[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.] [@DJ_EBITDA](/creator/twitter/DJ_EBITDA) "@DurableCreators Don't forget P&C insurance"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947171679182164428) 2025-07-21 05:47:59 UTC XXX followers, XXX engagements "Look what AI could do to fasteners. $FAST no entry point allowed"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947102297697443958) 2025-07-21 01:12:17 UTC XXX followers, XXX engagements "$HIG is among the most crowded longs and $ALL is among the most crowded shorts I am surprised that $PGR isn't a crowded short at this point"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944749455598846204) 2025-07-14 13:22:56 UTC XXX followers, XXX engagements "$TRV threw the white flag in Canada. No wonder $FFH.TO didn't get sold off"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946637892123770984) 2025-07-19 18:26:54 UTC XXX followers, XXX engagements "Wow. I called this one. I thought bad insurers would suffer but even the good ones did too. Note to self: Short insurance in meme rally. In fact long $ARKK/short $IAK & $KIE. Stay away from $KNSL though"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946569973373317343) 2025-07-19 13:57:01 UTC XXX followers, XXX engagements "Sorry I jinxed it. Today is brutal. Even $WRB put out a massive red candle. Large cap insurance names took the heaviest hit. Sell insurance to fund mag X long I guess"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1940418266931060798) 2025-07-02 14:32:20 UTC XXX followers, XXX engagements "$WRB could be relatively more exposed to social inflation per MS"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1942992015370916210) 2025-07-09 16:59:30 UTC XXX followers, XXX engagements "@ruth_capital @ChartsJavi I am really surprised by the resilience of $TTAN despite lockup expiration and non stop supply of new shares"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944595649158136313) 2025-07-14 03:11:46 UTC XXX followers, XXX engagements "@blondesnmoney It was a fun little game while I am waiting for $WRB to moon tonight"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947377342231548062) 2025-07-21 19:25:13 UTC XXX followers, XXX engagements "Dear sell side community please stop asking W Berkeley (or the $WRB boys in general) if he is confident about something again. His answer is always the same. If you have not noticed the B in his last name stands for BSD"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947485636103131140) 2025-07-22 02:35:32 UTC XXX followers, XXX engagements "$CB looks like steady as she goes to me. Insurance armageddon has been delayed"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947791860434669672) 2025-07-22 22:52:22 UTC XXX followers, XXX engagements "@CedarReseach Good found. Sounds like $ACT will be free money again once house price settles. Or after the next Ged chair cuts rate aggressively"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946930190036119927) 2025-07-20 13:48:24 UTC XXX followers, XXX engagements "@BucknSF I saw Insight Partners and knew it's gonna be good"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946030904520175922) 2025-07-18 02:14:57 UTC XXX followers, 1151 engagements "$HG and $AXS show the beauty of investing in insurance stocks. Both had issues with the biz but turned around. Both stocks are unaffected by rotation now probably because of buybacks. Shareholders are protected in tough times. You can be wrong about the business (reserve soft"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1934981903729532968) 2025-06-17 14:30:10 UTC XXX followers, XXX engagements "$8725 goes to the moon Please take $WRB along"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947840059249725570) 2025-07-23 02:03:53 UTC XXX followers, XXX engagements "@DurableCreators $MCK $COR and $CAH have cornered Pharma distribution. $SYY $USFD and $PFGC own a big chuck of food distribution"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947172761140666649) 2025-07-21 05:52:17 UTC XXX followers, XXX engagements "@HFMajorTom Still not shortable on $IBKR. I am confused. Does that mean shorts are trapped or $IBKR sucks"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947354994065428593) 2025-07-21 17:56:25 UTC XXX followers, XX engagements "July is another brutal month for insurance sell off. Most names are down 10-20% from 52W high now. Softening rates narrative and momo market aren't helping"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1943726983222874407) 2025-07-11 17:40:00 UTC XXX followers, XXX engagements "@EvanWhitten10 This analyst has not missed yet. $BHF tanked after he made it a top pick in life. Downgraded $PGR last week then stock rallied. Hope he can keep it up"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946969281432047794) 2025-07-20 16:23:44 