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# ![@DAVYinvests Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1463630502276083728.png) @DAVYinvests DAVY

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

### Engagements: XXXXX [#](/creator/twitter::1463630502276083728/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1463630502276083728/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +157%
- X Months XXXXXXX +3,057%
- X Year XXXXXXX +44,351%

### Mentions: XX [#](/creator/twitter::1463630502276083728/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1463630502276083728/c:line/m:posts_active.svg)

- X Week XX +3.80%
- X Month XXX +187%
- X Months XXX +932%
- X Year XXX +3,715%

### Followers: XXXXX [#](/creator/twitter::1463630502276083728/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1463630502276083728/c:line/m:followers.svg)

- X Week XXXXX +0.53%
- X Month XXXXX +14%
- X Months XXXXX +2,939%

### CreatorRank: XXXXXXX [#](/creator/twitter::1463630502276083728/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1463630502276083728/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1463630502276083728/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [social networks](/list/social-networks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$odd](/topic/$odd) #2, [$root](/topic/$root) #71, [$gamb](/topic/$gamb) #2, [$pypl](/topic/$pypl) #1395, [$lmnd](/topic/$lmnd) #241, [has been](/topic/has-been) 4.71%, [insurance](/topic/insurance) #2027, [finance](/topic/finance) #2580, [$hims](/topic/$hims) #316, [money](/topic/money) XXXX%

**Top accounts mentioned or mentioned by**
[@cedarstresearch](/creator/undefined) [@investingbygenz](/creator/undefined) [@kabraxfx](/creator/undefined) [@holysmokas](/creator/undefined) [@stickstrom](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@ironicape](/creator/undefined) [@spike1567](/creator/undefined) [@jminvestment0](/creator/undefined) [@dividenddynasty](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@binanceriskmgmt](/creator/undefined) [@foliotrail](/creator/undefined) [@sticksand1](/creator/undefined) [@longoption](/creator/undefined) [@platinumcircle](/creator/undefined) [@tesla](/creator/undefined) [@coverager](/creator/undefined) [@andycyau](/creator/undefined) [@bjmtweets](/creator/undefined)

**Top assets mentioned**
[ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [The Root Network (ROOT)](/topic/$root) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [ZetaChain (ZETA)](/topic/$zeta) [aelf (ELF)](/topic/$elf) [Goldman Sachs (GS)](/topic/goldman-sachs) [Carvana Co. (CVNA)](/topic/$cvna) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Progressive Corp (PGR)](/topic/$pgr) [Tesla, Inc. (TSLA)](/topic/tesla) [Fiserv, Inc. (FI)](/topic/$fi) [Palantir (PLTR)](/topic/$pltr) [Oscar Health, Inc. (OSCR)](/topic/$oscr)
### Top Social Posts [#](/creator/twitter::1463630502276083728/posts)
---
Top posts by engagements in the last XX hours

"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](https://x.com/DAVYinvests/status/1974114673998856558) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-03T14:09Z 5167 followers, 13.9K engagements


"@JM_Investment0 You should check out $GAMB if you havent already"  
[X Link](https://x.com/DAVYinvests/status/1981407021720109184) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-23T17:07Z 5167 followers, XXX 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](https://x.com/DAVYinvests/status/1959946760857542836) [@DAVYinvests](/creator/x/DAVYinvests) 2025-08-25T11:51Z 5166 followers, 5830 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](https://x.com/DAVYinvests/status/1961417833507614778) [@DAVYinvests](/creator/x/DAVYinvests) 2025-08-29T13:17Z 5166 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](https://x.com/DAVYinvests/status/1963576526047265173) [@DAVYinvests](/creator/x/DAVYinvests) 2025-09-04T12:14Z 5166 followers, 1652 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](https://x.com/DAVYinvests/status/1976329870398587313) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-09T16:52Z 5166 followers, 5065 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](https://x.com/DAVYinvests/status/1976372883778937025) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-09T19:43Z 5167 followers, 4301 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](https://x.com/DAVYinvests/status/1976994920477889014) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-11T12:54Z 5166 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](https://x.com/DAVYinvests/status/1976994924282208257) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-11T12:54Z 5166 followers, XXX 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](https://x.com/DAVYinvests/status/1976994932666548297) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-11T12:54Z 5166 followers, XXX 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](https://x.com/DAVYinvests/status/1976994935308956098) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-11T12:54Z 5166 followers, XXX 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](https://x.com/DAVYinvests/status/1976994940015030453) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-11T12:54Z 5166 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](https://x.com/DAVYinvests/status/1976994949716472118) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-11T12:55Z 5166 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](https://x.com/DAVYinvests/status/1978048761852039318) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-14T10:42Z 5167 followers, 3198 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](https://x.com/DAVYinvests/status/1978147048453980399) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-14T17:13Z 5166 followers, 1640 engagements


