Laughing Water Capital
@LaughingH20Cap
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Laughing Water Capital is a value focused private investment partnership focused primarily on public equities. No advice or reccos from this account.
Joined January 2018
(Ep.88) The Acquirers Podcast: Matthew Sweeney – Value Spectrum: Concentrated Small And Micro, Event-Driven Long-Short Value Investing
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$ses.to quietly making a decade high following $wbi’s IPO this week.
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Hey folks, big news on rural health-CMS just announced all 50 states applied for the $50 billion Rural Health Transformation Program to revamp care in underserved areas! It's a game-changer for access, workforce, and tech in rural spots. Lets check them out so far:
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New Housing Secretary Steve Reed has said the government is "absolutely committed" to getting 1.5 million new homes built in England by 2029, saying "it's what we're going to do". He inherited the housing brief in last week's reshuffle after Angela Rayner resigned
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Good podcast and write up on $ses.to by Marathon Asset Management. Probably relevant to the upcoming $wbi IPO. https://t.co/nn3fkMrBBk
thecapitalcycle.co.uk
Waste management can be a highly lucrative endeavour.
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Stock market used to be a leading indicator for economy. However, due to passive index investing and momentum investing (CTAs, retail chasing momentum stocks, etc.) it's now likely a lagging indicator for economy.
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Ready to build? @privy_io now live on Aurora Marketplace getting you: * Effortless onboarding * Rock-solid auth flows with killer UX * Instant wallet connections across devices The payoff? Increased retention and wider adoption for any EVM projects coming to @NEARProtocol
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$NN While this is a month or two longer than I expected, the comments from Carr regarding national security and increased spectrum are key benefits of our NPRM. Don't recklessly sell the shares if the NPRM doesn't drop in Sept. Patience will be well rewarded but necessary.
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The CFA Institute is no longer the outstanding organization it was when I joined upon earning my charter 31 years ago. If you are a CFA charterholder and have not yet voted your proxy (deadline this Monday the 21st at noon Eastern) or may consider changing your vote, or are
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$THRY has not yet gotten this message.
According to the National Federation of Independent Business, small business optimism rose to 98.8 in May, exceeding its long-term average of 98. Growing confidence in @POTUS’ One Big Beautiful Bill and its tax breaks is driving this optimism. Nearly 25% of firms plan capital
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$CTLP at William Blair the other day: Wonder who that "very large player" that they've partnered with could be? $AMZN. More to come at analyst day this fall.
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$LFCR... a block trades and takes who i believe was a forced seller out of the name, removing an overhang. A new Chief Commercial Officer also named, who appears to have been the guy that landed Viking's GLP1 business for Corden. Does Viking need a secondary supplier? lets hope
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FII9: A Lesson for Optimism. Watch the defining moments from the 3-day conference in Riyadh, where global leaders and industry pioneers came together to unlock the next frontier of growth for humanity with the Key To Prosperity. Watch full sessions and exclusive insights now on
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$NN Company just posted an ex-parte review of a meeting this week with 17 FCC staff members. Very powerful slide deck can be viewed via this link.
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TRUMP: “We're going to be announcing very shortly a major tariff on pharmaceuticals. When they hear that, they will leave China … and they're going to be opening up their plants all over the place in our country.”
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Podcast #301 is up! Adam Patinkin from David Capital Partners returns to talk $LFCR https://t.co/ascNHxAQ3b
yetanothervalueblog.com
Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Lifecore Biomedical, Inc.
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$NN
.@NextNav Meeting A National Security Challenge: The Race To GPS Resiliency The lack of a backup to GPS is one of the U.S.’s biggest national security risks. https://t.co/jY2vYLbZw9
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$NN
Our economy and national security depend on the U.S. GPS system—or, more precisely, the positioning, navigation, & timing (PNT) data it provides. Continuing to rely so heavily on one system leaves us exposed. And the threats to GPS are only going to increase. As President
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$TMUS leasing low band for a period of 1 year. Curious to lease perpetual assets for only 1 year, unless of course there is likely to be a bigger and better piece of low band coming to market in the not too distant future $NN
T-Mobile filed documents with the FCC to lease access to lowband 600MHz spectrum from investment management firm Grain Management. The licenses are scattered across the US and will likely be used by T-Mobile to reinforce the reach of its 5G signals.
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In this @Forbes article our CEO highlights the need for a complement and backup to GPS to safeguard national security, public safety, and the economy. As GPS vulnerabilities grow, the article underscores the value of NextNav's terrestrial PNT solution. https://t.co/jOMJ4a0lhM
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Cruz has spoken in the past about GPS vulnerability, and of late has been vocal re: China's threat to US Nat'l Security. China has terrestrial GPS. U.S. does not. Presumably this appointment is net positive for $NN.
Congratulations to my Telecom Policy Director, @ArielleRoth, for being nominated to lead NTIA! Arielle led my legislative and oversight efforts on communications and broadband policy with integrity, creativity, and dedication. She has fought to defend the taxpayer, free speech,
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