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ALRM · Alarm.com Holdings $53.84 -0.41 (-0.76%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA7 mentions
2026-SEP-17 · Pieter Slegers · Compounding Quality (Substack, paid post) · Positivemention · read ↗ · source page ↗$55.48

In short: BUY. ER 12.62%; fwd PE 15.9 vs 33.3 (52.3% under); RDCF 3.5% vs 6.9%. Fair value $66.3 vs $55.22. YTD +7.8%.

SOD $55.48
2026-AUG-23 · Pieter Slegers · Compounding Quality (Substack, paid post) · Positiveinsight · read ↗ · source page ↗$57.46

In short: BUY. ER 12.62%; fwd PE 15.9 against a 33.3 five-year average (52.3% under); RDCF 3.5% required vs 6.9% expected. Fair value $66.2 vs $55.14. YTD +7.6%. Also on the all-three-methods undervalued sheet.

SOD $57.46 (open 2026-AUG-21)
2026-JUL-09 · Pieter Slegers · Compounding Quality (Substack) · Positiveinsight · read ↗ · source page ↗$50.23

In short: BUY. FV $59.7 vs $49.8 = 16.7% under; ER 12.6%; fwd PE 15.9 against 33.3 (52.3% under); RDCF 2.5% vs 6.9% expected. YTD −2.9%.

SOD $50.23
2026-JUN-18 · Pieter Slegers · Compounding Quality (Substack) · Positiveinsight · read ↗ · source page ↗$45.33

In short: BUY. FV $54.5 vs $45.4 = 16.7% under; ER 12.6%; fwd PE 15.9 against 33.3 (52.3% under); RDCF 3.3% vs 6.9% expected. YTD −11.4%.

SOD $45.33
2026-MAY-07 · Pieter Slegers · Compounding Quality (Substack) · Positiveinsight · read ↗ · source page ↗$46.22

In short: BUY. EPS growth 6.9%, FWD PE 15.9 against a fair exit 25.0, expected return 12.6%, fair value 56.5 against 47.1 = 16.7% undervalued.

SOD $46.22
2026-MAR-19 · Pieter Slegers · Compounding Quality (Substack) · Positiveinsight · read ↗ · source page ↗$45.63

In short: BUY. 16.5x forward against a 33.3x five-year average (50.5% under), expected return 12.3%, +3.8pp reverse-DCF margin — though the fair-value gap is thin at 7.1%.

SOD $45.63
2026-FEB-05 · Pieter Slegers · Compounding Quality (Substack) · Positiveinsight · read ↗ · source page ↗$46.42

In short: BUY. 19.6x forward against a 33.3x average (41.1% under), an 11.5% expected return and a reverse DCF needing only 3.5% against 8.7% expected. A −12.1% five-year CAGR against a +12.3% ten-year — cheap on every method, but on a business whose recent record is poor.

SOD $46.42

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.