UTC XXX followers, XXX engagements "Serious question: is the insurance blood bath over $PGR ended the day green with yet another downgrade. This risk on cycle is probably ending soon. Feels like this is the bottom"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945982605494526200) 2025-07-17 23:03:02 UTC XXX followers, XXX engagements "Surprisingly $CB and $KNSL are holding despite shitty pricing trends everywhere in commercial"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946097625864057215) 2025-07-18 06:40:05 UTC XXX followers, XXX engagements "Crash the housing market and yank $ACT and $NMIH lower. The next Fed chair is gonna cut X% out of the date and turn them into free money buyback machines"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947108024088506726) 2025-07-21 01:35:03 UTC XXX followers, XXX engagements "Title insurance names are getting slaughtered today. $FNF $STC $FAF"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1943309567342907615) 2025-07-10 14:01:20 UTC XXX followers, 1496 engagements "All fair points. The bear thesis for $PGR has been playing out for a while now"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1942809101874127301) 2025-07-09 04:52:40 UTC XXX followers, 1287 engagements "@RagingVentures $KNSL put is gonna work at some point. They cant keep getting away lol"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945646907063415200) 2025-07-17 00:49:05 UTC XXX followers, XXX engagements "Once the $LNG sports bettings are out this afternoon I am gonna sell 230P expiring this Friday for free money"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947301912279392316) 2025-07-21 14:25:29 UTC XXX followers, XXX engagements "@CedarReseach $TRV and $WRB look the best here"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946819687935070217) 2025-07-20 06:29:18 UTC XXX followers, XX engagements "The $CPB 1400x 7/25 29.5P and 4000x 8/15 30P shorts look suspicious after $KLG acquisition last week"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944802577658556851) 2025-07-14 16:54:01 UTC XXX followers, XXX engagements "Just end the $BHF misery already. Investment firm Aquarian Holdings is in exclusive talks to acquire the U.S. life insurance company Brighthouse Financial according to people familiar with the matter via @WSJ"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945475034568630491) 2025-07-16 13:26:08 UTC XXX followers, XXX engagements "Even Munich Re had a good quarter. $IGIC and $HG should be good"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947345879167602949) 2025-07-21 17:20:12 UTC XXX followers, XXX engagements "@Retail_Guru $PM and $KO are the only names that are not total garbage in $XLP land"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947640810658238771) 2025-07-22 12:52:09 UTC XXX followers, XXX engagements "I am skeptical of this analyst's views but he has a point. $PLMR and $KINS used ILS to lowered reinsurance costs on 6/1. Competition from non-conventional capital is getting fierce for reinsurers. I own $IGIC and $HG and think they will be fine. Not sure about others"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946211251228742032) 2025-07-18 14:11:35 UTC XXX followers, XXX engagements "Can't believe $CHYM lags other consumer credit names that are running hot. This stonk has the highest meme potential among all"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1942366649568637416) 2025-07-07 23:34:31 UTC XXX followers, XXX engagements "@ActAccordingly $KNSL is spared from the insurance sell off. Its insane lol"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945646097617072302) 2025-07-17 00:45:52 UTC XXX followers, XXX engagements "TACO trade of the week is Brazil through $PBR. 2k 3/26 11P sold today and 14k 9/25 15P sold yesterday"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945932636431749420) 2025-07-17 19:44:28 UTC XXX followers, XXX engagements "$FFH.TO seems to be printing money non stop"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944453474831442395) 2025-07-13 17:46:49 UTC XXX followers, 1287 engagements "Looks $TRV and $HIG are AI-powered Insurtech too"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1942355641588474125) 2025-07-07 22:50:46 UTC XXX followers, XXX engagements "@LNG_Investor_ Selling Friday put for steak dinner money"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947355198382608795) 2025-07-21 17:57:14 UTC XXX followers, XXX engagements "WTF comps accelerated in 2Q Where is my stagflation"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944964381839942123) 2025-07-15 03:36:58 UTC XXX followers, XXX engagements "P&C names I like for this: $PGR $WRB $AXS $ORI Life: $MET $UNM $JXN $LNC"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1941540634432765978) 2025-07-05 16:52:13 UTC XXX followers, XXX engagements "Small property isn't as competitive. Maybe $KNSL will get away one more time lol"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947491347793121416) 2025-07-22 02:58:14 UTC XXX followers, XXX engagements "$CPB flow is getting absurd at this point. This has to be some kind of insider trading. Can't add AI to canned soup"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945928340319436901) 2025-07-17 19:27:24 UTC XXX followers, XXX engagements "Insurance market overview from $MMC. Nothing new here. Rates are softening. Social inflation is here to stay"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946009273160589383) 2025-07-18 00:49:00 UTC XXX followers, XXX engagements "$WRB looks juicy next Monday. Rates slow down narrative and risk on created a nice setup for surprise"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946205014642638971) 2025-07-18 13:46:48 UTC XXX followers, XXX engagements "@CedarReseach Itd be interesting to see which stocks worked and which struggled. Reading $TRV results make me realize that they are a better capital allocator than an insurer. I vaguely remember $WRB stock punched through the soft years post 2008. Should be more"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946734965468938355) 2025-07-20 00:52:39 UTC XXX followers, XXX engagements "June was such a brutal month for insurance but it seems like the worst is over. Even leaders like $BRKB $PGR and $AJG are at 200D. Momo names such as $UVE and $PLMR fared better. WTH lol. Names with massive buyback such as $WRB $AXS $TRV and $HIG held ok too. Buyback rules"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1939791904746713496) 2025-06-30 21:03:24 UTC XXX followers, 1162 engagements "$TRV and $PGR delivered good numbers. Even though the stocks traded like shit for a few months"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946090872741007478) 2025-07-18 06:13:15 UTC XXX followers, XXX engagements "@MichaelKudrna Better to just put the money in 3x $SPY"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946968833782370619) 2025-07-20 16:21:57 UTC XXX followers, XXX engagements "Did $OKTA get hacked again Got random emails from them"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945848042113909027) 2025-07-17 14:08:20 UTC XXX followers, XXX engagements "@realnotbuffett The worsening CR caught my attention first. My thinking is simple - softening market and social inflation should mean pain for a weak casualty insurer like $AMSF. I generally dont like betting against insurers but $AMSF looks a bit promising"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947326407433941292) 2025-07-21 16:02:49 UTC XXX followers, XX engagements "@CedarReseach $HIG feels like another example of average insurer but punching above its weight in terms of stock performance due to good capital allocation"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946736346246385872) 2025-07-20 00:58:08 UTC XXX followers, XX engagements "Some degens are loading up $BE calls non stop this week. How is this not a zero in a drill baby drill world"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1943350754997117106) 2025-07-10 16:45:00 UTC XXX followers, XXX engagements "Adding more $AJG here. It is on track to be the first insurance name to escape rotation"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1937515731299787126) 2025-06-24 14:18:42 UTC XXX followers, XXX engagements "I think insurance brokers should just jointly create their own accounting standards at this point. There might be 5-6 of them left when humanity reaches singularity anyway. I still like $AJG but holy non-GAAP adjustment"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947108863540658536) 2025-07-21 01:38:23 UTC XXX followers, XXX engagements "$RDDT better not guide a shitty DAU this time after the $OPEN saga"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947379834633785807) 2025-07-21 19:35:07 UTC XXX followers, XXX engagements "@junkbondinvest Junk bonds sound boring vs. private credit $BX funds aimed at retail or 2x MSTR ETF with weekly dividends"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944872628461953298) 2025-07-14 21:32:23 UTC XXX followers, XXX engagements "$WRB calls are always insightful: 1)MGAs are running for exits 2) large prop sucks and 3) most MGAs are idiots"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947488129608462451) 2025-07-22 02:45:27 UTC XXX followers, XXX engagements "Tttoooppp Doggg Law Uber is suing a group of lawyers and medical providers in Los Angeles who it says have made fraudulent insurance claims that cost the company millions in legal fees the third such lawsuit its filed this year"  [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947294545173242006) 2025-07-21 13:56:13 UTC XXX followers, XXX 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.]
