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# ![@HettyGreen2020 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1893714497317072897.png) @HettyGreen2020 StartMakingSense Capital

StartMakingSense Capital posts on X about $jef, $oprt, fed, $brk the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1893714497317072897/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1893714497317072897/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +107%
- X Months XXXXXX +4,604%

### Mentions: X [#](/creator/twitter::1893714497317072897/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1893714497317072897/c:line/m:posts_active.svg)

- X Week XX +24%
- X Month XX +36%
- X Months XXX +1,975%

### Followers: XXX [#](/creator/twitter::1893714497317072897/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1893714497317072897/c:line/m:followers.svg)

- X Week XXX +2.50%
- X Month XXX +20%
- X Months XXX +481%

### CreatorRank: undefined [#](/creator/twitter::1893714497317072897/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1893714497317072897/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1893714497317072897/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$jef](/topic/$jef) 16.67%, [$oprt](/topic/$oprt) #1, [fed](/topic/fed) 8.33%, [$brk](/topic/$brk) 8.33%, [$hci](/topic/$hci) 4.17%, [$xzo](/topic/$xzo) #1, [$gwre](/topic/$gwre) 4.17%, [$cash](/topic/$cash) 4.17%, [$nbn](/topic/$nbn) 4.17%, [$bx](/topic/$bx) XXXX%

**Top accounts mentioned or mentioned by**
[@cedarstresearch](/creator/undefined) [@standuquesne](/creator/undefined) [@lloydblankfein](/creator/undefined) [@vishalgarg10](/creator/undefined) [@billackman](/creator/undefined) [@trumpwarroom](/creator/undefined) [@whitehouse](/creator/undefined) [@stephenm](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@donaldjtrumpjr](/creator/undefined) [@danielsloeb1](/creator/undefined) [@jessecohn4](/creator/undefined) [@modestproposal1](/creator/undefined) [@handlerrich](/creator/undefined) [@boujeebanker](/creator/undefined) [@lkpreserve](/creator/undefined) [@blue_eyes3532](/creator/undefined) [@revgalerivs](/creator/undefined)

**Top assets mentioned**
[Jefferies Financial Group Inc. (JEF)](/topic/$jef) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [Blackstone, Inc. (BX)](/topic/$bx) [NVR, Inc. (NVR)](/topic/$nvr) [D R Horton Inc (DHI)](/topic/$dhi) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Centrifuge (CFG)](/topic/$cfg) [GammaSwap (GS)](/topic/$gs) [Better Home & Finance Holding Company Class A Common Stock (BETR)](/topic/$betr)
### Top Social Posts [#](/creator/twitter::1893714497317072897/posts)
---
Top posts by engagements in the last XX hours

"$HCI $XZO Positioned as an underwriting-first platform unlike the policy admin/billing/claims SaaS firms like $GWRE (which Exzeo also does). HCI LRs have been exceptional"  
[X Link](https://x.com/HettyGreen2020/status/1971219298019668073) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-09-25T14:24Z XXX followers, XXX engagements


"@standuquesne Pathward $CASH is putting back to $OPRT all OPRT loans it has retained by Feb 2026 Makes you think"  
[X Link](https://x.com/HettyGreen2020/status/1978533691119767940) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-15T18:49Z XXX followers, XX engagements


"$NBN (2/2) In loan purchases NBN cant compete with likes of $BX rnuntil How's lender finance Any partnerships with sponsors available Originations solid Buffer in NBN is the Huge earnings embedded in the net discount on purchased loans. Realization timing TBDrate dependent"  
[X Link](https://x.com/HettyGreen2020/status/1950205712912576626) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-07-29T14:44Z XXX followers, XXX engagements


"$SDHC Hardly anyone talks about them industry low cycle times/capital efficiency growing in new markets. Legit could grow into a $NVR margin profile Hope they are repurchasing shares rn Illiquid so institutions have trouble with itexcept for unique shops like Conifer"  
[X Link](https://x.com/HettyGreen2020/status/1966553442475725289) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-09-12T17:24Z XXX followers, XXX engagements


