@onion61314 Avatar @onion61314 losing money capital

losing money capital posts on X about $asic, $vbnk, $bur, insurance the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence finance 100% stocks 48% countries 3% cryptocurrencies 3% currencies 1% automotive brands 1%

Social topic influence $asic #3, $vbnk 10%, $bur 10%, insurance 8%, money 8%, $arx #16, $xzo #3, $aii 6%, $aiv 4%, $acic 4%

Top accounts mentioned or mentioned by @cedarstresearch @bentonc13 @aureliusltd28 @siyul @quanttendies @djebitda @tomasfrontpoint @jayg327 @kingdomcapadv @thecontracap @wagiecapital @justfactstruth @williamharr21 @ttxnetwork @shrimpawhales @don7spy @mrdeepvalue @pricedtozero @phoenixffm @100xcompounding

Top assets mentioned Ategrity Specialty Insurance Company Holdings (ASIC) VersaBank (VBNK) Burford Capital Limited (BUR) Accelerant Holdings (ARX) Exzeo Group, Inc. (XZO) American Integrity Insurance Group, Inc. (AII) Apartment Investment and Management Company (AIV) American International Group Inc (AIG) W R Berkley Corp (WRB) Maxcoin (MAX) SR Bancorp, Inc. (SRBK) CNA Financial, Corp. (CNA) NatWest Group plc (NWG) Lloyds Banking Group PLC (LYG) Barclays PLC (BCS) Amentum Holdings, Inc. (AMTM) Everest Group, Ltd. (EG) Tesla, Inc. (TSLA) Nomad Foods Limited (NOMD) Civeo Corporation (CVEO) Costco Wholesale Corporation (COST) Upstart Holdings, Inc. (UPST) Amrize Ltd (AMRZ) Cheeseball (CB)

Top Social Posts

Top posts by engagements in the last [--] hours

"$asic still cheap as fk but I don't understand why Zimmer grabs that many shares (80%) instead of going private"
X Link 2025-12-03T04:10Z [---] followers, [---] engagements

"What's the bear case of $aii with this price"
X Link 2025-12-08T03:42Z [---] followers, [---] engagements

"I don't have enough $vbnk"
X Link 2025-12-11T05:48Z [---] followers, [---] engagements

"Just replace 25% of my portfolio from $boxx to $aiv and think what I'm missing . What could go wrong"
X Link 2026-01-02T03:22Z [---] followers, [---] engagements

"Oh wowwhat does $AIG has anything to do with my little small cap insurance companies like $acic & $asic"
X Link 2026-01-07T00:00Z [---] followers, [---] engagements

"@CedarStResearch Is $arx running the same biz model as $xzo"
X Link 2026-01-07T03:59Z [---] followers, [---] engagements

"$Asic Added. Still believe it's too cheap to ignore"
X Link 2026-01-10T00:44Z [---] followers, [--] engagements

"The more I dig into $arx the more I love it and think how the price still stay at this level"
X Link 2026-01-22T00:56Z [---] followers, [---] engagements

"@CedarStResearch Is this post saying they're way too conservative on guidance"
X Link 2026-01-22T06:39Z [---] followers, [---] engagements

"Keep asking myself why I hate money but I just can't stop buying $asic . How worse could it be The growth looks great from datathe loss ratio likely be steady near termlet alone the sharp Zimmer guy will bring a decent amount of investment income"
X Link 2026-01-28T00:39Z [---] followers, [---] engagements

"@CedarStResearch Do you think they are going to play the same game as $cna with pretty high insider holding"
X Link 2026-01-29T01:59Z [---] followers, [--] engagements

"@DJ_EBITDA When $xzo Need the dip to get some"
X Link 2026-01-29T15:16Z [---] followers, [--] engagements

"@CedarStResearch Holy shit what's going on with $arx Lmfao"
X Link 2026-02-03T00:58Z [---] followers, [---] engagements

"@CedarStResearch @bentonc13 Brutal. Have no idea why PE wants to get out eagerly"
X Link 2026-02-03T16:28Z [---] followers, [--] engagements

"@CedarStResearch @bentonc13 $xzo also being dumped hard. I Just add some and bet it's stupid algo selling off these names"
X Link 2026-02-03T16:40Z [---] followers, [--] engagements

"@CedarStResearch @bentonc13 Hard to believe $arx & $xzo are dumped because of stupid saas sell off. It's just too dumb to believe it"
X Link 2026-02-03T16:44Z [---] followers, [---] engagements

"@CedarStResearch Log in my account and see the red number thinking about what stupid insurance AI bullshit article we have here and really have some fun reading these nonsense content"
X Link 2026-02-10T00:41Z [---] followers, [---] engagements

