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NSP · Insperity $48.92 -1.04 (-2.07%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA4 mentions
2026-JUL-19 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$49.93

In short: Fifth-best performer at +12.3%. Notable only for sitting in the same PEO/HR-outsourcing space as the month's spotlight name, Paychex; no comment is made on it.

SOD $49.93 (open 2026-JUL-17)
2026-JUN-07 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$36.31

In short: Fourth-best performer at +20.8%, from the published table. No commentary.

SOD $36.31 (open 2026-JUN-05)
2026-MAY-03 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$33.03

In short: Second-best performer of the month at +31.5%. Performance table only; no view expressed.

SOD $33.03 (open 2026-MAY-01)
2026-MAR-19 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$23.00

In short: Second-worst watchlist performer at −39.1% year to date — and the only name in either performance table with negative CAGRs over both five years (−22.1%) and ten (−0.9%). Not rated Buy; no commentary given.

SOD $23.00

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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.