"@CedarStResearch There's pricing for a selling sponsor and pricing for post-offer performance If they selldown the rest at 20x it's still a great outcome Prime brokerage relats be damned - coverage bankers don't care anyway"  
[X Link](https://x.com/HettyGreen2020/status/1970161864710692880) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-09-22T16:22Z XXX followers, XXX engagements


"Gonna be a long weekend at $JEF Theyre much smaller than any G-SIB More to learn but a G-SIB with large exposure to $JEF would likely get Fed relief if abs necessary No politician cares about Handler or $JEF shareholders"  
[X Link](https://x.com/HettyGreen2020/status/1976815939921629552) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-11T01:03Z XXX followers, 1302 engagements


"As a % of $JEF book value the likely loss is painful but not ruinous But if somehow client confidence is lost Buffett $BRK gets a call and takes a preferred with warrants and replaces Handler with a @lloydblankfein type"  
[X Link](https://x.com/HettyGreen2020/status/1976840222504837124) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-11T02:40Z XXX followers, 1747 engagements


"$JEF Not ideal"  
[X Link](https://x.com/HettyGreen2020/status/1977356776954544630) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-12T12:52Z XXX followers, 1189 engagements


"$FNMA $FMCC The simplest bearish explanation here is that Bessent wants full SPS conversion and Pulte disagrees but is losing the argument The tweet is an FU to Bessent and a vague enough caveat emptor"  
[X Link](https://x.com/HettyGreen2020/status/1977784996640313582) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-13T17:14Z XXX followers, 7514 engagements


"$OPRT cratering is a CDFI After Tricolor some borrowing from @standuquesne : "Short then investigate" Unlike Tricolor (auto) OPRT does UNsecured consumer loans to poor ppl. XXX avg score vs XXX = less default risk but little to no recovery $JEF $GS $DB do the sec'zs"  
[X Link](https://x.com/HettyGreen2020/status/1978532920907165806) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-15T18:46Z XXX followers, XXX engagements


"@CedarStResearch Any thoughts on the brokers today"  
[X Link](https://x.com/HettyGreen2020/status/1978925871529377948) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-16T20:47Z XXX followers, XXX engagements


"$BETR Strong bid today. Maybe down tmw but from $50/share at last weeks post to now $XX. The thesis depends on mortgage rates superior AI product allowing software sales to partners and the history of Better. So potential for explosive earnings growth explains the move"  
[X Link](https://x.com/HettyGreen2020/status/1980309234026967514) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-20T16:24Z XXX followers, XXX engagements


"@CedarStResearch After the Western Alliance and Zions Bank loan losses Vishal tweeted about Tinman's ability to review bank loan applications. I bet very few people are underwriting use cases beyond mortgage right now"  
[X Link](https://x.com/HettyGreen2020/status/1980348994305069204) [@HettyGreen2020](/creator/x/HettyGreen2020) 2025-10-20T19:02Z XXX 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.]

@HettyGreen2020 Avatar @HettyGreen2020 StartMakingSense Capital

StartMakingSense Capital posts on X about $jef, $oprt, fed, $brk the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX +107%
  • X Months XXXXXX +4,604%

Mentions: X #

Mentions Line Chart

  • X Week XX +24%
  • X Month XX +36%
  • X Months XXX +1,975%

Followers: XXX #

Followers Line Chart

  • X Week XXX +2.50%
  • X Month XXX +20%
  • X Months XXX +481%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXXX% stocks XXXX% cryptocurrencies XXXX%

Social topic influence $jef 16.67%, $oprt #1, fed 8.33%, $brk 8.33%, $hci 4.17%, $xzo #1, $gwre 4.17%, $cash 4.17%, $nbn 4.17%, $bx XXXX%

Top accounts mentioned or mentioned by @cedarstresearch @standuquesne @lloydblankfein @vishalgarg10 @billackman @trumpwarroom @whitehouse @stephenm @realdonaldtrump @donaldjtrumpjr @danielsloeb1 @jessecohn4 @modestproposal1 @handlerrich @boujeebanker @lkpreserve @blue_eyes3532 @revgalerivs

