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ENSG · The Ensign Group, Inc. $174.40 -0.52 (-0.30%) 2026-SEP-18 12:41 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2026-MAR-19 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$204.62

In short: Sixth-best watchlist performer at +21.0% year to date, on strong long-run numbers (19.5% five-year, 26.2% ten-year). A skilled-nursing operator; not rated Buy and not discussed.

SOD $204.62

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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.