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@bjmtweets Avatar @bjmtweets Brian McCormick

Brian McCormick is not mentioned in the provided tweets. However, the tweets appear to be discussing various stocks, including $ROOT, $LMND, and $UPST, with users sharing their opinions and analysis on the companies' performance and potential. The most discussed stock seems to be $ROOT, with users commenting on its growth prospects, partnerships, and short float.

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Social Influence

Social category influence cryptocurrencies #3246 stocks XXXXX% finance XXXXX% automotive brands XXXX% technology brands XXXX% products XXXX%

Social topic influence $root #2, $lmnd #80, $path #101, insurance #923, $pgr #5, business 4.38%, $klar #12, ai 3.65%, market cap #423, credit cards #951

Top accounts mentioned or mentioned by @leinad7331 @neilx10 @andersreiche @jaybananabread @neil_x10 @qualityinvest5 @tfanalytics1 @shadyjosh5 @paperbaginvest @nikoliasgoninus @jakebrowatzke @yardenzo60 @henryinvests @anthonyisonline @magnussigurdss @vanderlane @ecommerceshares @vander_lane @energy_tech_inv @ryanthawks

Top assets mentioned The Root Network (ROOT) Lemonade, Inc. (LMND) UiPath, Inc. (PATH) Progressive Corp (PGR) Klarna Group (KLAR) Return to Beginnings (ROOTS) CoreWeave, Inc. (CRWV) IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Adobe, Inc. (ADBE) Hims & Hers Health, Inc. (HIMS) AMP Token (AMP) RAI Finance (SOFI) ZetaChain (ZETA) Alien Base (ALB) Advanced Micro Devices (AMD) Carvana Co. (CVNA) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL)

Top Social Posts

Top posts by engagements in the last XX hours

"$ROOT is getting serious on brand awareness (mid and upper funnel marketing). Is the campaign-less brand phase over"
X Link 2025-12-05T19:46Z 4764 followers, 2509 engagements

"$LMND's share price is up XXX% since this video"
X Link 2025-12-07T23:54Z 4764 followers, 9866 engagements

"$ROOT testing the previous low hammer candle"
X Link 2025-11-20T17:41Z 4764 followers, 1982 engagements

"$LMND & $ROOT have a major advantage over legacy insurance. No tech debt. Here is an active job posting from State Farm. They need people to maintain critical systems with programming languages from the 1950s. Good luck re-writing and modifying that code without crashing critical infrastructure. They can't adapt like insurtechs. There's a reason $PGR is ahead of State Farm. And why $LMND and $ROOT will be too (eventually)"
X Link 2025-11-20T19:27Z 4764 followers, 2967 engagements

"A structural issue with $CRWV $IREN and $NBIS is gross margins (largely) do not improve as you build more. You are spreading the GPU baremetal + floor cost across the energy hookup. Once you start a new data center incremental margins are worse until XXX% utilization again"
X Link 2025-12-02T23:48Z 4764 followers, 1477 engagements

"$ROOT CEO does not give a #$&@ They literally went years without campaign branded ads The homepage is a X year old iPhone from IPO This is the guy who ignores everything but the essential highest ROI use of resources The jobs application page is almost all data science"
X Link 2025-12-04T05:25Z 4764 followers, 4021 engagements

"$ROOT could be a $10B business in X years. That would be a XXX% gain from today's share price"
X Link 2025-12-08T21:14Z 4764 followers, 2776 engagements

"$ROOT partner added to S&P 500"
X Link 2025-12-06T03:11Z 4763 followers, 1852 engagements

"@QualityInvest5 Cancelled my $ADBE subscription today. Have used their software for past XX years"
X Link 2025-12-11T00:24Z 4764 followers, XXX engagements

"Will share my orchestration thoughts on $PATH tomorrow before earnings. On a fundamental level. Focused on Maestro"
X Link 2025-12-03T04:20Z 4762 followers, 5655 engagements