@DJ_EBITDA
"@DurableCreators Don't forget P&C insurance" @DJ_EBITDA on X 2025-07-21 05:47:59 UTC XXX followers, XXX engagements
"Look what AI could do to fasteners. $FAST no entry point allowed" @DJ_EBITDA on X 2025-07-21 01:12:17 UTC XXX followers, XXX engagements
"$HIG is among the most crowded longs and $ALL is among the most crowded shorts I am surprised that $PGR isn't a crowded short at this point" @DJ_EBITDA on X 2025-07-14 13:22:56 UTC XXX followers, XXX engagements
"$TRV threw the white flag in Canada. No wonder $FFH.TO didn't get sold off" @DJ_EBITDA on X 2025-07-19 18:26:54 UTC XXX followers, XXX engagements
"Wow. I called this one. I thought bad insurers would suffer but even the good ones did too. Note to self: Short insurance in meme rally. In fact long $ARKK/short $IAK & $KIE. Stay away from $KNSL though" @DJ_EBITDA on X 2025-07-19 13:57:01 UTC XXX followers, XXX engagements
"Sorry I jinxed it. Today is brutal. Even $WRB put out a massive red candle. Large cap insurance names took the heaviest hit. Sell insurance to fund mag X long I guess" @DJ_EBITDA on X 2025-07-02 14:32:20 UTC XXX followers, XXX engagements
"$WRB could be relatively more exposed to social inflation per MS" @DJ_EBITDA on X 2025-07-09 16:59:30 UTC XXX followers, XXX engagements
"@ruth_capital @ChartsJavi I am really surprised by the resilience of $TTAN despite lockup expiration and non stop supply of new shares" @DJ_EBITDA on X 2025-07-14 03:11:46 UTC XXX followers, XXX engagements
"@blondesnmoney It was a fun little game while I am waiting for $WRB to moon tonight" @DJ_EBITDA on X 2025-07-21 19:25:13 UTC XXX followers, XXX engagements
"Dear sell side community please stop asking W Berkeley (or the $WRB boys in general) if he is confident about something again. His answer is always the same. If you have not noticed the B in his last name stands for BSD" @DJ_EBITDA on X 2025-07-22 02:35:32 UTC XXX followers, XXX engagements
"$CB looks like steady as she goes to me. Insurance armageddon has been delayed" @DJ_EBITDA on X 2025-07-22 22:52:22 UTC XXX followers, XXX engagements
"@CedarReseach Good found. Sounds like $ACT will be free money again once house price settles. Or after the next Ged chair cuts rate aggressively" @DJ_EBITDA on X 2025-07-20 13:48:24 UTC XXX followers, XXX engagements
"@BucknSF I saw Insight Partners and knew it's gonna be good" @DJ_EBITDA on X 2025-07-18 02:14:57 UTC XXX followers, 1151 engagements
"$HG and $AXS show the beauty of investing in insurance stocks. Both had issues with the biz but turned around. Both stocks are unaffected by rotation now probably because of buybacks. Shareholders are protected in tough times. You can be wrong about the business (reserve soft" @DJ_EBITDA on X 2025-06-17 14:30:10 UTC XXX followers, XXX engagements
"$8725 goes to the moon Please take $WRB along" @DJ_EBITDA on X 2025-07-23 02:03:53 UTC XXX followers, XXX engagements
"@DurableCreators $MCK $COR and $CAH have cornered Pharma distribution. $SYY $USFD and $PFGC own a big chuck of food distribution" @DJ_EBITDA on X 2025-07-21 05:52:17 UTC XXX followers, XXX engagements
"@HFMajorTom Still not shortable on $IBKR. I am confused. Does that mean shorts are trapped or $IBKR sucks" @DJ_EBITDA on X 2025-07-21 17:56:25 UTC XXX followers, XX engagements
"July is another brutal month for insurance sell off. Most names are down 10-20% from 52W high now. Softening rates narrative and momo market aren't helping" @DJ_EBITDA on X 2025-07-11 17:40:00 UTC XXX followers, XXX engagements
"@EvanWhitten10 This analyst has not missed yet. $BHF tanked after he made it a top pick in life. Downgraded $PGR last week then stock rallied. Hope he can keep it up" @DJ_EBITDA on X 2025-07-20 16:23:44 UTC XXX followers, XXX engagements
