Wednesday, November 11, 2026

I Called the YB CFO. Here’s What I Learned.

Yuanbao’s CFO says China’s new online-insurance rules target abusive sales practices, while Beijing increasingly frames commercial health insurance as a system pillar.

YB $476M

Calvin Blissett 10m ago

23h ago PLOW $850M

Q3 Earnings: XPEL, Liberty Capital, Douglas Dynamics, Strattec, Seaport (XPEL, GLIBA, PLOW, STRT, SEG)

Hidden Gems Investing 2 clicks

27h ago CARS $701M

Is Cars.com a Buy on the Basis of Owner Earnings?

The Owner's Memo 1 click

From X

@calvinblissett 5m ago

Calvin Blissett on X

Update: I got on the phone with the $YB CFO and IR team. Regulation was my biggest worry in the original write-up. After the call it worries me a lot less. Takeaways:

@calvinblissett 6m ago

Calvin Blissett on X

I spoke with the $YB CFO and IR team. Regulation was what worried me most going in. It worries me a lot less now. My takeaways:

@leevalueroach 2h ago

Lee Roach on X

I built a tool last night that scrapes ammo and gun prices across hundreds of different websites. I am seeing 9mm ammo prices up 47% y/y and .22 LR up 50% y/y. Gun market is still soft but the ammo market is tightening pretty fast and guns will likely follow. With dems sweeping I think demand for ammo and guns will continue to outpace supply. $RGR looking good here with Beretta taking massive position. I like $SWBI here too. If Olin wasn't going through that merger with Huntsman I would probably drop my nuts on the table here with their ammo division but I hate big mergers.

@stockgutter 2h ago

SG on X

update: $IMXI to fight termination

@convequity 2h ago

Convequity on X

Why AI's next optical winners may come from headlights, displays and LiDAR 🔍 Scarce, high-power lasers are hitting limits. Lighting, display and LiDAR makers are adapting their tech for cheaper AI links. $AMS $HIMX $AEVA $MVIS $QUBT $VECO

@stockgutter 3h ago

SG on X

$WU $IMXI deal terminated, no payment due. Great news imo.

@stockgutter 3h ago

SG on X

Why is there no Pakistan ETF? Its a large, very populous country with some serious businesses. I am aware of only one Pakistani company listed in the US: Netsol $NTWK, which I own. Even NetSol says it is headquartered in Encino, CA but really most of its management and operations are in Pakistan. Are there others worth looking into?