"New article out. Does $PATH's Maestro Have Product Market Fit Here's What The Data Tells Us 🔗👇"
X Link 2025-12-03T20:52Z 4764 followers, 3776 engagements

"Daniel Dines on AI agent adoption that AREN'T $PATH agents inside the UiPath platform: "At this point it's too early to see us managing external agents that are built completely outside of our platform.""
X Link 2025-12-03T22:44Z 4764 followers, 2404 engagements

"$PATH CFO: "For the short term there is nothing material around agentic implementations.""
X Link 2025-12-03T22:53Z 4764 followers, 5220 engagements

"Overall here is my impression of $PATH quarterly call They presented themself as the Legacy RPA business. They believe this business will continue to grow. The language was around "stabilizing" the business. Maestro was framed as a tool to improve legacy "stickiness" and be a more whole platform. They did not choose to frame Maestro as a revolutionary orchestration tool for enterprise or as a product to on-board many new customers etc. They choose to frame it as a way to improve their current RPA legacy offerings. There is a large disconnect in how UiPath is framing Maestro and the business"
X Link 2025-12-03T23:13Z 4764 followers, 10K engagements

"$PATH up XX% today 👀"
X Link 2025-12-04T16:10Z 4762 followers, 2381 engagements

"@maravilla_chris I agree. $ROOT will be my largest position regardless of how much I tax harvest"
X Link 2025-12-07T23:10Z 4760 followers, XXX engagements

"@Neil_X10 @Leinad7331 $LMNDs pet and renters business are LAE dependent as well as car cross sales. They invest heavily in solving LAE. For Car LAE is much less a factor. Especially saving a few percent (ROOT already 6-7%). However being POS embedded and having major IA funnels are massive"
X Link 2025-12-08T15:43Z 4761 followers, XXX engagements

"@Neil_X10 @Leinad7331 Much of Root's R&D is for building B2B products like POS. Once Carvana Hyundai and others have embedded partners they are less likely to switch. It will be harder to win in future Whereas reverse is true for LAE automation. Those solutions will be more developed and cheaper"
X Link 2025-12-08T16:59Z 4760 followers, XXX engagements

"@Neil_X10 @Leinad7331 Most of the terminal value of both companies is assigned from potential Car growth. If you asked me to design the best car insurer for the next decade LAE would sit below other factors"
X Link 2025-12-08T17:32Z 4763 followers, XXX engagements

"@Neil_X10 @Leinad7331 For partner you need risk to rate to be best in class (Root already has that): Partners want a trustworthy system. Root spends effort to be quality here. They hired a chief security officer. Lemonade by contrast had unsecured API for X years with leaky drivers license data"
X Link 2025-12-08T23:31Z 4760 followers, XXX engagements

"@Neil_X10 @Leinad7331 Lemonade's move fast and break things philosophy works well with consumers because they can churn some consumers and be fine. New consumers will replace them. For partner channel you need trust and a relationship"
X Link 2025-12-08T23:32Z 4760 followers, XXX engagements

"@Neil_X10 @Leinad7331 Lemonade appears to have offput many IAs as well by showing off their agentless model. Root on the other hand is run by an actuary by training is HQ in Columbus and comes off as the down to earth partner you can trust. People here to help"
X Link 2025-12-08T23:33Z 4764 followers, XXX engagements

"@Neil_X10 @Leinad7331 These are cultural and organizational differences where Root is better aligned for partner channel distribution. $LMND is better aligned for direct to consumer"
X Link 2025-12-08T23:34Z 4764 followers, XXX engagements

"@Neil_X10 @Leinad7331 If you have the best risk to rate pricing the most cost effective way to massively scale is through IAs. Partner POS is next. Then direct. Captive agents would be last. Gemini explains here"
X Link 2025-12-09T00:08Z 4760 followers, XX engagements

"@Neil_X10 @Leinad7331 Yes IA's are first"
X Link 2025-12-09T00:10Z 4760 followers, XXX engagements

