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GSHD · Goosehead Insurance $54.29 +0.96 (+1.80%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA3 mentions
2026-JUL-19 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$55.50

In short: Top of the month's best-performer table at +32.3% in June 2026. Listed as performance data from the investable universe; no thesis, valuation or stance is offered.

SOD $55.50 (open 2026-JUL-17)
2026-MAY-07 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$40.61

In short: Fifth-worst YTD performer at -38.0% (5-yr CAGR -14.5%, 10-yr +13.5%). Performance table only; no view.

SOD $40.61
2026-MAR-19 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$45.13

In short: Fourth-worst watchlist performer at −35.8% year to date (five-year CAGR −18.4%, ten-year +11.1%). Not rated Buy; no commentary.

SOD $45.13

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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.