# ![@dorbarda Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::332782195.png) @dorbarda Dor

Dor posts on X about $oscr, $four, $iesc, insurance the most. They currently have [---] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

### Engagements: [---------] [#](/creator/twitter::332782195/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::332782195/c:line/m:interactions.svg)

- [--] Week [----------] +66,781%
- [--] Month [----------] +25,001%
- [--] Months [----------] +27,518%
- [--] Year [----------] +70,396%

### Mentions: [--] [#](/creator/twitter::332782195/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::332782195/c:line/m:posts_active.svg)

- [--] Month [--] -46%
- [--] Months [---] +228%
- [--] Year [---] +429%

### Followers: [---] [#](/creator/twitter::332782195/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::332782195/c:line/m:followers.svg)

- [--] Week [---] +0.27%
- [--] Month [---] +3.10%
- [--] Months [---] +26%
- [--] Year [---] +86%

### CreatorRank: [---------] [#](/creator/twitter::332782195/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::332782195/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$oscr](/topic/$oscr), [$four](/topic/$four), [$iesc](/topic/$iesc) #15, [insurance](/topic/insurance), [$cnc](/topic/$cnc), [business](/topic/business), [israel](/topic/israel), [in the](/topic/in-the), [stocks](/topic/stocks), [investment](/topic/investment)

**Top accounts mentioned or mentioned by**
[@creativecap89](/creator/undefined) [@tintincapital](/creator/undefined) [@wearycenturion](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@blondesnmoney](/creator/undefined) [@mtbert](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@grok](/creator/undefined) [@spike1567](/creator/undefined) [@hypergrowth102](/creator/undefined) [@rookisaacman](/creator/undefined) [@tlaubers](/creator/undefined) [@investingwithac](/creator/undefined) [@1ytzytz](/creator/undefined) [@wealthyreadings](/creator/undefined) [@qa5679](/creator/undefined) [@mrmarketkiller](/creator/undefined) [@daytodayfantasy](/creator/undefined) [@eyalweiss](/creator/undefined)

**Top assets mentioned**
[Oscar Health, Inc.  (OSCR)](/topic/$oscr) [4 (FOUR)](/topic/$four) [IES Holdings, Inc. Common Stock (IESC)](/topic/$iesc) [Centene Corp (CNC)](/topic/$cnc) [DLocal Limited (DLO)](/topic/$dlo) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Under Armour Inc Class A (UAA)](/topic/$uaa) [Mario Coin (COIN)](/topic/$coin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Tesla, Inc. (TSLA)](/topic/$tsla) [Mastercard, Inc. (MA)](/topic/$ma) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [UnitedHealth Group (UNH)](/topic/$unh) [BounceBit (BB)](/topic/$bb) [Fiserv, Inc. (FI)](/topic/$fi) [SPX6900 (SPX)](/topic/$spx) [WIX.com Ltd. (WIX)](/topic/$wix) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Arista Networks Inc (ANET)](/topic/$anet) [FAME AI (FMC)](/topic/$fmc) [Moderna Inc (MRNA)](/topic/$mrna)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TheBigShortIL    $AMZN - $TSLA 40% .      '    ( )   .    Discretionary"  
[X Link](https://x.com/dorbarda/status/1662372941785341953)  2023-05-27T08:19Z [---] followers, [--] engagements


"$MSFT   $AAPL " *  Invesco  QQQ. Fact Sheet -         . $QQQ $NDX"  
[X Link](https://x.com/dorbarda/status/1670107936738115584)  2023-06-17T16:35Z [---] followers, [--] engagements


"eBay $EBAY    .  [----]    [---] .    [---]   -2500%    300%"  
[X Link](https://x.com/dorb2sQ/status/1674432481595113475)  2023-06-29T14:59Z [---] followers, [--] engagements


"$PYPL     "   "       *"  
[X Link](https://x.com/dorbarda/status/1691082635907342336)  2023-08-14T13:41Z [---] followers, [--] engagements


""           . $UAA    .     "    "  
[X Link](https://x.com/dorbarda/status/1691142754997252104)  2023-08-14T17:40Z [---] followers, [--] engagements


"all time high ( 2-3% )  2/7 $MA $ANET"  
[X Link](https://x.com/dorbarda/status/1697160476516348313)  2023-08-31T08:12Z [---] followers, [---] engagements


"Gaza a place that could have been like Singapore decided by the lead of Hamas Terror group to invest the money and goods it received all those years in rockets and tunnels to attack Israel. ABC news calling it an open air prison is a shame to journalism #HamasISIS"  
[X Link](https://x.com/dorbarda/status/1711702475843997885)  2023-10-10T11:17Z [---] followers, [---] engagements


"@18PigsDontFly Well they can always blame the Jews. Erdogan just recently accused Israel of funding and creating the PKK 🤦 When you want your opinion to be justified you can always find a way"  
[X Link](https://x.com/dorbarda/status/1720718469291720705)  2023-11-04T08:23Z [---] followers, [--] engagements


"@laraabdallatt @DrEliDavid Whatever makes you sleep well. I'm just glad you have enough internet to use Twitter I thought Hamas stole the electricity to fire rockets"  
[X Link](https://x.com/dorbarda/status/1728351487477383193)  2023-11-25T09:54Z [---] followers, [--] engagements


"@1YTZYTZ  $UAA"  
[X Link](https://x.com/dorbarda/status/1735246681581502822)  2023-12-14T10:33Z [---] followers, [--] engagements


"@SpiritofHo "Israel was founded on genocide" Please tell that to my grandmother who lived happily in Iraq when the Arabs hanged Jews in the town square kicked them out of their homes and she had no where else to go"  
[X Link](https://x.com/dorbarda/status/1735249903855497487)  2023-12-14T10:46Z [---] followers, [--] engagements


"@JanJak_AMC @MichaelRapaport A US north Korea Russia and Iran flags All at once Who do you support"  
[X Link](https://x.com/dorbarda/status/1735656097426350152)  2023-12-15T13:40Z [---] followers, [--] engagements


"10  S&P500   . [--] [--]    [---]   (76%  48%) **"  
[X Link](https://x.com/dorbarda/status/1743983141985861659)  2024-01-07T13:09Z [---] followers, [--] engagements


"10   [----] - $ENPH $FMC $MRNA $IXG $EL $PFE $PAWC $ALB $ETSY $ILMN $SPX"  
[X Link](https://x.com/anyuser/status/1743984630989025559)  2024-01-07T13:15Z [--] followers, [--] engagements


"@UltrasYoav      .      openAi"  
[X Link](https://x.com/dorbarda/status/1745015680288559389)  2024-01-10T09:32Z [---] followers, [--] engagements


"$IRBT .  $AMZN 1.7B$   550M.      .       "  
[X Link](https://x.com/anyuser/status/1748332313207800295)  2024-01-19T13:11Z [--] followers, [---] engagements


"@Goldfarb_Emil  iRobot"  
[X Link](https://x.com/dorbarda/status/1749031469811421313)  2024-01-21T11:29Z [---] followers, [--] engagements


"@MichaStocks @netanyahu           "6.10" "  
[X Link](https://x.com/dorbarda/status/1750159187236008057)  2024-01-24T14:10Z [---] followers, [--] engagements


"Apple Vision Pro )     AR VR )   AI    )"  
[X Link](https://x.com/anyuser/status/1752691906469867794)  2024-01-31T13:54Z [--] followers, [--] engagements


"'   (  )   $U    ' .   10-20     AR "  
[X Link](https://x.com/dorbarda/status/1756260459756306906)  2024-02-10T10:14Z [---] followers, [--] engagements


"@WealthyReadings The main takeaway for me is to use that balance sheet to gain market share. if they'll be able to get up from this tough environment even stronger while their competitors can't this will have a great impact on growth and the stock"  
[X Link](https://x.com/dorbarda/status/1758115277991014890)  2024-02-15T13:05Z [---] followers, [---] engagements


""        $AMZN.            .  . FTC   "  
[X Link](https://x.com/dorb2sQ/status/1762494447097679984)  2024-02-27T15:06Z [---] followers, [--] engagements


"@asafkr      200-250 (    )     irobot       . -0"  
[X Link](https://x.com/dorb2sQ/status/1762622732124991829)  2024-02-27T23:36Z [---] followers, [--] engagements


