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@CreativeCap89 Avatar @CreativeCap89 DAVY

DAVY posts on X about $odd, $pypl, $lmnd, has been the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX% exchanges XXXX% social networks XXXX%

Social topic influence $odd #1, $pypl #1038, $lmnd #254, has been 1.54%, money 1.23%, il makiage #1, $elf #9, $root #26, goldman sachs #285, finance #4409

Top accounts mentioned or mentioned by @bjmtweets @spike_1567 @wearycenturion @sumeet2692 @cedarstresearch @arrangray9 @weary_centurion @thebeingintime @jjgoeslong @theronnievshow @spike1567 @jonahlupton @jakebrowatzke @dorb2sq @rm3700256 @foliotrail @i9theghost5 @sergeant991 @longoption @grok

Top assets mentioned ODDITY Tech Ltd. Class A Ordinary Shares (ODD) PayPal Holdings Inc (PYPL) Lemonade, Inc. (LMND) aelf (ELF) The Root Network (ROOT) Goldman Sachs (GS) Palantir (PLTR) ZetaChain (ZETA) Hims & Hers Health, Inc. (HIMS) Enovix Corporation Common Stock (ENVX) Hundred Million (100M) UnitedHealth Group (UNH) CoreWeave, Inc. (CRWV) Oklo Inc. (OKLO) DLocal Limited Class A Common Shares (DLO) IREN Limited (IREN) Brookfield Corporation (BN) Oscar Health, Inc. (OSCR)

Top Social Posts #

Top posts by engagements in the last XX hours

"Valuation TTM/ Smoothed out metrics 🟢20%+ Annual Revenue Growth (without brand X and 4) 🟢20%+ EBITDA Margins 🟢70-73% Gross Margins (minimal tariff impact) 🟢28 P/E 🟢20% ROIC (investing capital efficiently) 🟢$100m + in buybacks so far 🟢17% FCF margins 🟢$815m in cash/short term inv. with a recent financing of $600m due 2030. Coupon rate is X% which is extremely favorable. With the recent drop in share price I believe $ODD is a conservative fair value of $70-80 today assuming XX% revenue CAGR 17-20% FCF margins and a XX% WACC. Q2 2025 Highlights Can be seen below"
X Link @CreativeCap89 2025-10-11T12:55Z 5125 followers, XXX engagements

"We appreciate your objectivity. However I do think your opinion has changed right The reason I ask is because I had a lot of the same opinions as you for the longest time on $LMND. I think the valuation could look expensive or cheap here depending on how you analyze it. I could make a case for either or. In the long term I am confident it will be worth multiples of what it is now"
X Link @CreativeCap89 2025-10-10T16:56Z 5128 followers, XXX engagements

"The term MOAT is overused. What you should think about is the following: 1) What value is the company bringing Are they simplifying a process for the consumer or solving a problem 2) Branding is just as important as having a competitive edge. Both can get disrupted but branding carries more stability in the long term. This isnt to say MOAT isnt important because it is. With the rise of AI and technology as a whole the amount of MOAT a company can have is diminishing. When I think about this discussion $PYPL comes to mind. You could argue they dont have a MOAT due to the competitiveness in the"
X Link @CreativeCap89 2025-10-10T12:27Z 5124 followers, 1844 engagements

"How does ODDITY make money ODDITY generates revenue through its DTC platform leveraging its two core brands. 1) Product Sales (85%) Revenue from direct sales of IL MAKIAGE and SpoiledChild products driven by e-commerce and subscription models. Average order value (AOV) is $XX with a 30%+ repeat purchase rate. 2) Value-Added Services (15%) -Subscriptions: Recurring revenue from Spoiled Childs monthly delivery model. -Personalization Fees: Premium AI-driven product matching and consultations. -Partnerships: Collaborations with beauty influencers (Jeremy Scott and Alyson Hannigan) and"
X Link @CreativeCap89 2025-10-11T12:54Z 5125 followers, XXX engagements