"Come on man Dumping the insurance companies that have been using data to train there AI model just because of seeing some bullshit article about "disruptive" fancy AI model from rookies $asic $xzo $arx"
X Link 2026-02-10T00:55Z [---] followers, [---] engagements

"@CedarStResearch Somehow those insurance companies will act like idiots that don't know how to build their AI model"
X Link 2026-02-11T16:24Z [---] followers, [--] engagements

"@CedarStResearch"
X Link 2026-02-12T16:00Z [---] followers, [--] engagements

"@CedarStResearch Tbh I also have no idea why $asic & $arx & $xzo also being traded like shit"
X Link 2026-02-12T16:05Z [---] followers, [--] engagements

"@thecontracap Insurance software like $arx $xzo . Not expensive. Healthy balance sheet with mid teen growth rate and profitable"
X Link 2026-02-13T04:29Z [---] followers, [---] engagements

"@Aureliusltd28 Long live the queen I'm long UK banks like $bcs & $nwg & a little bit $lyg "
X Link 2025-01-08T14:45Z [---] followers, [---] engagements

"$noa any big deal Why so panic"
X Link 2025-01-30T15:57Z [---] followers, [---] engagements

"@WagieCapital Golden age of grift"
X Link 2025-02-19T02:56Z [---] followers, [--] engagements

"@siyul $bur & $vbnk "
X Link 2025-02-20T00:34Z [---] followers, [---] engagements

"$noa is it going to bankrupt Ohwaitthose contracts"
X Link 2025-04-07T15:27Z [---] followers, [---] engagements

"How low can $vbnk go 0.5xpb I'm still holding and waiting for adding. They are profitable in Canada with 810% roe and I have no Idea why ppl don't give a shit let alone the growing US biz"
X Link 2025-04-08T03:40Z [---] followers, [----] engagements

"$noa when more buyback"
X Link 2025-04-11T05:18Z [---] followers, [---] engagements

"The housing mkt in FL is deteriorating Will it impact the earning of $ACIC I don't think people understand what's happening in housing market right now. Florida now has [-----] listings. Highest level on record. Entire Northeast U.S. has [-----] listings. Lowest level on record. People are leaving Florida. And moving back north. A structural trend that https://t.co/NYAJ9jN0Hp I don't think people understand what's happening in housing market right now. Florida now has [-----] listings. Highest level on record. Entire Northeast U.S. has [-----] listings. Lowest level on record. People are leaving"
X Link 2025-05-01T13:32Z [---] followers, [----] engagements

"$AMTM Could anyone tell me why this name is attractive Most of FCF will flow to debt payment unless they are going to sell subsidiaries"
X Link 2025-06-03T06:38Z [---] followers, [----] engagements

"I don't have enough $vbnk"
X Link 2025-06-04T00:52Z [---] followers, [---] engagements

"If RPP is not as attractive as ABS in US mkt where does the growth come from $vbnk"
X Link 2025-06-05T14:19Z [---] followers, [---] engagements

"ReallyNo premium for $acic with this great qtr"
X Link 2025-08-10T23:52Z [---] followers, [---] engagements

"$noa looks like they have big problems with Australia segment"
X Link 2025-08-13T23:54Z [---] followers, [---] engagements

"Does this mean they are having headwind of RPP in US https://www.versabank.com/releases/VERSABANK-EXPANDS-RECEIVABLE-PURCHASE-PROGRAM-WITH-LAUNCH-OF-SECURITIZED-FINANCING-SOLUTION-AND-APPOINTS-VETERAN-US-EXECUTIVE-TIMOTHY-COMISKEY-TO-LEAD-INITIATIVE-id-122705 https://www.versabank.com/releases/VERSABANK-EXPANDS-RECEIVABLE-PURCHASE-PROGRAM-WITH-LAUNCH-OF-SECURITIZED-FINANCING-SOLUTION-AND-APPOINTS-VETERAN-US-EXECUTIVE-TIMOTHY-COMISKEY-TO-LEAD-INITIATIVE-id-122705"
X Link 2025-08-14T15:10Z [---] followers, [---] engagements

"Looks like the bagholder like me still have a long way to go. $bur. I mean Argentina will try their best to waste my time by appealing. Guess the shareholders are going to get some crappy bond eventually. Gotta lower my expectations"
X Link 2025-08-15T23:09Z [---] followers, [---] engagements

"@tomasfrontpoint @quanttendies Oh come onthe point is pushing arg to settle. Burford says they just want arg to pay the money"
X Link 2025-08-16T22:24Z [---] followers, [---] engagements

"@quanttendies @tomasfrontpoint Yeah but $bur says they are willing to cut the amount guess they want higher IRR on this case"
X Link 2025-08-17T11:53Z [---] followers, [---] engagements

"@jayg327 Sounds good will take a look but it seems the Fl mkt are going to be soft and I have $acic as my exposure to this sector "
X Link 2025-08-23T01:41Z [---] followers, [---] engagements