"$SQ            @ONetanel @Qa5679"  
[X Link](https://x.com/dorb2sQ/status/1763168144871276930)  2024-02-29T11:43Z [---] followers, [--] engagements


"@Qa5679 $SQ"  
[X Link](https://x.com/dorb2sQ/status/1767221639043858898)  2024-03-11T16:10Z [---] followers, [--] engagements


".           .   .  ()     . $UAA"  
[X Link](https://x.com/dorb2sQ/status/1768029982905811061)  2024-03-13T21:42Z [---] followers, [--] engagements


"$UAA [--]  . ""  
[X Link](https://x.com/dorb2sQ/status/1768270626857296335)  2024-03-14T13:39Z [---] followers, [--] engagements


"@1YTZYTZ  NKE"  
[X Link](https://x.com/dorb2sQ/status/1768332229753586144)  2024-03-14T17:43Z [---] followers, [--] engagements


". ()   .    "Adjusted"    . $EQIX"  
[X Link](https://x.com/dorb2sQ/status/1770433793205178839)  2024-03-20T12:54Z [---] followers, [--] engagements


"@CiItay   ETF      "  
[X Link](https://x.com/dorb2sQ/status/1776729257642709115)  2024-04-06T21:50Z [---] followers, [--] engagements


"This is pretty insane how Amnesty is using the word "human rights" for their own extremely racist agenda. On October 7th Hamas killed more the. [----] Israelis attacking civilian homes and this is the only thing they published. The death in custody of Walid Daqqa a 62-year-old Palestinian writer who was the longest-serving Palestinian prisoner in Israeli jails after [--] years of imprisonment is a cruel reminder of Israels disregard for Palestinians right to life https://t.co/hSz0gdZgVj The death in custody of Walid Daqqa a 62-year-old Palestinian writer who was the longest-serving Palestinian"  
[X Link](https://x.com/dorb2sQ/status/1777646306900512788)  2024-04-09T10:34Z [---] followers, [--] engagements


"10  $SOXX $NVDA "  
[X Link](https://x.com/dorb2sQ/status/1778126332020371948)  2024-04-10T18:22Z [---] followers, [--] engagements


". "     .     [--] ."   **  $GOOGL"  
[X Link](https://x.com/dorb2sQ/status/1784501128094269917)  2024-04-28T08:33Z [---] followers, [--] engagements


"@DuncanMcFarlan @AvivaKlompas @UBC Is there a word for people who think french people should have a state Or for American people should have a state Israel is a state. Period. Not related to Zionism or anything else Zionism WAS a movement that ended its goals in [----] when Israel was declared (by the UN)"  
[X Link](https://x.com/dorb2sQ/status/1785210138221072450)  2024-04-30T07:30Z [---] followers, [---] engagements


"@MrMarketKiller Well said"  
[X Link](https://x.com/dorb2sQ/status/1787948670677082213)  2024-05-07T20:52Z [---] followers, [--] engagements


"@MrMarketKiller       [---]  [---]     [--]  🫠"  
[X Link](https://x.com/dorb2sQ/status/1788288154815860822)  2024-05-08T19:21Z [---] followers, [--] engagements


"@MikeBennett0134 @kiyahwillis Don't blindly accept media reports. Saying "200 civilians" lacks critical thinking. A military operation occurred in a civilian market because Hamas hid hostages there. Hamas fired at Israeli forces and they returned fire. Do you honestly believe only civilians died"  
[X Link](https://x.com/dorb2sQ/status/1799773008011407857)  2024-06-09T11:58Z [---] followers, [--] engagements


"12%    40% Sunday funday       $DPZ"  
[X Link](https://x.com/dorb2sQ/status/1813914520127193343)  2024-07-18T12:31Z [---] followers, [--] engagements


"@doryehezkek With you on $PYPL and also $NICE"  
[X Link](https://x.com/dorb2sQ/status/1815693950662926610)  2024-07-23T10:22Z [---] followers, [---] engagements


"$EW "         5-10%  25%"  
[X Link](https://x.com/dorb2sQ/status/1816467393620930605)  2024-07-25T13:35Z [---] followers, [--] engagements


"$CRWD   "      -      -   . 50%    "  
[X Link](https://x.com/dorb2sQ/status/1816476093693481349)  2024-07-25T14:10Z [---] followers, [--] engagements


"@MenchOsint definitely isn't an interceptor and your spreading fake news. The missile that hit Majdal Shams had a large warhead iron dome interceptor never explodes on ground definitely not causing an explosion killing so many. Also there was a red alert so Israel knew missiles are coming"  
[X Link](https://x.com/dorb2sQ/status/1817313128880701772)  2024-07-27T21:36Z [---] followers, [---] engagements


"$PYPL 8% FCF  6B$ (     )  [--]    $ZM FCF 1.5B$   ( [--]  )"  
[X Link](https://x.com/dorb2sQ/status/1818288503802741193)  2024-07-30T14:12Z [---] followers, [--] engagements


"$MCD     $MA"  
[X Link](https://x.com/dorb2sQ/status/1818626108503605763)  2024-07-31T12:33Z [---] followers, [--] engagements


"$AXON            23%"  
[X Link](https://x.com/dorb2sQ/status/1821208502913712279)  2024-08-07T15:35Z [---] followers, [--] engagements


"@fundam_inv @Zoom Why are you looking at FCF yield to EV and not to market cap"  
[X Link](https://x.com/dorb2sQ/status/1826659441279901814)  2024-08-22T16:35Z [---] followers, [--] engagements


"@DayToDayFantasy What pick number you mean when you say 2nd rounder (my league has [--] teams. he's definitely not a 2nd rounder i guess)"  
[X Link](https://x.com/dorb2sQ/status/1840032893881503772)  2024-09-28T14:16Z [---] followers, [--] engagements


"@DayToDayFantasy Should we worry about Thibs playing KAT so much he'll hurt himself"  
[X Link](https://x.com/dorb2sQ/status/1840033009363276019)  2024-09-28T14:17Z [---] followers, [--] engagements


"@MuricanEv what is the proportion to [---] ballistic missiles on your country because i can guess that if Israel would attack with [---] bombs from jets they wouldn't call it proportional for some reason"  
[X Link](https://x.com/dorb2sQ/status/1841773276667761028)  2024-10-03T09:32Z [---] followers, [--] engagements


"@IdfStrateg67913 @bokeralmog"  
[X Link](https://x.com/dorb2sQ/status/1845744530961678420)  2024-10-14T08:32Z [---] followers, [--] engagements


"Under Armour 1M +25%"  
[X Link](https://x.com/dorb2sQ/status/1846183672711442662)  2024-10-15T13:37Z [---] followers, [--] engagements


"@DividendGrowth NBA"  
[X Link](https://x.com/dorb2sQ/status/1847578161430634673)  2024-10-19T09:58Z [---] followers, [--] engagements


"@redrock_bball Deni gives me flashbacks to year [--] in Washington. Standing in the corner waiting for magic to happen"  
[X Link](https://x.com/dorb2sQ/status/1850677476915134702)  2024-10-27T23:14Z [---] followers, [---] engagements


"@StealthQE4 Lol If I'd had to guess it would be drones & missiles & cyber attacks Worst case and probable is a surprise assassination of some high rank Israeli personallity. As an inside job or something Unprobable is fighter jets which would be laughable or Iraq&Syria proxy ground attack"  
[X Link](https://x.com/dorb2sQ/status/1853198723381174746)  2024-11-03T22:13Z [---] followers, [--] engagements


"@soloinvesting $OSCR $GAUZ $GRAB $IRBT $INVZ"  
[X Link](https://x.com/dorb2sQ/status/1863276766900478303)  2024-12-01T17:39Z [---] followers, [----] engagements


"@nachunja and yet with half the gross profit $SHOP generates more operating income. who would've thought different companies can have different structures"  
[X Link](https://x.com/dorb2sQ/status/1863585899780473189)  2024-12-02T14:07Z [---] followers, [---] engagements