"This $PYPL downgrade by Wolfe research was only a couple weeks ago (if that). They will probably have to adjust this sooner than theyd like. The funny thing is that the valuation is so depressed that even if TTM revenue growth stays under XX% (say 5-8%) - the fair value is still a double from these prices given the bottoming of take rates operating margins ticking up ads business starting brain tree reverting back to growth buybacks FCF stabilizing and SMB efficiencies starting to show. Im not even including some of their other sectors like stable coins because Im not sold on the ROI of those"
X Link @CreativeCap89 2025-10-09T11:44Z 5127 followers, 2938 engagements

"$PYPL and $ODD have two of the strongest women CFOs Ive ever seen. Jamie Miller (PayPal CFO since 2023 also COO in 2025) - Ex-CFO at EY & Cargill - Key roles in GE's financial turnaround - 30+ yrs in finance & strategy Lindsay Drucker Mann (Oddity Tech CFO since 2021) - Former Managing Director at Goldman Sachs (Consumer/Tech ECM) - Led Odditys 2023 Nasdaq listing - 10+ yrs in finance & consumer tech"
X Link @CreativeCap89 2025-10-09T19:43Z 5125 followers, 3703 engagements

"True. You and @QualityGrowthFV are in the minority I would say though. There has been an influx of newer investors within the last two-four years who should not be selling options right now. They come to x to learn and they see buy my course where I make x amount of money just selling options. My original post still stands you dont get wealthy selling options. It should be a tool when you get enough experience to compliment your portfolio strategy"
X Link @CreativeCap89 2025-10-14T21:53Z 5125 followers, XX engagements

"@weary_centurion XXX% agree with the $UNH move into more $PYPL"
X Link @CreativeCap89 2025-10-13T15:00Z 5126 followers, XXX engagements

"The real reason I haven't invested in hyper-scalers like $CRWV at these levels. Right now investors in data centers/AI aren't worried about profitability. If they are its based on "Adjusted EBITDA" which can be useful in the right circumstances. But in the case of data center plays most of them are only able to recognize revenue when their GPUs are rented out by third parties. That might work during a hype AI cycle but what happens when you have an extremely high fixed cost base and growth pulls back $CRWV has been adjusting their depreciation cycle to lower their annual expense from X years"
X Link @CreativeCap89 2025-10-12T19:04Z 5126 followers, 14.2K engagements

"@longoption @TheBrilliantBu1 Well done on the thread I prefer oddity as their DTC model retains higher margins and they are innovating through AI - also minimal tariff impact. Elf should do well once the tariff noise subsides"
X Link @CreativeCap89 2025-10-13T19:31Z 5126 followers, XXX engagements

"Powerful Trusted Brands IL MAKIAGE: #1 DTC makeup brand in the U.S. (eMarketer 2025) with 1.5m followers on Instagram. Spoiled Child: Fastest-growing wellness brand 484k followers on Instagram as of October 2025. Trust: Ranked #5 in beauty brand trust globally (Interbrand 2025). Yet some claim Oddity is fadingthe data says otherwise"
X Link @CreativeCap89 2025-10-11T12:55Z 5126 followers, XXX engagements

"As a $ROOT shareholder I acknowledge the Carvana partnerships critical role in embedded insurance growth. For those who dont know embedded insurance integrates coverage into a customers purchase typical at the point of sale for a related product (i.e auto insurance during a car purchase). For Root this is exemplified by Carvana Insurance Built with Root offered during Carvanas online checkout across 30+ states. My main concern with their customer acquisition is that macroeconomic headwinds could suppress used car sales reducing premiums and revenue potential. Root is diversifying into new"
X Link @CreativeCap89 2025-10-15T11:35Z 5125 followers, 1050 engagements

"The bear view that $PYPL shouldnt be buying back stock here just goes to show the lack of understanding with capital allocation. Its not rocket science. As a CFO you have two scenarios as long as your debt is manageable (which in the case of PayPal - it is): 1) Buy back shares when your stock is trading significantly below fair value. 2) Do a capital raise when your stock is extremely overvalued. $PYPLs after cost of debt is around X% and the debt burden is minimal to earnings when you factor in the tax advantages. Additionally most of the debt isnt maturing until after 2026 so it isnt a"
X Link @CreativeCap89 2025-10-04T17:01Z 5130 followers, 3126 engagements