"Serious question: is the insurance blood bath over $PGR ended the day green with yet another downgrade. This risk on cycle is probably ending soon. Feels like this is the bottom" @DJ_EBITDA on X 2025-07-17 23:03:02 UTC XXX followers, XXX engagements
"Surprisingly $CB and $KNSL are holding despite shitty pricing trends everywhere in commercial" @DJ_EBITDA on X 2025-07-18 06:40:05 UTC XXX followers, XXX engagements
"Crash the housing market and yank $ACT and $NMIH lower. The next Fed chair is gonna cut X% out of the date and turn them into free money buyback machines" @DJ_EBITDA on X 2025-07-21 01:35:03 UTC XXX followers, XXX engagements
"Title insurance names are getting slaughtered today. $FNF $STC $FAF" @DJ_EBITDA on X 2025-07-10 14:01:20 UTC XXX followers, 1496 engagements
"All fair points. The bear thesis for $PGR has been playing out for a while now" @DJ_EBITDA on X 2025-07-09 04:52:40 UTC XXX followers, 1287 engagements
"@RagingVentures $KNSL put is gonna work at some point. They cant keep getting away lol" @DJ_EBITDA on X 2025-07-17 00:49:05 UTC XXX followers, XXX engagements
"Once the $LNG sports bettings are out this afternoon I am gonna sell 230P expiring this Friday for free money" @DJ_EBITDA on X 2025-07-21 14:25:29 UTC XXX followers, XXX engagements
"@CedarReseach $TRV and $WRB look the best here" @DJ_EBITDA on X 2025-07-20 06:29:18 UTC XXX followers, XX engagements
"The $CPB 1400x 7/25 29.5P and 4000x 8/15 30P shorts look suspicious after $KLG acquisition last week" @DJ_EBITDA on X 2025-07-14 16:54:01 UTC XXX followers, XXX engagements
"Just end the $BHF misery already. Investment firm Aquarian Holdings is in exclusive talks to acquire the U.S. life insurance company Brighthouse Financial according to people familiar with the matter via @WSJ" @DJ_EBITDA on X 2025-07-16 13:26:08 UTC XXX followers, XXX engagements
"Even Munich Re had a good quarter. $IGIC and $HG should be good" @DJ_EBITDA on X 2025-07-21 17:20:12 UTC XXX followers, XXX engagements
"@Retail_Guru $PM and $KO are the only names that are not total garbage in $XLP land" @DJ_EBITDA on X 2025-07-22 12:52:09 UTC XXX followers, XXX engagements
"I am skeptical of this analyst's views but he has a point. $PLMR and $KINS used ILS to lowered reinsurance costs on 6/1. Competition from non-conventional capital is getting fierce for reinsurers. I own $IGIC and $HG and think they will be fine. Not sure about others" @DJ_EBITDA on X 2025-07-18 14:11:35 UTC XXX followers, XXX engagements
"Can't believe $CHYM lags other consumer credit names that are running hot. This stonk has the highest meme potential among all" @DJ_EBITDA on X 2025-07-07 23:34:31 UTC XXX followers, XXX engagements
"@ActAccordingly $KNSL is spared from the insurance sell off. Its insane lol" @DJ_EBITDA on X 2025-07-17 00:45:52 UTC XXX followers, XXX engagements
"TACO trade of the week is Brazil through $PBR. 2k 3/26 11P sold today and 14k 9/25 15P sold yesterday" @DJ_EBITDA on X 2025-07-17 19:44:28 UTC XXX followers, XXX engagements
"$FFH.TO seems to be printing money non stop" @DJ_EBITDA on X 2025-07-13 17:46:49 UTC XXX followers, 1287 engagements
"Looks $TRV and $HIG are AI-powered Insurtech too" @DJ_EBITDA on X 2025-07-07 22:50:46 UTC XXX followers, XXX engagements
"@LNG_Investor_ Selling Friday put for steak dinner money" @DJ_EBITDA on X 2025-07-21 17:57:14 UTC XXX followers, XXX engagements
"WTF comps accelerated in 2Q Where is my stagflation" @DJ_EBITDA on X 2025-07-15 03:36:58 UTC XXX followers, XXX engagements
"P&C names I like for this: $PGR $WRB $AXS $ORI Life: $MET $UNM $JXN $LNC" @DJ_EBITDA on X 2025-07-05 16:52:13 UTC XXX followers, XXX engagements
"Small property isn't as competitive. Maybe $KNSL will get away one more time lol" @DJ_EBITDA on X 2025-07-22 02:58:14 UTC XXX followers, XXX engagements
