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Langdon Global Smaller Companies's investment thesis on Goosehead Insurance ($GSHD) — Q1 2026 | Buyside Digest

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$GSHDNASDAQGoosehead Insurance

BULL

Langdon Global Smaller Companies—GSHD

Fund Letter

Q1 2026

Published April 15, 2026

View Fund Profile

$66.56USD

+2.1% vs last month

$43.85Pitched

+51.8% since pitch

Market Cap$3.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager maintains strong confidence in Goosehead despite a significant share price decline, which they attribute to valuation compression from AI disruption fears rather than fundamental deterioration. The business has...

— Greg Dean

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