"The bull case for $LMND goes far beyond operating leverage LTV to CAC synthetic agents ROI ect. I havent disclosed much of my experience here but I am a CPA who started out in big X and went into corporate finance. Throughout my experience in Fortune XXX companies the past 5-10 years the main focus has been restructuring the finance component to be more lean and automated (mostly through the use of RPA). How do you do this with outdated systems that dont speak to each other You create a whole restructuring business case that details the ROI payback NPV on the project/technology that will be"
X Link @CreativeCap89 2025-10-03T14:09Z 5125 followers, 13.5K engagements

"$PYPL I think the market heard me guys"
X Link @CreativeCap89 2025-10-08T18:37Z 5125 followers, 8218 engagements

"$ODD is completely underestimated by the market in my opinion. Oddity is a DTC consumer platform that is building beauty brands Il Makiage & Spoiled child through the use of AI. They use machine learning quizzes to personalize products which bypasses the traditional retail channels for direct sales and higher margins. 🟢Founder Owned (Oran Holtzman) with high inside ownership of 20%+ of shares. 🟢20%+ Annual Revenue Growth 🟢20% EBITDA Margins 🟢P/E XX 🟢Gross Margin XX% 🟢Strong Balance Sheet 🟢20%+ ROIC 🟢Minimal tariff impact to the business 🟢Share buybacks Brand X and X are new brands"
X Link @CreativeCap89 2025-08-25T11:51Z 5125 followers, 5507 engagements

"@investingbyGenZ Good stuff. I agree with all of your points. If we were closer to brand X and X I think that would warrant a higher premium on the valuation but its still a bit away until we see it in the numbers"
X Link @CreativeCap89 2025-08-29T13:17Z 5126 followers, XXX engagements

"$DLO Secondary offerings are almost always a buying opportunity especially after coming off a great earnings report. $ODD Did a secondary offering a year ago at $XXXX and ran up to $XX after"
X Link @CreativeCap89 2025-09-04T12:14Z 5126 followers, 1642 engagements

"You dont technically lose money. Say you own $PLTR shares at $XX and it runs up to $XX. You are up on your shares and think its going to drop back down to $XX so you sell calls at a $XX strike price a couple weeks out. They crush earnings and the stock runs up to $20+. Youre new to options and dont know how to manage them (roll) so you lose your shares at $XX while the stock runs to $30+. You now have lost on the upside or will have to buy back in higher as opposed to just holding. The experts on here will just say youre a noob and dont know how to roll. Which is fine you can try to buy the"
X Link @CreativeCap89 2025-10-14T21:21Z 5125 followers, XXX engagements

"$ZETA Q3 run rate for AI studio looks exponential"
X Link @CreativeCap89 2025-10-08T14:49Z 5125 followers, 14.7K engagements

"Definitely a risk with DTC - thats why its important to have good management. Margins have stayed relatively stable given the chaotic tariff environment and marketing hasnt gone overboard even with consistent 20%+ rev growth. I think both will do well but oddity is more interesting to me given their innovation"
X Link @CreativeCap89 2025-10-13T19:58Z 5126 followers, XX engagements

"What is ODDITY Oddity first caught my eye after investing in $HIMS (which has many similarities). The business comprises two main segments: IL MAKIAGE: A premium makeup brand with AI-powered shade matching and a strong DTC presence. SpoiledChild: A science-backed anti-aging and wellness brand with subscription-based products and personalized recommendations. This dual brand strategy creates a flywheel effect where data from millions of users fuels product innovation driving customer retention and new brand launches. The Oddity Labs department is utilized to create new formulations and"
X Link @CreativeCap89 2025-10-11T12:54Z 5125 followers, XXX engagements