"Why would you choose $LMND insurance over legacy (I.e $PGR). I dont have the ability to be have auto insurance for $LMND yet because its not available in my state. I have had progressive the past X years for my Tesla and my insurance premiums have only gone up. At the same time 1) Ive never been in an accident 2) Ive never had a speeding ticket 3) Ive never even been pulled over 4) I only travel to work 1-2 days a week Ive tried to contact customer service multiple times and its taken forever to even talk to someone. When I do talk to someone they wont budge on moving down my annual premiums."  
[X Link](https://x.com/DAVYinvests/status/1979140914066133238) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-17T11:02Z 5166 followers, 4018 engagements


"@CedarStResearch I expect a slowdown in the $CVNA channel. What Im not sure of is the exposure to $ROOT s topline. I still think its somewhere around XX% but I know some others disagree. Its impossible to know for sure"  
[X Link](https://x.com/DAVYinvests/status/1979263384458613104) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-17T19:08Z 5167 followers, XXX engagements


"Everyone and their mother thinks that $HIMS is going to test the XXX MA again for the millionth time. This makes me think that its either going straight to $XXX from here or back to $30-35. Thanks for joining my TA class called common sense"  
[X Link](https://x.com/DAVYinvests/status/1980730175626100739) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-21T20:17Z 5167 followers, 1572 engagements


"$PYPL As the BNPL part of the business gains more traction I think its important to note that the Blue Owl partnership will be accretive to FCF. This is done primarily by accelerating cash inflows where PayPal receives upfront payments for receivables (matching the high turnover nature of six week BNPL loans) rather than waiting for gradual collections effectively shortening the cash conversion cycle and freeing up capital for reinvestment or buybacks. This reduces the drag from holding illiquid assets on the balance sheet smoothing FCF generation and enabling faster scaling of BNPL volumes."  
[X Link](https://x.com/DAVYinvests/status/1981002315642347878) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-22T14:18Z 5167 followers, 2209 engagements


"Sorry but this is structurally just incorrect. Under GAAP goodwill is checked for impairments annually its not amortized like intangibles are. Im not saying that Fiserv didnt make a good acquisition but they could have overpaid - goodwill results when the premium purchase price is more than the FV of the net identifiable assets. Could there be a lot of synergies that they found from the acq and thats why the goodwill was so high Sure but its still measured annually to make sure that the value is being held. Wearys calc on ROIC was structurally correct. It might need to be adjusted for the"  
[X Link](https://x.com/DAVYinvests/status/1981038583558414640) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-22T16:42Z 5167 followers, 6368 engagements


"This is surprising to me. Ive been following $EVO for a while and it seemed like they were turning the business around (especially after the CEO buys this year validating that). Doesnt make me feel great about my $GAMB position but this could just be isolated to $EVO and international vs domestic US. We will see"  
[X Link](https://x.com/DAVYinvests/status/1981303455340773870) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-23T10:15Z 5167 followers, XXX engagements


"Females are complicated and trends will always change. What wont change is them spending money lol Il Makiage and spoiledchild still have plenty of growth ahead. Management has focused on profitable growth from the beginning so thats why its been a bit slower but theyve also maintained gross and net margins. They are vertically integrated with oddity labs and Revela so they have the ability to pivot into whatever trend they want"  
[X Link](https://x.com/DAVYinvests/status/1981415945730916699) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-23T17:42Z 5166 followers, XX engagements


"@investingbyGenZ Hes low key one of the better operators in the sector. My biggest problem with oddity has been that I think they can grow much quicker. But Oran has mentioned that they grew too quickly in the past and lost profitability/control over the business so I understand it"  
[X Link](https://x.com/DAVYinvests/status/1981714205767004392) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-24T13:27Z 5167 followers, XXX engagements


"100% - it might not be what the market wants to see bc everything is about growth but if they werent profitable then they would be bitching about that too lol. For me it makes sense to be able to reinvest the FCF from the older brands to the new ones (I.e brand X and 4) without having to dilute ect"  
[X Link](https://x.com/DAVYinvests/status/1981715883304092152) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-24T13:34Z 5166 followers, XX engagements


"Within the next X months $ZETA will be net income profitable. If you back out their TTM SBC (non cash expense) - they would already be generating positive EPS. One of the cleanest trends from a financial perspective I've seen for a growth company"  
[X Link](https://x.com/DAVYinvests/status/1978839752863359354) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-16T15:05Z 5167 followers, 7660 engagements


"@DividendDynasty For me its $odd"  
[X Link](https://x.com/DAVYinvests/status/1980970802804650481) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-22T12:13Z 5167 followers, XXX engagements