"$CPB flow is getting absurd at this point. This has to be some kind of insider trading. Can't add AI to canned soup" @DJ_EBITDA on X 2025-07-17 19:27:24 UTC XXX followers, XXX engagements
"Insurance market overview from $MMC. Nothing new here. Rates are softening. Social inflation is here to stay" @DJ_EBITDA on X 2025-07-18 00:49:00 UTC XXX followers, XXX engagements
"$WRB looks juicy next Monday. Rates slow down narrative and risk on created a nice setup for surprise" @DJ_EBITDA on X 2025-07-18 13:46:48 UTC XXX followers, XXX engagements
"@CedarReseach Itd be interesting to see which stocks worked and which struggled. Reading $TRV results make me realize that they are a better capital allocator than an insurer. I vaguely remember $WRB stock punched through the soft years post 2008. Should be more" @DJ_EBITDA on X 2025-07-20 00:52:39 UTC XXX followers, XXX engagements
"June was such a brutal month for insurance but it seems like the worst is over. Even leaders like $BRKB $PGR and $AJG are at 200D. Momo names such as $UVE and $PLMR fared better. WTH lol. Names with massive buyback such as $WRB $AXS $TRV and $HIG held ok too. Buyback rules" @DJ_EBITDA on X 2025-06-30 21:03:24 UTC XXX followers, 1162 engagements
"$TRV and $PGR delivered good numbers. Even though the stocks traded like shit for a few months" @DJ_EBITDA on X 2025-07-18 06:13:15 UTC XXX followers, XXX engagements
"@MichaelKudrna Better to just put the money in 3x $SPY" @DJ_EBITDA on X 2025-07-20 16:21:57 UTC XXX followers, XXX engagements
"Did $OKTA get hacked again Got random emails from them" @DJ_EBITDA on X 2025-07-17 14:08:20 UTC XXX followers, XXX engagements
"@realnotbuffett The worsening CR caught my attention first. My thinking is simple - softening market and social inflation should mean pain for a weak casualty insurer like $AMSF. I generally dont like betting against insurers but $AMSF looks a bit promising" @DJ_EBITDA on X 2025-07-21 16:02:49 UTC XXX followers, XX engagements
"@CedarReseach $HIG feels like another example of average insurer but punching above its weight in terms of stock performance due to good capital allocation" @DJ_EBITDA on X 2025-07-20 00:58:08 UTC XXX followers, XX engagements
"Some degens are loading up $BE calls non stop this week. How is this not a zero in a drill baby drill world" @DJ_EBITDA on X 2025-07-10 16:45:00 UTC XXX followers, XXX engagements
"Adding more $AJG here. It is on track to be the first insurance name to escape rotation" @DJ_EBITDA on X 2025-06-24 14:18:42 UTC XXX followers, XXX engagements
"I think insurance brokers should just jointly create their own accounting standards at this point. There might be 5-6 of them left when humanity reaches singularity anyway. I still like $AJG but holy non-GAAP adjustment" @DJ_EBITDA on X 2025-07-21 01:38:23 UTC XXX followers, XXX engagements
"$RDDT better not guide a shitty DAU this time after the $OPEN saga" @DJ_EBITDA on X 2025-07-21 19:35:07 UTC XXX followers, XXX engagements
"@junkbondinvest Junk bonds sound boring vs. private credit $BX funds aimed at retail or 2x MSTR ETF with weekly dividends" @DJ_EBITDA on X 2025-07-14 21:32:23 UTC XXX followers, XXX engagements
"$WRB calls are always insightful: 1)MGAs are running for exits 2) large prop sucks and 3) most MGAs are idiots" @DJ_EBITDA on X 2025-07-22 02:45:27 UTC XXX followers, XXX engagements
"Tttoooppp Doggg Law Uber is suing a group of lawyers and medical providers in Los Angeles who it says have made fraudulent insurance claims that cost the company millions in legal fees the third such lawsuit its filed this year" @DJ_EBITDA on X 2025-07-21 13:56:13 UTC XXX followers, XXX engagements
/creator/twitter::1409943529778946049/posts