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

@RagingVentures Jul 9

Raging Capital Ventures on X

Kalshi looking at rolling out perpetual futures…. Perps are super interesting, à la Hyperliquid / $PURR, and have the potential to be very disruptive across the capital markets ecosystem https://t.co/L0JHZdJu4O

@david_katunaric Jul 9

Mikro Kap David on X

$NRP reminded me why they call us Europoors... Remind me when this wonderful asset becomes a C-corp. https://t.co/8odW8oDuwA https://t.co/9FBlAHmFoA

@jawagner92 Jul 8

Odd Lot Arbitrageur on X

Is $NRP a gift at <$100? Appears that way if you can own an MLP. A good/great royalty business that: became over-leveraged, rapidly paid down debt from CFFO, trades at a high teens FCF yield. Potentially feeding the soda ash JV for a bit longer…Long.

@natstewart5 Jul 7 1 click

Nat Stewart on X

@GardinerIsland $BSM has kinda muffled volatility relatively speaking if you don't mind a K-1, have a pretty good plan to grow production on their land next ~5 yrs (they own royalty interests), systematically hedge ~75% of production.

@psyopcapital Jul 7 2 clicks

Psyop Capital on X

https://t.co/irXJODueym $ALAR is under investigation from the FBI. Many of the same hypergrowth microcap accounts that were pumping it a few years ago were also long Intellego before it collapsed under fraud revelations

@Mike10947310 Jul 7

Mike on X

If you’ve been following the $PESI situation, this is important reading. Especially regarding grouting 200E waste. https://t.co/bsf03iTPKg

@Mike10947310 Jul 7 1 click

Mike on X

@DeepSailCapital $RDCM is interesting.

@TimyanBankAlert Jul 7 1 click

Timyan Bank Alert on X

Merion Road Capital Management and Blue Hill Advisors urge United Bancorporation of Alabama $UBAB to return excess capit... https://t.co/Ej02jreaap

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

Raging Capital Ventures on X

Mikro Kap David on X

Odd Lot Arbitrageur on X

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Psyop Capital on X

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Mike on X

Timyan Bank Alert on X

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