"@StockMarketNerd I wasn't really familiar with $CRWD before the outage. when it occurred I said it should be a huge short so in order to do so I did some research. After the research i understood that it actually should be a huge LONG. They are currently irreplaceable in many organizations"  
[X Link](https://x.com/dorb2sQ/status/1864686386940408220)  2024-12-05T15:00Z [---] followers, [---] engagements


"@FedexSTi love it fede can you suggest a good read to start learning about $MELI thanks"  
[X Link](https://x.com/dorb2sQ/status/1866406748082315558)  2024-12-10T08:56Z [---] followers, [---] engagements


"@KyleAdamsStocks Nice Got any thesis on GAMB Or anything to read"  
[X Link](https://x.com/dorb2sQ/status/1870836256130961890)  2024-12-22T14:18Z [---] followers, [--] engagements


"@Eyal__Weiss I've done some DD on $GCT before those numbers just look too good to be true to be honest. from forums of people that use their services things just look absurdly good 😅 maybe if they'll start repurchasing or pay dividends i'll say I believe them"  
[X Link](https://x.com/dorb2sQ/status/1873994534327312487)  2024-12-31T07:28Z [---] followers, [---] engagements


"@Eyal__Weiss BTW take a look at $IESC i think that's an interesting high quality company. and for some reason with no analysts on the market"  
[X Link](https://x.com/dorb2sQ/status/1873995462237446560)  2024-12-31T07:31Z [---] followers, [--] engagements


"@JerryCap [--] years of underperforming the msci world index is pretty bad"  
[X Link](https://x.com/dorb2sQ/status/1874780089797558418)  2025-01-02T11:29Z [---] followers, [----] engagements


"@Daniel410_410 @StockMarketNerd Yes but the disclosure doesn't change the number of shares. This is an accounting metric"  
[X Link](https://x.com/dorb2sQ/status/1875224981166313957)  2025-01-03T16:57Z [---] followers, [--] engagements


"@KyleAdamsStocks $IESC pretty good wondering about the valuation but for [--] years feels good"  
[X Link](https://x.com/dorb2sQ/status/1875789031881240636)  2025-01-05T06:18Z [---] followers, [---] engagements


"@Kross_Roads Would you mind sharing those users impressions of the product"  
[X Link](https://x.com/dorb2sQ/status/1878854502692110848)  2025-01-13T17:19Z [---] followers, [--] engagements


"@blondesnmoney McKinsey interns"  
[X Link](https://x.com/dorb2sQ/status/1878920010619662727)  2025-01-13T21:40Z [---] followers, [--] engagements


"@blondesnmoney @alluvialcapital Hi ever looked at $ABL"  
[X Link](https://x.com/dorb2sQ/status/1883168388761186603)  2025-01-25T15:01Z [---] followers, [---] engagements


"$SHOP $PLTR Make your own conclusion"  
[X Link](https://x.com/dorb2sQ/status/1886542860612227446)  2025-02-03T22:30Z [---] followers, [----] engagements


"$IESC Q1 - [----] Good Quarter Revenues up 18% YoY GM% - up to 23.75% from 22.6% OP% - up to 10% from 9.1% FCF up around 16% YoY used in investing in CB&I storage business and purchased around 4.5M$ of shares. Solid. EV/EBIT LTM 13.5X"  
[X Link](https://x.com/dorb2sQ/status/1886768120179699789)  2025-02-04T13:25Z [---] followers, [----] engagements


"On February 7th [----] $OSCR reported FY23 Results. Guidance for [----] (in picture). In response the stock went up 25% closing on 16.6$. Today $OSCR reported FY24 results (also in picutre) Actual [----] beat - Revenue by 10% Adjusted EBITDA by 33%. Price now = 13$. Makes sense"  
[X Link](https://x.com/dorb2sQ/status/1886899525689778208)  2025-02-04T22:07Z [---] followers, [----] engagements


"$RSSS - Great Results I was actually hoping for a bit better but overall great results. *Record quarter in B2B deployments *Overall GM% getting better as platform taking larger share *AEBITDA 10% margin S&M expenses are up 70% which is much higher than i thought. LFG 🫡"  
[X Link](https://x.com/dorb2sQ/status/1890151417807270171)  2025-02-13T21:29Z [---] followers, [----] engagements


"@KyleAdamsStocks $IESC is awesome sold off due to housing market status but is growing in the data centers sector $RSSS also growing great fundamentals sold off recently"  
[X Link](https://x.com/dorb2sQ/status/1893558042337136864)  2025-02-23T07:06Z [---] followers, [---] engagements


"Yesterday at the Raymond James investor conference @OscarHealth said their [----] guidance of 20% revenue CAGR and [----] EPS is based on *expired* enhanced subsidies () $OSCR This is a very compelling R/R ratio IMO"  
[X Link](https://x.com/dorb2sQ/status/1896957986700136495)  2025-03-04T16:16Z [---] followers, [---] engagements


"@SharogradskyM Hi Mark thanks for the writeup i've been following since. one thing i've had hard time understanding is how do you project revenues in this type of projects companies. it is very unexpected what makes you sure they will execute and sign more deals thanks again"  
[X Link](https://x.com/dorb2sQ/status/1904472939447116214)  2025-03-25T09:58Z [---] followers, [--] engagements


"@Tintincapital few years ago our company moved from $CRM to $NOW best decision ever"  
[X Link](https://x.com/dorb2sQ/status/1915011417272471691)  2025-04-23T11:54Z [---] followers, [---] engagements


"@GrantHesser So $MOH reiterated the FY EPS beat EPS & Revenue but MLR is on the high end of the guidance range what makes you think $OSCR is underestimating impact Bertollini usually puts lower guidance and over-achieve (and you know he understand insurance very well)"  
[X Link](https://x.com/dorb2sQ/status/1915423200894210295)  2025-04-24T15:10Z [---] followers, [---] engagements


"@GrantHesser This doesn't answer why Oscar EPS won't be in range. $MOH grew their membership more then 50% and MCR is partially up due to acquisitions. I'm still not following why you think EPS will be impacted"  
[X Link](https://x.com/dorb2sQ/status/1915431127193395267)  2025-04-24T15:42Z [---] followers, [--] engagements


"@YeAfek   ' ADP - Automatic data proccessing GDP - Gross Domestic product ECI -   - economic consumer index PCE -"  
[X Link](https://x.com/dorb2sQ/status/1916853368380707181)  2025-04-28T13:53Z [---] followers, [---] engagements


"Since $OSCR is trending here on X and everyone is writing their take I won't do it. I will share this - @mariots wrote this in [----] and I think there can't be a better explanation of "WHAT OSCAR DOES". Take a few minutes it's worth it. https://whatoscardoes.com/ https://whatoscardoes.com/"  
[X Link](https://x.com/dorb2sQ/status/1932026680635207718)  2025-06-09T10:47Z [---] followers, [----] engagements


"@ZuckermanRoy @mani17490141 @HusseinAgi @Khamenei_fa @grok 😂"  
[X Link](https://x.com/dorb2sQ/status/1935240906543960112)  2025-06-18T07:39Z [---] followers, [--] engagements


"@DJ_EBITDA @KoyfinCharts With the small difference that $azo had a business that works and $zm must find something before the business dies"  
[X Link](https://x.com/dorb2sQ/status/1937902672608186451)  2025-06-25T15:56Z [---] followers, [--] engagements


"Last December I detailed the stocks I hold and mentioned that my largest position is Oscar. I decided to write about my investment thesis on $OSCR. This isn't a financial analysis but more about the idea behind it. This is long"  
[X Link](https://x.com/dorb2sQ/status/1939042866937938320)  2025-06-28T19:26Z [---] followers, [----] engagements


"I seek companies with one of two: A very good business with good management trading at a price my gut can handle (the Holy Grail of investing of course). OR a company trading under some difficulty that I believe I understand well and can argue that the situation will change"  
[X Link](https://x.com/dorb2sQ/status/1939042869974646880)  2025-06-28T19:27Z [---] followers, [---] engagements


"Insurance companies gained quite a reputation as investments perhaps thanks to Buffett. But TBH few are truly good investments (tons of regulation potentially heavy losses and insane competition). They're not sexy and technology matters from a cost perspective not revenue"  
[X Link](https://x.com/dorb2sQ/status/1939042872810184752)  2025-06-28T19:27Z [---] followers, [---] engagements


