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 GLNG $4.9B

You Understand Now, Why You Came This Way

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

Oct 9 SNPS $96B

Synopsys (NASDAQ: SNPS) Stock Rating: DISTRIBUTE Ahead Of Q4 FY10/26 Earnings

Cestrian Capital Research 3 clicks

From X

@P_Remarks Sep 28

Prepared Remarks on X

Why shouldn’t I look at $PLNT?

@BrokenMoats Sep 28

Broken Moats on X

A bunch of these bio tech "arms dealers" and "tech" companies need cash and are sitting on tremendous short term gains (2-4x in less than a few months) as they are being pushed aggressively by someone* Kind of odd to not see them hit the bid - $TXG, $GRAL, $MRNA could all use more cash, what are they waiting for?

@convequity Sep 28

Convequity on X

The $PLTR and $NVDA work on Nemotron, NVIDIA's open model family, is still under the radar, unlike partnerships that promise more than they deliver. In our view it could be industry-transforming, because each side needs the other: Nemotron is the Western open model that fits, and Palantir is the only vendor that can put a model into an enterprise securely, safely and privacy-first, and limit it to what each person may see and change, which is why AIP, Palantir's AI platform, took hold and why NVIDIA needs Palantir. Palantir has no proprietary model and leans on closed models from OpenAI and Anthropic. Chinese open models are almost certainly off the table for a U.S. government contractor. On August 26 Jensen Huang said every major company needs its own proprietary AI, and open models make that possible. On June 29 Palantir launched an engine that runs custom Nemotron models for U.S. agencies and critical industries on networks cut off from the outside. The customer can train this American open model further on its own data and keep the weights, the trained model. On September 10 they announced a supply-chain stack, first on NVIDIA's own supply chain. On July 14 NVIDIA said other companies already specialize Nemotron for their own domains. The test is whether that stack moves from NVIDIA to named customers in manufacturing, energy, healthcare, automotive or aerospace.

@UCompounders Sep 28

Undiscovered Compounders on X

Tantalus Systems is a $180M micro-cap compounder riding the grid upgrade megatrend. $GRID.TO, $TGMPF It trades 32% below its high and just printed its best revenue quarter. Its new device, which no competitor sells, already brings in most new customers. Full deep dive below.

@junkbondinvest Sep 28 1 click

junkbondinvestor on X

Which bond would you rather own at current levels? $SPCX 6.65% 2056s at ~85 / 7.9% / 238bps or $ORCL 6.7% 2056s at ~84 / 8.2% / 263bps

@stockgutter Sep 28

SG on X

$JRSH new 3-year high https://t.co/S93jw34aJ3

@leevalueroach Sep 28

Lee Roach on X

Gray Media $GTN just lifted their political revenue guidance for Q3. The prior political guide was $165-185 million of political revenue. The current guide is $188-195 million of political revenue. Market sleeping on how big midterms will be for media companies. $EVC should do well here.

@LaughingH20Cap Sep 28

Laughing Water Capital on X

@chipperPat i am guilty here. I once thought $LFCR could be worth much more. I was wrong. Sort of. If you look at the CVR u can see the max bull case is very much alive. The problem is that w/ a weak balance sheet timing is critical & everything moved slower than anticipated by the bulls.

TSOH Weekly Roundup (10/09/2026)

Paramount Skydance’s debt-heavy Warner Bros. Discovery acquisition, streaming bundle pricing and alcohol-industry diversification anchor…

PSKY $10BWBD $78B

TSOH Investment Research Oct 9

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

Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short

Consumer agents create an ethics race among AI labs and a prisoner’s dilemma for retailers, with online travel agencies framed as an…

EXPE $31BBKNG $119B

Yet Another Value Blog Oct 9 2 clicks

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

Hyster-Yale trades at 0.16 times sales as lift-truck bookings rebound and restructuring targets $85 million to $100 million in annual…

HY $582M

Calvin Blissett Oct 9 1 click

AppLovin: Why I'm Upgrading To Buy Following The Recent Pullback

AppLovin's Ads Manager targets middle-market e-commerce advertisers as Q3 guidance calls for 47% sales growth, while legal and compute-cost…

APP $93B

Jack Elias Oct 9 3 clicks

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 $5.8B

Monte Independent Investment Research Oct 9 1 click

GoDaddy: The AI Transition Is Messy, But I'm Still Buying

GoDaddy’s Airo bookings run-rate rose from $10 million to $50 million in one quarter, but legacy Applications & Commerce declines still…

GDDY $13B

Fernanda Galvez Jalil Oct 9 2 clicks

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 $6.1B

Emerging Moats Research Oct 9 5 clicks

Boyz in the Hood

Robinhood’s AI agents, 24/7 equity trading and 10:1 crypto perpetual futures encourage higher retail trading velocity, leverage and…

HOOD $98B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 8

Namib Minerals: Research Note

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

NAMM $62M

Atrium Research - Equity Research Oct 8

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

Deckers: A 9% Earnings Yield With Q2 Approaching

Deckers trades at 11x forward earnings with $1.6 billion cash, no debt and aggressive buybacks, as HOKA growth and UGG profitability…

DECK $11B

TQP Research Oct 9 5 clicks

The Uranium Cycle Is Turning Up: In Conversation with YCA & Cameco

Yellow Cake and Cameco say U.S. utilities have contracted only 40% of 2030 uranium needs, setting up a new contracting cycle as…

CCJ $38B

Aurelion Research Oct 8 2 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,…

STZ $21BGEO $4.1B

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…

LEN $18BMRP $3.8B

Hunterbrook Oct 8 4 clicks

Nike Taught Me A Dividend Lesson And A China Lesson (Rating Downgrade)

Nike's 4.8% dividend yield masks payout ratios above 100% of forward EPS and inadequate free cash flow coverage, while China sales declines…

NKE $51B

Sensor Unlimited Oct 8

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 $4.9B

Monte Independent Investment Research Oct 8

Ex-Goldman MD: "Credit Markets Move in Step Functions"

Geoffrey Williams explains CMBS underwriting, post-GFC securitized-credit risk transfer and why credit markets reprice in step functions.

GS $257B

Odds on Open Oct 8 2 clicks

Top Rebound Stocks for Oct’26

Intuitive Surgical, down 32% from its January 2025 peak, faces slower US procedure growth and new robotic-surgery rivals despite $10.1…

ISRG $147B

Rebound Capital Oct 8 1 click

Credo: The Market Is Wrong About Optics, And That's Creating A Buying Opportunity

Credo expects optical revenue to reach $600 million in FY27 after Q1 revenue grew 114.7% year over year, expanding from AEC cables into AI…

CRDO $38B

Analysis Fundamental Oct 8 4 clicks

Saturday, October 10, 2026

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