Saturday, October 10, 2026

Hippo Holdings ($HIPO): The Insurtech That Stopped Chasing Hype and Started Making Money

Hippo’s insurance platform posted 61% premium growth, a 95.8% combined ratio and a fifth profitable quarter as it shifted toward carrier and MGA fee income.

HIPO $931M

Substack von Philipp Oct 10 8 clicks

Oct 9 GLNG $4.7B

You Understand Now, Why You Came This Way

WHAT ARE WE DOING? “Contrarians At The Gate” 3 clicks

Oct 9 HY $524M

Hyster Yale (HY) Multibagger potential as confluence of negatives subside. Attractive after markets part services model

Calvin Blissett 3 clicks

From X

@LaughingH20Cap Nov 10

Laughing Water Capital on X

below relates to how the extreme upside case for $NN spectrum could develop. Satellite direct to phone requires low band spectrum to be effective. $AAPL may want to control its own satellite destiny. There simply is not much low band to go around. https://t.co/Z2JM9yR7tk https://t.co/5NRaPZlWMI

@AltaFoxCapital Nov 6 2 clicks

Connor Haley on X

Numbers are not wrong-- this was a 1% change to Adj. EBITDA in 2024 and free cash flow was unchanged. This is a recent spin and there is a lot of noise below the line. This is a new CFO who flagged this and we think is doing a great job. FCF/share (ex-WC) should grow 30%+ next year (actual FCF much higher given normalization of WC). Big valuation discount vs $DBD despite much faster and higher-quality growth.

@AltaFoxCapital Nov 6 2 clicks

Connor Haley on X

Good quarter from $NATL and thesis on track. -The ATMaaS business continues to outperform... 37% y/y growth in Q3... and it's on track to be 40%+ in Q4, well ahead of our expectations -SSB delivered >50% incremental EBITDA margins in Q3, fueling 21% EBITDA growth for the segment

@MultiplesCap Oct 31

Multiples Capital on X

Copper Reality Check. The no BS CEO of Amerigo Resources on copper's supply deficit and elevated volatility on Q3 earnings call. The company just went debt free and raised dividends. I am long $ARREF $ARG, not NFA. #copper https://t.co/UExXFZEg5S

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@MGardnerDA1235 @yummyCenturyEgg @dylan55917 $NN has wanted to collaborate with the opposition for ~18 months. They repeatedly talk about how they want "engineer to engineer conversations", but the opposition will not engage. 1 explanation is b/c the opposition knows what the tests will say, but yes real tests are possible

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@yummyCenturyEgg @MGardnerDA1235 @dylan55917 4/x) for tolls, why slightly moving part of 2 of the 3 technologies by a few mhz crazy? $NN has said this would cost "tens of millions." no big deal. Not to mention that half of toll reading is already done by camera an AI. Why use limited spectrum when better tech is available? https://t.co/75Yxn4PCu4

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@yummyCenturyEgg @MGardnerDA1235 @dylan55917 3/x) beyond the pros view, consider for RFID in Europe they get 6 mhz. Japan 6. China 5. Why does US need 28? why aren't the 11 mhz between $NN's proposed 5 up and 10 down enough? not to mention that NN has already demonstrated they don't interfere with part 15

@LaughingH20Cap Oct 31

Laughing Water Capital on X

@yummyCenturyEgg @MGardnerDA1235 @dylan55917 1/x ) $NN it is not me that says the spectrum is considered clean. it is industry pros with decades of experience across engineering and valuation that consider it clean. I am happy to change my mind if you feel your use of ChatGPT should be weighted more heavily than pros.

Research & Analysis: Legence Corp. (NASDAQ: LGN)

Legence trades at 10.4x EV/aEBITDA with a $5.7 billion backlog, as AI data center installations drive growth and expand its maintenance…

LGN $4.8B

Monte Independent Investment Research Oct 9 3 clicks

OceanaGold: A Debt-Free Gold Miner Priced Below Its Mines, With Its Best One Still Being Dug

OceanaGold trades below its mine value despite US$655 million of cash and no debt, with production set to dip before Wharekirauponga begins…

OGC $5.7B

The Bullionaire Oct 9 1 click

Cava Group: Buying The (Feta) Dip? (Ticker: CAVA)

Cava’s $3 million AUVs, 25.1% restaurant margins and sector-leading same-store sales support its expansion case as awareness rose from 40%…

CAVA $6.4B

Emerging Moats Research Oct 9 6 clicks

Namib Minerals: Research Note

Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.