Top assets mentioned Jefferies Financial Group Inc. (JEF) GUIDEWIRE SOFTWARE, INC. (GWRE) Blackstone, Inc. (BX) NVR, Inc. (NVR) D R Horton Inc (DHI) Deutsche Bank Aktiengesellschaft (DB) Centrifuge (CFG) GammaSwap (GS) Better Home & Finance Holding Company Class A Common Stock (BETR)

Top Social Posts #


Top posts by engagements in the last XX hours

"$HCI $XZO Positioned as an underwriting-first platform unlike the policy admin/billing/claims SaaS firms like $GWRE (which Exzeo also does). HCI LRs have been exceptional"
X Link @HettyGreen2020 2025-09-25T14:24Z XXX followers, XXX engagements

"@standuquesne Pathward $CASH is putting back to $OPRT all OPRT loans it has retained by Feb 2026 Makes you think"
X Link @HettyGreen2020 2025-10-15T18:49Z XXX followers, XX engagements

"$NBN (2/2) In loan purchases NBN cant compete with likes of $BX rnuntil How's lender finance Any partnerships with sponsors available Originations solid Buffer in NBN is the Huge earnings embedded in the net discount on purchased loans. Realization timing TBDrate dependent"
X Link @HettyGreen2020 2025-07-29T14:44Z XXX followers, XXX engagements

"$SDHC Hardly anyone talks about them industry low cycle times/capital efficiency growing in new markets. Legit could grow into a $NVR margin profile Hope they are repurchasing shares rn Illiquid so institutions have trouble with itexcept for unique shops like Conifer"
X Link @HettyGreen2020 2025-09-12T17:24Z XXX followers, XXX engagements

"@CedarStResearch There's pricing for a selling sponsor and pricing for post-offer performance If they selldown the rest at 20x it's still a great outcome Prime brokerage relats be damned - coverage bankers don't care anyway"
X Link @HettyGreen2020 2025-09-22T16:22Z XXX followers, XXX engagements

"Gonna be a long weekend at $JEF Theyre much smaller than any G-SIB More to learn but a G-SIB with large exposure to $JEF would likely get Fed relief if abs necessary No politician cares about Handler or $JEF shareholders"
X Link @HettyGreen2020 2025-10-11T01:03Z XXX followers, 1302 engagements

"As a % of $JEF book value the likely loss is painful but not ruinous But if somehow client confidence is lost Buffett $BRK gets a call and takes a preferred with warrants and replaces Handler with a @lloydblankfein type"
X Link @HettyGreen2020 2025-10-11T02:40Z XXX followers, 1747 engagements

"$JEF Not ideal"
X Link @HettyGreen2020 2025-10-12T12:52Z XXX followers, 1189 engagements

"$FNMA $FMCC The simplest bearish explanation here is that Bessent wants full SPS conversion and Pulte disagrees but is losing the argument The tweet is an FU to Bessent and a vague enough caveat emptor"
X Link @HettyGreen2020 2025-10-13T17:14Z XXX followers, 7514 engagements

"$OPRT cratering is a CDFI After Tricolor some borrowing from @standuquesne : "Short then investigate" Unlike Tricolor (auto) OPRT does UNsecured consumer loans to poor ppl. XXX avg score vs XXX = less default risk but little to no recovery $JEF $GS $DB do the sec'zs"
X Link @HettyGreen2020 2025-10-15T18:46Z XXX followers, XXX engagements

"@CedarStResearch Any thoughts on the brokers today"
X Link @HettyGreen2020 2025-10-16T20:47Z XXX followers, XXX engagements

"$BETR Strong bid today. Maybe down tmw but from $50/share at last weeks post to now $XX. The thesis depends on mortgage rates superior AI product allowing software sales to partners and the history of Better. So potential for explosive earnings growth explains the move"
X Link @HettyGreen2020 2025-10-20T16:24Z XXX followers, XXX engagements

"@CedarStResearch After the Western Alliance and Zions Bank loan losses Vishal tweeted about Tinman's ability to review bank loan applications. I bet very few people are underwriting use cases beyond mortgage right now"
X Link @HettyGreen2020 2025-10-20T19:02Z XXX followers, XX engagements

@HettyGreen2020
/creator/twitter::HettyGreen2020