Laughing Water Capital on X
@cfrischer1 validation of what $NN CFO Tim Gray said at Seaport a few weeks back: https://t.co/OT4MFWbPxQ
Archive
1299 storiesDec 31, 2025 – Feb 10
Tuesday, February 10 2 stories
Ferrari Exploratory Report
Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…
Friday, February 6 2 stories
Evolution: 4Q25 Business Update
Evolution's fourth-quarter revenue fell 4% as Asia cyber disruption and European channelization outweighed U.S.
Adobe Inc (ADBE): slowly, then all at once
Adobe’s sub-20x forward GAAP P/E reflects AI disruption fears, with the investment case hinging on whether Digital Media’s creative…
Thursday, February 5 1 story
My Biggest Position: A Monopoly Priced for Failure
A former value-investor darling, down 50%, pairs a monopoly with a recurring-revenue razor-and-blade business; debt paydown, margin…
Wednesday, February 4 1 story
Laughing Water Capital on X
$NN https://t.co/q3EOINP0pt
Thursday, January 29 1 story
Meta: 4Q25 Business Update
Meta’s 4Q25 revenue rose 24% as AI lifted ad performance, but 2026 costs are guided up about 41% and capex to $115–135 billion.
Wednesday, January 28 4 stories
Ryanair’s €256M Fine May Be Tip of The Iceberg
Ryanair’s €256 million Italian antitrust fine targets its OTA-blocking system, while internal documents raise questions about Michael…
Mitani Corporation (TYO: 8066): $1.2 bn Japanese Conglomerate at 2.6× EV/EBIT with 30+ Years of Profitability
Mitani Corporation trades at 2.6× EV/EBIT and 8.9× earnings, backed by net cash, a 24% lower share count since 2014, and dividends up more…
LVMH: 4Q25 Business Recap
LVMH’s 2025 revenue fell 5% and operating profit 9% amid forex and luxury weakness, while Fashion & Leather Goods improved in the second…
Laughing Water Capital on X
NextNav’s appointment of CTIA CEO Ajit Pai to its board is presented as a signal of confidence in its FCC regulatory outlook.
Tuesday, January 27 1 story
NLOP - I'm Buying Again
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
Sunday, January 25 1 story
Programmatic DSPs
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
Thursday, January 22 1 story
Porter Collins on X
@JeffreyCherkin Not a bad purchase of $FTAI this time last year < $90! @MelissaLeeCNBC
Tuesday, January 20 2 stories
Laughing Water Capital on X
Sounds like terrestrial GPS is being prioritized $NN https://t.co/EZoHuCydcB
Coupang Expert Insight Interview (No Paywall)
Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, margins and competitive risks as CPNG trades 35% below its…
Monday, January 19 1 story
LandBridge: It’s the Pore Space Stupid!
LandBridge’s produced-water pore-space royalties, 69% of Q3 2025 revenue, offer durable value beyond its volatile Permian data-center…
Friday, January 16 1 story
Uber Stock Breakdown (Five Minute Money)
Uber’s $50 billion revenue and $4.5 billion operating profit reflect a turnaround from years of subsidy-heavy growth, with autonomous…
Wednesday, January 14 3 stories
Laughing Water Capital on X
$NN https://t.co/WSPZtvXkj1
Laughing Water Capital on X
Terrestrial backup to GPS is essential. $NN https://t.co/sCRxCPCldm
Coupang Expert Insight Interview (No Paywall)
Coupang’s former strategy VP discusses Taiwan expansion, 1P-versus-3P economics, and competitive risks as $32 billion of LTM revenue…
Tuesday, January 13 1 story
Green Dot: Creating a Standalone BaaS Bank
Green Dot creates a standalone banking-as-a-service bank.
Sunday, January 4 1 story
Return of the Power King
China Yuchai (CYD) seeks a 2026 rerating as governance normalization, global expansion, AI data-center power demand, and green-powertrain…
