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 $384M

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

Mispriced Assets 5 clicks

From X

@majgeoinvesting Sep 14

Maj Soueidan on X

@jdm_trades During my chat with $RFIL’s CEO at the @MSmicrocaps conference, he mentioned that the telecom DAC opportunity is very under-penetrated. Stock is a gift down here if you have more than a five second time horizon.

@SowingAlphaSeed Sep 14

Farmer on X

@InvestorMexican Do you follow Yuval Taylor/Fieldsong Investments? Was just looking at $BUKS earlier today because he mentioned it on an @IdeaBrunchEmail interview in April (along with $SIF).

@stockgutter Sep 14

SG on X

$NEWT declares 0.19/sh dividend, same as the prior several quarters https://t.co/4xr5kxmAOD

@leevalueroach Sep 14

Lee Roach on X

Anyone up to speed on Sportsman's Warehouse $SPWH? Seems like this is priced for bankruptcy. Might be good for one last puff. https://t.co/S4llbuCnfE

@majgeoinvesting Sep 14

Maj Soueidan on X

@TheBigBerbowski They are both worth owning. I think $OCC might have the bigger short-term surprise catalyst upside if a few things align. $RFIL is probably the safer long-term bet - at least for now.

@majgeoinvesting Sep 14

Maj Soueidan on X

$RFIL is becoming a more predicable business, setting it up for a long-term multibagger journey.. Hopefully, today's AI FUD weakness shakes up some loose hands and pushes shares down. Q4 will be another strong quarter. Data center cooling solution is picking up steam! https://t.co/LA2jb6qRCC https://t.co/fS2xE5puqq

@orrdavid Sep 13 1 click

David Orr on X

When I read that a PM got a $50 million bonus for joining some pod shop, does anyone know what that means exactly? Like are they front loading some percent of future earnings etc? Or is it more like $50 million + $30 million/year from there so long as they do well? Also, does anyone know if this is all generally taxed as ordinary income? And finally, what options does that PM have for reinvesting his own money. $VOO etf is probably fine, but I'm guessing no active trading of any kind in their personal account?

@majgeoinvesting Sep 13

Maj Soueidan on X

My Q&A with @mascarosergi is finally ready. “For now, I’ll be calling these chats: Investor Notebook… Over the last few weeks, I’ve been doing a good deal of communicating with Sergi. So many of his X posts talk about stocks I own, like $OCC & $SCIA.” https://t.co/OMLyMQTtQc https://t.co/aEKRUefiVm

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 3 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 $428M

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 $384M

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

ABSSF · long

Airboss Of America CORP

AirBoss is a large North American rubber producer moving away from its existing business mix.

ABSSF $137M

Value Investors Club Jul 13 1 click

Brazil Potash: Bull Case Is Starting To (Slowly) Bloom

Brazil Potash has secured court support and a power agreement, but financing, dilution and potash-price-sensitive EBITDA remain central…

GRO $130M

Wolf Report Oct 10 3 clicks

Single Stock Spotlight #16: Huckleberry.AI (HUCK)

Huckleberry.AI trades near $3.30 against $221 million of cash and $900 million-plus of NOLs after selling its operating business, creating…

HUCK $147M

Hidden Rock Capital's Newsletter Oct 2 5 clicks

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 $606M

The Mikro Kap Oct 1 5 clicks

Zentek Research Note

Zentek shipped its first ZenGUARD air-filter order to a Canadian federal facility as its Albany graphite PEA confirmed a US$3.85 billion…

ZTEKF $58M

Atrium Research - Equity Research Sep 30 1 click

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…

STRS $142MIMXI $327M

Triple S Special Situations Investing Sep 30

💥Yield!💥

Beyond Meat’s Q2 2026 revenue fell 8.2% as U.S. retail and foodservice volumes declined, while a flatter, not inverted, Treasury curve…

BYND $117M

PETITION 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

Sunday, October 11, 2026

Maj Soueidan on X

Farmer on X

SG on X

Lee Roach on X

Maj Soueidan on X

Maj Soueidan on X

David Orr on X

Maj Soueidan on X

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