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 $71M

Initiation Report

Atrium Research - Equity Research 4 clicks

From X

@Fierce__beast Apr 14 1 click

Fierce_beast on X

$RENT is a timely example of point #3: Stock up 25% in the morning on a strong beat in 4Q, little analyst coverage. The stock now is down 15%, that is a 40% move. I shorted a bit more at some point today when it was still up 10% or so. The fundamentals, the quality of its revenue growth is worsening and outlook is bad. The company needs to spend a significant amount on inventory, a hidden cost not on the income statement but rather depreciates through COGS overtime instead and is not even visible in any given quarter as a large loss. If they don't replenish inventory, customer satisfaction will likely deteriorate. They are planning to spend less on inventory and yet they are still guiding to margin deterioration in 2026.

@mavix_leon Apr 9 2 clicks

mavix on X

Shelly Group $SLYG will be included in the SDAX and thereby become part of Germany’s DAX index family, effective 10 April 2026. "We are proud to have been the first Bulgarian company to be admitted to trading on XETRA and now also the first Bulgarian company to be included in the SDAX.”

@mavix_leon Apr 9 2 clicks

mavix on X

Evolution $EVO moves to add Playtech $PTEC as defendent in ongoing US defamation lawsuit. Evolution filed with the court accusing Playtech of orchestrating this smear campaign against Evolution in an effort to eliminate competition in the North American marketplace. Today’s filing also accuses Playtech of trade libel, fraud and racketeering, as well as withholding information about its conduct from shareholders despite Playtech CEO Mor Weizer’s active participation in the preparation and dissemination of the defamatory report.

@cfrischer1 Apr 7

Charles Frischer on X

@lindenstcapital $NN In the last 12 OIRA actions at the FCC, it looks like approval was received the same day as the blog was posted in 6 cases. Tomorrow is still possible. We will find out by around 2:30 PM on Wednesday. If not, April 28th is only 21 days away.

@cfrischer1 Apr 7

Charles Frischer on X

@lindenstcapital $NN Shares were lower today on 1.7 million in volume. Investors were concerned that OIRA hasn't approved the NPRM as of today. Also, airline groups filed objection based upon interference. I still think we have a reasonable chance for tomorrow and if not, then April 28th.

@eriksen_tim Apr 4 1 click

Tim Eriksen on X

ECIP recipient, Citizens Bancshares $CZBS announces $4 million repurchase program. About 5% of market cap. https://t.co/cXfWhyXnSF

@cfrischer1 Apr 2

Charles Frischer on X

@MLedrappier @CalgaryLeveen No doubt a sale of Globalstar to Amazon or SpaceX would be great news for $NN. Especially at the valuations being cited. I am long a small position in $GSAT. This would be an incredible day for NN. Validates spectrum valuations

@catechwilliams Apr 1 1 click

catechwilliams on X

@TaylorStCap $MRLN Investor presentations, company filings and public statements clearly represent that they are trying to develop pilotless technology (see intro slide of their IR deck below). Regardless I believe drone technology and auto-pilot assist systems have existed for many years. https://t.co/aCvg9KFLhP

CVD Equipment Corporation (NASDAQ:CVV)

CVD Equipment is winding down manufacturing, cutting half its staff and weighing liquidation, with $23.5 million of cash and a…

CVV $30M

Obscure Stocks Sep 13 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 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 $2.5B

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 $3.7B

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

Independence Realty Buying Centerspace: Opportunity And Implications

Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…

IRT $3.8BCSR $925M

Dane Bowler Sep 11

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 $160M

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 $1.4B

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 $359M

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 $643M

Yet Another Value Podcast Sep 10 3 clicks

SLVM · long

Sylvamo CORP

Sylvamo, a $1.6 billion uncoated freesheet paper producer, has fallen about 60% from its November 2024 high above $95 to roughly $40.

SLVM $1.4B

Value Investors Club Jun 16 2 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

Single Stock Spotlight #14: Kosmos Energy (KOS)

Kosmos Energy (KOS) is pitched as an oil stock poised to outperform if oil stays above $70-$80, supported by a claimed 2 billion-barrel…

KOS $1.6B

Hidden Rock Capital's Newsletter Sep 10 2 clicks

DHT Holdings: Quality Balance Sheet And Defensible Positioning

DHT Holdings' low-leverage VLCC fleet has paid 66 consecutive dividends, with charter income covering forecast costs and spot earnings…

DHT $3.5B

Arizona Equity Research Sep 10

ContextLogic Acquires gChem (LOGC): Update and Valuation

ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…

LOGC $682M

Hidden Gems Investing Sep 8 5 clicks

Kodiak AI: The Stock Collapsed Just As The Business Started Working

Kodiak AI’s stock collapse coincides with a planned year-end long-haul driverless launch, while cash burn, customer concentration and…

KDK $596M

High Alpha Professor Sep 8 1 click

WD #357: Tecnoglass/Tariffs, Colombia Mining Boom?, Airports & Airlines

Tecnoglass could recover tariff- and FX-hit margins as U.S. blanket tariffs on Colombian goods lift.

TGLS $1.6B

Ian’s Insider Corner Sep 7 3 clicks

Titan Mining Q2 Update

Titan Mining reported Q2 revenue of $25.7 million and adjusted EBITDA of $9.6 million as zinc output rose, while advancing its Kilbourne…

TII $309M

Sylence Capital Sep 6 4 clicks

X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms

X-energy targets $1.8 billion in annual revenue and more than 42% gross margins by 2032 through reactor IP, project services and…

XE $4.7B

Simple Investment Ideas Sep 6 2 clicks

A Busted Businesses or a Cyclical Bottom?

Two U.S. protein-snacking companies lost $6 billion in market value as impairments, inventory growth and margin pressure test whether the…

SMPL $848MBRBR $1B

The Value Road Sep 2 12 clicks

Tuesday, September 15, 2026

Fierce_beast on X

mavix on X

mavix on X

Charles Frischer on X

Charles Frischer on X

Tim Eriksen on X

Charles Frischer on X

catechwilliams on X

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