"@JM_Investment0 $ROOT"
X Link 2025-12-09T00:22Z 4760 followers, XXX engagements

"@jaybananabread @Neil_X10 @Leinad7331 You changed intent there to say "prioritize first" vs which is "best to scale massively" Here you go"
X Link 2025-12-09T01:10Z 4765 followers, XXX engagements

"@jaybananabread @Neil_X10 @Leinad7331 The primary issue with Direct is as you scale your efficiency declines. $LMND already experiences this. They can't double their ad spend without decreasing ad efficiency"
X Link 2025-12-09T01:21Z 4764 followers, XXX engagements

"@Neil_X10 @Leinad7331 100%. $LMND has big tail-end potential. They are an AI company that sells insurance"
X Link 2025-12-09T02:41Z 4764 followers, XXX engagements

"@YodaStockInvest My second biggest. $ROOT is biggest"
X Link 2025-12-09T05:27Z 4760 followers, XXX engagements

"@Leinad7331 @Neil_X10 Root is advantaged because distribution can be massively scaled and profitably which can accelerate their growth quicker. And market cap is $1B. 10x is much more possible in near to midterm"
X Link 2025-12-09T06:39Z 4761 followers, XXX engagements

"@Leinad7331 @Neil_X10 While narrative can provide some boost it is still grounded by peer comps. Such as $SOFI $HIMS and other favorites. People will look at fundamentals of other innovative stocks. IE Jake sells and buys $PATH"
X Link 2025-12-09T06:47Z 4761 followers, XXX engagements

"@Leinad7331 @Neil_X10 The market will not 5x Lemonade soon unless rest of peers also 5x. When $LMND doubles it suddenly has a new peer comp group investors compare to in $10-15B market cap range"
X Link 2025-12-09T07:16Z 4761 followers, XXX engagements

"@Leinad7331 @Neil_X10 As we speak $LMND now is within peer comps of $HIMS and $PATH and $ZETA by market cap. Another double puts it in others range. All stocks exist as opportunity costs"
X Link 2025-12-09T07:18Z 4761 followers, XXX engagements

"@Leinad7331 @Neil_X10 Its a constraint vs $LMNDs peer group. SaaS has no RBC limiting growth speed"
X Link 2025-12-09T15:15Z 4764 followers, XX engagements

"@Leinad7331 @Neil_X10 $ROOT is structured well to scale with RBC because risk to rate pricing is the biggest factor in profitability and they can scale that massively through IAs and partners. Car is a large TAM profit building product and the org is focused on pricing/distribution"
X Link 2025-12-09T15:27Z 4764 followers, XXX engagements

"@Neil_X10 @Leinad7331 @jaybananabread Profit is king. You must drive growth from increased profits. ADR only matters so much as it serves profit through reduced expenses (marketing)"
X Link 2025-12-09T15:59Z 4764 followers, XXX engagements

"@yardenzo60 @FelixKern2 @Leinad7331 @HenryInvests $ROOT still gets the sale. They have around XX% attach rate with Carvana car sales for instance"
X Link 2025-12-09T16:34Z 4765 followers, XXX engagements

"@yardenzo60 @FelixKern2 @Leinad7331 @HenryInvests That means if Carvana customers are XX% State Farm XX% PGR etc. $ROOT is all the way up to XX% market share with POS from this outlet at the end of the day. If it was their regular avg vs entire market it's under 1%"
X Link 2025-12-09T16:35Z 4765 followers, XXX engagements

"@AndersReiche @Neil_X10 @Leinad7331 @jaybananabread These business are still in early growth so market hasn't fully realized this. $ROOT will be priced much better than it is today over mid-term in next 5-10 years"
X Link 2025-12-09T16:50Z 4765 followers, XXX engagements

"@AndersReiche @vander_lane @Neil_X10 @Leinad7331 @jaybananabread That depends on growth over next X years. If $ROOT grows faster and more profitable for sustained period it's not going to be discounted. RBC and profitable growth favor $ROOT to scale more over the next 5-10 years by company design"
X Link 2025-12-09T17:12Z 4764 followers, XXX engagements

