[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @FundasyInvestor Fundasy Fundasy posts on X about $root, stocks, $four, $cprt the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1225923763117666304/interactions)  - X Week XXXXXX +187% - X Month XXXXXXX +49% - X Months XXXXXXX +45% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1225923763117666304/posts_active)  - X Week XX -XX% - X Month XXX +61% - X Months XXX +50% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::1225923763117666304/followers)  - X Week XXXXX +0.52% - X Month XXXXX +1.50% - X Months XXXXX +11% - X Year XXXXX +21% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1225923763117666304/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [luxury brands](/list/luxury-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$root](/topic/$root) #14, [stocks](/topic/stocks) 5.97%, [$four](/topic/$four) #10, [$cprt](/topic/$cprt) #87, [insurance](/topic/insurance) 4.48%, [business](/topic/business) 4.48%, [acquisition](/topic/acquisition) #584, [$csuto](/topic/$csuto) #9, [$oscr](/topic/$oscr) 2.99%, [sap](/topic/sap) XXXX% **Top accounts mentioned or mentioned by** [@fcfgrowth](/creator/undefined) [@realroseceline](/creator/undefined) [@donzellisamuel](/creator/undefined) [@stayinginvested](/creator/undefined) [@blondesnmoney](/creator/undefined) [@unborn_investor](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@stonkmetal](/creator/undefined) [@nicolaguida73](/creator/undefined) [@cashedflow9](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@sjoldvalueguy](/creator/undefined) [@daveyjuice](/creator/undefined) [@fintegrate](/creator/undefined) [@jminvestment0](/creator/undefined) [@koyfincharts](/creator/undefined) [@unborninvestor](/creator/undefined) [@ldiscernment](/creator/undefined) [@bizalmanac](/creator/undefined) [@adriancsc](/creator/undefined) **Top assets mentioned** [The Root Network (ROOT)](/topic/$root) [4 (FOUR)](/topic/$four) [Copart, Inc. (CPRT)](/topic/$cprt) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [SAP SE (SAP)](/topic/$sap) [ZetaChain (ZETA)](/topic/$zeta) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [NuCypher (NU)](/topic/$nu) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Metadium (META)](/topic/$meta) [McDonald's Corp (MCD)](/topic/$mcd) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Ferrari N.V. (RACE)](/topic/$race) [SuperWalk (GRND)](/topic/$grnd) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Apple, Inc. (AAPL)](/topic/$aapl) [Progressive Corp (PGR)](/topic/$pgr) ### Top Social Posts Top posts by engagements in the last XX hours "$FOUR Not a lot of investors are ready for the fact that Shift4 is going to be growing 25-30%+ over the next few years with dramatically higher margins and ability to reinvest excess cash in buybacks or M&A Revenue growth gross profit margin and ebit margin all at highs in last Q after the Global Blue acquisition occurred. If Shift4 can grow organically at all off this base good things will start to happen with organic growth trends Stock is not cheap on PE measures. You have to look at the cash flows and the non-cash expenses (Amortization from M&A primarily) that muddy the bottom line" [X Link](https://x.com/FundasyInvestor/status/1993365767887196534) 2025-11-25T17:06Z 8096 followers, 8442 engagements "$ROOT the longer you're in the game the less you trust Analyst Expectations Case in point👇" [X Link](https://x.com/FundasyInvestor/status/1996342959034577205) 2025-12-03T22:17Z 8096 followers, 1498 engagements "$CSU.TO Quit looking at me like that" [X Link](https://x.com/FundasyInvestor/status/1996620049738834184) 2025-12-04T16:38Z 8096 followers, 2177 engagements "Sadly seems like $RBA is doing okay with IAA winning some government contracts. Them getting bought by an auction site was a pretty smart acquisition by the Ritchie boys Not getting disrupted though. It's all a density and NIMBY of plots. $CPRT ramped CapEx much higher in 2024-25 to likely acquire new sites No real deeper analysis than that with IAA being a subsidiary of RBA now :/ sorry" [X Link](https://x.com/FundasyInvestor/status/1996601397672882570) 2025-12-04T15:24Z 8096 followers, XXX engagements "The fact that $IBKR allows individuals to buy stocks with margin at roughly equivalent rates as a 30-Year Mortgage is kinda insane when you think about it Explains their revenue chart though" [X Link](https://x.com/FundasyInvestor/status/1996669555125768507) 2025-12-04T19:54Z 8096 followers, 75.1K engagements "$USDCAD There will be a point where I go shopping in Canada for my favorite Canadian listed names that have Consolidated Currency abroad Today is not that day though $CSU.TO $TVK.TO $KSI.TO" [X Link](https://x.com/FundasyInvestor/status/1990831362086174860) 2025-11-18T17:15Z 