"The company was founded in [----] by Joshua Kushner (Jared's brother.) and Mario Schlosser. They now offer health insurance to the individual market and small businesses through the Insurance Marketplace which has grown significantly in recent years mainly thanks to the ACA"  
[X Link](https://x.com/dorb2sQ/status/1939042875825889433)  2025-06-28T19:27Z [---] followers, [---] engagements


"$OSCR meets both categories I look for in investments and now I'll explain why. Mario and Josh are both tech entrepreneurs. Mario writes and researches AI topics describes himself as someone who loves the world of numbers behind pricing"  
[X Link](https://x.com/dorb2sQ/status/1939042878766100901)  2025-06-28T19:27Z [---] followers, [---] engagements


"(as he did in his previous venture which was a kind of Zynga in Brazil when Facebook games started). But as I mentioned in point [--] this wasn't enough and the stock crashed after the IPO"  
[X Link](https://x.com/dorb2sQ/status/1939042881756356726)  2025-06-28T19:27Z [---] followers, [---] engagements


"This is where one of my thesis anchors joins - Mark Bertolini. A bulldozer in the health insurance world he was CEO of Aetna when he sold it to CVS for $69 billion. Bertolini was an advisor to Oscar for years until [----] when they said: help us get the company back on track"  
[X Link](https://x.com/dorb2sQ/status/1939042885229519160)  2025-06-28T19:27Z [---] followers, [---] engagements


"So there's management and a running business (maybe not good yet). What's weighing on the company"  
[X Link](https://x.com/dorb2sQ/status/1939042899678687597)  2025-06-28T19:27Z [---] followers, [---] engagements


"Regulation for insurance companies operating in the ACA market is rough: a) They're required to maintain an MLR of 80% (20% gross profit) b) Obligated to insure "riskier" and less risky people equally and penalized if they don't c) Strict capital requirements"  
[X Link](https://x.com/dorb2sQ/status/1939042905966162297)  2025-06-28T19:27Z [---] followers, [---] engagements


"private insureds receive government subsidies for health insurance through the marketplace. This subsidy is expected to end at the end of [----] (unless extended) which would significantly increase premiums"  
[X Link](https://x.com/dorb2sQ/status/1939042910164381763)  2025-06-28T19:27Z [---] followers, [---] engagements


"The market today is growing at double-digit rates with [--] million insureds. Estimates suggest around 18-21 million insureds if subsidies are canceled"  
[X Link](https://x.com/dorb2sQ/status/1939042914782343447)  2025-06-28T19:27Z [---] followers, [---] engagements


"When you have 20% gross profit you don't have much cushion and a small drop in revenue significantly affects profits. This is how $OSCR was priced for a while. It traded as a Kamala/Trump trade and after the elections dropped hard to around $11 (market cap $2.6B)"  
[X Link](https://x.com/dorb2sQ/status/1939042919295459534)  2025-06-28T19:27Z [---] followers, [---] engagements


"So the bearish thesis is clear and the stock decline is also clear and on the surface this became some kind of regulatory bet. Here I argue differently. In [----] Oscar's management set goals (accounting for subsidy cancellation) for 2027: 20% REVENUE CAGR EPS - 2.25"  
[X Link](https://x.com/dorb2sQ/status/1939042923921731893)  2025-06-28T19:27Z [---] followers, [---] engagements


"Management claims they'll meet these targets. Since they grew 56% in [--] and expected 22% in [----] i'm assuming management anticipates revenue decline in 26-27. Therefore based on my belief in management I'm going with an EPS of [----] as a reasonable target"  
[X Link](https://x.com/dorb2sQ/status/1939042927730180397)  2025-06-28T19:27Z [---] followers, [---] engagements


"(though I argue they'll exceed it). This suggests a price of around $20-25 per share including discount which is reasonable"  
[X Link](https://x.com/dorb2sQ/status/1939042931811160069)  2025-06-28T19:27Z [---] followers, [---] engagements


"What do I think is being missed here Oscar and Bertolini are targeting businesses very strongly through ICHRA. it aims to bring the private insurance to businesses through the marketplace. Meaning an employer gives an employee money to choose their own insurance"  
[X Link](https://x.com/dorb2sQ/status/1939042936018153722)  2025-06-28T19:27Z [---] followers, [---] engagements


"The insurance will know them their doctor network and thus can tailor insurance in the best way possible. This is where Oscar's technology comes in. For years Mario and the company built a system from scratch"  
[X Link](https://x.com/dorb2sQ/status/1939042941840039949)  2025-06-28T19:27Z [---] followers, [---] engagements


"aimed at insuring in the best way possible and knowing the customer and their needs optimally. Former employees testify that the system and work done there is amazing. Additionally you can see and follow the company's blog that details their thinking and building approach"  
[X Link](https://x.com/dorb2sQ/status/1939042946398986266)  2025-06-28T19:27Z [---] followers, [---] engagements


"But as I said and remind myself constantly - technology in insurance isn't interesting unless it shows in numbers. So the numbers are starting to look good: Highest NPS (by a margin) Oscar's MLR is the best in the ACA market Growing faster than others gaining market share"  
[X Link](https://x.com/dorb2sQ/status/1939042950119293292)  2025-06-28T19:27Z [---] followers, [---] engagements


"The first quarter report of the year showed exactly what I expected. much faster growth than the market in customers (market share capture) alongside impressive profitability. I argue the market is missing the ICHRA growth and undervaluing it despite subsidy ending"  
[X Link](https://x.com/dorb2sQ/status/1939042958885458208)  2025-06-28T19:27Z [---] followers, [---] engagements


"Oscar is the only insurance company offering exclusively ACA insurance. Meaning it's doing ALL IN on this market. Recently for example Aetna decided to exit this market because it couldn't make money. $OSCR market share grew from about 5% to about 8.5% in two years"  
[X Link](https://x.com/dorb2sQ/status/1939042963419435214)  2025-06-28T19:27Z [---] followers, [---] engagements


"My average price today is $13 which felt like quite negative pricing to me. Today as I said around $20 is fair pricing for a scenario of subsidy cancellation and revenue decline in [----]. I think the upside here is large but you need to know how to hold tight"  
[X Link](https://x.com/dorb2sQ/status/1939043422553166135)  2025-06-28T19:29Z [---] followers, [---] engagements


"Side anecdote - recently the stock became some kind of MEME stock here. It's not clear to me why. maybe it's technology or maybe just a large amount of short sellers. I don't really know. I hate when my stocks go up 10% in a day for no logical reason"  
[X Link](https://x.com/dorb2sQ/status/1939043607383564775)  2025-06-28T19:29Z [---] followers, [---] engagements


"Let's elaborate on interest rate effects on $OSCR. Interest rates from my understanding affect three main areas: 1.Investment Income (and Fair Value calculations) 2.Macro Environment 3.Reserve calculations I'll finish with some questions I'm still researching myself: How will the company be affected by a recession What happens if Bertolini leaves What exactly is the impact of falling interest rates (quite negative from my understanding) I'll finish with some questions I'm still researching myself: How will the company be affected by a recession What happens if Bertolini leaves What exactly is"  
[X Link](https://x.com/dorb2sQ/status/1939412261992620537)  2025-06-29T19:54Z [---] followers, [---] engagements


"1/I've done a simple calculation to theoretically assess the impact of rates declining to 2.5%. As you can see a 2% change in rates will have a $70M total negative impact on net income over [--] years (assuming cash and investments grow at half the pace of revenue)"  
[X Link](https://x.com/dorb2sQ/status/1939412264852791334)  2025-06-29T19:54Z [---] followers, [--] engagements


"Macro Environment - Lower rates generally mean higher employment which should boost $OSCR revenue growth. This positive effect should partially offset the negative impact from reduced investment income"  
[X Link](https://x.com/dorb2sQ/status/1939412267583316172)  2025-06-29T19:54Z [---] followers, [--] engagements


"Thanks to Barclays report we can put some numbers to the $OSCR [----] Estimates - I've estimated Net margin of 4.75% based on 5% operating margin and some interest expenses. The consensus is 3.5% rev decrease in [--] (and still somehow 2.4% net margin.) If I'm right the company will exceed [----] forecasts and I estimate it will achieve EPS of close to [---] and trade at a multiple of 15-20 or at minimum a 1x revenue multiple which you can see in the image that should reasonably represent its growth relative to peers. https://t.co/edpCtVxPrO If I'm right the company will exceed [----] forecasts and I"  
[X Link](https://x.com/dorb2sQ/status/1940448874763841905)  2025-07-02T16:33Z [---] followers, [----] engagements