"@Leinad7331 @Neil_X10 Yes but when brands like Hyundai or Toyota decide on who to partner with these are things they consider. You also need risk & rate solved now so you can partner early before partners are scooped up and switching costs exist"
X Link 2025-12-09T17:27Z 4764 followers, XX engagements

"@Leinad7331 @Neil_X10 It's a land grab so timing on solving risk to rate matters Root has strong trust signals with proven results with Carvana focusing on quality with CIO etc. They also build quicker here by experience. That's why brands like Hyundai are interested in working with them"
X Link 2025-12-09T17:46Z 4764 followers, XXX engagements

"@Leinad7331 @Neil_X10 As far as who you trust. We have to understand the ethos of those who would be doing the partnerships not our own. Where does their ethos align That's why Meta & Paypal executive's joined $LMND board. They share ethos of move fast and break things do cool tech stuff"
X Link 2025-12-09T17:49Z 4764 followers, XXX engagements

"@Leinad7331 @Neil_X10 This is not the ethos and culture of Hyundai Toyota etc. boards. Or of independent agents. Each of these businesses attract those that share similar values or focuses. This is my point on alignment with partner/IA integration to scale"
X Link 2025-12-09T17:51Z 4764 followers, XXX engagements

"@Leinad7331 @AndersReiche @Neil_X10 @jaybananabread I don't either. Anders brought that up"
X Link 2025-12-09T17:52Z 4764 followers, XX engagements

"@ShadyJosh5 Wrong side of a trend that can last for decades or more"
X Link 2025-12-10T15:07Z 4763 followers, XXX engagements

"@ShadyJosh5 There's cyclical stocks though where they are with the longterm trend but short-term against it. Why not invest there Example the one I was looking at over past year was $ALB. It just ran though due to anticipated demand"
X Link 2025-12-10T17:37Z 4765 followers, XX engagements

"$KLAR BNPL is outperforming credit cards by a wide margin in terms of credit losses Klarna loans are shorter duration rather than open-ended and approved by item"
X Link 2025-12-01T18:13Z 4763 followers, 1288 engagements

"By nature $KLAR BNPL will have better losses than the credit card industry. Here's two big reasons why: Loans are approved by item Credit cards are a blank check. Klarna can make item by item decisions. Credit cards do not. Being late to pay on a single item can turn off BNPL for all other purchases. Credit cards just stack debt to the limit. Defined payback periods Klarna sets clear expectations. Pay in XX days or pay in X. Credit cards are ambiguous open-ended. When you set expectations up-front people are more likely to follow them"
X Link 2025-12-01T18:29Z 4763 followers, 2993 engagements

"@JSiegel88 @ecommerceshares Klarna has better credit losses because it makes decisions on a per item basis. As soon as you are late on paying back X item they can decline any new purchases. Credit card is revolving credit and you can keep racking up debt to the limit"
X Link 2025-12-01T23:20Z 4763 followers, XXX engagements

"@JSiegel88 @ecommerceshares FYI - People use Klarna because its convenient easier to understand and use (clear pay in X or XX day option) and a large chunk of people just don't like Credit Cards/revolving credit or the ambiguity of it. As shown $KLAR BNPL credit losses are superior to credit cards"
X Link 2025-12-01T23:29Z 4763 followers, XXX engagements

"@BarnieTaintpipe @ecommerceshares So "it's unfair to compare $KLAR BNPL loans to credit card loans because they have better charge off rates". In other words the lending profile is better which is my case and point"
X Link 2025-12-02T03:23Z 4764 followers, XXX engagements

"@Leinad7331 @PaperBagInvest Longterm capital gains tax rate appears to be a major (hidden) force in those of us moving around funds vs not"
X Link 2025-12-02T15:14Z 4764 followers, XXX engagements

"@adamscochran BNPL is higher quality lending than credit cards by a wide margin. Below is $KLAR credit losses vs the credit card industry"
X Link 2025-12-03T03:53Z 4763 followers, XXX engagements