8093 followers, 2762 engagements "$OSCR $ROOT Two of my favorite stocks are trading at 2x Gross Profit have unrivaled premium/customer growth and are SG&A efficient enough where 20-30% of Gross Profit will be translated to underwriting profits in time Very bullish tech-enabled insurance stocks going forward" [X Link](https://x.com/FundasyInvestor/status/1990834750865748328) 2025-11-18T17:29Z 8095 followers, 1919 engagements "$SAP Not a serious company. So entrenched it doesnt matter though" [X Link](https://x.com/FundasyInvestor/status/1992397172613230750) 2025-11-23T00:57Z 8092 followers, 1932 engagements "$CPRT Copart is one of those monopoly required infrastructure services that allows for the Auto/Insurance market to exist at all salvaging vehicles in total loss scenarios creating a lower monthly burden to consumers for this high dollar asset ownership class Great business that simply got too expensive. However even as growth has slowed the Copart business model is humming producing mountains of cash (Net Cash is XX% of Market Cap today) However the stock trading at a 24x PE & 4x P/B is still too expensive for me to purchase in relation to the decreased growth increased maturity and lower" [X Link](https://x.com/FundasyInvestor/status/1996265444408193506) 2025-12-03T17:09Z 8093 followers, 7884 engagements "$ZETA is another Marketing SaaS company that I want to start digging into that seems to have some promise - Higher than average but cyclical growth in a down-move right now with weakening US consumer likely - Increasing margins with scale love to see - Stock price is significantly off highs and is in a solid consolidation phase Its on the watchlist but I need to dig in further to understand the growth drivers of the business better and decide how sustainable their growth model is compared to my other existing holdings to see if it deserves a spot in the portfolio which is a high hurdle" [X Link](https://x.com/FundasyInvestor/status/1996273598009331822) 2025-12-03T17:41Z 8092 followers, 1300 engagements "@LDiscernment @bizalmanac Really enjoyed your $FTAI writeup so going to share my Shift4 writeup unprompted Definite rollup but tons of scale economics and network effects that the M&A approach fuels. Good cross-sell/organic growth strategy layered on top too" [X Link](https://x.com/FundasyInvestor/status/1996417946105921876) 2025-12-04T03:15Z 8092 followers, XXX engagements "If the Spurs GM made this trade Id be calling for his head. This is a good way to destroy our rebuild" [X Link](https://x.com/FundasyInvestor/status/1996449188650062037) 2025-12-04T05:19Z 8088 followers, 1339 engagements "A tops down investing approach is better than a bottoms up one and leads to a much higher hit rate I dont care if I can super accurately detect if this mature company will grow X or XX% It wont beat my market multiple stock thats growing 25%+ with expanding margins" [X Link](https://x.com/FundasyInvestor/status/1996594982522626269) 2025-12-04T14:58Z 8090 followers, XXX engagements "@adrian__csc HOLDDDDDD" [X Link](https://x.com/FundasyInvestor/status/1996604712871710778) 2025-12-04T15:37Z 8091 followers, XXX engagements "For these type of business management needs to be highly opportunistic with growth CapEx and at high rates it appears the company has done just that while also improving the balance sheet tremendously There's always the "less accidents" bear thesis but if that's the case I'd buy insurers" [X Link](https://x.com/FundasyInvestor/status/1996607624448561535) 2025-12-04T15:48Z 8092 followers, XX engagements "$NU Capitalism at its finest. Serve customers build a better cheaper product and everyone across the board enjoys a better life going forward" [X Link](https://x.com/FundasyInvestor/status/1996609527245095062) 2025-12-04T15:56Z 8092 followers, 2374 engagements "I dont know if $FOUR sells anymore😅 Seems like theyve taken a much longer term view and Jared built a very replicable M&A playbook and put a CEO in charge with great M&A/Tech focus Also Shift4 is building Vertical Market Payment/Software combos with much higher retention than any of the legacy players idk about multiple reversion even with no sell" [X Link](https://x.com/FundasyInvestor/status/1996613462890365320) 2025-12-04T16:11Z 8092 followers, XXX engagements "FWIW I don't own a single stock on this list. I enjoy owning companies that are deflationary and systematically create sustainable value for the world Used to own $EVO.ST and that was a mistake that I don't intend to duplicate" [X Link](https://x.com/FundasyInvestor/status/1996633230125220297) 2025-12-04T17:30Z 8095 followers, 3514 engagements "$OSCR $ROOT for Health/Auto insurance in the US with a weaker US dollar right now great purchases for UK investors going into 2026 Oscar obviously