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 7 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 AMD $959B

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

Cestrian Capital Research 4 clicks

From X

@RagingVentures Sep 25 1 click

Raging Capital Ventures on X

Caught a nice move in $META as they have executed nicely on Muse. However, I’m curious to see Muse’s retention stats. Muse’s agentic capabilities still seem like a bit of a novelty to me, and sometimes more of a hassle to use than a value-add. $META has also aggressively re-targeted me with ads on my feed based on my Muse activity. While impressive from a business monetization point of view, it makes me leery to connect my email and other sensitive accounts.

@ACapitalLP Sep 25 2 clicks

A Capital on X

@WaterworldCapi1 @madthunderdome $TLN - Josh Shapiro will privatize it.

@blondesnmoney Sep 25

Cluseau Investments on X

Blackjack 21 Index (favorite collection of global banks and insurers) jumps to +38%, 36% ahead of $XLF Notable ATH's: Juroku Financial, Mebuki Financial https://t.co/HIBUQ57PBF

@calvinblissett Sep 25

Calvin Blissett on X

$BBGI https://t.co/BhqUonJ8Tp

@SowingAlphaSeed Sep 25 1 click

Farmer on X

Why is $QURE down so much this week?

@negligible_cap Sep 25

Negligible Capital on X

There was a small part of me that thought $CROX was going to rip yesterday after Alex Wang wore them at Meta Connect. Didn't happen. Makes me feel a little better about market froth levels https://t.co/YicRcUsEcM

@KEDM_COM Sep 25

KEDM.com on X

Turtle Creek tripled its shares in Colliers $CIGI, its largest detractor of 2026, taking it from a below-average weight to a top-five holding after a near-50% fall. It blames multiple compression rather than earnings, and the AI-disruption trade rather than the business: brokers still meet clients about office space, and human engineers still visit buildings and construction sites. Founder-CEO Jay Hennick, already a 12%+ owner, bought over $55m of stock on the open market during the decline.

@leevalueroach Sep 25 1 click

Lee Roach on X

$EVC https://t.co/OzRDf5rSVJ

Investor Letters

All letters

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 $1.8T

Hunterbrook Oct 9 2 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…

WBD $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 $33BBKNG $119B

Yet Another Value Blog Oct 9 2 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 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 $5B

Monte Independent Investment Research Oct 9 2 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 $11B

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 $503B

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 $6.1B

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

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 $106B

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 $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

Saturday, October 10, 2026

Raging Capital Ventures on X

A Capital on X

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