Sunday, October 11, 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 HY $573M

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

Calvin Blissett 3 clicks

Oct 8 LSAK $405M

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

Mispriced Assets 5 clicks

From X

@Fierce__beast Oct 11 1 click

Fierce_beast on X

who is long $woof here? https://t.co/H0SfjxEAjR

@ACapitalLP Oct 11 1 click

A Capital on X

Two event-driven levered equities I’m thinking about this weekend: $XRX and $SVC. $XRX seems simple on paper. Monetize XFS, delever and unlock substantial equity value. But if it’s that obvious, why hasn’t Icahn’s guy done it in eight years? The recent TPG IP monetization suggests they’re willing to get creative, so what’s preventing an XFS transaction? $SVC is potentially more interesting. If the board accepts TKO’s $2bn hotel portfolio offer, you’re creating the remaining net lease portfolio at a very attractive valuation with significant equity torque from deleveraging. My biggest question is whether TKO actually has the financing commitments to close… Thoughts welcome.

@Fierce__beast Oct 11

Fierce_beast on X

$evlv adoption doesn't matter if it's arriving at bad economic terms. anything can be adopted if a company is subsidizing it for example. i care about at whether the adoption is economically profitable and if that economic profit has a long and sustainable runway it doesn't seem like that's the case with $evlv

@Fierce__beast Oct 11

Fierce_beast on X

for $evlv unfortunately it seems the economics of their incremental customer wins are margin dilutive as they are trying to continue growing while competitors are catching up https://t.co/WOBgds8M4K

@ACapitalLP Oct 9 1 click

A Capital on X

$FUBO asymmetric @ $8.85

@blondesnmoney Oct 9

Cluseau Investments on X

How is $PSTL trading at 16x FFO with rates rising? The valuation seems entirely detached from reality. If it was a big growth name I'd understand it somewhat, but they've raised the dividend 22.5% over the course of 6 years, really not so special. https://t.co/0NmNKFNBxd

@stockgutter Oct 9

SG on X

that's 5 halts in the first hour of trading for $CD https://t.co/ur6511hnF4

@stockgutter Oct 9

SG on X

$CD there should be a limit on volatility halts. After 3 or 4 they should just let a ticker trade to where it is going to go.

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 3 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 $707M

Grassroots Trading Oct 6 1 click

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 3 clicks

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 $526M

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 $327M

Triple S Special Situations Investing Sep 30

Cullinan Therapeutics: Compelling Pullback For CLN-978's Potential In Autoimmune Diseases

Cullinan Therapeutics plans December 2026 autoimmune updates for CLN-978, while zipalertinib awaits an FDA decision in previously treated…

CGEM $907M

Myriam Alvarez Sep 29 2 clicks

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 $707M

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 9 clicks

GLIBA · long

Liberty Capital CORP

Liberty Capital Corp, GLIBA, is pitched long following its July 2025 spinoff from Liberty Broadband.

GLIBA $806M

Value Investors Club Jun 26 2 clicks

Noah Holdings ($NOAH): A Chinese Wealth Manager Trading at Its Cash Pile

Noah Holdings trades near the value of its RMB 5.1 billion cash and short-term investments, while earning recurring fees on roughly RMB 140…

NOAH $515M

Substack von Philipp Aug 8

BREAKING: Kawhi Leonard's Other Undisclosed "Sponsorship" Deal

Daktronics allegedly paid Kawhi Leonard millions in a hidden sponsorship deal tied to the Clippers’ Intuit Dome, raising fresh questions…

DAKT $896M

Hunterbrook Aug 7

My Pitch Deck Slide Show from the MS Microcaps Summer Virtual Conference

Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.

BUKS $301M

The Value Road Aug 6 8 clicks

The Mispriced Assets Super Bowl

Groupon, Corsair and StepStone report within 15 minutes, setting up volatility between Groupon’s after-hours release and its Friday morning…

GRPN $751M

Mispriced Assets Aug 6

DEC-laration of independence

Diversified Energy cut $233 million of debt in 1H26, repurchased $93 million of stock and sold $273 million of land and assets while…

DEC $979M

The Oak Bloke Aug 6 7 clicks

Watches of Switzerland's Investor Day (WOSG), Earnings at Judges Scientific (JDG) and Douglas Dynamics (PLOW)

Watches of Switzerland says Roberto Coin, e-commerce and pre-owned watches generate 24% of revenue, as private equity interest follows its…

PLOW $909M

Hidden Gems Investing Aug 4

Single Stock Spotlight #12: X Marks the Spot

Xerox is pitched as a cash-generating managed-decline value play, with debt, activist interest and short interest setting up a potential…

XRX $365M

Hidden Rock Capital's Newsletter Aug 4

[OTCM] Listings for the rest of us

OTC Markets gives smaller, distressed, and lightly disclosed companies a trading venue outside NYSE and Nasdaq, with lower listing barriers…

OTCM $645M

scuttleblurb Jul 31 3 clicks

This Stock Just Got Cheaper on Better Numbers

A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…

RGR $702M

The Value Road Jul 30 5 clicks

Sunday, October 11, 2026

Fierce_beast on X

A Capital on X

Fierce_beast on X

Fierce_beast on X

A Capital on X

Cluseau Investments on X

SG on X

SG on X

Investor Letters

Publications we follow

Newsletters 107

YouTube 4

Blogs 17

Seeking Alpha 49 of 225

X accounts we follow

Investor letters we follow

Sectors