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.
Sunday, October 11, 2026
Back to today 
From X
Maj Soueidan on X
Watching $MG closely. They had a decent year last year and given 2027/28 growth expectations, the valuation is reasonable. But things going on might offer upside surprise - either from growth initiatives or an expansion in valuation from reducing leverage.. https://t.co/w1tD7YPu2b
KEDM.com on X
Ace River Capital @AceRiverCapital has high conviction in Vox Royalty $VOXR, a precious-metals royalty company with over 70 companies in its portfolio. VOXR is now the largest holding in both his personal portfolio and the fund's. VOXR is an old KEDM Lite flag. https://t.co/Nhi14DHSI7
Adam D. Wyden on X
$codi is it them or me? https://t.co/6P7TdoSzQ7
SG on X
Good article on $ADMQ. I am in and out of this illiquid stock, but currently quite long (from under .03). https://t.co/YrlnwgITXO https://t.co/LhgQOqEt6c
SG on X
$SB sugar is in full bull mode. https://t.co/NDtzQ2jbAn
SG on X
Elroy Air makes big inroads in military eVTOL, here autonomous cargo drones. $KTOS to manufacture. Going public soon via merger with $CMII / $IPXG SPAC. https://t.co/GgJ06SqbKI
Maj Soueidan on X
. @ChickenReaper did it again with $BDCO. He’s dialed in on this one. Great job with all the information arbitrage you found. https://t.co/n6fIYSh688
Little Owl Research on X
@PaulAndreola $RAVE. For anyone interested in learning more, check my pinned tweet.
Investor Letters
All letters- Diranko Capital Q3 2026 AT $557MLFCR $244M
- Stone Sentinel Capital Q326 5515 $320M3565 $140M
- Kingdom Capital Advisors Q3 2026 BBGI $18MEVC $606M
- Cedar Grove Capital Management Q3 2026 EVLV $753MCBWTF $240M
- Protean Funds September 2026 DVYSR $85MREJL-B $290M
- PenderFund Capital Management Ltd. August 2026 TGMPF $162MVHI $324M
- Forager Funds Management August 2026 BVSFF $981MEMCHF $63M
- Protean Funds August 2026 SUSRF $274M
Namib Minerals: Research Note
Namib Minerals posted H1 adjusted EBITDA of $19.0 million, up 76%, as higher gold prices offset lower production.
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.
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…
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…
Grassroots Trading 2 clicksThe 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.
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…
💥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.
🤿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…
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,…
Myriam Alvarez 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…
ABSSF · long Airboss Of America CORP
AirBoss is a large North American rubber producer moving away from its existing business mix.
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…
Wolf Report 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…
Not So Fast
Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD.
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…
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…
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…
💥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…
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…
Myriam Alvarez 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…
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Seeking Alpha 51 of 233
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Conor Maguire | Value Situations
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DOMO Capital Management, LLC
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Fierce_beast
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JabroniCoin.USD
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junkbondinvestor
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SG
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ToffCap
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Undiscovered Compounders
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Investor letters we follow
- 1 Main Capital
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Sectors
Ordered by how often our editor reaches for them.
