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[@FundasyInvestor](/creator/twitter/FundasyInvestor)
"$ATD.TO $SPY If you're ever looking for a cash position that experiences barely any drawdown but on average outperforms the index. look no farther than gas stations🤣🤣"  
[X Link](https://x.com/FundasyInvestor/status/1749520896925057477) [@FundasyInvestor](/creator/x/FundasyInvestor) 2024-01-22T19:54Z 7844 followers, 7902 engagements


"$KNSL Alex does do a great job at identifying great companies. Kinsale is one of the best in my opinion in the insurance space Massive competitive advantage with their Operating Expense model that is a uniquely durable business that leads to higher growth over time"  
[X Link](https://x.com/FundasyInvestor/status/1970537396665036980) [@FundasyInvestor](/creator/x/FundasyInvestor) 2025-09-23T17:15Z 7844 followers, 3162 engagements


"$KNSL Great article from Alex Kinsale always worth having on ones watchlist"  
[X Link](https://x.com/FundasyInvestor/status/1973754785947091108) [@FundasyInvestor](/creator/x/FundasyInvestor) 2025-10-02T14:19Z 7844 followers, 2259 engagements


"$CSU $FOUR Missed this one back in the day Constellation and Shift4 Partnered back in 2018. Wonder what that deal is looking like today"  
[X Link](https://x.com/FundasyInvestor/status/1978465213583138991) [@FundasyInvestor](/creator/x/FundasyInvestor) 2025-10-15T14:17Z 7844 followers, 3309 engagements


"NEW POST: Evolution Gaming Pitch $EVO $EVO.ST $EVVTY In this pitch: - Link my previous Moat Analysis - Update and Revise my Growth Drivers - Provide an updated IRR Expectations with a Bull and Base case Link in reply below Please like retweet or share if you enjoy🙏"  
[X Link](https://x.com/FundasyInvestor/status/1804152958227013847) [@FundasyInvestor](/creator/x/FundasyInvestor) 2024-06-21T14:02Z 7843 followers, 48.8K engagements


"$FOUR Things get either really exciting or really scary from here"  
[X Link](https://x.com/FundasyInvestor/status/1978478831980990856) [@FundasyInvestor](/creator/x/FundasyInvestor) 2025-10-15T15:11Z 7846 followers, 4115 engagements


"Can I just say something"  
[X Link](https://x.com/FundasyInvestor/status/1978279932129157214) [@FundasyInvestor](/creator/x/FundasyInvestor) 2025-10-15T02:01Z 7844 followers, 13.2K engagements


"$FOUR It broke I sold a lot. Looking to pickup some more eventually but hard to argue against the trends and market flows for now"  
[X Link](https://x.com/FundasyInvestor/status/1978882967641481429) [@FundasyInvestor](/creator/x/FundasyInvestor) 2025-10-16T17:57Z 7844 followers, 3445 engagements


"$DNP.WA A few charts to show my thoughts on this Jerome Martin $JMT slowdown in LFL sales to -X% X. Dino owns 90%+ of its location's land X. Dino has clean BS (CFO-Green Total Debt-Red) X. Dino will post positive topline growth Mgmt doing well. Not selling but not buying here"  
[X Link](https://x.com/FundasyInvestor/status/1816510492577616166) [@FundasyInvestor](/creator/x/FundasyInvestor) 2024-07-25T16:27Z 7843 followers, 3030 engagements


"$KNSL $EVO.ST $EVVTY Back on October 25th I swapped some Evolution Gaming after a strong report at around a XX PE vs Kinsale's 25x This occurred in my Roth so no tax implication. Today switched back those shares: Kinsale XX PE to XX today Evolution XX PE to XX today"  
[X Link](https://x.com/FundasyInvestor/status/1861805718489199025) [@FundasyInvestor](/creator/x/FundasyInvestor) 2024-11-27T16:14Z 7845 followers, 4403 engagements


"$FOUR I'm buying. Looking to try to get the blog post out this week been waiting for a good time"  
[X Link](https://x.com/FundasyInvestor/status/1976010438392586498) [@FundasyInvestor](/creator/x/FundasyInvestor) 2025-10-08T19:42Z 7844 followers, 4004 engagements


"@JerryCap $FOUR (some agree) $CPRT $ODFL $KNSL $FI (maybeeee) $MELI (-20% it too bad but put it up there)"  
[X Link](https://x.com/FundasyInvestor/status/1978986982878449837) [@FundasyInvestor](/creator/x/FundasyInvestor) 2025-10-17T00:50Z 7843 followers, XXX engagements