a fintwit fav though $KNSL is the real dark horse but they're decelerating right now and do really well in inflationary low yield times. Likely revisits the $XXX area though which is where I plan to add in spades" [X Link](https://x.com/FundasyInvestor/status/1996652817218510912) 2025-12-04T18:48Z 8093 followers, 1838 engagements "The AI Engineering book I'm reading literally stated word for word that data intensive businesses that have a good amount of manual tasks are the ones that will benefit the most: Financials and Insurance primarily Highlighted it and agree with it full hearted" [X Link](https://x.com/FundasyInvestor/status/1996656321815593203) 2025-12-04T19:02Z 8092 followers, 4024 engagements "Great podcast on both Constellation Software Copart AI commentary I work in software DevOps Consultant for SAP and yalls CSU commentary was spot on with how internal businesses work. Copart commentary was fantastic as well. I have written about and followed both these for a number of years so it was fun to hear yalls perspective. I think X ideas not discussed though are equally interesting. However for CSU and CPRT yall only thought in terms of risk not potential rewards. Two questions then - If there was hypothetically a Software company that would benefit the most from AI who would it be" [X Link](https://x.com/FundasyInvestor/status/1996760685632803140) 2025-12-05T01:57Z 8095 followers, XXX engagements "I dont think it is as much as you think quite frankly. $ROOT already has already reached terminal velocity and is operating more efficiently than even Progressive at a $1.25B valuation Lets go through the KPIs real quick: - Loss Ratios: Root has lower loss ratio below XX% target is 60-65. $PGR is higher than this in the high 60s already. The reason for this is them targeting good drivers with their mobile telematics. Its all done with their API connectable ML model. - SG&A: You wonder why $ROOT revenue per employee is already north of $1M when PGRs is around $700k ML underwriting saves manual" [X Link](https://x.com/FundasyInvestor/status/1996980642203025705) 2025-12-05T16:31Z 8095 followers, XX engagements "@DonzelliSamuel And yet everyone I know and their brother is obsessed with the majority of their investments being in real estate. Its wild to me Id also assume a XXX% CAGR on a condo is also definitely much better than the average residential real estate return over XX years" [X Link](https://x.com/FundasyInvestor/status/1997076123784544626) 2025-12-05T22:50Z 8092 followers, XX engagements "$FOUR Oh. would you look at that. Company might be growing that topline and LTV with positive ROIIC after all. The implications of that assumption would be fun and is definitely not priced in by the street today" [X Link](https://x.com/FundasyInvestor/status/1995934887044677996) 2025-12-02T19:15Z 8095 followers, 2435 engagements "@blondesnmoney XXX% Like spread or XXXX% actual today above the current bond yields Will need to look into this thanks for the heads up. The IBKR X to XXX% spread above risk free (or whatever it is exactly) was one of the best I had heard about today for retail investors" [X Link](https://x.com/FundasyInvestor/status/1997071014367256938) 2025-12-05T22:30Z 8095 followers, 1634 engagements "@DonzelliSamuel Yeah owning real estate unless its a true business with the undervalued assets then it doesnt make a ton of sense. More of a lifestyle with a home though or even 2-3 rentals. Unless youre scaling not worth Stocks are just more balanced and low friction asset class😂" [X Link](https://x.com/FundasyInvestor/status/1997109397256810838) 2025-12-06T01:02Z 8095 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@FundasyInvestor Fundasy
Fundasy posts on X about $root, stocks, $four, $cprt the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +187%
- X Month XXXXXXX +49%
- X Months XXXXXXX +45%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +61%
- X Months XXX +50%
- X Year XXX -XX%
Followers: XXXXX #
- X Week XXXXX +0.52%
- X Month XXXXX +1.50%
- X Months XXXXX +11%
- X Year XXXXX +21%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXXX% technology brands XXXX% countries XXXX% luxury brands XXXX% automotive brands XXXX% currencies XXXX%
Social topic influence $root #14, stocks 5.97%, $four #10, $cprt #87, insurance 4.48%, business 4.48%, acquisition #584, $csuto #9, $oscr 2.99%, sap XXXX%
Top accounts mentioned or mentioned by @fcfgrowth @realroseceline @donzellisamuel @stayinginvested @blondesnmoney @unborn_investor @sixsigmacapital @stonkmetal @nicolaguida73 @cashedflow9 @wolfofharcourt @sjoldvalueguy @daveyjuice @fintegrate @jminvestment0 @koyfincharts @unborninvestor @ldiscernment @bizalmanac @adriancsc