"@weary_centurion That's from their release the marketplace is where Oscar also operates Centene also said in their Q1 report that the marketplace grew faster then expected and now says it isn't We should wait and see what Oscar reports but I believe it is a red flag"  
[X Link](https://x.com/dorb2sQ/status/1940453124738895988)  2025-07-02T16:50Z [---] followers, [---] engagements


"@weary_centurion And this https://x.com/SayNoToTrading/status/1940418296177934519t=Lea3flcLguQnWJJDIpQofA&s=19 I see people confused why $OSCR is down 16% on the back of $CNC since they don't have Medicaid exposure. Mizuhos Hynes on MarketWatch is quoted today that many people were redetermined out of Medicaid over the past two years likely picked up Health Insurance Exchanges (HIX) https://x.com/SayNoToTrading/status/1940418296177934519t=Lea3flcLguQnWJJDIpQofA&s=19 I see people confused why $OSCR is down 16% on the back of $CNC since they don't have Medicaid exposure. Mizuhos Hynes on"  
[X Link](https://x.com/dorb2sQ/status/1940453191847715161)  2025-07-02T16:51Z [---] followers, [--] engagements


"@weary_centurion You did a great deep dive. thanks for that. I am missing one piece - WHY is it trading under the cash It is pretty weird these days to see companies trading with negative EV (at least in the Nasdaq or NYSE) There's always a reason and i'm not sure I fully understand yet"  
[X Link](https://x.com/dorb2sQ/status/1941763765940203784)  2025-07-06T07:38Z [---] followers, [---] engagements


"Basically he says what I was trying to say here when $CNC dropped their guidance. On X everyone said it isn't relevant to $OSCR. I really thought Q2 was going to be boring but I guess it is going to be extremely important. I'm not touching my position until after Q2 Jefferies Lowers $OSCR PT to $9 from $12 Maintains Underperform Rating Analyst comments summary: Oscar is most at risk among peers as a Health Insurance Exchange (HIX) pure play with approximately 90% of premiums coming from states where risk pool shifts should be most Jefferies Lowers $OSCR PT to $9 from $12 Maintains"  
[X Link](https://x.com/dorb2sQ/status/1943301024401215741)  2025-07-10T13:27Z [---] followers, [---] engagements


"My take - I HAVE NO IDEA. I really don't have enough expertise to model the RBC and the comparisons of $OSCR to $CNC. What i do have is a long term vision and trust in the management and the tech. @mariots and @mtbert and the whole management team proved they can be better"  
[X Link](https://x.com/dorb2sQ/status/1943302320835420268)  2025-07-10T13:32Z [---] followers, [---] engagements


"@SayNoToTrading @MitchMartan98 What are your thoughts about these risk adjustment issues lately I know you've been buying $UNH and $CNC"  
[X Link](https://x.com/dorb2sQ/status/1943314379098784088)  2025-07-10T14:20Z [---] followers, [---] engagements


"@CreativeCap89 @convexititties TBH that's the first time I'm a bit worried because they're writing that based on private data. I can't really compete with that I do still think the [----] thesis is intact but I'm waiting patiently for Q2 🧐 Thoughts"  
[X Link](https://x.com/dorb2sQ/status/1943707033330462869)  2025-07-11T16:20Z [---] followers, [--] engagements


"@CreativeCap89 @convexititties Sure I don't think there's any "blackswan" event in the healthcare system in the US that made every insurer underwrite poor suddenly. Anyway those events made me dig way deeper in the RA then what I ever intended to 😂😂"  
[X Link](https://x.com/dorb2sQ/status/1943711721673068871)  2025-07-11T16:39Z [---] followers, [--] engagements


"@CreativeCap89 I looked today at the volumes of $OSCR the last [--] months are absolutely insane the average volume went up by 10x. You just have to think that this is highly manipulated in the short term by large players"  
[X Link](https://x.com/dorb2sQ/status/1944099983956877694)  2025-07-12T18:22Z [---] followers, [---] engagements


"@CreativeCap89 TBH I usually stay away from those retail stocks it really isn't my type of investing (not anything against it) I started investing in $OSCR about a year ago and averaged down the road. This is the first time for me being part of this type of insane volatility 😂 Pretty fun😂😂"  
[X Link](https://x.com/dorb2sQ/status/1944101296627159070)  2025-07-12T18:27Z [---] followers, [---] engagements


"$SHOP $CRM $TEAM $NOW $NDX 5Y change in stock price. I guess JIRA and Confluence really are as shitty as you think they are"  
[X Link](https://x.com/dorb2sQ/status/1944342686913163620)  2025-07-13T10:26Z [---] followers, [---] engagements


"@DJ_EBITDA Are you also buying insurance from them That's the full cycle"  
[X Link](https://x.com/dorb2sQ/status/1945127256457695334)  2025-07-15T14:24Z [---] followers, [--] engagements


"Happy $IESC All Time High"  
[X Link](https://x.com/dorb2sQ/status/1945494635855438190)  2025-07-16T14:44Z [---] followers, [----] engagements


"@LogicalThesis They dilute very much although it is trending down. The real issue is that you have no idea what the product actually is without proper DD with people who actually use it. "Marketing AI" Also i have some accounting issues there with their revenue recognize. but that's minor"  
[X Link](https://x.com/dorb2sQ/status/1947208184063566275)  2025-07-21T08:13Z [---] followers, [---] engagements


"$OSCR - not full comment but one small note that caught my eye: Oscar had one of the best MLR in [----] yet they received 23M$ reimbursement for having sicker members then average @CreativeCap89 @weary_centurion $OSCR 👀 $OSCR 👀"  
[X Link](https://x.com/dorb2sQ/status/1947610467423199375)  2025-07-22T10:51Z [---] followers, [----] engagements


"@CreativeCap89 they didn't really "confirm" the [----] guidance have they the revenue increase is due to the emergency rates increase i guess around 6-7% increase. i would look at the SG&A improvement of 0.5%. But overall for me it's the clarity that makes this release important"  
[X Link](https://x.com/dorb2sQ/status/1947614401454133334)  2025-07-22T11:07Z [---] followers, [---] engagements


"$IESC Had a great a quarter obviously mainly due to strong data center demand across [--] of their sectors. Residential is still weak which is thing to worry about. One note from capital allocation 33.9K shares for 5.3M$ is 156$ per share. That is called GREAT TIMING 😂😂"  
[X Link](https://x.com/dorb2sQ/status/1951253065396285919)  2025-08-01T12:05Z [---] followers, [---] engagements


"@zoomyzoomm $FOUR"  
[X Link](https://x.com/dorb2sQ/status/1952306599650865652)  2025-08-04T09:52Z [---] followers, [--] engagements


"@GSKenigsfield $SN 👀"  
[X Link](https://x.com/dorb2sQ/status/1952464555936006589)  2025-08-04T20:19Z [---] followers, [---] engagements


"$FOUR Ouch any special insights from anyone on why -15%"  
[X Link](https://x.com/dorb2sQ/status/1952726582633627951)  2025-08-05T13:41Z [---] followers, [--] engagements


"@CreativeCap89 health insurance is complicated😂 But I must say this management is so confident not running away from questions you gotta love it. Comparing it to UNH call it was great I do think they haven't convinced they will meet [--] targets but the confidence is definitelyintly great"  
[X Link](https://x.com/dorb2sQ/status/1953084517893234836)  2025-08-06T13:23Z [---] followers, [---] engagements


"@CreativeCap89 @Spike_1567 It's not the "business model". Actually they are much more stable than others such as Toast. The switching costs of hotels/stadiums are so high compared to restaurants. Many people are missing that point OFC they aren't recession proof but they've been through ones before"  
[X Link](https://x.com/dorb2sQ/status/1955297446852002151)  2025-08-12T15:56Z [---] followers, [--] engagements


