

A Capital on X

$QXO vs. $XHB 👀

@ClarkSquareCap Sep 15

Clark Square Capital on X

@AstutexAi just hoping $LUXE does the same tomorrow!

@majgeoinvesting Sep 15

Maj Soueidan on X

so cute.. get a room!!! $RFIL $OCC 😍 https://t.co/DyHamfKdMh

@Fierce__beast Sep 15

Fierce_beast on X

seriously does this not have lead gen website bulls concerned? $NRDS, $ever, $qnst https://t.co/aHZHZr6v8r

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

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

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

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

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…

NPWR $161M

Triple S Special Situations Investing Sep 11 2 clicks

Tsakos Energy Navigation: Watch Those Oil Prices

Tsakos Energy Navigation benefits from higher oil prices and stronger tanker sentiment, but faces long-term demand destruction and…

TEN $1.6B

Long Player Sep 11

Sofwave Medical: Lifting Skin While the Beauty Sector Sags

Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.

SOFWF $364M

Substack von Philipp Sep 11 1 click

Zack Buckley on $PRTH's take private

Priority Technology’s chairman offered $6.00 to $6.15 a share to take PRTH private, while Zack Buckley argues Treasury Solutions and…

PRTH $479M

Yet Another Value Podcast Sep 10 3 clicks

Imperial Petroleum: Buy On Strong Prospects And Substantial Share Repurchases

Imperial Petroleum's record Q2 cash generation, major share repurchases and a $32 million Suezmax sale gain set up another record quarter.

IMPP $256M

Henrik Alex Sep 10 3 clicks

Amplitude Q2 26 - Examining The Moat - Rating, Hold.

Amplitude reported Q2 revenue of $100.9 million, up 21%, as agentic AI and LLM vendors challenge the moat of its product analytics software.

AMPL $1.7B

Cestrian Capital Research. Sep 10

TOYO · short

Toyo CO LTD

TOYO CO LTD is the target of a short thesis.

TOYO $192M

Value Investors Club Jun 5

Deep Dive: XPEL

XPEL sells paint-protection film and DAP cutting software, using 90,000-plus vehicle templates to win share from 3M and Eastman.

XPEL $1.2B

Rebound Capital Jun 24 1 click

Aimia. Allocator Takeover, Trading Below Book Value. A war-chest of cash ready to deploy

Aimia trades at 0.75 times pro forma book value, with C$163 million to C$192 million of cash after the Bozzetto sale and Rhys Summerton…

AIMFF $173M

Kairos Research Jun 23

Single Stock Spotlight #10: Mammoth Energy Services (TUSK)

Mammoth Energy Services rose above $3 after trading below net cash, aided by divestments, first-quarter adjusted EBITDA profitability and a…

TUSK $151M

Hidden Rock Capital's Newsletter Jun 18

Note on Fiserv CEO Change & Huntsman/Olin Merger

Fiserv fell nearly 10% after CEO Mike Lyons left for Truist, while Olin's stock-funded 0.5476-share offer values Huntsman below its prior…

HUN $1.6BOLN $1.9B

Hidden Rock Capital's Newsletter Jun 16

The Arithmetic: How a $9 Spanish-Language Broadcaster Becomes a $100 AdTech Stock

Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.

EVC $727M

The Value Road Jun 15 4 clicks

AnaptysBio (ANAB)

AnaptysBio’s Jemperli royalty receipts rise after a Sagard financing obligation ends in 2027.

ANAB $1.6B

Triple S Special Situations Investing Jun 15 2 clicks

What I've Been Reading

Yesway, Dollar General and Expedia feature in a research roundup spanning convenience retail, discount stores and AI-driven travel search.

YSWY $1.3B

Stock Thoughts Jun 15

A Hardware Multiple on a Software Powerhouse

A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and…

CALX $2.2B

The Value Road Jun 12 5 clicks

Braemar Hotels & Resorts: Internalizing Management

Braemar Hotels & Resorts is internalizing its management.

BHR $124M

Clark Street Value Jun 12 6 clicks

Tuesday, September 15, 2026

KEDM.com on X

Nat Stewart on X

A Capital on X

Tim Eriksen on X

A Capital on X

Clark Square Capital on X

Maj Soueidan on X

Fierce_beast on X

Investor Letters

Publications we follow

Newsletters 91

YouTube 4

Blogs 12

Seeking Alpha 29 of 156

X accounts we follow

Investor letters we follow

Sectors