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@0xHorseman Avatar @0xHorseman The Horseman

The Horseman posts on X about $pgr, has been, $csu, $tpl the most. They currently have XXXXX followers and 1066 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence #

Social category influence stocks finance technology brands luxury brands automotive brands cryptocurrencies

Social topic influence $pgr #10, has been, $csu #30, $tpl #2, $fico #3, insurance #1100, $main #19, money, positions, open ai

Top assets mentioned Progressive Corp (PGR) Texas Pacific Land, Corp. (TPL) Fair Isaac, Corp. (FICO) Main Street Capital Corporation (MAIN) Arthur J. Gallagher & Co. (AJG) MercadoLibre Inc (MELI) NVR, Inc. (NVR) Axon Enterprise, Inc. (AXON) Ferrari N.V. (RACE) PayPal Holdings Inc (PYPL) Danaher Corporation (DHR) SeaPad (SPT) Altria Group Inc (MO) Markel, Corp. (MKL) Old Dominion Freight Line Inc (ODFL) Saia, Inc. (SAIA) Uber Technologies, Inc. (UBER) Comfort Systems USA, Inc. (FIX) Broadcom, Inc. (AVGO) Applied Materials, Inc. (AMAT) IES Holdings, Inc. Common Stock (IESC) TransDigm Group, Inc. (TDG) Rocket Lab USA, Inc. Common Stock (RKLB) Robinhood Markets, Inc. (HOOD) RAI Finance (SOFI)

Top Social Posts #

Top posts by engagements in the last XX hours

"Itd be interesting to see the overlap with power users. In my circles people pay for Gemini OpenAI Claude Grok and others; treating them almost like streaming services. Each platform has its own strengths so many subscribe to several just to compare outputs. Even when Im out at bars or restaurants lately Ill spot someone with a laptop open and ChatGPT running as a reference point. Its wild how quickly this shifted from early adopters to mainstream behavior. Were watching a new kind of digital habit form in real time"
X Link @0xHorseman 2025-10-15T20:32Z 3689 followers, 1374 engagements

"@JerryCap $TPL $V $NVR $FICO $PGR $AJG $MELI"
X Link @0xHorseman 2025-10-16T16:08Z 3688 followers, XXX engagements

"@JG_Edwards Yeah I saw that too. I haven't seen any PR's or newswire reports about it though but the $AXON drop was rather dramatic today for "no direct news""
X Link @0xHorseman 2025-10-15T20:03Z 3688 followers, XXX engagements

"@SayNoToTrading This post brought a smile to my face. I nibbled on some $RACE today myself and will buy more if (when) it heads lower"
X Link @0xHorseman 2025-10-09T16:05Z 3687 followers, XXX engagements

"Progressive $PGR down sharply on their one-time expense for Florida. Let's explore what this means for Progressive 👀: $PGR disclosed a $XXX million policyholder credit expense in September 2025 tied to Floridas 3-year statutory profit-sharing cap on personal auto insurance Floridas 2023 reform sharply improved profitability and Progressive earned so much there that state law now requires it to refund any profit above the cap to policyholders. Management recorded the entire expected amount now reducing September income by nearly $X billion pre-tax which pushed the combined ratio up to 100.4"
X Link @0xHorseman 2025-10-15T12:48Z 3688 followers, 4666 engagements

"Definitely a higher valuation but this just looks like a panic induced drawdown. I cant remember the last X% drop on the heels of nothing changing (eg outside of the tariff scare and pandemic $MAIN doesnt often see these outsized moves.) I agree that $MAIN has always traded at a premium and so perhaps the status that it previously enjoyed has now been diminished. If this is the case it may eventually trade at/ or at a discount to NAV ($32 as of last quarter). While a non-premium status would be unique for $MAIN it would be in line with some other BDCs in the sector"
X Link @0xHorseman 2025-10-09T18:10Z 3688 followers, XXX engagements

"Every insurance company with exposure to Florida is getting dragged on this Progressive auto credit to Floridians. Floridians who have $PGR auto insurance are going to have more money in their pockets because $PGR has been so good at underwriting FL that theyve profited enormously. This is a rare example where customers win at the temporary expense of the shareholders. 🤝 Progressives policies in force are increasing and the business is stable. It looks like we may still be on track for another special dividend in January again with $PGR too. Additionally their underwriting is getting to a"
X Link @0xHorseman 2025-10-15T15:04Z 3688 followers, 2647 engagements

"@cowardnutlick @DeepValueBagger He had things like Herc $HRC (transportation) PayPal $PYPL and Sprout Social $SPT. Hes also holding Danaher as one of his largest positions but $DHR hasnt had a positive year since 2021 so hes waiting for a turnaround"
X Link @0xHorseman 2025-09-19T17:19Z 3688 followers, XXX engagements

