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

@IdeaBrunchEmail Oct 11 2 clicks

Idea Brunch on X

Idea Brunch with Chris Colvin of @BreachInletCap Tickers discussed include $BKTI, $PRG, $BATRK, $LRN, and $HGV Enjoy! https://t.co/sY3RpWR3hz

@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

@SowingAlphaSeed Oct 11 1 click

Farmer on X

@ptuomov doesn't make many macro-y calls but he's 2 for 2 in the ones I've seen him make. Will be hedging my $LPRE position tomorrow. https://t.co/UPoDemQbXW

@DevinLaSarre Oct 11

Devin LaSarre on X

Newest out. Imperial Brands: Collapse $IMBBY $LOG $MO $PM $BTI $STG $HAYPP https://t.co/n7OxkJ7DQj

@StableBread Oct 10 2 clicks

Fajasy on X

Newbury Street II $NTWO, the SPAC taking robot-safety maker FORT Robotics public, closed at $10.81 on October 9, below the cash in its trust. The final proxy for its October 28, 2026 extension vote, filed the same day, shows $186.9M in the trust as of October 7, or $10.833/share. The vote would push Newbury's deadline for closing the deal from November 4 to February 4, 2027, and holders who want to cash out at $10.833 have until 5pm EST on October 26 to submit their shares. The proxy also says the S-4 (the merger filing) is still "to be filed," 52 days after FORT CEO Samuel Reeves told employees to expect it "in the coming weeks." So at $10.81, the market values the FORT deal at zero, and holders who skip this redemption can still cash out at the merger vote, once they've seen the S-4.

Namib Minerals: Research Note

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

NAMM $55M

Atrium Research - Equity Research Oct 8 2 clicks

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 2 clicks

OMSE 2026-10-05

The Monday Morning Briefing: AI Drives Everything, Yet ROI on Massive Capex Remains Uncertain

Latticework’s briefing questions AI capex returns while featuring Close Brothers, Green Landscaping and OMS Energy Technologies.

OMSE $177M

Latticework by MOI Global Oct 5 2 clicks

40 Best Stock Pitches (28th-4th October) 🟢

Old Market Capital, a delisted holding company owning a rural fiber network, trades below comparable network valuations after institutional…

OMCC $27M

Capital Employed Oct 4 7 clicks

💥Leslies Term Lenders Toss a Life Preserver💥

Leslie’s and nine affiliates filed Chapter 11 in Texas on September 30, 2026, after 18 months of deteriorating performance.

LESL $1.6M

PETITION Oct 4 3 clicks

🤿New Chapter 11 Bankruptcy Filing - Leslie’s Inc.🤿

Leslie’s, the pool-supplies retailer, filed Chapter 11 after deteriorating operations, pricing and inventory missteps, and a burdensome…

LESL $1.6M

PETITION Oct 4 3 clicks

Pyxis Oncology: Better Runway Is Bullish For MICVO's Remaining R&D

Pyxis Oncology's recent financing extends MICVO's runway to clinical milestones as the oncology candidate works to establish a safe,…

PYXS $168M

Myriam Alvarez Oct 4 2 clicks

EVI Industries. Margin inflection or fake out?

EVI Industries says its ERP and service-platform build is largely complete, testing whether 10.8% revenue growth can finally outpace…

EVI $238M

Kairos Research Oct 2 2 clicks

CDNL · short

Cardinal Infrastru Group INC

Cardinal Infrastructure Group faces an IPO lockup expiration amid stretched valuation and reported metrics, with an Up-C structure…

CDNL $873M

Value Investors Club Jun 5

Braemar Hotels & Resort: Gross Asset Management Contract, Initiated Sales Process

Braemar Hotels & Resorts initiated a sales process and faces a gross asset management contract.

BHR $85M

Clark Street Value Sep 5 3 clicks

Ranch-to-Market

Queen City Investments trades near $1,800 per share, with trust, real estate and investment assets supporting a $3,000 valuation as…

QUCT $113M

Obscure Stocks Sep 4

Boston Omaha Corporation ($BOC)

Boston Omaha trades at $13.31 versus a $23-$30 intrinsic-value estimate, with billboard, broadband, hangar and surety businesses valued at…

BOC $391M

Calvin Blissett Sep 4

American Biltrite - OTC:ABLT

American Biltrite carries $41 million of asbestos and environmental liabilities and $28 million of debt, leaving property sales, cost cuts…

ABLT $0M

Obscure Stocks Sep 3

Product-Market Fit in 5G ORAN Radios... Equity Market Rerate to Come? ($AMPG)

Amplitech's bull case rests on $118 million in 5G Open RAN LOIs, 125% projected revenue growth and a 1x EV/sales valuation.

AMPG $79M

Multibagger Monitor Aug 28 10 clicks

GAMCO Investors, Inc. - GAMI

GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…

GAMI $557M

Exploring with Alluvial Capital Aug 21

DDI Double Down Interactive (Brief writeup)

DoubleDown Interactive trades near its $485 million cash balance while generating $150 million of annual free cash flow, with acquisitions…

DDI $681M

Sylence Capital Aug 4

Franklin Street Properties: Office Basket, Strategic Alternatives

Franklin Street Properties pursues strategic alternatives for its office-property portfolio.

FSP $40M

Clark Street Value Jul 29

Net Lease Office Properties: Office Basket, REIT Spin/Liquidation

Net Lease Office Properties is a REIT office basket pursuing a spin-off and liquidation.

NLOP $143M

Clark Street Value Jul 29 2 clicks

Sunday, October 11, 2026

Fierce_beast on X

Idea Brunch on X

A Capital on X

Fierce_beast on X

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Farmer on X

Devin LaSarre on X

Fajasy on X

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