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 $903M

Substack von Philipp Oct 10 5 clicks

Oct 9 HY $582M

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

Calvin Blissett 1 click

Oct 8 LSAK $405M

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

Mispriced Assets 5 clicks

From X

@Adam_Wyden Jun 18

Adam D. Wyden on X

https://t.co/eYw2cld5pU More than meets the eye here. KEKE is owned by DENNY's - once a PUNCHH cust. PAR has mentioned that several PUNCHH custs. are returning and we understand $DENN is one of them. Table serv. , POS, Payment, lot to like here. @SavneetS @PAR_Tech $PAR $DENN

@catechwilliams Apr 23

catechwilliams on X

$DAKT Just won the massive jumbotron project for the new Titans stadium. Estimated to be $180M. Will be the largest set of displays in the NFL. Bills, Browns stadiums to be announced soon. Wouldn’t be surprised if Mitsubishi acquires them given interest in the category.

@LittleOwlRes Apr 21

Little Owl Research on X

With contract disputes and litigation set to surge, I believe Burford is well positioned to benefit. Struggling firms will increasingly look to shore up capital—Many cannot afford to wait 2+ years to see the case through. $BUR

@LittleOwlRes Apr 21

Little Owl Research on X

Burford’s value prop is high to these firms, and the significant supply spike puts them in a fantastic position to capitalize on the demand for cash. Additionally settlement with Argentine government seems highly likely at this point. Long $BUR

@catechwilliams Apr 9

catechwilliams on X

$NX 5% of COGS/ direct input costs sourced from China. Tariffs + zero pricing power, high fixed cost structure + only 30% GMs = 25-30% hit to EBIT. Add 4x leverage, declining volumes, ambitious mgmt guidance while integrating a large acquisition is a setup for a trainwreck.

@Adam_Wyden Mar 31

Adam D. Wyden on X

@JerryCap @AutumnCapital $PAR

@catechwilliams Mar 6

catechwilliams on X

$DAKT CEO departing, new high-quality CFO (temp) w very attractive secular tailwinds in digital display demand + activist involvement = increased likelihood of takeout. Optimal business for PE. Multiple logical strategics. +75% upside.

@catechwilliams Feb 11

catechwilliams on X

$NX Outlandishly guiding to flat 2025 sales, customers and channel -DD. Commodity window and door components facing pricing pressure from larger customers ($JELD, $OC). Now levered 4x, trading at a premium to higher value-add building products peers. Guide cut inevitable.

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 $430M

Stock Thoughts Oct 7 2 clicks

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 $405M

Mispriced Assets Oct 7 2 clicks

VersaBank: Expensive, But Growth Still Justifies A Buy

VersaBank's Q3 revenue rose 23% and adjusted net income 27%, while a 2.19% net interest margin and 19.15x forward earnings temper its 2027…

VBNK $702M

Grassroots Trading Oct 6

Not So Fast

Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.

EVC $598M

The Mikro Kap Oct 1 1 click

Washington Trust Bancorp: 100-Year Track Record Of Dividends Supports A 6% Yield

Washington Trust Bancorp offers a 5.8% dividend yield, with C&I loan growth supporting ROE despite 40% commercial real estate loan…

WASH $560M

Sorrento Research Oct 1

NASDAQ:YB 10% dividend, 2x P/E, 30% growth, AI beneficiary, secular tailwinds, founder CEO I think is as good as Bezos/Walton

Yuanbao pairs a 10.2% dividend and cash exceeding its market value with 33.5% first-half profit growth from AI-enabled Chinese insurance…

YB $561M

Calvin Blissett Sep 30 4 clicks

3 Mergers and 1 Liquidation in the Danger Zone

Stratus Properties liquidates Austin real estate below projected distributions, while Atlantic Lithium and Intermex await approvals for…

IMXI $376M

Triple S Special Situations Investing Sep 30

Riley Exploration Permian: 30% Oil Growth At Half The Sector's Multiple

Riley Exploration Permian raised oil production guidance after a Q2 beat, targeting 30% growth while trading at 6.52 times forward earnings.

REPX $950M

The Supercycle Investor Sep 28

VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete

VersaBank uses cash holdbacks and put-backs to buy point-of-sale loan cash flows, with C$7 billion in assets and AI-enabled real-time…

VBNK $702M

Substack von Philipp Sep 26 7 clicks

Updates

FGPR remains on track, PRTH's management buyout is set at $8.05, and microcap RAVE is described as cheap.

PRTH $644M

Nat Stewart - Stock Picking Newsletter Sep 25 8 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 $314M

Value Investors Club Jul 12

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 $518M

Quad 7 Capital Oct 5 2 clicks

Is The Bond Market Running On Empty?

U.S. Treasury yields are testing credit and equity markets, while the discussion also targets recent changes at Glass House (GLAS).

GLAS $401M

WHAT ARE WE DOING? “Contrarians At The Gate” Sep 25 1 click

ARKO. 3x Owner’s Earnings multiple, 21% ROCE, Founders involved and large shareholders, Stake in a public company>market cap. Superb Capital Allocators

ARKO trades at 3 times estimated 2025 owner’s earnings, while its 73.6% APC stake exceeds its $473 million market cap.

ARKO $472M

Calvin Blissett Sep 21 3 clicks

Bumble, 2x Owner’s Earnings. Sentiment is abysmal, the founder is back. The stock could easily be a multibagger.

Bumble trades at roughly 2x owner’s earnings and 4.76x enterprise value, with Whitney Wolfe Herd’s return central to a rerating case.

BMBL $501M

Calvin Blissett Sep 20 4 clicks

Evolus: Aesthetic Spending Bounceback (Ticker: EOLS)

Evolus posted 21% quarterly revenue growth as U.S. facial-injectable spending bottoms, while making progress toward GAAP profitability.

EOLS $515M

Emerging Moats Research Sep 18

This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha

Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…

RGR $702M

Latticework by MOI Global Sep 18 1 click

Pioneer Bancorp Has One Too Many Red Flags

Pioneer Bancorp’s acquisitions lifted loans 13.6% and Q2 net interest margin to 4.30%, but expenses, weaker profitability ratios and a…

PBFS $437M

Crimson And Gold Research Sep 17 4 clicks

The Groupon Turnaround — Dušan Šenkypl & Rana Kashyap | Ep. 3

Groupon CEO Dušan Šenkypl and CFO Rana Kashyap discuss rebuilding the local-experiences marketplace with AI infrastructure, better…

GRPN $762M

Mispriced Assets Sep 11 5 clicks

Independence Realty Buying Centerspace: Opportunity And Implications

Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…

CSR $941M

Dane Bowler Sep 11

Saturday, October 10, 2026

Adam D. Wyden on X

catechwilliams on X

Little Owl Research on X

Little Owl Research on X

catechwilliams on X

Adam D. Wyden on X

catechwilliams on X

catechwilliams on X

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