Connor Haley on X
NCR Atleos expects ATM trends to stabilize or improve, arguing rapid per-share growth can justify a premium relative to slower-growing Diebold Nixdorf.
Archive
1299 storiesNov 12, 2025 – Dec 28, 2025
Sunday, December 28, 2025 1 story
Saturday, December 27, 2025 1 story
Laughing Water Capital on X
In case you had any doubts on the case for terrestrial GPS. $NN https://t.co/js8mXHYTA6
Friday, December 19, 2025 1 story
Data Centers in the Permian Basin Part 3 - First Comes Power
Chevron’s proposed $6.5 billion, 2.5GW West Texas gas plant could support Permian AI data centers, with TPL, Oxy and WaterBridge land…
Thursday, December 18, 2025 4 stories
Laughing Water Capital on X
@JonoJohnson8 @cfrischer1 Carr also references Cruz who first sponsored legislation calling for a terrestrial backup to GPS in 2017. As head of the Senate Commerce Committee, Cruz is effectively Carr’s boss. All tea leaves, but hard to think they’re not bullish $NN
Laughing Water Capital on X
@JonoJohnson8 @cfrischer1 Interesting to note that Carr 1st comments on increasing accuracy, and then calls GPS a “related issue”. He clearly makes a distinction between the 2 ideas. Maybe splitting hairs, but there is only 1 company that addresses both points: $NN.
TransDigm (TDG) – The King of Aerospace Private Equity
TransDigm built a $72 billion aerospace-components consolidator through 90 acquisitions, delivering 23.1% annualized stock returns since…
Little Owl Research on X
$RAVE https://t.co/hxEoXQIe93
Wednesday, December 17, 2025 1 story
Haw Par Corporation Limited
Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.
Monday, December 8, 2025 1 story
Hemnet – Broken Moat or Misunderstood Monopoly?
Hemnet’s Swedish listings monopoly has fallen from SEK420 to about SEK160 as growth slows, leaving investors to judge whether its 90% share…
Sunday, December 7, 2025 1 story
Laughing Water Capital on X
@UnHedgedChatter @InvestSpecial @Wexboy_Value $AS, owner of Arc'teryx & 9 other brands trades at more than 3x sales. $CLAR, which would fit perfectly into AS's portfolio trades at less than 0.5x sales and is exploring strategic alts. 🤷♂️
Thursday, December 4, 2025 3 stories
catechwilliams on X
AI data-center vacancy rates are 2-3% as tenants scramble for compute capacity; a customer loss raises doubts that WYFI can replace it after NC-1 performance issues.
catechwilliams on X
The $WYFI data center which was formerly a food distribution center. https://t.co/t2cpUNZXqp
catechwilliams on X
$WYFI Retrofitted a food distro warehouse into a NC-1 DC. Lost anchor tenant ($20M rev), promising a new large customer since 10/27. CEO claiming “very very soon” for last 20 days. Increasingly evident will not happen. Sell-side & stock prices assume huge rev ramp. Burning cash.
Tuesday, December 2, 2025 2 stories
Laughing Water Capital on X
@mil01425146 @yummyCenturyEgg @JBonfato @23Titan31 Happy to talk about $NN, Part 15, antenna science, radar science, tolling, etc., but I prefer to not be tagged on anything having to do with baked goods and personal proclivities. TYIA.
Laughing Water Capital on X
Interesting framing for $NN. $95 is pretty far above my upside case, but agree the $T / FirstNet arrangement is interesting context, despite some obvious differences. https://t.co/b3FsHVkivk
Thursday, November 27, 2025 1 story
Carving Up the TPU
Google’s TPUs give it vertically integrated AI training and inference economics as Anthropic and Meta consider adoption, challenging…
Wednesday, November 26, 2025 1 story
Laughing Water Capital on X
Verizon, T-Mobile and other carriers could move quickly for NextNav’s 900 MHz spectrum, following AT&T’s rapid purchase of 600 MHz licenses.
Tuesday, November 25, 2025 1 story
National Beverage Update
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
Thursday, November 20, 2025 1 story
catechwilliams on X
$PTRN Recent IPO. $AMZN Mktplace wholesaler. Buys products up front, capital intensive, bears price, inventory risk. Exposed to FBA cost & AMZN algo changes. Claims AI optimization which AMZN explicitly blocks. Razor thin margins, neg op leverage. All peers went BK in last 3yrs.
Wednesday, November 19, 2025 1 story
Golden Entertainment: PropCo OpCo Split, Insufficient MBO Offer
Golden Entertainment’s PropCo-OpCo split follows an insufficient management buyout offer.
Thursday, November 13, 2025 1 story
Little Owl Research on X
Rave Restaurant Group posted 22% EPS growth and 8% same-store sales growth, with Pizza Inn AUV nearing $1.4 million and an 8% earnings yield to enterprise value.
Wednesday, November 12, 2025 3 stories
Laughing Water Capital on X
$NN argues coexistence avoids relocating most Part 15 users because 11 MHz is unwanted and much equipment will reach end of life before deployment.
Laughing Water Capital on X
NextNav says its San Francisco M-LMS network has operated for over a decade without Part 15 interference and that its 5G plan would lower emissions.
