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[@DJ_EBITDA](/creator/twitter/DJ_EBITDA)
"$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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947840059249725570) 2025-07-23 02:03:53 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1939791904746713496) 2025-06-30 21:03:24 UTC XXX followers, 1164 engagements


"Even Munich Re had a good quarter. $IGIC and $HG should be good"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947345879167602949) 2025-07-21 17:20:12 UTC XXX followers, XXX engagements


"$TRV and $PGR delivered good numbers. Even though the stocks traded like shit for a few months"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946090872741007478) 2025-07-18 06:13:15 UTC XXX followers, XXX engagements


"@DurableCreators Don't forget P&C insurance"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947171679182164428) 2025-07-21 05:47:59 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947172761140666649) 2025-07-21 05:52:17 UTC XXX followers, XXX engagements


"Look what AI could do to fasteners. $FAST no entry point allowed"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947102297697443958) 2025-07-21 01:12:17 UTC XXX followers, XXX engagements


"@Retail_Guru $PM and $KO are the only names that are not total garbage in $XLP land"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947640810658238771) 2025-07-22 12:52:09 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944749455598846204) 2025-07-14 13:22:56 UTC XXX followers, XXX engagements


"@MichaelKudrna Better to just put the money in 3x $SPY"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946968833782370619) 2025-07-20 16:21:57 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946211251228742032) 2025-07-18 14:11:35 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947354994065428593) 2025-07-21 17:56:25 UTC XXX followers, XX engagements


"$BUR has more dry powder = more social inflation for insurers"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1939779352646098986) 2025-06-30 20:13:31 UTC XXX followers, 1202 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1943726983222874407) 2025-07-11 17:40:00 UTC XXX followers, XXX engagements


"Did $OKTA get hacked again Got random emails from them"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945848042113909027) 2025-07-17 14:08:20 UTC XXX followers, XXX engagements


"The Insurtech companies that cancelled $VRSK are probably gonna price their insurance products by throwing darts"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1941578494963745250) 2025-07-05 19:22:40 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947326407433941292) 2025-07-21 16:02:49 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946969281432047794) 2025-07-20 16:23:44 UTC XXX followers, XXX engagements


"@ActAccordingly $KNSL is spared from the insurance sell off. Its insane lol"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945932636431749420) 2025-07-17 19:44:28 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946569973373317343) 2025-07-19 13:57:01 UTC XXX followers, XXX engagements


"$TRV threw the white flag in Canada. No wonder $FFH.TO didn't get sold off"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946637892123770984) 2025-07-19 18:26:54 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1940418266931060798) 2025-07-02 14:32:20 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946736346246385872) 2025-07-20 00:58:08 UTC XXX followers, XX engagements


"$CB gave a good overview of how large property works. Seems like pricing is on edge now with excessive capital"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948054886014497241) 2025-07-23 16:17:32 UTC XXX followers, XXX engagements


"This is what you get when you use AI to produce eggs and Bitcoin to manage balance sheet. Just kidding $CALM produces eggs the old fashioned way and doesn't do earnings call"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948016730636439796) 2025-07-23 13:45:55 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945982605494526200) 2025-07-17 23:03:02 UTC XXX followers, XXX engagements


"$FFH.TO seems to be printing money non stop"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944453474831442395) 2025-07-13 17:46:49 UTC XXX followers, 1297 engagements


"Surprisingly $CB and $KNSL are holding despite shitty pricing trends everywhere in commercial"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947108024088506726) 2025-07-21 01:35:03 UTC XXX followers, XXX engagements


"Looks $TRV and $HIG are AI-powered Insurtech too"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1942355641588474125) 2025-07-07 22:50:46 UTC XXX followers, XXX engagements


"$WRB could be relatively more exposed to social inflation per MS"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1942992015370916210) 2025-07-09 16:59:30 UTC XXX followers, XXX engagements


"@CedarReseach @Yep2498 I can feel the meme potential of this one. Can't wait"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1940115069393920434) 2025-07-01 18:27:32 UTC XXX followers, XXX engagements


