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 $906M

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 AMD $959B

Advanced Micro Devices (NASDAQ: AMD) Stock Rating: Hold Into Q3 FY12/26 Earnings

Cestrian Capital Research 4 clicks

From X

@valuedontlie Sep 4

Colin King on X

Risk/reward at $75 looks really attractive… Own some $CALM common and Feb 2027 call spreads at $80 / $85 strike DYODD :) https://t.co/zbjdWieHQS

@ACapitalLP Sep 4

A Capital on X

@DreamPositiveCp @grok what is the binary event for $NN?

@Fierce__beast Sep 4

Fierce_beast on X

@FishtownCap Could $UNFI and $CHEF merge or too much overlap already

@negligible_cap Sep 4

Negligible Capital on X

Why has $LULU never tried to buildout specialized yoga studios or acquire a chain like Corepower? Seems like it would be a great way to get more stable / recurring revenue via memberships and a good opportunity to cross sell products and attract the companies core clientele (fit yoga girls? I don't even know anymore man)

@Adam_Wyden Sep 4

Adam D. Wyden on X

@mac003_c $DRVN They said it was substantially undervalued at $18.00... Much more likely they buyback the stock to $25-30 and then revisit selling the entire company / segments...

@ACapitalLP Sep 4

A Capital on X

@everyonehatesp1 Idk but the lack of insight on coal names yesterday cost me this trade. Do better. $METC

@Fierce__beast Sep 4 1 click

Fierce_beast on X

@FishtownCap Are there any decent food brand stocks any more? $MDLZ also seems troubled

@Adam_Wyden Sep 4

Adam D. Wyden on X

Better re-framing of question. Why would someone be short $DRVN and long $VVV? Take 5 better franchisee economics...Trades at ~ 20 percent maintenance yield vs mid singles...Motivated Sponsor... It's not zero sum but....

BREAKING: Muse Growth Slows as Downloads Fall

Meta’s Muse saw downloads fall 8.1% week over week, while daily user additions slowed 62.4% to about 74,000 in early October.

META $1.9T

Hunterbrook Oct 9 3 clicks

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

Synopsys moved to Distribute after Q3 revenue rose 42% on Ansys, while organic growth was 7% and the stock traded at 11.1 times trailing…

SNPS $96B

Cestrian Capital Research Oct 9 3 clicks

TSOH Weekly Roundup (10/09/2026)

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

SKYD $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 1 click

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 $33BBKNG $126B

Yet Another Value Blog Oct 9 4 clicks

Alphabet: The Search Engine Everyone Wrote Off Is Now Building the AI Economy and takes the lead in LLM´s again?

Alphabet pairs 17% Search growth, 82% Cloud growth and 500,000 weekly Waymo rides with a $195–205 billion AI capex plan.

GOOGL $4.3T

Substack von Philipp 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 $573M

Calvin Blissett Oct 9 3 clicks

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 $88B

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 $5B

Monte Independent Investment Research Oct 9 3 clicks

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

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 $316M

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 $12B

TQP Research Oct 9 5 clicks

What If Pabrai Had Just Sat on His Ass? Every Idea He Ever Bought, Held Forever.

Mohnish Pabrai’s 69 quarterly filings are rebuilt into a never-sell portfolio, including Horsehead, Berkshire, Alphabet, Ferrari and…

MA $530B

Cannibal Stocks Oct 9 6 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 $6.4B

Emerging Moats Research Oct 9 6 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 $91B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 8 1 click

Lowe's: Patience Can Be Rewarded With Environment Unlikely To Worsen (Upgrade)

Lowe’s trades at 15x earnings after a 23% decline, with weak housing and high rates pressuring growth while inventory discipline supports…

LOW $104B

Seeking Profits Oct 8

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 $36B

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 $22BGEO $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 $17BMRP $3.7B

Hunterbrook Oct 8 4 clicks

"I've Never Seen a Demand Cycle Like This" | Top Semis Analyst Stacy Rasgon on AI Chips

Stacy Rasgon says AI chip demand is constrained by land, power and clean rooms, lifting memory, optics and wafer-fab equipment spending…

NVDA $5.2TAVGO $1.6T

The Monetary Matters Network Oct 8 5 clicks

Saturday, October 10, 2026

Colin King on X

A Capital on X

Fierce_beast on X

Negligible Capital on X

Adam D. Wyden on X

A Capital on X

Fierce_beast on X

Adam D. Wyden on X

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