"@AndrewM61370616 100%. People just post their assumptions. If they bothered to look at their loss rate they would see its much better than credit cards. Which is as it should be given credit is approved by item and is shorter duration. $KLAR vs Credit Card industry below"
X Link 2025-12-03T04:03Z 4763 followers, XXX engagements

"Reminder about $PATH after hours Numbers themself don't mean a lot here What matters to the story is Maestro growth. We don't know that yet from top or bottom line numbers. Commentary on aggressive Maestro adoption = bullish Commentary on slow sales cycle for Maestro = bearish"
X Link 2025-12-03T21:48Z 4765 followers, 3440 engagements

"$PATH is seeing significant interest around new agent development. Per Q3 call over XXX companies are actively developing agents in their platform. In Q2 that number was just XXX. Over XXX% increase"
X Link 2025-12-04T00:59Z 4764 followers, 3494 engagements

"$ROOT remains my top allocation XX% Y/Y revenue growth P/E around XX Half the new book doubled y/y 1/4 the new book grew 3x y/y Structural advantage against legacy 100x TAM industry Founder led with significant skin in the game Checks all my boxes"
X Link 2025-12-04T04:31Z 4764 followers, 2267 engagements

"$PATH new customers by quarter on a last twelve month basis. Number of new $1M ARR customers is actually decelerating growth"
X Link 2025-12-04T19:31Z 4764 followers, 4967 engagements

"Here is $PATH's ARR increase by quarter Charts are: LTM basis quarterly and y/y"
X Link 2025-12-04T19:56Z 4764 followers, 2738 engagements

"To validate $PATH bull thesis I want to see: 👉 Increase in new enterprise customer growth. This will show Maestro is opening up their TAM. Small incremental gains are nice But. SBC was XX% of revenue. That's high dilution for XX% growth"
X Link 2025-12-04T20:33Z 4764 followers, 4442 engagements

"$LMND's lowest P/S ratio was XXXX. This was when the stock was beat down to $XX from massive inflation & high net losses Today $ROOT has $PGR level loss ratios half the book growing XXX% XX% rev growth and is profitable P/S ratio is .87 😲 Asymmetric opportunity is massive"
X Link 2025-12-05T00:24Z 4764 followers, 6316 engagements

"@jakebrowatzke @tfanalytics1 I'm searching for the aha moment but haven't found it. I've written off every stock I've owned before owning it. $LMND $ROOT $AMD etc. What do you think I'm missing Based on my interpretation of Dines commentary and Maestro/Path"
X Link 2025-12-05T00:36Z 4764 followers, XXX engagements

"$ROOT has an XX% short float. That's a lot. What exactly are they hoping to accomplish Root isn't particularly expensive. Nor are they particularly failing in any way. It's basically shorting sentiment. Will be covered quickly when sentiment changes"
X Link 2025-12-05T21:09Z 4763 followers, 1499 engagements

"@_samputnam $ROOT is profitable. P/E in 20s"
X Link 2025-12-06T02:40Z 4765 followers, 1611 engagements

"@ericjackson Have you put $CVNA's partner $ROOT on your watchlist My highest conviction stock"
X Link 2025-12-06T22:27Z 4764 followers, XXX engagements

"If $ROOT stays below $XX will likely tax loss harvest a portion in a few weeks. Mostly like place to park those funds is $PGR ATM"
X Link 2025-12-07T17:46Z 4763 followers, 2893 engagements

"@Leinad7331 $ROOTs investments are moat building and affect numbers more than $LMND. It shows in bottom line Eventually customer service AI chatbots you can buy off the shelf. There is no first mover adv But being embedded partners with POS in car is a land grab with switching costs"
X Link 2025-12-08T15:11Z 4764 followers, 1039 engagements

"@Leinad7331 $LMND is solving for LAE to solve scale by saving here to grow Renters/Pet to cross sale $ROOT is solving for POS/IA to solve scale. Its more direct and also quicker and focused"
X Link 2025-12-08T15:31Z 4764 followers, XXX engagements