"I will be adding to my core positions if the market keeps dropping: - $LMND (largest position) and $ROOT: AI Insurance disputation and improving underwriting through telematics. - $PYPL: Just a payment processorthat will be generating $6-7b in FCF this year and diversifying into many other sectors (ads stable coins SMB products). - $ZETA: Disrupting the marketing sector through AI. Expected to be profitable within the next X months. - $ODD: DTC personalized beauty/wellness business with high margins and sticky brands. I also have smaller positions in $LFMD $CRMD and $GAMB. My main focus right"
X Link @CreativeCap89 2025-10-14T10:42Z 5125 followers, 3092 engagements

"@HenryInvests The stock doesnt seem to be reacting Or has that been priced in already"
X Link @CreativeCap89 2025-10-13T16:31Z 5126 followers, XX engagements

"$ODD ODDITY Tech Ltd Thread (Capitulation or opportunity) -Business model -Competitive Edge -Innovation -Valuation CEO Oran "Our business is growing with high profitability multiple engines and long runways"
X Link @CreativeCap89 2025-10-11T12:54Z 5125 followers, 4677 engagements

"Like it a lot especially at these levels but Id rather buy PYPL given the diversification and different segments of the business. Shift4s transaction revenue is dependent primarily on the entertainment sector. The labor market is getting worse than it already is and auto delinquencies are going up. I think it was be the perfect buy coming out of a recession. They will still do well regardless"
X Link @CreativeCap89 2025-10-14T17:24Z 5126 followers, XX engagements

"$IREN @Agrippa_Inv Doesnt post that much any more but I think he is the perfect example of what Ive been talking about with delayed gratification. We both were in $HIMS below $XX and he ended up selling out much sooner than I did to invest into $IREN. At the time I thought he was crazy - it was just a BTC company headquartered out of Australia. Why in the world would he go all in on something like that Throughout the following months $HIMS made its huge run to $40+ while $IREN didnt move at all. In fact the stock even got down below $X this year. I started a position in $IREN last year after"
X Link @CreativeCap89 2025-10-06T11:30Z 5125 followers, 32.6K engagements

"$ENVX Breaking out on the monthly. Does TJ want to rescue my 2027 leaps"
X Link @CreativeCap89 2025-10-13T21:56Z 5125 followers, 2898 engagements

"@Spike_1567 If I wanted exposure to the energy sector Id likely just invest in $BN at these levels. Otherwise Id wait for a pullback in Nvdia and get some basement prices in the data center plays"
X Link @CreativeCap89 2025-10-12T20:19Z 5128 followers, XX engagements

"@windingwords I know I worked at pwc and had some friends who worked in Australia. They actually have an accounting background"
X Link @CreativeCap89 2025-10-12T22:40Z 5129 followers, XX engagements

"@TheBrilliantBu1 Especially after the recent run up in $ELF. $ODD had a great quarter and sold off which presents a better buying opportunity imo. Just way less attention on it"
X Link @CreativeCap89 2025-10-13T20:04Z 5126 followers, XXX engagements

"Management Oran Holtzman (CEO Co-Founder Chairman) -Co-founded in 2013 -Leads tech/beauty innovation -Heavily involved in Oddity Labs developments (i.e Brand X and 4). Oran maintains significant share ownership which signals strong alignment with shareholders in my opinion and a personal stake in the company's success. Lindsay Drucker Mann (CFO) -16+ yrs at Goldman Sachs -Led Consumer Tech ECM IPOs like Peloton/Bumble. Lindsay brings robust financial acumen from her background at Goldman Sachs and has a played an important role in scaling Oddity's operations. Insider Ownership: 20+% (but"
X Link @CreativeCap89 2025-10-11T12:54Z 5125 followers, XXX engagements

"Not included in this are $ENVX leaps. But those are just a calculated risk play"
X Link @CreativeCap89 2025-10-14T10:50Z 5125 followers, XXX engagements

"History 2013-2018: Founding and Early Innovation -ODDITY was founded in 2013-2014 by Oran Holtzman and launched its first brand IL MAKIAGE in 2018. -Initially focused on direct-to-consumer (DTC) beauty it pioneered online makeup matching using AI-driven technology. 2022: Expansion and Innovation -Introduced Spoiled Child in 2022 leveraging molecular discovery and a subscription model. -The company grew its tech platform integrating AI computer vision and data science to personalize beauty solutions. 2021Present: Public Market and Growth -Oddity went public on the NYSE in July 2023 under $ODD"
X Link @CreativeCap89 2025-10-11T12:54Z 5125 followers, XXX engagements

