Laughing Water Capital

@LaughingH20Cap · joined 01 Jan 2018

Laughing Water Capital is a value focused private investment partnership focused primarily on public equities. No advice or reccos from this account.

20 850Followers

1 070Following

820Posts total

55.8KViews on collected posts

Postingan terbaru

Laughing Water Capital@LaughingH20Cap29 Jul

Friendly reminder that $MRK is well positioned and well incentivized to purchase $LQDA. Yutrepia fits very well with Merck's respiratory portfolio. 7K views · 20 likes · 2 reposts · 2 replies Open on X →

Laughing Water Capital@LaughingH20Cap29 Jul

6/A prime example as to why the patent cliff is such a huge threat for big Pharma companies can be seen in the case of $MRK and its blockbuster cancer drug KEYTRUDA 🧵👇. Merck’s has become increasingly dependent on Keytruda which generated a $32.7B in revenue in 2024 and is https:

8.1K views · 3 likes · 1 reposts · 1 replies Open on X →

Laughing Water Capital@LaughingH20Cap18 Jun

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 h

6.6K views · 13 likes · 1 reposts · 0 replies Open on X →

Laughing Water Capital@LaughingH20Cap16 Jun

I think there is signal value here. No way the FCC runs $NN tests at the literal capital building unless they have sign-off from the highest levels. To much risk of this being labeled a “stunt” unless the FCC and higher powers are strongly supportive. 8.9K views · 16 likes · 0 reposts · 3 replies Open on X →

Laughing Water Capital@LaughingH20Cap15 Jun

The center of the two mile radius for the test is literally the capitol building, lol. I'd imagine they'll try to get some FCC engineers there to watch? $NN https://t.co/nQIOUupylz

19.1K views · 15 likes · 4 reposts · 3 replies Open on X →

Laughing Water Capital@LaughingH20Cap30 Apr

if "MNO’s will never give SpaceX and Amazon low band" is true, then invert the logic and consider what SpaceX, $AMZN, and the MNOs would pay to prevent someone else from getting $NN's low band. This how you get the extreme upside case. Multiple parties that NEED to own it. 6.2K views · 7 likes · 1 reposts · 2 replies Open on X →

Laughing Water Capital@LaughingH20Cap19 Oct 2020

thanks for having me on! @Greenbackd @GreenhavenRoad @Dan_Roller @AnnieDuke $FREE $PAR $AIM.TO 0 views · 81 likes · 10 reposts · 16 replies Open on X →

Laughing Water Capital@LaughingH20Cap19 Oct 2020

(Ep.88) The Acquirers Podcast: Matthew Sweeney – Value Spectrum: Concentrated Small And Micro, Event-Driven Long-Short Value Investing https://t.co/ZyIz1FmjvA 0 views · 17 likes · 2 reposts · 0 replies Open on X →

Dibandingkan akun berukuran sama

2 postingan dari 90 hari terakhir, dibandingkan dengan rentang 10K–100K pengikut. tampil luas, tetapi sedikit penonton yang merespons.

Median tayangan7 555akun ini924median untuk 10K–100K

Jangkauan, %36.24%akun ini3.62%median untuk 10K–100K

Interaksi, %0.21%akun ini1.52%median untuk 10K–100K

Metrik	Akun ini	Median untuk 10K–100K	Rasio
Median tayangan per postingan	7 555	924	8.18×
Jangkauan (tayangan ÷ pengikut)	36.24%	3.62%	10.0×
Tingkat interaksi	0.21%	1.52%	0.14×

Akun lain pada rentang ini → Bandingkan dengan akun lain → Bagaimana tolok ukur ini disusun →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

6.2K30 Apr

19.1K15 Jun

8.9K16 Jun

6.6K18 Jun

8.1K29 Jul

Last 6 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.16%30 Apr

0.13%15 Jun

0.23%16 Jun

0.21%18 Jun

0.07%29 Jul

0.34%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes58.3%74 in total

Reposts7.1%9 in total

Replies8.7%11 in total

Quotes3.1%4 in total

Bookmarks22.8%29 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.