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Laughing Water Capital
@LaughingH20Cap · 9 calls
Investment partnership
Laughing Water Capital is a boutique investment partnership with a concentrated equity strategy. Its published approach seeks out-of-favor businesses where operational improvements and a change in market perception can support long-term value.
Individual calls
| Date | Contributor | Instrument | Claim (verbatim) | Horizon | Score | Source |
|---|---|---|---|---|---|---|
| 2026-10-14 | Laughing Water Capital @LaughingH20Cap Investment partnership | LQDA | “@mbamcnulty Mark ILD @ $0. Assume $LQDA continues to + $20M in PAH revs per Q (Q3 was $30M) and @ YE'27 its annualizing ~$930M revs. At $1B they said "over 50%" would be FCF so call it $465M in normalized FCF or ~$4.50/share. Even very low multiples get you alot of upside in ~14 months.” | ~14 months | +10 | Tweet ↗ |
| 2026-09-22 | Laughing Water Capital @LaughingH20Cap Investment partnership | APG | “@310Value reminder that $APG pfd A stock, by which the holders get paid hedge fund-like incentive comp based on year end share price, will be converted at year end. Management/board are well incentivized to do everything they can to juice the stock price into year end.” | year end | +5 | Tweet ↗ |
| 2026-07-29 | Laughing Water Capital @LaughingH20Cap Investment partnership | LQDA | “Friendly reminder that $MRK is well positioned and well incentivized to purchase $LQDA. Yutrepia fits very well with Merck's respiratory portfolio.” | — | +5 | Tweet ↗ |
| 2026-06-18 | Laughing Water Capital @LaughingH20Cap Investment partnership | ANAB | “Grt🧵on $GSK's cancer biz. But IMHO GSK cant max their ROI b/c $ANAB can block GSK from partnering w/ other PD1s like $MRK's Keytruda. Trial is 7/14 & GSK could lose 100% of JEMPERLI which IMHO is ~10% of GSK's mkt cap. I think GSK settles or buys ANAB for big $$. Disc: Long” | — | +20 | Tweet ↗ |
| 2026-03-16 | Laughing Water Capital @LaughingH20Cap Investment partnership | LFCR | “@Klad_blok delayed inflection stinks but I think Mr mkt wrongly thinks $LFCR needs to raise equity to redeem the Series A pfd. However, the pfd is designed to PIK. That is a real cost, but nowhere near as bad as an equity raise here. the biz is already won so the inflection is still coming.” | — | +5 | Tweet ↗ |
| 2026-01-28 | Laughing Water Capital @LaughingH20Cap Investment partnership | NN | “Think signal value for $NN is very high here. Ajit Pai, Brendan Carr’s mentor at the FCC, is Pres and CEO of CTIA. Execs from $VZ and $T are chair and vice chair. Unlikely they put Mariam on the board unless $NN future is bright. 💯% Pai knows what is happening behind FCC doors.” | — | +10 | Tweet ↗ |
| 2025-12-07 | Laughing Water Capital @LaughingH20Cap Investment partnership | CLAR | “@UnHedgedChatter @InvestSpecial @Wexboy_Value $AS, owner of Arc'teryx & 9 other brands trades at more than 3x sales. $CLAR, which would fit perfectly into AS's portfolio trades at less than 0.5x sales and is exploring strategic alts. 🤷♂️” | — | +5 | Tweet ↗ |
| 2025-11-12 | Laughing Water Capital @LaughingH20Cap Investment partnership | NN | “@yummyCenturyEgg as for what is worth? i agree there is a wide range of possible outcomes with anywhere from $1-$3 mhz/pop being possible. Personally i think it will be in the top half of the range, but bottom of the range stock is more than a double. very good risk/reward.” | — | +20 | Tweet ↗ |
| 2025-10-29 | Laughing Water Capital @LaughingH20Cap Investment partnership | THRY | “@Arnavagarwal_ @atelicinvest & yes, there are "better" software cos out there. but how many of them are run by people who will run them for cash flow rather than SBC? $THRY is on a path to be debt free and generate real FCF. That is a different thesis than most software theses.” | — | +5 | Tweet ↗ |