"Perhaps in some industries like the military. What Im specifically speaking to is regarding the internal systems at Fortune XXX companies. From what Ive seen the restructuring finance team will create a business case that involves IT HR finance sales ect and consult with outside third parties if necessary. I dont follow $PLTR enough but I know theyre very niche"
X Link @CreativeCap89 2025-10-03T15:03Z 5123 followers, XXX engagements

"Serious question have you ever heard of any famous investors getting wealthy by selling options A couple other questions: 1) What happens if we get a market crash and all those puts get executed on shitcos at high prices 2) Or if you sell CCs on companies like $PLTR at $XX and miss the run to $100+ Maybe Im old fashioned or just lazy but buying undervalued companies at a margin of safety and holding for the long term usually works"
X Link @CreativeCap89 2025-10-14T21:03Z 5125 followers, 2007 engagements

"First $LMND now $PYPL - I feel so attacked. Lol in all seriousness I do use Venmo weekly and its the most seamless payment app Ive ever used. Their branded checkout has room for improvement and I hear you about the fraud aspect of it. It doesnt take a person with an audit background to know they have some IT control issues. Its not really just about valuation - Alex has done a good job of diversifying the business. The Ads sector hasnt even started to show in financials Braintree was slowed down to become more profitable but getting back to growth now Google partnership SMB experience"
X Link @CreativeCap89 2025-10-05T21:18Z 5129 followers, 2003 engagements

"This is the strength of a strong DTC model. $ODD retains significantly more net margin than $ELF due to the removal of the middle man. Retailers like Target require significant upfront investment in trade spend (i.e slotting/promotional activities)"
X Link @CreativeCap89 2025-10-12T12:50Z 5125 followers, 2004 engagements

"Competitive Edge AI-Powered Personalization AI matches products to XX% of users skin tones and needs outperforming manual methods. This drives a XX% higher conversion rate than industry averages. Data-Driven Flywheel With X million+ users data lake fuels product innovation and marketing creating a self-reinforcing growth loop. Direct-to-Consumer Efficiency Bypassing retail middlemen Oddity achieves higher gross margins vs. traditional beauty brands. Think of $ELF that needs to invest heavily in retail channels like Target. ODDITY Labs Innovation/Revela The $XX million lab investment (2024)"
X Link @CreativeCap89 2025-10-11T12:54Z 5126 followers, XXX engagements

"Conclusion/My Thoughts I was originally invested in $ODD at $XX but ended up selling at $XX for a better opportunity at the time. With the recent drop (for no apparent reason) I believe $ODD offers a lot of value in an overextended market. They have a sticky DTC business that has proven cash flows and resilience in an uncertain tariff environment. Even in the event of a recession they have a strong balance sheet and the beauty sector has remained strong in weaker economic times (even the more expensive brands). The top risks (in my opinion) are delays in their new brands and customer reviews"
X Link @CreativeCap89 2025-10-11T12:55Z 5125 followers, XXX engagements

"Good question. Oran answered this on a call and mentioned that his ownership % got too large considering he owned more than XX% and he wanted to reduce it. The stock was also trading in a smaller range $30-40 for a while and it ran up to the $70s relatively quickly. Their SBC isnt as high as other companies and I dont blame him for giving himself a pay day. That being said theres a reason that I didnt buy at $XX. It wasnt extremely overvalued but at these prices I think you have at least a 10-15% margin of safety"
X Link @CreativeCap89 2025-10-12T13:18Z 5127 followers, XX engagements

"$PYPL PayPal downgraded to Sell from Neutral at Goldman Sachs. Please bring it below $XX one more time🙏"
X Link @CreativeCap89 2025-10-13T10:44Z 5126 followers, 2142 engagements

