Pacific Health Care Organization - OTC:PFHO
Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California HCO licenses and a tightly held OTC float.
Saturday, September 19, 2026
Back to today
From X
Voss Capital on X
$WU calling out Latin America and Mexico as the brightest growth spots this Q. Great read through for $IMXI. "Latin America was probably the one brighter spot that continued to recover a little bit from last year because Latin America has less relative digital business growth"
Voss Capital on X
$IMXI is consistently outgrowing hedge fund favorite $MGI and $WU by about 20%. https://t.co/gzDwGH3TOU
Voss Capital on X
Jon's updated thoughts on $IMXI after the Q2 earnings report. https://t.co/uPSaHrI0Qi https://t.co/7sEXhAEMat
Voss Capital on X
Long $MBIN. Excerpt from Voss's Q4 letter. https://t.co/Txd5vtnGTc
Voss Capital on X
1 more pt on $EXTR & IoT. They're now able to license some of their software & Cloud IQ suite of apps to 3rd party IoT hardware makers & will make a big push into this. Obviously this increases their SaaS TAM by several multiples of just their networking equipment hardware base.
Voss Capital on X
Lastly, it is interesting to note that $EXTR is collecting well over 1 petabyte of data per day from their network users. They analyze this and use it to give customers performance data insights. Not the webinar, but here is an EXTR IoT overview video: https://t.co/ICIcEEJlXw
Voss Capital on X
This was a simple, helpful slide for the layman to understand potential IoT scenarios that $EXTR's security prevents. https://t.co/n04i426ZKJ
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $454MALM $4B
- Protean Funds August 2026 BVNKF $2.6BSUSRF $262M
- Asset Value Investors Ltd July 2026 4549 $501M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.3B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.5B
- Forager Funds Management July 2026 4733 $4BTTEK $8.9B
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Publications 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
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- 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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- Hidden Rock Capital's Newsletter
- Ian’s Insider Corner
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- Inglenook Growth
- Invariant
- Investing 501
- Irrational Analysis
- John Hempton's Newsletter
- Kairos Research
- Kakashii's Materials
- Key Context by Tae Kim
- Latticework by MOI Global
- Lewistown Capital
- Maius Partners
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- Monte Independent Investment Research
- Multibagger Monitor
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- Yet Another Value Blog
Blogs 12
Seeking Alpha 35 of 184
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 Supercycle Investor
The Undercovered Dozen
Value Capital Research- Vishal Jadaun
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.