Top assets mentioned The Root Network (ROOT) 4 (FOUR) Copart, Inc. (CPRT) Oscar Health, Inc. (OSCR) Ritchie Bros. Auctioneers Incorporated (RBA) Interactive Brokers Group, Inc. (IBKR) SAP SE (SAP) ZetaChain (ZETA) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) NuCypher (NU) Affirm Holdings, Inc. Class A Common Stock (AFRM) TransDigm Group, Inc. (TDG) Metadium (META) McDonald's Corp (MCD) Domino's Pizza Inc (DPZ) Ferrari N.V. (RACE) SuperWalk (GRND) Kinsale Capital Group, Inc. (KNSL) Apple, Inc. (AAPL) Progressive Corp (PGR)
Top Social Posts
Top posts by engagements in the last XX hours
"$FOUR Not a lot of investors are ready for the fact that Shift4 is going to be growing 25-30%+ over the next few years with dramatically higher margins and ability to reinvest excess cash in buybacks or M&A Revenue growth gross profit margin and ebit margin all at highs in last Q after the Global Blue acquisition occurred. If Shift4 can grow organically at all off this base good things will start to happen with organic growth trends Stock is not cheap on PE measures. You have to look at the cash flows and the non-cash expenses (Amortization from M&A primarily) that muddy the bottom line"
X Link 2025-11-25T17:06Z 8096 followers, 8442 engagements
"$ROOT the longer you're in the game the less you trust Analyst Expectations Case in point👇"
X Link 2025-12-03T22:17Z 8096 followers, 1498 engagements
"$CSU.TO Quit looking at me like that"
X Link 2025-12-04T16:38Z 8096 followers, 2177 engagements
"Sadly seems like $RBA is doing okay with IAA winning some government contracts. Them getting bought by an auction site was a pretty smart acquisition by the Ritchie boys Not getting disrupted though. It's all a density and NIMBY of plots. $CPRT ramped CapEx much higher in 2024-25 to likely acquire new sites No real deeper analysis than that with IAA being a subsidiary of RBA now :/ sorry"
X Link 2025-12-04T15:24Z 8096 followers, XXX engagements
"The fact that $IBKR allows individuals to buy stocks with margin at roughly equivalent rates as a 30-Year Mortgage is kinda insane when you think about it Explains their revenue chart though"
X Link 2025-12-04T19:54Z 8096 followers, 75.1K engagements
"$USDCAD There will be a point where I go shopping in Canada for my favorite Canadian listed names that have Consolidated Currency abroad Today is not that day though $CSU.TO $TVK.TO $KSI.TO"
X Link 2025-11-18T17:15Z 8093 followers, 2762 engagements
"$OSCR $ROOT Two of my favorite stocks are trading at 2x Gross Profit have unrivaled premium/customer growth and are SG&A efficient enough where 20-30% of Gross Profit will be translated to underwriting profits in time Very bullish tech-enabled insurance stocks going forward"
X Link 2025-11-18T17:29Z 8095 followers, 1919 engagements
"$SAP Not a serious company. So entrenched it doesnt matter though"
X Link 2025-11-23T00:57Z 8092 followers, 1932 engagements
"$CPRT Copart is one of those monopoly required infrastructure services that allows for the Auto/Insurance market to exist at all salvaging vehicles in total loss scenarios creating a lower monthly burden to consumers for this high dollar asset ownership class Great business that simply got too expensive. However even as growth has slowed the Copart business model is humming producing mountains of cash (Net Cash is XX% of Market Cap today) However the stock trading at a 24x PE & 4x P/B is still too expensive for me to purchase in relation to the decreased growth increased maturity and lower"
X Link 2025-12-03T17:09Z 8093 followers, 7884 engagements
"$ZETA is another Marketing SaaS company that I want to start digging into that seems to have some promise - Higher than average but cyclical growth in a down-move right now with weakening US consumer likely - Increasing margins with scale love to see - Stock price is significantly off highs and is in a solid consolidation phase Its on the watchlist but I need to dig in further to understand the growth drivers of the business better and decide how sustainable their growth model is compared to my other existing holdings to see if it deserves a spot in the portfolio which is a high hurdle"
X Link 2025-12-03T17:41Z 8092 followers, 1300 engagements
"@LDiscernment @bizalmanac Really enjoyed your $FTAI writeup so going to share my Shift4 writeup unprompted Definite rollup but tons of scale economics and network effects that the M&A approach fuels. Good cross-sell/organic growth strategy layered on top too"
X Link 2025-12-04T03:15Z 8092 followers, XXX engagements
"If the Spurs GM made this trade Id be calling for his head. This is a good way to destroy our rebuild"
X Link 2025-12-04T05:19Z 8088 followers, 1339 engagements
"A tops down investing approach is better than a bottoms up one and leads to a much higher hit rate I dont care if I can super accurately detect if this mature company will grow X or XX% It wont beat my market multiple stock thats growing 25%+ with expanding margins"