"$CVNA up XXX% YTD $ROOT flat Discrepancy in the market that won't last for long. Root will not only grow from Carvana as a strategic partner but also also from its IA channel and new embedded partnerships on the way"
X Link 2025-12-08T20:07Z 4764 followers, 1471 engagements

"As a consumer who would you prefer to own Warner Bros"
X Link 2025-12-09T02:21Z 4765 followers, XXX engagements

"@Leinad7331 @Neil_X10 To scale the quickest in insurance you need to scale profits. More profits today mean you can afford to scale more next year. This is because of RBC. The profits drive growth"
X Link 2025-12-09T15:19Z 4764 followers, XX engagements

"@Leinad7331 @Neil_X10 $LMND is fundamentally more aligned to solve automation as the main focus which at this time mostly affects LAE. For Car which is where guided scale is coming from LAE is a much smaller driver of present profits. As a few % LAE doesn't shift the needle"
X Link 2025-12-09T15:33Z 4765 followers, XX engagements

"@Leinad7331 @Neil_X10 $ROOT's entire org is set to solve immediate scale and profits with Car. $LMND org is split resources across many lines & focuses. For example they have a big Home book. That home book drags RBC. It also requires them to keep up rate filings and dedicate resources"
X Link 2025-12-09T15:37Z 4765 followers, XXX engagements

"@Leinad7331 @Neil_X10 Because of them trying to solve so many policy types $LMND is benefited by solving for autonomy. And LAE because of nature of Pet/Renters"
X Link 2025-12-09T15:38Z 4765 followers, XX engagements

"@AndersReiche @Neil_X10 @Leinad7331 @jaybananabread $LMND is doing great things. Many of those things are tail-ended when insurance scaling by constraints is front-ended"
X Link 2025-12-09T16:46Z 4765 followers, XXX engagements

"@AndersReiche @Neil_X10 @Leinad7331 @jaybananabread I'm hesitant to assign too much to terminal value for things XX years out. Risk/reward at buying $LMND was great at $16-30s for that optionality. If we were at $12B today is it worth that premium for optionality For me the margin of safety would be gone without fundamentals"
X Link 2025-12-09T16:54Z 4765 followers, XXX engagements

"@Neil_X10 @Leinad7331 It's free upfront marketing that is recurring. Half of $PGR's book comes here. There is enough scale to completely fill an insurance companies RBC limit each year. PGR does well here because they have the best pricing of risk to rate. Which is also $ROOT's advantage"
X Link 2025-12-09T17:06Z 4764 followers, XXX engagements

"@AndersReiche @vander_lane @Neil_X10 @Leinad7331 @jaybananabread $LMND will do cool things. But it's really confined in Insurance. I share Domien's thoughts here:"
X Link 2025-12-09T17:13Z 4764 followers, XXX engagements

"@Neil_X10 @Leinad7331 Other than $PGR. Their tech debt is low. They have people systems debt though that slows down LAE improvements. They'll likely eat up the rest of the market while $LMND and $ROOT are still small and scaling"
X Link 2025-12-09T17:54Z 4765 followers, XXX engagements

"@macaronicapital $LMND"
X Link 2025-12-10T04:13Z 4765 followers, XXX engagements

"@TheRayMyers $AMZN. Most durable moat"
X Link 2025-12-10T05:07Z 4764 followers, XXX engagements

"Cancelled my $ADBE membership today after XX years of use. Adobe's core products have been relatively unchanged since they were released decades ago. Meanwhile competitors have come up with time saving solutions and more in-demand features"
X Link 2025-12-11T00:54Z 4763 followers, 1208 engagements

"@DividendDynasty Lessons will be learned"
X Link 2025-12-11T01:16Z 4763 followers, XXX engagements

