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@MisterAccord "Hey I've covered $ROOT on Seeking Alpha a few times. The main idea is that they do auto P&C insurance digitally through similar distributors like Carvana. This means the long-term bet is the future value of the balance sheet as they retain earnings to cover the growth in policies. You can then pick what kind of Price/Book multiple you think is likely. First profitable quarter was Q3 last year sent the stock from $XX to $XX. Climbed more as sequential revenue growth kept happening but EPS has not been growing as opex increased. Might be that this is what spooked investors and brought it down."
X Link @MisterAccord 2025-10-06T20:17Z XXX followers, XXX engagements

"Sold my $FOUR today and bought $BRO. While both are priced well for growth $FOUR's focus on discretionary spending is a risk factor. $BRO rides the growth of global insurance as a broker without underwriting risk or a similarly obvious downside"
X Link @MisterAccord 2025-10-13T13:38Z XXX followers, XXX engagements

"You know $PYPL is doomed because no one would start it today and call it PayPal. That's what you call a payment service for boomer helicopter parents that think the Internet is all scams and predators"
X Link @MisterAccord 2025-10-15T01:44Z XXX followers, XXX engagements

"@RaviDhaliw @danielisdizzy This is a growth company. If short sellers matter then obviously that investor doesn't believe in the growth enough to hold the stock. Management's job is not to help out traders"
X Link @MisterAccord 2025-10-10T17:54Z XXX followers, XX engagements

"$BRO is finally a good price for its growth/fundamentals. They are a global insurance broker. "Defensiveness" of insurance without the underwriting risk. Cash-flow positive lots of M&A opportunities"
X Link @MisterAccord 2025-10-11T15:21Z XXX followers, XXX engagements

"@iancassel Lynas was the only good one"
X Link @MisterAccord 2025-10-14T14:24Z XXX followers, XXX engagements

"Lynas had not only the minerals but the facilities in place to get them out and process them"
X Link @MisterAccord 2025-10-14T14:26Z XXX followers, XX engagements

"@realroseceline @tadhelm I see stuff like this all the time all these reasons about why a stock should be cheap that have little if anything to do with the value of earnings. If $KO is $XX then $PEP at $XX is "cheap" thinking like that"
X Link @MisterAccord 2025-10-15T16:35Z XXX followers, XXX engagements

"@legen_eth I mean it's $2T for a company that produces $15B to $30B in free cash flow. Seems like the stock is fully valued. I wouldn't wake up any day with hard expectations that this thing will shoot up"
X Link @MisterAccord 2025-10-15T16:44Z XXX followers, 2530 engagements

"@Market199S They dont need voting rights to have value"
X Link @MisterAccord 2025-10-15T18:45Z XXX followers, XX engagements

"My last thesis on $FNMA $FNMAS and $FNMAT until the conservatorship ends:"
X Link @MisterAccord 2025-10-15T01:37Z XXX followers, 1837 engagements

"$FNMA investors showing more confidence in preferreds than commons. One almost wonders if gains were being rolled over from one to the other. Makes sense in a lot of ways"
X Link @MisterAccord 2025-10-15T17:23Z XXX followers, 1761 engagements

"$FNMA $FNMAS $FNMAT 2024 Form 10K: Terms of preferred stock: NO conversion into common redeem/liquidate at stated value ($25 $50). Terms of gov. common warrant: Can purchase up to XXXX% of the COMMON equity NOT preferred"
X Link @MisterAccord 2025-10-16T15:04Z XXX followers, 1938 engagements