X Link 2025-12-04T14:58Z 8090 followers, XXX engagements
"@adrian__csc HOLDDDDDD"
X Link 2025-12-04T15:37Z 8091 followers, XXX engagements
"For these type of business management needs to be highly opportunistic with growth CapEx and at high rates it appears the company has done just that while also improving the balance sheet tremendously There's always the "less accidents" bear thesis but if that's the case I'd buy insurers"
X Link 2025-12-04T15:48Z 8092 followers, XX engagements
"$NU Capitalism at its finest. Serve customers build a better cheaper product and everyone across the board enjoys a better life going forward"
X Link 2025-12-04T15:56Z 8092 followers, 2374 engagements
"I dont know if $FOUR sells anymore😅 Seems like theyve taken a much longer term view and Jared built a very replicable M&A playbook and put a CEO in charge with great M&A/Tech focus Also Shift4 is building Vertical Market Payment/Software combos with much higher retention than any of the legacy players idk about multiple reversion even with no sell"
X Link 2025-12-04T16:11Z 8092 followers, XXX engagements
"FWIW I don't own a single stock on this list. I enjoy owning companies that are deflationary and systematically create sustainable value for the world Used to own $EVO.ST and that was a mistake that I don't intend to duplicate"
X Link 2025-12-04T17:30Z 8095 followers, 3514 engagements
"$OSCR $ROOT for Health/Auto insurance in the US with a weaker US dollar right now great purchases for UK investors going into 2026 Oscar obviously a fintwit fav though $KNSL is the real dark horse but they're decelerating right now and do really well in inflationary low yield times. Likely revisits the $XXX area though which is where I plan to add in spades"
X Link 2025-12-04T18:48Z 8093 followers, 1838 engagements
"The AI Engineering book I'm reading literally stated word for word that data intensive businesses that have a good amount of manual tasks are the ones that will benefit the most: Financials and Insurance primarily Highlighted it and agree with it full hearted"
X Link 2025-12-04T19:02Z 8092 followers, 4024 engagements
"Great podcast on both Constellation Software Copart AI commentary I work in software DevOps Consultant for SAP and yalls CSU commentary was spot on with how internal businesses work. Copart commentary was fantastic as well. I have written about and followed both these for a number of years so it was fun to hear yalls perspective. I think X ideas not discussed though are equally interesting. However for CSU and CPRT yall only thought in terms of risk not potential rewards. Two questions then - If there was hypothetically a Software company that would benefit the most from AI who would it be"
X Link 2025-12-05T01:57Z 8095 followers, XXX engagements
"I dont think it is as much as you think quite frankly. $ROOT already has already reached terminal velocity and is operating more efficiently than even Progressive at a $1.25B valuation Lets go through the KPIs real quick: - Loss Ratios: Root has lower loss ratio below XX% target is 60-65. $PGR is higher than this in the high 60s already. The reason for this is them targeting good drivers with their mobile telematics. Its all done with their API connectable ML model. - SG&A: You wonder why $ROOT revenue per employee is already north of $1M when PGRs is around $700k ML underwriting saves manual"
X Link 2025-12-05T16:31Z 8095 followers, XX engagements
"@DonzelliSamuel And yet everyone I know and their brother is obsessed with the majority of their investments being in real estate. Its wild to me Id also assume a XXX% CAGR on a condo is also definitely much better than the average residential real estate return over XX years"
X Link 2025-12-05T22:50Z 8092 followers, XX engagements
"$FOUR Oh. would you look at that. Company might be growing that topline and LTV with positive ROIIC after all. The implications of that assumption would be fun and is definitely not priced in by the street today"
X Link 2025-12-02T19:15Z 8095 followers, 2435 engagements
"@blondesnmoney XXX% Like spread or XXXX% actual today above the current bond yields Will need to look into this thanks for the heads up. The IBKR X to XXX% spread above risk free (or whatever it is exactly) was one of the best I had heard about today for retail investors"
X Link 2025-12-05T22:30Z 8095 followers, 1634 engagements
"@DonzelliSamuel Yeah owning real estate unless its a true business with the undervalued assets then it doesnt make a ton of sense. More of a lifestyle with a home though or even 2-3 rentals. Unless youre scaling not worth Stocks are just more balanced and low friction asset class😂"
X Link 2025-12-06T01:02Z 8095 followers, XX engagements