"I like leaps on PYPL - theyre kinda cheap bc the market expects nothing to happen lol. That being said I think PYPL will eventually pay a dividend once they get to FV (maybe in X years or less) so it would be advantageous to own shares. Plus with buybacks your company ownership goes up"
X Link @CreativeCap89 2025-10-14T21:48Z 5126 followers, XX engagements

"$ODD Looks like the $XX gap has been filled. Could see a retest but as long as the markets cooperate it should move higher"
X Link @CreativeCap89 2025-10-14T17:13Z 5125 followers, 1422 engagements

"Not going to lie the comparison between $ROOT and $LMND is exhausting. It was the same conversation when $OSCR was trading much lower and look where its trading now. If your company is firing on all cylinders you shouldnt have to convince anyone to buy a certain stock over another one it should be evident. As a shareholder of both I could make the case for either one. $ROOT s focus on telematics in auto and pricing precision mirrors $LMND s push for efficiency and disruption just in different capacities. If youre dismissing one while championing the other youre likely missing how both are"
X Link @CreativeCap89 2025-10-07T12:53Z 5125 followers, 9721 engagements

"By no means am I bearish especially if youre making money on them just not for me"
X Link @CreativeCap89 2025-10-12T19:09Z 5130 followers, XXX engagements

"Dont mean to speculate but if $zeta announces an Open AI partnership tomorrow before the bell - you wont be seeing these prices much longer. The company doesnt need it though - already firing on all cylinders. Happy with whatever outcome tomorrow"
X Link @CreativeCap89 2025-10-07T21:59Z 5126 followers, 5730 engagements

"$ROOT is sitting in a descending wedge right now. Max pain IMO is $68-70 unless we get some buyers to step in to break out of it. Looking to continue to DCA into it regardless. The float is small and easily manipulated by shorts"
X Link @CreativeCap89 2025-10-08T20:12Z 5125 followers, 7278 engagements

"$LMND @STICKSAND1 Being in high beta names you're going to have significant fluctuations in your positions (this is just one of my accounts). I never recommend going into margin but there are times when it can make sense to use a small amount if you have enough experience. My friendly advice: 1) Learn to buy compounders like $LMND with a margin of safety. I.E buying at $30-40 was a significant discount (not to say it is extremely overvalued here). I'm not sure if you did that or not but your margin risk goes significantly down rather than chasing near XX week highs. 2) If it makes you feel"
X Link @CreativeCap89 2025-10-12T14:47Z 5125 followers, 5038 engagements

"@CedarStResearch @Stickstrom Im sure they are. Would you rather pull apart a car and fix it or build it the way you want from scratch"
X Link @CreativeCap89 2025-10-08T16:25Z 5126 followers, XXX engagements

"@HolySmokas You should look into $ODD. Very under the radar with better net margins than $ELF"
X Link @CreativeCap89 2025-10-11T21:52Z 5125 followers, 1461 engagements

"Could we be seeing a partnership soon between $PYPL and $LMND Embedding Lemonade insurance offers within PayPal's ecosystem (e.g. during Venmo transactions) or vice versa"
X Link @CreativeCap89 2025-10-06T19:29Z 5128 followers, 3314 engagements

"$ODD Started a position today. I said $XX but I'll take $XX. There is a possible gap down to $47-48 and would love to buy more. Short interest has been rising substantially the past few days. NFA - just sharing my moves"
X Link @CreativeCap89 2025-10-09T16:52Z 5125 followers, 4721 engagements

"@CedarStResearch @Stickstrom Im speaking in general like progressive and State Farm ect not just the specific commercial market. Those are smaller firms from what I can see (and Kinsale has terrible reviews from what I can see)"
X Link @CreativeCap89 2025-10-08T16:35Z 5126 followers, XXX engagements

"It hasn't been easy. Challenges in 2023: 🔴Margin compression 🔴Supply chain delays 🔴Low subscriber growth 🔴Poor Customer Reviews Progress in 2025: 🟢 Margins relatively stable with tariff uncertainty 🟢2m+ subscribers as of September 2025 🟢ODDITY Labs/Revela launched for innovation 🟢Revenue growth accelerating"
X Link @CreativeCap89 2025-10-11T12:55Z 5126 followers, XXX engagements