"@CedarStResearch Isn't $AII more attractive"
X Link 2025-08-27T02:55Z [---] followers, [---] engagements

"@justfactstruth It's going to be a disaster if it becomes legal case like what $bur is fighting for"
X Link 2025-09-09T09:06Z [---] followers, [---] engagements

"$bur what does this name have anything to do with rare earth ban"
X Link 2025-10-10T16:21Z [---] followers, [---] engagements

"At what price they're going to do buyback $bur"
X Link 2025-10-17T00:01Z [---] followers, [---] engagements

"@CedarStResearch Man how are these Roe & combined ratio sustainable"
X Link 2025-10-28T23:57Z [---] followers, [--] engagements

"@CedarStResearch I'm not familiar with $eg do they fail to manage the reserves"
X Link 2025-10-29T00:55Z [---] followers, [--] engagements

"@CedarStResearch Is it a bet that new CEO will manage reserves well So we get a decent (avg roe/pb) number"
X Link 2025-10-29T01:09Z [---] followers, [--] engagements

"@quanttendies You still long It's so frustrating"
X Link 2025-10-29T23:44Z [---] followers, [---] engagements

"I bet judge Chin won't change the opinion since he has made a clear decision in [----]. $bur"
X Link 2025-10-30T05:30Z [---] followers, [---] engagements

"@CedarStResearch That sounds a bankruptcy to me in this sector"
X Link 2025-10-30T13:42Z [---] followers, [--] engagements

"@WilliamHarr21 @TTX_Network @Shrimp_a_Whales From probability perspective it's rare that judge will change his mind in 2nd court"
X Link 2025-10-31T00:22Z [---] followers, [--] engagements

"Nobody believes in what $bur mgmt said except me so I guess that's why I underperformed"
X Link 2025-11-05T14:57Z [---] followers, [---] engagements

"@CedarStResearch Is it a good time to load up these names after hearing the comment from $wrb mgmt about soft mkt"
X Link 2025-11-07T02:15Z [---] followers, [---] engagements

"@CedarStResearch Why do they do this merger Lack of liquidity"
X Link 2025-11-18T02:47Z [---] followers, [--] engagements

"@CedarStResearch Why do you think $max is superior to their peers as you mentioned in this research"
X Link 2025-11-24T01:10Z [---] followers, [--] engagements

"@siyul For god sakepay the debt to $bur when YPF gets the money from project"
X Link 2025-12-05T02:05Z [---] followers, [---] engagements

"@siyul Gotta be lateral thinking enough to hold $bur through the whole way down"
X Link 2025-12-05T02:15Z [---] followers, [---] engagements

"@Aureliusltd28 When will Cathie Wood be back like a legendary fund manager"
X Link 2025-12-10T00:00Z [---] followers, [--] engagements

"@CedarStResearch It's surprising that $max is your biggest position in this account"
X Link 2025-12-12T02:52Z [---] followers, [--] engagements

"@CedarStResearch @Don7Spy Insane isn't it The worse the quality it is the higher sp you get. What a casina"
X Link 2025-12-23T01:18Z [---] followers, [---] engagements

"@mr_deepvalue @PricedToZero Yeahbut I'm teased that I'm underperformed $tsla by building valuation model and diversification"
X Link 2026-01-03T02:33Z [---] followers, [--] engagements

"@CedarStResearch What's going to happen"
X Link 2026-01-03T04:01Z [---] followers, [---] engagements

"@Phoenix_FFM Hope this shit show ends asap. The comment from burford mgmt doesn't help the sentiment"
X Link 2026-01-03T12:45Z [---] followers, [--] engagements

"@CedarStResearch I'm not familiar with $aig so I would like to know if it's still a bargain fundamentally without potential buyout"
X Link 2026-01-07T00:47Z [---] followers, [--] engagements

"Investing in REIT & insurance & saas is the pronoun of hating money"
X Link 2026-01-07T23:50Z [---] followers, [--] engagements

"@100xCompounding Why don't they just repurchase shares"
X Link 2026-01-14T00:00Z [---] followers, [--] engagements

"@bucketshopcap Even my mom who lose tons of shit in 08"starts talking about semi/dram/robot/AI "
X Link 2026-01-14T23:48Z [---] followers, [--] engagements

"@DJ_EBITDA Then why $asic is red today"
X Link 2025-10-03T02:39Z [---] followers, [---] engagements

"$asic any idea why it's dumped so hard Peers looks fine"
X Link 2025-10-03T06:45Z [---] followers, [---] engagements

"Add some $asic and will be avg down. Unless we're going to hit the soft mkt very soon or it's cheap "
X Link 2025-10-09T16:55Z [---] followers, [---] engagements