"@Mindset4Money_X Sorry to hear that. If you dont mind me asking are you in public accounting or finance The job market sucks right now but especially for finance"  
[X Link](https://x.com/DAVYinvests/status/1981754190759350496) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-24T16:06Z 5167 followers, XXX engagements


"Started a decent sized position in $GAMB today. I'm not a big fan of the casino space but I am a big fan of value. -Founder owned with inside ownership of XX% of shares -TTM Rev Growth XX% -XX% Gross Margin -X Price to Free Cash Flow -XX P/E with a X FWD P/E -XXX P/S -XX% FCF Margin -XX% ROIC Two things I don't like: -Current Ratio of XXX (balance sheet) -Intangibles of $186m that risk impairment/write-down I believe both of these are manageable. Not sure if this will be a LT investment or swing trade but it is too cheap to ignore"  
[X Link](https://x.com/DAVYinvests/status/1965501575889387928) [@DAVYinvests](/creator/x/DAVYinvests) 2025-09-09T19:44Z 5166 followers, 3064 engagements


"The bear thesis assumes $GAMB remains overly exposed to SEO. In other words Online gamblers will utilize AI to bypass marketing platforms like $GAMB. Is there truth to this Sure but AI is also providing benefits such as optimizing recommendations to users on their platform. Plus. The current financials show rapid diversification with the acquisition of Odds Holdings. The January X 2025 acquisition of Odds Holdings for $80M upfront (plus earn-outs) integrates OddsJam (consumer betting tools) and OpticOdds (enterprise SaaS for real-time odds data). This shifts $GAMB from a pure affiliate play"  
[X Link](https://x.com/DAVYinvests/status/1966578639798948089) [@DAVYinvests](/creator/x/DAVYinvests) 2025-09-12T19:04Z 5166 followers, 7677 engagements


"Here is how I view the bear/base case valuation on $GAMB. 1) Revenue growth slows down from 20%+ due to competition & AI cannibalization of search. 2) FCF Margins decline due to higher operating costs from acquisitions to remain competitive. 3)Shares outstanding remain flat. Net result of buybacks + small amount of capital raises (most likely not needed). 4) Net debt isn't considered here due to complexities and fluctuations. I still arrive at a $XX PT with a pessimistic view on the future of the business. $GAMB doesn't have to execute perfectly here to have significant upside"  
[X Link](https://x.com/DAVYinvests/status/1966948482754728342) [@DAVYinvests](/creator/x/DAVYinvests) 2025-09-13T19:33Z 5166 followers, 6685 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](https://x.com/DAVYinvests/status/1974520146929594485) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-04T17:01Z 5160 followers, 3161 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](https://x.com/CreativeCap89/status/1977356233154707852) [@CreativeCap89](/creator/x/CreativeCap89) 2025-10-12T12:50Z 5158 followers, 2204 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](https://x.com/CreativeCap89/status/1977826184500281460) [@CreativeCap89](/creator/x/CreativeCap89) 2025-10-13T19:58Z 5157 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](https://x.com/CreativeCap89/status/1977827682592428092) [@CreativeCap89](/creator/x/CreativeCap89) 2025-10-13T20:04Z 5158 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](https://x.com/DAVYinvests/status/1978204988641009713) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-14T21:03Z 5166 followers, 2086 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](https://x.com/CreativeCap89/status/1978424404011860380) [@CreativeCap89](/creator/x/CreativeCap89) 2025-10-15T11:35Z 5157 followers, 1267 engagements


"$LMND Someone is hitting the bid big before earnings"  
[X Link](https://x.com/CreativeCap89/status/1978870988914786348) [@CreativeCap89](/creator/x/CreativeCap89) 2025-10-16T17:09Z 5156 followers, 6577 engagements


"@KabraxFX I was actually going to mention $ROOT in this post because it definitely applies to them as well. I would have insurance through them but they're not in my state and for good reason (NJ)"  
[X Link](https://x.com/CreativeCap89/status/1979182467635466474) [@CreativeCap89](/creator/x/CreativeCap89) 2025-10-17T13:47Z 5158 followers, XXX engagements


"Here is my concern (a little bit) with $ROOT. This isnt meant to be bearish I am a shareholder. Its not publicly available information but I would estimate $ROOT s partnership with Carvana is around 20-30% of its sales maybe a bit higher. I know theyre diversifying into other channels + expanding into more states but a weakness in Carvanas business will impact $ROOT s top-line. What are your thoughts @KabraxFX @andycyau and @bjmtweets Happy to be wrong here. At the very least its something that needs to be monitored with Carvana"  
[X Link](https://x.com/CreativeCap89/status/1979213915734024534) [@CreativeCap89](/creator/x/CreativeCap89) 2025-10-17T15:52Z 5157 followers, 6901 engagements


