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CHE · Chemed Corporation $501.77 -4.20 (-0.83%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2026-FEB-05 · Pieter Slegers · Compounding Quality (Substack) · Neutralinsight · read ↗ · source page ↗$446.26

In short: DOWNGRADED Buy → Hold — "healthcare services company operating hospice care." One of only two ratings cuts in a month when 51 names hit all-time-wide undervaluation, and the only downgrade not later reversed in the archive. No supporting numbers are published; the sheet row is not reproduced in the post.

SOD $446.26

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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.