"Bought more $ROOT"
X Link 2025-11-19T19:03Z 4763 followers, 2976 engagements

"$CRWV $NBIS $IREN $ORCL and AI data center stocks are off my watchlist. After revisiting Cramer's failed dot com stock picks I found many similarities between the data center industry of the dot com bubble and today. Read here:"
X Link 2025-12-02T20:01Z 4763 followers, 1593 engagements

"$ROOT TTM Net Income"
X Link 2025-12-05T00:05Z 4763 followers, 3464 engagements

"The $ROOT opportunity as explained by Moneyball Sometimes the best ROI is a dorky pitcher that doesn't look the part and has a pitch people make fun of but has great stats and wins games. Everyone is underpaying him because they are paying for the star look over the star stats"
X Link 2025-12-05T17:35Z 4763 followers, 1286 engagements

"@ericjackson Eric I recommend $ROOT Carvanas partner in insurance. Growing half its book at XXX% y/y Huge TAM Tiny market cap at $1B"
X Link 2025-12-06T03:50Z 4763 followers, XXX engagements

"$ROOT's approach to car insurance: X. Solve risk to rate (pioneer in mobile telematics) President wrote PhD papers on insurance pricing CEO loves AI/ML actuarial science X. Build better embedded products to distribute this risk to rate X. Be a lean modern tech stack business"
X Link 2025-12-08T18:45Z 4764 followers, 1896 engagements

"IMO $ROOT will have a massive re-rating within the next 12-months"
X Link 2025-12-08T22:56Z 4764 followers, 2115 engagements

"@Neil_X10 @Leinad7331 Structurally $ROOT is much better aligned for solving car pricing and mass distribution"
X Link 2025-12-08T23:26Z 4763 followers, XXX engagements

"@vander_lane @AndersReiche @Neil_X10 @Leinad7331 @jaybananabread They co-exist well. Insurance is a big market and they both focus on different distribution. They will be taking share from legacy before they compete with each other for a long time to come"
X Link 2025-12-09T19:01Z 4764 followers, XX engagements

"$MELI is half the market cap of $SHOP"
X Link 2025-12-10T20:05Z 4764 followers, 1695 engagements

"I notice many legacy insurer commentators gloss over the fact that $PGR is really a dot com era standard business. They are winning because their systems were built largely in 90s for standard. Not during the 50s and Cobol era like others. $LMND $ROOT"
X Link 2025-11-23T00:28Z 4764 followers, 2856 engagements

"If you aren't invested in $ROOT and want to know why it is my largest position here is the thesis: (drop a comment for any questions you have) Root Thesis - Goal of becoming #1 personal insurance carrier in US - Profitable and growing - PGR level loss ratios (the gold standard) - IA channel growing 3x y/y (1/4 of new book) - Partner channel growing XXX% y/y (1/2 of new book) - Lots of TAM ahead in both the above - Direct channel growth was soft last two quarters. Insurance is in "hard market" so high direct ad competition. This transition is complete so moving forward A/B ad improvements will"
X Link 2025-12-05T17:21Z 4764 followers, 6820 engagements

"The reason $ROOT is so cheap is they don't spoon-feed charts like this"
X Link 2025-12-08T22:36Z 4764 followers, 2268 engagements

"IMO excellent entry opportunity for $PGR - Currently at the lower range of P/FCF - Scaling FCF rapidly Unlike other legacy insurer's $PGR has a modern tech stack with gold standard in data analytics. They'll be eating other legacy carrier's lunch for the next decade"
X Link 2025-12-10T01:58Z 4764 followers, XX engagements

"Very interesting. $ROOT & $PGR"
X Link 2025-12-10T03:50Z 4764 followers, 1398 engagements

"Cramer just weighed in on the $LMND vs $ROOT debate: Here's what he said when asked about $ROOT: "No. You got to keep looking at something else. It's not going to do it for you. It's actually an expensive stock even though it doesn't look like it cause I don't think all the earnings are going to come through. But you know what you ought to think about $LMND I'm not kidding.""
X Link 2025-12-11T17:04Z 4764 followers, 11K engagements