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 ZTEKF $72M

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 1 click

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

MGRC · long

Mcgrath Rentcorp

McGrath RentCorp's conservatively financed hard assets, pricing growth and a struggling competitor, WSC, underpin the long thesis.

MGRC $2.7B

Value Investors Club Jun 10 2 clicks

Quick Value #326 - Shift4 Payments (FOUR)

Shift4 Payments trades at 6.9x EBITDA after a 50% five-year share decline, while leverage from acquisitions and slowing EPS growth weigh on…

FOUR $3.3B

Value Don't Lie Aug 11

$UWMC lost $600m hedging a deal they'd already lost

UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.

UWMC $2BTWO $1.3B

Yet Another Value Blog Aug 11 11 clicks

Peloton: Subscriber Squeeze

Peloton’s improved balance sheet has not stopped weak subscription trends or sharp volatility, prompting purchases near $3.70, a later…

PTON $2.1B

TSOH Investment Research Aug 10 1 click

40 Stock Pitches (3rd-9th August)

Navient trades near 40% of tangible book as Gator Financial Partners argues private student-loan growth and restructuring can reverse its…

NAVI $902M

Capital Employed Aug 10 9 clicks

WD #353: Colombia, Earnings (INTR, BRKR, TEAM)

Colombia’s Abelardo de la Espriella signals tax cuts and an Ecopetrol revival, while Inter & Co.

INTR $2.5B

Ian’s Insider Corner Aug 9

Genius Sports: Update Post Earnings

Genius Sports reported $195.5 million revenue, up 65%, and signed Kalshi for soccer data, expanding sports-data sales to prediction markets…

GENI $1.6B

Sylence Capital Aug 9

2026 Q2 Earnings Updates: WeightWatchers, Shift4, Bumble

Bumble fell, Shift4 dropped 23% and WeightWatchers rose 18% after earnings, prompting added Shift4 exposure and a sharp WeightWatchers…

BMBL $376MFOUR $3.3B

Modern Value Investing Aug 9

Weight Watchers: Update Post Earnings

WeightWatchers reaffirmed 2026 guidance after Q2 beats, while clinical revenue rose 30% and debt fell $42 million through discounted…

WW $160M

Sylence Capital Aug 8

Noah Holdings ($NOAH): A Chinese Wealth Manager Trading at Its Cash Pile

Noah Holdings trades near the value of its RMB 5.1 billion cash and short-term investments, while earning recurring fees on roughly RMB 140…

NOAH $562M

Substack von Philipp Aug 8

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

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