"$DRS usually doesn't see a lot of call vol. But this week a call whale decided to press. This company is a defense contractor so the majority of its revenues are from DoD. Either this whale knows something or he/she is just gambling"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944023581211734260) 2025-07-12 13:18:34 UTC XXX followers, XXX engagements


"$CB things are humming along ex large property. I guess rotation Even $KNSL got nailed today LOL"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1948055518343512478) 2025-07-23 16:20:03 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947301912279392316) 2025-07-21 14:25:29 UTC XXX followers, XXX engagements


"Title insurance names are getting slaughtered today. $FNF $STC $FAF"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1943309567342907615) 2025-07-10 14:01:20 UTC XXX followers, 1500 engagements


"All fair points. The bear thesis for $PGR has been playing out for a while now"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945646907063415200) 2025-07-17 00:49:05 UTC XXX followers, XXX engagements


"@blondesnmoney It was a fun little game while I am waiting for $WRB to moon tonight"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947377342231548062) 2025-07-21 19:25:13 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1937515731299787126) 2025-06-24 14:18:42 UTC XXX followers, XXX engagements


"@blondesnmoney @ActAccordingly This has to be the ultimate insurance momo. Even $PLMR (earthquake insurer not the AI stonk) cracked in this rotation"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945647553502146830) 2025-07-17 00:51:39 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947485636103131140) 2025-07-22 02:35:32 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947108863540658536) 2025-07-21 01:38:23 UTC XXX followers, XXX engagements


"@LNG_Investor_ Selling Friday put for steak dinner money"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947355198382608795) 2025-07-21 17:57:14 UTC XXX followers, XXX engagements


"@blondesnmoney Followed as well. Thanks. Pair well with $LVS"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1943030750154232100) 2025-07-09 19:33:25 UTC XXX followers, XXX engagements


"$RDDT better not guide a shitty DAU this time after the $OPEN saga"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947379834633785807) 2025-07-21 19:35:07 UTC XXX followers, XXX engagements


"$CB looks like steady as she goes to me. Insurance armageddon has been delayed"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947791860434669672) 2025-07-22 22:52:22 UTC XXX followers, XXX engagements


"Small property isn't as competitive. Maybe $KNSL will get away one more time lol"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947491347793121416) 2025-07-22 02:58:14 UTC XXX followers, XXX engagements


"P&C names I like for this: $PGR $WRB $AXS $ORI Life: $MET $UNM $JXN $LNC"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1941540634432765978) 2025-07-05 16:52:13 UTC XXX followers, XXX engagements


"@CedarReseach $TRV and $WRB look the best here"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946819687935070217) 2025-07-20 06:29:18 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945928340319436901) 2025-07-17 19:27:24 UTC XXX followers, XXX engagements


"@BucknSF I saw Insight Partners and knew it's gonna be good"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946030904520175922) 2025-07-18 02:14:57 UTC XXX followers, 1152 engagements


"The $CPB 1400x 7/25 29.5P and 4000x 8/15 30P shorts look suspicious after $KLG acquisition last week"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944802577658556851) 2025-07-14 16:54:01 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946205014642638971) 2025-07-18 13:46:48 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1944872628461953298) 2025-07-14 21:32:23 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1945475034568630491) 2025-07-16 13:26:08 UTC XXX followers, XXX engagements


"Insurance market overview from $MMC. Nothing new here. Rates are softening. Social inflation is here to stay"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946009273160589383) 2025-07-18 00:49:00 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1946734965468938355) 2025-07-20 00:52:39 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947488129608462451) 2025-07-22 02:45:27 UTC XXX followers, XXX engagements


"It's interesting that GLP1 is not very profitable for pharmaceutical distributors such as $MCK and $COR. No wonder $HIMS is on a moon mission"  
![@DJ_EBITDA Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1939142514856108034) 2025-06-29 02:02:57 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1409943529778946049.png) [@DJ_EBITDA](/creator/x/DJ_EBITDA) on [X](/post/tweet/1947294545173242006) 2025-07-21 13:56:13 UTC XXX followers, XXX engagements