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WD · Walker & Dunlop $37.74 -0.73 (-1.90%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2026-AUG-30 · Pieter Slegers · Compounding Quality (Substack, paid post) · Neutralmention · read ↗ · source page ↗$40.31

In short: Worst performer of the month at −19.9%. Listed on the performance card only; no commentary, business description or valuation is offered. First appearance of the name in this archive — it is part of the investable universe rather than a pick.

SOD $40.31 (open 2026-AUG-27)

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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.