"@CreativeCap89 @Spike_1567 When considering their experience and execution in M&A and the fact that they are #1 in the hotels & sports markets which just won't switch from Shift4. I think that they have some major advantages over other competitors in this industry. The payments industry is tough🤷♂"  
[X Link](https://x.com/dorb2sQ/status/1955301949558980696)  2025-08-12T16:14Z [---] followers, [--] engagements


"@CreativeCap89 @Spike_1567 yes my trigger buying $FOUR was around last april with the Trump frenzy. they have a very good management and I think their strategy of M&A is a good one in this industry. but it all comes down to the price because the risks are very real 😅"  
[X Link](https://x.com/dorb2sQ/status/1955303030233899329)  2025-08-12T16:19Z [---] followers, [---] engagements


"@zoomyzoomm The market is so scared of $FOUR strategy"  
[X Link](https://x.com/dorb2sQ/status/1955895285101568017)  2025-08-14T07:32Z [---] followers, [---] engagements


"@gurgavin are you thinking of $HSY"  
[X Link](https://x.com/dorb2sQ/status/1956011849951949289)  2025-08-14T15:15Z [---] followers, [----] engagements


"@CapitalObserver What are your thoughts about $MOH Just from a valuation perspective it seems more attractive than $elv"  
[X Link](https://x.com/dorb2sQ/status/1957433579933155594)  2025-08-18T13:25Z [---] followers, [---] engagements


"Is there any company (aside for infrastructures and GPT) that AI is lifting their Top line For now it seems like AI is mostly on the expenses and that's why the bubble will burst sometime It will probably burst around [--] months after the first IPO of a company with [--] employees WALMART $WMT SAYS AI IS NOT LIFTING OUR TOP LINE YET WALMART $WMT SAYS AI IS NOT LIFTING OUR TOP LINE YET"  
[X Link](https://x.com/dorb2sQ/status/1958540841271640160)  2025-08-21T14:44Z [---] followers, [----] engagements


"@CreativeCap89 You're gonna hate it but my biggest loser ever was $LMND 😅😅 Literally invested the day they IPO'd Sold at around 15$ or so"  
[X Link](https://x.com/dorb2sQ/status/1959663862699200665)  2025-08-24T17:07Z [---] followers, [---] engagements


"@cmarttrades So unfortunately I'm not in the US and I have a problem buying OTC stocks. I see everything around MSOS and I wonder if I have better option 😅"  
[X Link](https://x.com/dorb2sQ/status/1960081778691002455)  2025-08-25T20:48Z [---] followers, [--] engagements


"@zoomyzoomm That is the dumbest comparison I've seen Comparing [--] stocks to a whole index Now do mag [--] without NVDA let me know if there's a bubble"  
[X Link](https://x.com/dorb2sQ/status/1966867941246595296)  2025-09-13T14:13Z [---] followers, [---] engagements


"@Tintincapital Thanks Just one point - it's Jared Isaacman not Jacob Isaacson😂 I'm holding $FOUR and I must say. they have a problematic balance sheet as you said and they need to show no less than outstanding execution in the GB merger and upsell to get back on track. But I'm optimistic"  
[X Link](https://x.com/dorb2sQ/status/1972638313761943836)  2025-09-29T12:23Z [---] followers, [---] engagements


"@realroseceline @Tintincapital @sivapatibandla1 Wonder what your thoughts about this one I think it sums pretty well the $four bear thesis https://x.com/JourneyToIthaka/status/1972646506378478056 $FOUR https://t.co/ibLJRkjzJz https://x.com/JourneyToIthaka/status/1972646506378478056 $FOUR https://t.co/ibLJRkjzJz"  
[X Link](https://x.com/dorb2sQ/status/1972703299498328189)  2025-09-29T16:41Z [---] followers, [---] engagements


"@realroseceline @Tintincapital @sivapatibandla1 I believe that I should first think I am wrong and the market is right and I should understand why I'm wrong. Since I'm long $four I should understand what the market doesn't like and I'm not fully convinced I understood yet"  
[X Link](https://x.com/dorb2sQ/status/1972705045125759084)  2025-09-29T16:48Z [---] followers, [---] engagements


"@hypergrowth102 Once again read it - "Christian Identity" is a name of a movement it is not Christianity no one thinks that about all christians I never knew this movement until today that it was published in the ADL site I guess it is named that with purpose"  
[X Link](https://x.com/dorb2sQ/status/1972747271830974485)  2025-09-29T19:36Z [---] followers, [--] engagements


"@hypergrowth102 dude what the hell google it there are so many sites talking about this weird movement calling themselves "Christian Identity" the fact that it was published under the ADL just trying to mark it as if Jews thinks something about Christians. There you go"  
[X Link](https://x.com/dorb2sQ/status/1972748396806230477)  2025-09-29T19:40Z [---] followers, [--] engagements


"@hypergrowth102 It's ok I was shocked learning about it today and now it is all over X as if the ADL (which has its own issues) marks all the christians as racists. Classic shit that spread like fire"  
[X Link](https://x.com/dorb2sQ/status/1972751370823577974)  2025-09-29T19:52Z [---] followers, [--] engagements


"$BB so close to 6$ 50% in [--] days 😎"  
[X Link](https://x.com/dorb2sQ/status/1889978514612654388)  2025-02-13T10:02Z [---] followers, [---] engagements


"@WealthyReadings Would love to see your thoughts on $BB"  
[X Link](https://x.com/dorb2sQ/status/1891769450417848571)  2025-02-18T08:39Z [---] followers, [--] engagements


"$CNC raises revenue guidance due to marketplace over-achievement. I truly expect $OSCR to beat revenue and raise guidance to around 11.5B revenue"  
[X Link](https://x.com/dorb2sQ/status/1915713065967816994)  2025-04-25T10:22Z [---] followers, [----] engagements


"@SimeonResearch_ Hi thanks I'm long too just wondering after the recent run 😅"  
[X Link](https://x.com/dorb2sQ/status/1956081071680053396)  2025-08-14T19:50Z [---] followers, [---] engagements


"@DividendNGrowth @StockMarketNerd Zero as in [----] million you mean The reason I'm worried is that they somehow have access to millions of people without being a consumer company How can they have data like meta or apple BTW I'm just not an expert in this topic so it is mainly a worry for me that keeps me out"  
[X Link](https://x.com/dorb2sQ/status/1957552706769342902)  2025-08-18T21:18Z [---] followers, [---] engagements


"@SimeonResearch_ $SOFW.TA $QLTU.TA"  
[X Link](https://x.com/dorb2sQ/status/1962603120006996104)  2025-09-01T19:47Z [---] followers, [---] engagements


"@SFarringtonBKC @marketplunger1 Ever looked at $BRY"  
[X Link](https://x.com/dorb2sQ/status/1965071447526928739)  2025-09-08T15:15Z [---] followers, [---] engagements


"Happy $IESC ATH again to those who celebrate the AI Bubble. Happy $IESC All Time High https://t.co/5LNWaAKBY5 Happy $IESC All Time High https://t.co/5LNWaAKBY5"  
[X Link](https://x.com/dorb2sQ/status/1965772924457279821)  2025-09-10T13:42Z [---] followers, [---] engagements


"$HITI 4$ 🥳 Can $HITI break the 3$ before close 👀 Can $HITI break the 3$ before close 👀"  
[X Link](https://x.com/dorb2sQ/status/1969040191613440346)  2025-09-19T14:05Z [---] followers, [----] engagements


"Did you know that this is the largest drawdown in $CSU history more than [----] and [----] and anything else"  
[X Link](https://x.com/dorb2sQ/status/1972924595775967344)  2025-09-30T07:20Z [---] followers, [---] engagements


"@Tintincapital The AEBITDA supposed to be 977m at mid guidance and FCF conversion of around 50%+ so where's the 300m$ from i think probably [----] FCF around 550"  
[X Link](https://x.com/dorb2sQ/status/1973011764989379017)  2025-09-30T13:07Z [---] followers, [---] engagements


