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.
Tuesday, September 15, 2026
Back to today 
From X
Voss Capital on X
Voss Comments on Griffon's Confirmation of Involvement in Candidate Withdrawals https://t.co/kUcMoPf2QG $GFF
Voss Capital on X
Voss sends letter to Griffon Corp. ESOP Participants https://t.co/QMI3Y4eEBy https://t.co/BQoMwwmJG5 $GFF
Voss Capital on X
We believe our five-step plan for $GFF would unlock ~$50/share in value for shareholders if appropriately and promptly implemented More at: https://t.co/NcRxwvJdzO
Voss Capital on X
Voss Capital Sends Letter to $GFF Shareholders Exposing Underperformance, Condemning Outdated Corporate Governance and Outlining Clear Path to Value Creation https://t.co/i26Z85zfMf
Voss Capital on X
@alluvialcapital Um, you don't need to go to Poland. Here are the US listed stocks that fit your criteria. $ABG, $BXC, $BLDR, $LPX, $RCII, $VSTO, $BKE to name a few. https://t.co/VLTbA5S9u8
Voss Capital on X
Voss Nominates Three Candidates for $GFF Board -- We believe the stock is worth $50 & the best way to remedy the perpetual conglomerate & governance discount is to take the following steps: ▪ Immediately refresh the Board with truly independent directors who will hold management
Voss Capital on X
New Voss Substack article: The Animation Boom https://t.co/HRQ5KUCF5A by @taylor_hndrson $DIS $TBRD
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 ALM $4BJXN $9B
- Akre Capital Management, LLC Q3 2026 AMT $78BMA $496B
- Bristlemoon Capital Q3 2026 SNDK $276B
- Fred Alger Management, LLC Q3 2026 AMZN $2.7TGOOGL $4.2T
- Protean Funds August 2026 BVNKF $2.6B
- Janus Henderson Investors July 2026 KLAC $246BMCK $100B
- Asset Value Investors Ltd July 2026 9301 $3.4B
- Lindsell Train Limited July RMVEY $3.3B
Dassault Aviation: Rafale Upside Makes This A Strong Buy
Dassault Aviation reported 46% first-half sales growth and a €45.4 billion backlog, with Rafale F5 demand offsetting Falcon 10X delays and…
Dhierin Bechai 1 click
Meta’s Trojan Horse for the Consumer Internet
Meta’s Muse strategy targets the consumer internet through a Trojan-horse product.
Adobe 3Q26 Update
Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth slowed to 9.3% excluding Semrush.
[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition
Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…
Cestrian Rating Actions - Week Ending 11 September 2026
Cestrian initiated Joby Aviation at Accumulate and upgraded Applied Materials and Broadcom to Accumulate for the week ended 11 September…
Oracle Corporation (NYSE: ORCL) - Q1 FY2027 Earnings: Record CDS Spreads, $88B Net Debt, And The OpenAI Question
Oracle’s $88.3 billion net debt and $90-95 billion capex plan pushed five-year CDS to 215 bps, despite 121% OCI growth and a $664 billion…
MKS Instruments: Penang Expansion Boosts WFE Outlook Despite Margin Pressure
MKS Instruments posted $1.25 billion in Q2 revenue and is expanding Penang capacity for a $200 billion to $250 billion wafer-fab-equipment…
The Straits Strategist 
Adobe 3Q26 Update: Nothing Broken, Nothing Explained
Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth was about 9.3% excluding Semrush.
Enel Chile S.A.: Cheap, Profitable, And Operating In Chile's Next Great Energy Revolution
Enel Chile uses battery storage and grid management to turn renewable oversupply into flexibility, lifting H1 2026 EBITDA 3.9% and net…
Ryan Canady 4 clicks
Alarm.com: False Alarm?
Alarm.com, founded after CEO Steve Trundle’s bad home-security experience, has fallen from $105 in 2020 to about $55, testing whether…
ZM · long Zoom Communications INC
Zoom Communications (ZM) is presented as a long investment idea.
Rubrik: Plenty Of Steam In This Rally As AI Security Concerns Grow
Rubrik's Q2 results and AI-driven cybersecurity demand have lifted RBRK nearly twofold from its year-to-date low, alongside a larger 2029…
Gary Alexander 2 clicks
Preview of the Week Ahead: W/C September 14, 2026
The week of September 14 features the FOMC decision, retail sales and housing data after the S&P 500 fell 0.8%.