"This is really sad man. The eventual downstream effects of this are going to be devastating for the OnlyFans creator economy. It will likely push more creators into prost**ution as they try to find new means to earn a living with their bodies. That ecosystem will be under pressure as well as the supply outstrips the demand"
X Link @0xHorseman 2025-10-14T19:20Z 3688 followers, 2224 engagements

"People discovering $MO today. Fascinating. 👀"
X Link @0xHorseman 2025-10-10T16:07Z 3688 followers, XXX engagements

"The most alarming aspect of this crypto blow up wasn't the leverage but rather it was the people with $50-60M+ accounts who got their clocks cleaned. With $60m take $20m and toss it in $JEPQ / $QQQI / $GPIQ and earn $1.8m/yr; take $20m and keep it in a diversified basket of assets (indexing or build your own basket); take $10m and put it in a X% savings account ($400k/yr gov't welfare risk free money) and take the last $10m to do your gambling. $2200000 cash coming in per year which means you have $42300 per week of spending money. You'll also still remain on the low-to-mid range of the risk"
X Link @0xHorseman 2025-10-11T19:11Z 3688 followers, XXX engagements

"$MAIN is being treated like a zero here as the market moves towards closing the premium that $MAIN has historically commanded. As the golden child of the BDC space $MAIN shareholders have enjoyed years of outsized gains both in the underlying stock as well as in the dividends (+ special dividends) that routinely get paid out. Personally Im looking forward to adding more shares this continues to sell off due to fear and uncertainty about the current state of the economy as well as the book value of the underlying assets (+ investments) that $MAIN holds. I will note that the entire BDC sector"
X Link @0xHorseman 2025-10-09T16:20Z 3688 followers, 2027 engagements

"@pulte Quit tormenting yourself and just buy the damn $FICO stock man"
X Link @0xHorseman 2025-10-13T23:36Z 3688 followers, XXX engagements

"Good morning to everyone who said Constellation Software was done. $CSU"
X Link @0xHorseman 2025-10-01T14:23Z 3688 followers, 8389 engagements

"The amount of discounts across quality names in this market right now is simply incredible. Lots of compounders are being priced as if we're headed straight into the hole. They haven't been the beneficiaries of this AI/tech/robotics run. Many of these have been ignored while the hot money ball chases the new and sexy names. If your portfolio's core primarily consists of unprofitable businesses that have been moving up mega it may be worth your time to start placing some satellite bets on companies which have not been beneficiaries of this cycle but are still growing each quarter. This doesn't"
X Link @0xHorseman 2025-10-08T14:58Z 3689 followers, 9815 engagements

"True. Global exposure to U.S. equities is extreme and a real crash would reverberate everywhere. But a deflationary reset just isnt politically viable anymore. Once credit contracts and unemployment spikes the policy response is automatic: liquidity injections QE and fiscal expansion until reflation returns"
X Link @0xHorseman 2025-10-15T20:07Z 3688 followers, XXX engagements

"@JG_Edwards Absolutely. Yeah I thought the same thing when I saw the drop this morning"
X Link @0xHorseman 2025-10-15T19:56Z 3688 followers, XXX engagements

"@blondesnmoney I like the "AHHHHHHH" on markel $MKL"
X Link @0xHorseman 2025-09-11T20:15Z 3688 followers, XXX engagements

"@JG_Edwards Likely related to Bessent's comments this morning stating that they might request defense companies stop doing buybacks for a bit"
X Link @0xHorseman 2025-10-15T19:50Z 3688 followers, XXX engagements

"@itstimortimmy Yeah unfortunately $TPL has been struggling all year too. Buyers just started stepping in last month at $XXX though so maybe well see a continued push up here in the near term.🤞"
X Link @0xHorseman 2025-09-28T02:05Z 3688 followers, XXX engagements

"Is it transportation time $ODFL $SAIA"
X Link @0xHorseman 2025-10-08T15:02Z 3687 followers, XXX engagements

"The $CSU.TO move today (-18% at peak and then being bought back up) says a lot about the shareholder base of this company. The future of Constellation Software $CSU is bright. We will press forward"
X Link @0xHorseman 2025-09-25T16:12Z 3688 followers, 1937 engagements

"As we wrap up September I've noticed that this year has been led by capex-heavy AI winners while quality compounders have faced valuation pressure. Ive broadened my core portfolio to capture both sides of this regime; durable compounders alongside structural AI beneficiaries. Select satellite positions (e.g. $FIX $AVGO $AMAT $IESC $UBER $SPHR $RKLB $HOOD $CSU $SOFI $TDG $BBW $LB) add tactical torque and improve the portfolios dice roll without compromising the core"
X Link @0xHorseman 2025-09-27T20:28Z 3688 followers, 1356 engagements