"All valid points. I dont think the partnership was ever bad - but I think $CVNA could see some weakness in their business (given macro) even if the short thesis isnt right about ABS. I like that management has started to diversify away from $CVNA and I hope they continue to break into independent channels. Overall - my view is that its not a dealbreaker for $ROOT in the long term as they are still expanding just might be some choppiness in sales. $CVNA reports right before $ROOT so definitely will be interesting to watch"  
[X Link](https://x.com/DAVYinvests/status/1979219700619047350) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-17T16:15Z 5164 followers, XXX engagements


"@CedarStResearch Whats your opinion on this I thought I was the only one"  
[X Link](https://x.com/CreativeCap89/status/1979260727253684720) [@CreativeCap89](/creator/x/CreativeCap89) 2025-10-17T18:58Z 5157 followers, XXX engagements


"@CedarStResearch Hence why no one looks into $ODD. Follow the trends with women - thats where the money goes"  
[X Link](https://x.com/DAVYinvests/status/1979528125038862445) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-18T12:40Z 5160 followers, XXX engagements


"$PYPL 2024 to mid 2025 was a restructuring year for working capital. From my calculations - late Q3 2025 will be the inflection point for FCF. This will catch a lot of the market off guard along with the return of growth for Braintree in Q4"  
[X Link](https://x.com/CreativeCap89/status/1979631253084311768) [@CreativeCap89](/creator/x/CreativeCap89) 2025-10-18T19:30Z 5158 followers, 3735 engagements


"$ZETA ER beat in a month or so should put us to the next fib at $XX. RSI needs to crossover but this is a good spot to buy IMO"  
[X Link](https://x.com/DAVYinvests/status/1980287158138085842) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-20T14:57Z 5166 followers, 3098 engagements


"The $OSCR partnership with Elektra Health for menopause is a great step forward for HRT and covered care within ACA zero cost HRT labs and specialist access. Not good timing for $HIMS menopause release either"  
[X Link](https://x.com/CreativeCap89/status/1980589383993479458) [@CreativeCap89](/creator/x/CreativeCap89) 2025-10-21T10:58Z 5157 followers, 5718 engagements


"@Spike_1567 This is my issue as well. Most of the bear cases are poorly written or just idiots trying to manipulate information to fit their narrative"  
[X Link](https://x.com/CreativeCap89/status/1980623232932934088) [@CreativeCap89](/creator/x/CreativeCap89) 2025-10-21T13:12Z 5156 followers, XX engagements


"@Spike_1567 Tbh I think branded checkout needs the most help. The rest of the business I feel good about. They almost need to repackage it somehow"  
[X Link](https://x.com/DAVYinvests/status/1981031937234858082) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-22T16:16Z 5160 followers, XX engagements


"Brand new interview with Howard Marks. Highly recommend for any contrarian investors. Condensed Key Takeaways from Howard Marks Interview for people who dont want to watch 1) Core Investing Advice - Invest early and consistently; avoid timing -Focus on being reliably good over chasing highs. - Prepare for scenarios not predictions: Assess market "temperature" (pricing behavior) to position wisely. - Balance offense (upside) and defense (downside protection); contrarian bets only at extremes with conviction. 2) Markets and Cycles - Behavior fuels bubbles (e.g. tech hype like DotCom); optimism"  
[X Link](https://x.com/DAVYinvests/status/1981660399809290728) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-24T09:53Z 5167 followers, 2370 engagements


"@shai_wininger Love to see this"  
[X Link](https://x.com/DAVYinvests/status/1981716980420722905) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-24T13:38Z 5160 followers, XXX 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](https://x.com/DAVYinvests/status/1976994912932425922) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-11T12:54Z 5167 followers, 8919 engagements


"Strange price action on $ODD. Sell off continues on low volume. With no fundamental changes in the business except some potential margin compression in H2 2025 and 2026 due to the new brands I see this as a buying opportunity. Id like it in the low $40s before I add more. NFA"  
[X Link](https://x.com/DAVYinvests/status/1981386809528422722) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-23T15:46Z 5167 followers, 1415 engagements


"$ODD The financials speak for itself. The XXX BPS decrease in FCF in 2025 was primarily tariff/new brand related. Not too bad in the grand scheme of things and still significantly higher than competitors like $ELF (around XX% for 2025)"  
[X Link](https://x.com/DAVYinvests/status/1981800537164280023) [@DAVYinvests](/creator/x/DAVYinvests) 2025-10-24T19:10Z 5167 followers, 1133 engagements