NAMM $55M

Atrium Research - Equity Research Oct 8 3 clicks

This Week in Special Situations: Constellation Brands, GEO Group, Under Armour, CITIC Resources

Special-situations survey profiles 26 activist, capital-return, M&A and strategic-alternative catalysts, led by buybacks at Under Armour,…

GEO $4.1BUAA $2.1B

Latticework by MOI Global Oct 8 2 clicks

The Story Millrose Told Wall Street About Lennar Purchases Doesn’t Match The Evidence

Millrose told Goldman its Lennar purchases had rent-to-own tenants lined up, but most analyzed homes were advertised for rent and showed…

MRP $3.7B

Hunterbrook Oct 8 4 clicks

Golar LNG q2’26 Operational Update

Golar LNG ordered a $2.45 billion fourth FLNG vessel, targeting 3.5MTPA of capacity and $400 million in annual EBITDA under a 20-year…

GLNG $4.7B

Monte Independent Investment Research Oct 8

Lesaka: A $4.69 Stock With a $20–30 Case

Lesaka CEO Ali Mazanderani has bought more than $10 million of stock while pursuing a $20 to $30 valuation case through targeted…

LSAK $384M

Mispriced Assets Oct 8 5 clicks

Alamar: The Consumables Flywheel Is Just Getting Started

Alamar Biosciences' consumables revenue rose 147% in 2Q26, lifting gross margin to 60% as the company expands into clinical diagnostics.

ALMR $1.8B

Petri Dish Reports Oct 8

What I’ve Been Up To

Cogent Communications and AI data-center bottlenecks feature in a newsletter update on recruiting, financial media and conference takeaways.

CCOI $428M

Stock Thoughts Oct 7 4 clicks

BNTC · long

Benitec Biopharma INC

Benitec Biopharma's BB-301 gene therapy is in a Phase 1b/2a trial for an ultra-rare muscular dystrophy.

BNTC $295M

Value Investors Club Jul 12

Blackstone Secured Lending: A Solid Balance Sheet But About To Cut Its Dividend - HOLD

Blackstone Secured Lending Fund faces a likely dividend cut after its first shortfall in 28 quarters, despite 1.8% non-accruals, $2.8…

BXSL $6.6B

Rubicon Associates Oct 9 1 click

Lesaka: Why He's Betting Big | Ali Mazanderani | Ep. 5

Lesaka’s executive chairman has invested more than $10 million personally and targets EPS compounding above 40% through consumer, merchant…

LSAK $384M

Mispriced Assets Oct 7 2 clicks

💥New Chapter 11 Bankruptcy Filing - And Go Concepts, LLC (Salad and Go)💥

Salad and Go filed Chapter 11 after its Texas and Oklahoma expansion failed, seeking to sell 65 leases to Dutch Bros for $105 million as 7…

BROS $5.2B

PETITION Oct 7 3 clicks

Monte Investments Market Brief Vol. CXXX

Golar LNG’s fourth FLNG vessel targets 3.5MTPA capacity and a 2029 delivery, supporting projected adjusted EBITDA above $1 billion in…

GLNG $4.7B

Monte Independent Investment Research Oct 6 1 click

Group 1 Automotive (GPI): The CEO Takes a Driving Test

Group 1 Automotive CEO Daryl Kenningham’s Toyota ties, capital-allocation decisions, compensation and stock sales face scrutiny after the…

GPI $2.9B

Cannibal Stocks Oct 6 3 clicks

Solid Power Still Has Promise

Solid Power reported a $0.11 Q2 loss and $419.3 million of cash, with its electrolyte pilot line and BMW and SK On validation central to…

SLDP $473M

Quad 7 Capital Oct 5 2 clicks

Portfolio Update September 2026

Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.

POOL $5.7B

D Invests Oct 5 1 click

Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI

Brazilian fintechs NU, INTR and PICS stand to benefit from a Bolsonaro-led runoff surprise that lowers fiscal risk premiums, rates and the…

INTR $3BPICS $1.7B

Substack von Philipp Oct 5 6 clicks

Nyxoah: Label Expansion Set To Unlock A Monopoly In A Billion Dollar Market.

Nyxoah's Genio implant could reach CCC patients after an FDA label expansion, targeting 30% of the obstructive sleep apnea device market by…

NYXH $112M

Stephen Tobin Oct 5 3 clicks

Saturday, October 10, 2026

Laughing Water Capital on X

Connor Haley on X

Connor Haley on X

Multiples Capital on X

Laughing Water Capital on X

Laughing Water Capital on X

Laughing Water Capital on X

Laughing Water Capital on X

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