"$HITI 18:35 - "We are exploring opportunities in the US through a branding/licensing. We are working with 2/3 legal firms on how something like that could be achieved after rescheduling" $HITI Founder & CEO @RajGrover_HITI joins Michael Kim from @ZacksSmallCap to discuss High Tides growth strategy and global expansion. Watch the full interview below. $HITI Founder & CEO @RajGrover_HITI joins Michael Kim from @ZacksSmallCap to discuss High Tides growth strategy and global expansion. Watch the full interview below"  
[X Link](https://x.com/dorb2sQ/status/1975592191155216394)  2025-10-07T16:00Z [---] followers, [---] engagements


"As much as I think $DLO is great this thread has a few mistakes - [--]. The comparison between DLO and Shift4 is wrong from the beginning they are not the same business and work in very different regions. [--]. Jared owns about 25% of the company and about 76% of the voting power Why we own $DLO over $FOUR 🧐👇 Introduction: - $DLO operates a payment processing platform worldwide. It offers a robust pay-in solution that allows businesses to get paid for their products and services through various payment methods including international and local https://t.co/rQGGMVAmzJ Why we own $DLO over $FOUR"  
[X Link](https://x.com/dorb2sQ/status/1976539938100215974)  2025-10-10T06:46Z [---] followers, [----] engagements


"3. Dilution yes FOUR has diluted mainly through acquisitions but look at the BVPS - 2021-2024 - 140% $FOUR 2021-2024 - 80% $DLO Now don't get me wrong both are great just lately the discussions of comparisons are just nonsense Different approach different solutions"  
[X Link](https://x.com/dorb2sQ/status/1976539940084383893)  2025-10-10T06:46Z [---] followers, [---] engagements


"As a $FOUR shareholder I approve this only if Shift4 is the leading Space-Payments processor. And yes Jared is THE MAN. I cannot imagine a better NASA Administrator than Jared Isaacman @rookisaacman I cannot imagine a better NASA Administrator than Jared Isaacman @rookisaacman"  
[X Link](https://x.com/dorb2sQ/status/1980959233421037738)  2025-10-22T11:27Z [---] followers, [----] engagements


"The new Claude excel is insane"  
[X Link](https://x.com/dorb2sQ/status/1983173259081507291)  2025-10-28T14:05Z [---] followers, [---] engagements


"I love Jared I'm not sure I love all those Twitter posts but who am I as long as they deliver and keep winning I think the payment sector is pretty hated right now and I hope it will change some day. But even if it won't $FOUR can generate very nice returns with growth only @buccocapital Fiserv had an Argentinian tailwind that caught up with them (among other issues). FOUR doesn't. And I would hope those that like FOUR do so based on the fundamentals over the last two decades and not because I post on X. Earnings in a week. @buccocapital Fiserv had an Argentinian tailwind that caught up with"  
[X Link](https://x.com/dorb2sQ/status/1983565128629957057)  2025-10-29T16:02Z [---] followers, [---] engagements


"My issue tho is that I'm not sure why it is so hated. I tried figuring out over the last months and still not convinced but I'm probably wrong so staying humble. Anyway today is my Strike [--] buy for $FOUR This is my last time I'll average down before saying good bye. I love Jared I'm not sure I love all those Twitter posts but who am I as long as they deliver and keep winning I think the payment sector is pretty hated right now and I hope it will change some day. But even if it won't $FOUR can generate very nice returns with growth only I love Jared I'm not sure I love all those Twitter posts"  
[X Link](https://x.com/dorb2sQ/status/1983565946603049287)  2025-10-29T16:05Z [---] followers, [---] engagements


"Lets go team $FOUR @tlaubers keep going 🫡"  
[X Link](https://x.com/dorb2sQ/status/1984045484638621899)  2025-10-30T23:51Z [---] followers, [----] engagements


"@DAVYinvests Heyy missed your posts about $OSCR 😂😂 You're spot on I would add that I believe management thinks the same. They've raised almost 400m$ to have a cushion for when big players (like UNH) will leave the ACA and then they could become the largest in [----]. Big bet on ICHRA"  
[X Link](https://x.com/dorb2sQ/status/1984645810223534127)  2025-11-01T15:36Z [---] followers, [---] engagements


"Two crazy images IMO $FOUR $GPN $PYPL $TOST $XYZ $ADYEN $FI 5Y Revenues change 5Y Stock price change"  
[X Link](https://x.com/dorb2sQ/status/1985698390487749104)  2025-11-04T13:19Z [---] followers, [---] engagements


"So something just happened and ACA subsidies chances to be extended are up. Stocks $CNC $OSCR hasn't moved so it's a good chance to see if there's an arbitrage opportunity. i'm long both"  
[X Link](https://x.com/dorb2sQ/status/1986065815750217993)  2025-11-05T13:39Z [---] followers, [----] engagements


"@EngM0H It's a bit different definition between the funding bill and from Kalshi "If legislation extending enhanced ACA premium tax credits becomes law before Jan [--] 2026""  
[X Link](https://x.com/dorb2sQ/status/1986073648415772726)  2025-11-05T14:10Z [---] followers, [--] engagements


"Very very niche and irrelevant but why the hell $oscr and $cnc have [---] correlation today *This is today's chart So something just happened and ACA subsidies chances to be extended are up. Stocks $CNC $OSCR hasn't moved so it's a good chance to see if there's an arbitrage opportunity. i'm long both https://t.co/penxUTI4d6 So something just happened and ACA subsidies chances to be extended are up. Stocks $CNC $OSCR hasn't moved so it's a good chance to see if there's an arbitrage opportunity. i'm long both https://t.co/penxUTI4d6"  
[X Link](https://x.com/dorb2sQ/status/1986168002803302608)  2025-11-05T20:25Z [---] followers, [----] engagements


"@Shift4 @tlaubers Thanks for taking my question on this earnings call Great opportunity to say this is an amazing quarter really appreciate the organic growth metrics and the capital allocation. Keep killing it keep winning $FOUR And ofcourse good luck to @rookisaacman 🥳"  
[X Link](https://x.com/dorb2sQ/status/1986433894208708630)  2025-11-06T14:02Z [---] followers, [----] engagements


"So $FOUR will make at least 1B$ adjusted FCF at [----] At 5.6B market cap What is the potential trigger to change the stock sentiment Debt reduction Lower interest rate @Shift4 @tlaubers Thanks for taking my question on this earnings call Great opportunity to say this is an amazing quarter really appreciate the organic growth metrics and the capital allocation. Keep killing it keep winning $FOUR And ofcourse good luck to @rookisaacman 🥳 https://t.co/4JTYQaZPN4 @Shift4 @tlaubers Thanks for taking my question on this earnings call Great opportunity to say this is an amazing quarter really"  
[X Link](https://x.com/dorb2sQ/status/1986831671044329685)  2025-11-07T16:22Z [---] followers, 14.5K engagements


"Any healthcare experts that can DM me on what the hell is he talking about $oscr $cnc $unh Trump says hes urging Senate Republicans to stop sending hundreds of billions to insurance companies to prop up Obamacare and instead send that money directly to individuals so they can buy their own coverage and have money left over. https://t.co/aio6l0Eb4u Trump says hes urging Senate Republicans to stop sending hundreds of billions to insurance companies to prop up Obamacare and instead send that money directly to individuals so they can buy their own coverage and have money left over."  
[X Link](https://x.com/dorb2sQ/status/1987209143305044353)  2025-11-08T17:22Z [---] followers, [----] engagements


"Me in Start-Mid 2024: "I'll invest in a defensive sector something like a health insurance company" Checking investing in $OSCR. [----] - stock has two 80%+ run ups and two 40%+ drawdowns"  
[X Link](https://x.com/dorb2sQ/status/1987892356905906426)  2025-11-10T14:37Z [---] followers, [----] engagements


"$HROW - It still surprises me how as the technology advanced the inefficiencies in the market only gotten bigger but for shorter period of times. Quarterly reports are supposed to close the efficiency gaps yet HFT's made an opportunity for a 35% gain overnight"  
[X Link](https://x.com/dorb2sQ/status/1988267077635846382)  2025-11-11T15:26Z [---] followers, [---] engagements


"$OSCR Oscar stock is an insane roller coaster. With Trump posts eAPTC expiry and high morbidity in [----]. I Believe [----] could be a great opportunity both for the company and for shareholders and here i'll explain it in this thread I won't say stock PT but revenues targets"  
[X Link](https://x.com/dorb2sQ/status/1988527830183879130)  2025-11-12T08:42Z [---] followers, [----] engagements


