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@kab604 Avatar @kab604 kab60

kab60 posts on X about $wrb, strong, cash flow, flow the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Followers: XXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXX% technology brands XXXX% countries XXXX%

Social topic influence $wrb #2, strong 10.34%, cash flow 6.9%, flow 6.9%, fixed income #47, $62b #3, tariffs #1389, $teppa 3.45%, klarna 3.45%, matter XXXX%

Top accounts mentioned or mentioned by @jefke00 @upslopecapital @vienna13capital @victaurs @lhamtil @autosanalyst @mrneutralman @shmilylt @jerrycap

Top assets mentioned W R Berkley Corp (WRB) Klarna Group (KLAR) Fiserv, Inc. (FI) PayPal Holdings Inc (PYPL) WEX (WEX) Corpay, Inc. (CPAY) 4 (FOUR) CarMax, Inc (KMX) Asbury Automotive Group, Inc. (ABG) Cheeseball (CB) American International Group Inc (AIG)

Top Social Posts

Top posts by engagements in the last XX hours

"It's also funny how $TEP.PA got wacked on Klarna laying off customer service agents whereas it seems to matter little to sentiment that Klarna did a XXX as their customers hated autocomplete bots"
X Link 2025-09-17T09:37Z 1788 followers, 2940 engagements

"Is it worries around stablecoins that has wacked most/all payment companies + increased competition Know the specific drivers at $fi $pypl $wex but don't really see why that matters much to say $cpay $four"
X Link 2025-10-09T13:02Z 1788 followers, XXX engagements

"$kmx just yanked from S&P500. Would've been a good funding short. Now at TBV while used car supply should start ramping from 2026. Franchised dealers are superior businesses but might this one be worth a punt eventually Or will it go to 0.4xTBV like $crmt"
X Link 2025-10-30T07:38Z 1785 followers, 1293 engagements

"This is Asbury: $ABG We see our performance in used vehicles as our biggest opportunity to improve execution. The pool of available used car starts to recover in 2026 improving further into '27 and '28"
X Link 2025-10-30T07:45Z 1785 followers, XXX engagements

"Oil producers operating in Brazil oppose a proposed merger between Subsea X & Saipem two Ashtead Tech customers. AT mngmt said they don't mind the deal but I'd prefer if it gets nixed:"
X Link 2025-12-03T08:21Z 1788 followers, XXX engagements

""The BOD want to see a return to the way Ball was. That's a message that's very clear to us and that means being an excellent allocator of capital. It means delivering EVA dollars. It means treating people with dignity and respect." -- What did old CEO do 😆"
X Link 2025-12-04T11:23Z 1788 followers, XXX engagements

""We've got to grow our sales. We've got targets out there to grow the enterprise at X% to 3%. We've got to grow our operating earnings at twice the rate of our sales. We've got to grow our earnings per share XX% to XX% per year. And then we really got to maximize free cash flow""
X Link 2025-12-04T11:24Z 1788 followers, XXX engagements

"@shmilylt @JerryCap It's the biggest AI beneficiary around. They're gonna vibe code all their legacy assets into Adyen2"
X Link 2025-12-01T15:33Z 1789 followers, 3291 engagements

"Chubb $CB with an 'informal offer' for $AIG. M&A activity heating up as market softens and capital builds. Your annual reminder that UK-listed (but global) specialty insurers are cheap AF and most have been taken out (just X left get in while you can X for the price of 1)"
X Link 2025-12-11T07:01Z 1790 followers, 1051 engagements

"What's your best idea right now Could be something entirely unaffected (but sold off) or just something bombed out because of uncertainty Canadian oil sell-off friday (and anything remotely oil) makes me like $matr $ipco & $meg.to - but also $pax (LATAM PE XX% fees in $ )"
X Link 2025-04-07T06:32Z 1789 followers, 2686 engagements

"Ashtead Tech adj. EPS up XX% move from AIMmain early Oct. After a weak Q2 (stop-work in US wind tariffs uncertainty) activity is picking up. Used to be dearly valued now trading like a shitco despite DD growth & XX% ROIC strong customer backlog & X% forecast mkt growth"
X Link 2025-08-26T06:33Z 1789 followers, 6443 engagements

"I don't get Ashtead Tech. Anywhere I look customers/subsea suppliers talk about strength: Hunting PLC "Subsea . with a robust market outlook to 2028." TechnipFMC: "Subsea services was particularly robust representing one of the highest quarterly inbound levels ever achieved.""
X Link 2025-10-23T08:59Z 1789 followers, 7517 engagements

"Beazley sold off XX% on lowered GWP outlook BUT increased profitability (CR XX% in H2). Very interesting CMD as well. Trades 1.35xTBV vs. 3x for $WRB (great co). $6.2B gets one 12B in ST fixed income AND one of the best underwriting outfits around with great alignment:"
X Link 2025-11-27T08:29Z 1788 followers, XXX engagements

"Suffice to say I'm long this UK gem which is entering the soft part of the cycle. Would expect increased capital returns as premium growth comes off somewhat. Company expects single digit growth during soft cycle XX% ROE through the cycle. Uncorrelated bet to wider mkt"
X Link 2025-11-27T08:33Z 1789 followers, XXX engagements

"Since '07 Beazley has grown revenues at XX% CAGR. $WRB 46%"
X Link 2025-11-27T09:25Z 1789 followers, XXX engagements

"@Vienna13Capital Insurance cycle is softening and as it relates to Beazley cyber in particular has softened. Numbers down = people run. I just people miss that softening is off very adequate levels (Beazley at low 80s CR '25) so I'd also expect (very) strong earnings in '26 and '27"
X Link 2025-12-11T09:16Z 1789 followers, XX engagements

"@Vienna13Capital If '26 and '27 are good - though not as good as the prior years - you could have Beazley trading around TBV in '27 which seems silly. As mkt softens capital builds so there should be capacity for nice capital returns"
X Link 2025-12-11T09:19Z 1789 followers, XX engagements