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.
Wednesday, November 11, 2026
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From X
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:
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:
Farmer on X
So $MSTR basically needs a Bitcoin bull market before March '28?
Trevor Scott on X
How has $CVE gone nowhere for 18 years? There's a small dividend but still.
A Capital on X
Think about how many phone calls (and related trading orders) this Baird analyst is getting on $NVDA today… “Show me the incentive, I’ll show you the outcome”
Investor Letters
All letters- Minotaur Capital October 2026 META $1.6TAVGO $1.5T
- Bell Asset Management October 2026 CRH $65BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $399MFNCHF $506M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $32BNOW $106B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.6BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $95M
- Rathbones October 2026 SBGSF $143BSIEGY $233B
- FCL Capital October 2026 ANPDF $28BASML $576B
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