"$OSCR Strategy for [----] is based on [--] pillars - -Market share growth both using competitive pricing (which might result in higher MLR) and new geographies. -Higher pricing to adjust the high morbidity we've seen in [----] -Responsible expense management both on MLR and SG&A"  
[X Link](https://x.com/dorb2sQ/status/1988527833556091272)  2025-11-12T08:42Z [---] followers, [---] engagements


"$OSCR Market share - Current market share is 8.75% as seen in the image. My target for $OSCR is 11% market share based on 35% ACA market contraction and gaining market share. With average 28% price increase (as stated by management) we reach to around 14.8B premiums"  
[X Link](https://x.com/dorb2sQ/status/1988527836513140989)  2025-11-12T08:42Z [---] followers, [---] engagements


"$FOUR buyback last [--] days"  
[X Link](https://x.com/dorb2sQ/status/1988985336509120630)  2025-11-13T15:00Z [---] followers, [---] engagements


"If I'm even a little bit correct. If I were @mtbert and @JoshuaKushner I'd consider buying more $oscr here. 🫣🤷 $OSCR Oscar stock is an insane roller coaster. With Trump posts eAPTC expiry and high morbidity in [----]. I Believe [----] could be a great opportunity both for the company and for shareholders and here i'll explain it in this thread I won't say stock PT but revenues targets https://t.co/BhNG9rXS06 $OSCR Oscar stock is an insane roller coaster. With Trump posts eAPTC expiry and high morbidity in [----]. I Believe [----] could be a great opportunity both for the company and for"  
[X Link](https://x.com/dorb2sQ/status/1989058397396955173)  2025-11-13T19:50Z [---] followers, [---] engagements


"Probably isn't bad for $IESC GOOGLE $GOOGL TO INVEST $40 BILLION IN NEW DATA CENTERS IN TEXAS https://t.co/aTVxALGCrE GOOGLE $GOOGL TO INVEST $40 BILLION IN NEW DATA CENTERS IN TEXAS https://t.co/aTVxALGCrE"  
[X Link](https://x.com/dorb2sQ/status/1989820325018714533)  2025-11-15T22:18Z [---] followers, [----] engagements


"@JM_Investment0 got an error any idea why 🤔"  
[X Link](https://x.com/dorb2sQ/status/1990059441207845203)  2025-11-16T14:08Z [---] followers, [---] engagements


"$HIMS VS $QQQ SUPERBOWL ALWAYS MARKS THE TOP  $HIMS  .   [----] $COIN   -QR.   80%. https://t.co/rqX91I4Mbw  $HIMS  .   [----] $COIN   -QR.   80%. https://t.co/rqX91I4Mbw"  
[X Link](https://x.com/dorb2sQ/status/1990079743287251186)  2025-11-16T15:29Z [---] followers, [----] engagements


"$WW $HIMS $NVO $LLY "One in eight Adults currently using GLP-1 Drugs." "asHalf Say the Drugs Are Difficult to Afford""  
[X Link](https://x.com/dorb2sQ/status/1990335384912581107)  2025-11-17T08:25Z [---] followers, [---] engagements


"Thanks to Rose for that for the sake of the debate I will try and take the side of $FOUR shareholders For starter I'll say I don't really see any reason for comparison although it became trending on X but sure let's do it because I think this post is a bit biased $DLO VS $FOUR : WHICH BUSINESS IS BETTER $DLO vs $FOUR is not a complicated comparison once you look at how each business actually grows because two companies can report similar numbers while operating in two completely different worlds when it comes to efficiency and long $DLO VS $FOUR : WHICH BUSINESS IS BETTER $DLO vs $FOUR is not"  
[X Link](https://x.com/dorb2sQ/status/1991052825137459675)  2025-11-19T07:56Z [---] followers, [----] engagements


"1/ When looking at a business model you should look also at downside and resilience rather than only upside. $FOUR physical footprint is also an entry barrier to competitors those large organizations has high retention with $FOUR. that's part of $FOUR strength"  
[X Link](https://x.com/dorb2sQ/status/1991052827691790679)  2025-11-19T07:56Z [---] followers, [---] engagements


"2/ $DLO markets are actually what worries me the most. working in developing markets might have "higher ceiling" but history shows those market are extremely volatile and for a business which is consumer centric it is a RISK going forward. $FOUR customers are much more resilient"  
[X Link](https://x.com/dorb2sQ/status/1991052829931270486)  2025-11-19T07:56Z [---] followers, [---] engagements


"3/ $FOUR acquisitons are indeed what's holding back the stock that's some way of CAC eventually and $FOUR management has been doing it great the last 5-10 years. That way they don't have to make much discounts on their take rates because they simply buy the clients software"  
[X Link](https://x.com/dorb2sQ/status/1991052832070385955)  2025-11-19T07:56Z [---] followers, [---] engagements


"4/ $DLO is doing great they actually have the higher chances of being some sort of monopoly. the main issues for me are 1-developing markets (Egypt for example) 2-Do we really know if they are too dependant on few large customers 3- Can they be replicated at lower prices"  
[X Link](https://x.com/dorb2sQ/status/1991052834356539577)  2025-11-19T07:56Z [---] followers, [---] engagements


"I think both business are ran by great management I think $DLO is a RISKIER business (especially in the recent inflationary environment). I do think as Rose said $DLO is easier to scale but is that enough (BTW $FOUR grows 19% organically i'm not sure that's "relied on")"  
[X Link](https://x.com/dorb2sQ/status/1991052836478632403)  2025-11-19T07:56Z [---] followers, [---] engagements


"@KyleAdamsStocks How do you price in the regulatory risks in LGCY And perhaps you know if LGCY students are mostly immigrants haven't dug deep in this one but this sometimes the case in those education companies and might be a risk with current environment"  
[X Link](https://x.com/dorb2sQ/status/1991484115259121676)  2025-11-20T12:29Z [---] followers, [---] engagements


"@DataDInvesting DAU is concerning but 1) most of them aren't paid users 2) it's still growing 3) the last call was so good in terms of understanding the mindset of $DUOL that if you think of a "turnaround" in this growth you must listen to it and decide if you believe the CEO. I tend to"  
[X Link](https://x.com/dorb2sQ/status/1991580168432091376)  2025-11-20T18:51Z [---] followers, [---] engagements


"Claude is insane I was going to write about $IESC FY25 report so i gave him the report asking him to calculate ROE ROIC metrics that's it that's the prompt the result -"  
[X Link](https://x.com/dorb2sQ/status/1991858588600721737)  2025-11-21T13:17Z [---] followers, [----] engagements


"Well anyways - $IESC reported their Q4 and it's awesome. EPS is up 63% YoY Current EV/EBITDA - 16x I've created some comparison they seem to be around fair price maybe room to go up. Residential still a-bit of concern Capital allocation is great Claude is insane I was going to write about $IESC FY25 report so i gave him the report asking him to calculate ROE ROIC metrics that's it that's the prompt the result - https://t.co/W75zOal3R5 Claude is insane I was going to write about $IESC FY25 report so i gave him the report asking him to calculate ROE ROIC metrics that's it that's the prompt the"  
[X Link](https://x.com/dorb2sQ/status/1991861747398083041)  2025-11-21T13:30Z [---] followers, [----] engagements


"Overall another great quarter for $IESC lead by the data-center rush to gold"  
[X Link](https://x.com/dorb2sQ/status/1991861751038787805)  2025-11-21T13:30Z [---] followers, [---] engagements


"An interesting thing to note about $IESC backlog is that the C&I backlog grew 96%. They are now expecting (based on 25'10K and 24'10K) [----] revenue of 1.9B$ based on their backlog. Their average backlog/revenue is around 50% so i guess we can expect around 3.8B$ revenue [----]. Well anyways - $IESC reported their Q4 and it's awesome. EPS is up 63% YoY Current EV/EBITDA - 16x I've created some comparison they seem to be around fair price maybe room to go up. Residential still a-bit of concern Capital allocation is great https://t.co/RTZx8n7hsT Well anyways - $IESC reported their Q4 and it's"  
[X Link](https://x.com/dorb2sQ/status/1992140743939592233)  2025-11-22T07:59Z [---] followers, [----] engagements

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