Owning the Seven PM Slot
Netflix is using AI visual effects and dubbing to cut production costs, expand global distribution and reinforce its recommendation-driven…
Booking Holdings Deep Dive: An Attractive Setup
Booking Holdings trades at 19x earnings, its lowest since 2022, after a 20% annual decline, with the thesis resting on durable online…
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…
Nintendo: The Software Payoff Is Still Ahead
Nintendo expects software, digital sales and character licensing to drive growth, with FY2027 revenue forecast at ¥2.05 trillion and…
LL Insights 
AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap
Ten-year Treasury yields breach 4.9% as Steve Eisman discusses AI fears, OpenAI's price cut, Oracle's 30% revenue growth and Tesla's…
Lululemon: The 15-Minute Thesis
Lululemon’s North American sales, margins and legging demand are falling as Alo and Vuori gain share, leaving its brand moat and depressed…
Chevron: $100 Oil Price Can Last Longer Than You Think
Chevron’s 2027 EPS could be underestimated by about $4.50 per share if U.S.-Iran conflict keeps oil near $100 rather than forecast $74 to…
Envision Research 1 clickPublications we follow
Every publication on this site, hand-picked.
Newsletters 91
- 310 Value’s Newsletter
- Absurdly Cheap Stocks
- Altay Capital - Mostly Value Investing
- AmsterdamStocks
- Aurelion Research
- Base Hit Investing
- Bearhold Research
- Bearstone
- Behind the Balance Sheet
- Best Anchor Stocks
- Bilbel's Substack
- Bison Insights
- Brevarthan Research
- Bristlemoon Capital
- Byron Street Research
- Calvin Blissett
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- Capital Employed
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- D Invests
- Daniel Romero
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- Doomberg
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- Exploring with Alluvial Capital
- Fabricated Knowledge
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- Guardian Research
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- Hidden Gems Investing
- Hidden Rock Capital's Newsletter
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- Key Context by Tae Kim
- Latticework by MOI Global
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- Multibagger Monitor
- Nat Stewart - Stock Picking Newsletter
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- TSOH Investment Research
- Underlying Value
- Value Don't Lie
- XIX Value
- Yet Another Value Blog
Blogs 12
Seeking Alpha 33 of 179
Andres Veurink
Bay Area Ideas
Capital Connoisseur
Deep Value Investing- Dhierin Bechai
Equity Eagle
Eudaemon Research
Fernanda Galvez Jalil
Henrik Alex
High Alpha Professor
Investor Overview
IWA Research
Jaden Mealy- LL Insights
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez
Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research
Robert J. Lake
Ron Ferrie
Sam Mancini
Sharon McArd
SiliconBytes Insights
Simple Investment Ideas
Steven Fiorillo
The Bullionaire
The Curious Analyst
The Undercovered Dozen
Value Capital Research
X accounts we follow
Every account on this site, hand-picked.
⚽️📡
💥PETITION💥
A Capital
Adam D. Wyden
AltayCap
Bank Reg Blog
Barbarian Capital
BDC
Bill Ackman
Broken Moats
BuccoCapital Bloke
Calvin Blissett
catechwilliams
Charles Frischer
Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
Odd Diligence
Odd Lot Arbitrageur
PAA Research
Pernas Research
Porter Collins
Prepared Remarks
Psyop Capital
Raging Capital Ventures
Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Sheel Mohnot
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
- Askeladden Capital
- Asset Value Investors Ltd
- Baron Funds
- Berkshire Hathaway
- Biglari Holdings
- Bireme Capital
- Bristlemoon Capital
- Broyhill Asset Management
- Cantor Fitzgerald Asset Management
- Cedar Creek Partners
- Choice Equities
- Confluence Investment Management
- CrossingBridge Advisors
- Crossroads Capital, LLC
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- FPA Crescent Fund
- First Eagle Investments
- Forager Funds Management
- Fred Alger Management, LLC
- Giverny Capital
- Grandeur Peak Global Advisors
- Greenhaven Road Capital
- GreensKeeper Asset Management
- Grey Owl Capital Management
- Halvio Capital
- Hayden Capital
- Heartland Advisors
- Hoisington Investment Management
- Horizon Kinetics
- Intrepid Capital
- Invenomic Capital Management
- Janus Henderson Investors
- Kaydan Wealth Management
- Kernow Asset Management
- LVS Advisory
- Laughing Water Capital
- Lindsell Train Limited
- Macro Ops
- Maran Capital Management
- Markel Group
- Massif Capital
- McIntyre Partnerships
- Merion Road Capital
- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- RGA Investment Advisors
- Rowan Street Capital
- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
Sectors
Ordered by how often our editor reaches for them.