"$nomd I think it's cheap enough to compensate the downside. Anyone"
X Link 2025-12-20T14:18Z [---] followers, [---] engagements

"@CedarStResearch Would you help me walking through why they want to buy $wrb at $6970 What's the valuation here"
X Link 2026-01-08T06:29Z [---] followers, [--] engagements

"@kingdomcapadv Would you like to take a look on $strs Looks like same liquidation play"
X Link 2026-01-28T05:45Z [---] followers, [--] engagements

"@CedarStResearch Any thought about the incoming earning"
X Link 2026-01-29T01:48Z [---] followers, [--] engagements

"ok so the result of this q for $SRBK is not impressive but they're making money at least. It takes time to make it work"
X Link 2024-10-30T23:26Z [---] followers, [---] engagements

"@CedarStResearch But American integrity insurance group is 1.2x pb with roe20% "
X Link 2025-08-27T03:12Z [---] followers, [--] engagements

"$cveo could anyone share some thoughts about this name It looks interesting"
X Link 2025-10-15T02:15Z [---] followers, [---] engagements

"$nbn looks like a bargain why is it dumped so hard Do I miss something"
X Link 2025-10-31T02:05Z [---] followers, [---] engagements

"@boujee_banker Do you use price to book ratio to assess the PT"
X Link 2025-10-31T02:36Z [---] followers, [---] engagements

"$vbnk must has something to do with $upstright"
X Link 2025-11-05T03:54Z [---] followers, [---] engagements

"How's $5.75 distribution possible unless they're forced to sell $aiv"
X Link 2026-01-05T14:34Z [---] followers, [---] engagements

"@kingdomcapadv @WaterworldCapi1 Isn't the bottom line of distribution range $5.75 too conservative for $aiv"
X Link 2026-01-06T04:03Z [---] followers, [---] engagements

"@Ampliteer @Mr_Neutral_Man It will be costco chicken for me forever if $aiv liquidates below $6.5"
X Link 2026-01-07T00:57Z [---] followers, [---] engagements

"$igic how can you not love this mgmt"
X Link 2025-11-05T14:44Z [---] followers, [---] engagements

"I wonder why nobody gives $bfcc a fk "
X Link 2024-04-15T05:52Z [---] followers, [---] engagements

"So $vbnk are loaning richer Canadian and simultaneously absorbing the money from bankrupted poorsDo I read this right Damnhow can you not love this biz"
X Link 2025-09-09T06:42Z [---] followers, [---] engagements

"@Aureliusltd28 Is $vbnk a cyclical abs issuing shitco Asking for a friend"
X Link 2025-10-02T06:45Z [---] followers, [---] engagements

"Isn't the comment on soft mkt in real estate interesting $asic"
X Link 2025-10-23T01:14Z [---] followers, [---] engagements

"@CedarStResearch Gotta see the track recordare you interested in buying this name"
X Link 2025-10-29T00:02Z [---] followers, [--] engagements

"$srbk the profitability is still poor guess I won't see they go back to 1xpb in my lifetime but I'm still holding because of the clean balance sheet"
X Link 2025-10-31T16:08Z [---] followers, [---] engagements

"$vbnk it's been a long time seeing this name green"
X Link 2025-11-03T15:01Z [---] followers, [---] engagements

"@Tarbay14 Yeah guess $vbnk also lends money to those ppl who have bad credit score so the stock price drops like $upst"
X Link 2025-11-06T01:26Z [---] followers, [---] engagements

"Could anyone convince me to believe $amrz is a bargain deal at this price"
X Link 2025-11-11T03:25Z [---] followers, [---] engagements

"$aii Haven't checked the earnings but is it really that bad"
X Link 2025-11-12T15:40Z [---] followers, [---] engagements

"$aii Kinda worrisome they expand too fast to manage the reserves"
X Link 2025-11-13T02:29Z [---] followers, [---] engagements

"Once again $ASIC mgmt said they don't see soft mkt and they are increasing the price so they have different forward looking from big P&C insurance company like $cb. This makes me wonder if they're good at providing good product or just taking whatever they can with shitty price"
X Link 2025-11-14T05:55Z [---] followers, [---] engagements

"$AII wtf Isn't it overreacting"
X Link 2025-11-21T00:14Z [---] followers, [---] engagements

"@PauzaWowza I'm long $aii but am thinking about selling it and putting the money on $asic because it looks like FL mkt is softening fast"
X Link 2025-11-21T03:35Z [---] followers, [---] engagements

"We're close to lockup expiration and it's interesting to see how Zimmer will dump their shares or not. $asic"
X Link 2025-12-05T01:46Z [---] followers, [---] engagements

"It looks like Zimmer and mgmt are with us. $asic"
X Link 2025-12-10T03:36Z [---] followers, [---] engagements

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