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.
Wednesday, September 16, 2026
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From X
Ian Bezek on X
@dede_eyesan I'm sure $CAAP would bid as well if there is an open process. Ultimately would imagine government is just going to sell to Brookfield though.
Trevor Scott on X
These $SNAP glasses could cure cancer and still wouldn't sell. ($2,195) https://t.co/3S183d3W44
Deep Sail Capital on X
$JMKE Getting some shade from Stavros https://t.co/n0Fd9n41rb
BDC on X
Specs might be the only tech in the world that could fully replace your phone and your life would be better. What's that worth? $snap
BDC on X
Learning applications for Specs are going to insane. Forget tablets or laptops. Every school in America should give their kids some Specs. $snap
BDC on X
Wow - kinda nailed the need for cellular partner except the partner is VZ, not $SPCX. Good, regardless. $SNAP https://t.co/SaiRhAUmRr
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 ALM $4.2BJXN $8.8B
- Protean Funds August 2026 BVNKF $2.4B
- Asset Value Investors Ltd July 2026 9301 $3.3B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
- Forager Funds Management July 2026 4733 $4BTTEK $9.1B
- PenderFund Capital Management Ltd. July 2026 AUTO $5BKXS $3.4B
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Convequity
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DOMO Capital Management, LLC
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Mike
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SG
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Investor letters we follow
- 1851 Capital
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- Akre Capital Management, LLC
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- Ariel Investments
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Sectors
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