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[@DJ_EBITDA](/creator/twitter/DJ_EBITDA)
"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"  
[X Link](https://x.com/DJ_EBITDA/status/1947485636103131140) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-22T02:35Z XXX followers, XXX engagements


"$8725 goes to the moon Please take $WRB along"  
[X Link](https://x.com/DJ_EBITDA/status/1947840059249725570) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-23T02:03Z XXX followers, XXX engagements


"Not many insurers advertise low volatility like $ORI (and $WRB and $IGIC too) in the age of hero ball"  
[X Link](https://x.com/DJ_EBITDA/status/1948371360394379356) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-24T13:15Z XXX followers, 1285 engagements


"$PGR's July results look good"  
[X Link](https://x.com/DJ_EBITDA/status/1958160119201669450) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-20T13:32Z XXX followers, XXX engagements


"$LNG is at $XXX now. Time to take profits and buy again at $XXX LOL"  
[X Link](https://x.com/DJ_EBITDA/status/1958890503967047856) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-22T13:54Z XXX followers, XXX engagements


"It's kinda wild to me that $HIG is up XX% YTD and $TRV is up XXXX% YTD. They aren't the best insurers but definitely the best insurance stocks this year"  
[X Link](https://x.com/DJ_EBITDA/status/1961420437357048197) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-29T13:27Z XXX followers, XXX engagements


"Yes $ACT and $NMIH are holding relatively well (vs. $LEN and $HD) amid housing doom and gloom. Better to bet on mortgage insurance vs builders or goods if you want to play housing"  
[X Link](https://x.com/DJ_EBITDA/status/1935332796274458825) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-06-18T13:44Z 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"  
[X Link](https://x.com/DJ_EBITDA/status/1944023581211734260) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-12T13:18Z XXX followers, XXX engagements


"$ROL is never gonna miss numbers with self insurance"  
[X Link](https://x.com/DJ_EBITDA/status/1949204813755097531) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-26T20:26Z XXX followers, XXX engagements


"$RYAN has fallen as well. All the brokers are shot"  
[X Link](https://x.com/DJ_EBITDA/status/1951057805064163657) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-31T23:10Z XXX followers, XXX engagements


"Some brokers are getting too cheap now $AJG $RYAN $BRO $AON $WTW"  
[X Link](https://x.com/DJ_EBITDA/status/1954977333074702507) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-11T18:44Z XXX followers, 1055 engagements


"Now rate cut is back on the table let's yeet $ACT and $NMIH to the moon"  
[X Link](https://x.com/DJ_EBITDA/status/1955310130704289856) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-12T16:47Z XXX followers, XXX engagements


"Hard to believe $PGR is flat YTD"  
[X Link](https://x.com/DJ_EBITDA/status/1955316685994701155) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-12T17:13Z XXX followers, XXX engagements


"$BHF shitting the bed doesn't surprise anyone"  
[X Link](https://x.com/DJ_EBITDA/status/1959775964596199531) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-25T00:32Z XXX followers, 2164 engagements


"Another strong print from $PGR but stock down. People are just looking for excuses to dump property players"  
[X Link](https://x.com/DJ_EBITDA/status/1968386111887261795) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-17T18:46Z XXX followers, XXX engagements


"Somebody bought 600x $STC Oct 75C. Not everyday you see a whale blowing up a title name option chain"  
[X Link](https://x.com/DJ_EBITDA/status/1968726846909943852) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-18T17:20Z XXX followers, XXX engagements


"This $FFH.TO chart is absurd"  
[X Link](https://x.com/DJ_EBITDA/status/1969435582293233833) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-20T16:16Z XXX followers, XXX engagements


"@VikingVan100 @CedarStResearch How come FFH is so immune from rotation and insurance narrative Even $BRKB struggles from time to time. Soft market is hitting $IFC.TO $PGR etc but FFH is fine"  
[X Link](https://x.com/DJ_EBITDA/status/1970571173940613579) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-23T19:29Z XXX followers, XXX engagements


"@CedarStResearch @mariojr66 @tangentstyle2 The strength in $WRB since June is quite unusual if you look across insurance which has been a total POS sector. It's gotta be the Japanese bidding up the stock. Nobody wants insurance now"  
[X Link](https://x.com/DJ_EBITDA/status/1972330837418107287) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-28T16:01Z XXX followers, XX engagements


"$PGR stays in doghouse and reinsurers are looking cheap per MS's survey of investors"  
[X Link](https://x.com/DJ_EBITDA/status/1974109935438082293) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-03T13:51Z XXX followers, 1861 engagements


"$RYAN is getting a free ride in this violent $KNSL squeeze"  
[X Link](https://x.com/DJ_EBITDA/status/1974176289922965530) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-03T18:14Z XXX followers, XXX engagements


"@TyRobben @CedarStResearch Interesting. Sounds like $GWRE should just merge with $VRSK"  
[X Link](https://x.com/DJ_EBITDA/status/1975200728013852887) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-06T14:05Z XXX followers, XXX engagements


"Stamping data look good. $RYAN:"  
[X Link](https://x.com/DJ_EBITDA/status/1975940677780582762) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-08T15:05Z XXX followers, XXX engagements


"@dalibali2 Like $FSLY"  
[X Link](https://x.com/DJ_EBITDA/status/1978447373530485205) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-15T13:06Z XXX followers, 1034 engagements


"Thanks $PGR"  
[X Link](https://x.com/DJ_EBITDA/status/1978505220725383422) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-15T16:56Z XXX followers, 1126 engagements


"@snorlax_uw Full port $GLD tomorrow"  
[X Link](https://x.com/DJ_EBITDA/status/1978984148921356738) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T00:39Z XXX followers, XXX engagements


"@KoyfinCharts Interesting. $HOOD outperforms $IBRK by a lot in 1Y though"  
[X Link](https://x.com/DJ_EBITDA/status/1979193227237560824) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T14:30Z XXX followers, XXX engagements


"@CedarStResearch @longwalkcapital @KoyfinCharts $HOOD is just levered Bitcoin. Don't overthink. It will work forever"  
[X Link](https://x.com/DJ_EBITDA/status/1979195307377246466) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T14:38Z XXX followers, XXX engagements


"@ruth_capital @FirstSquawk Welcome to the Citadel Securities Paradise"  
[X Link](https://x.com/DJ_EBITDA/status/1979258332541259897) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-17T18:48Z XXX followers, XXX engagements


"$ACGL is playing Florida too"  
[X Link](https://x.com/DJ_EBITDA/status/1950640862314238241) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-30T19:33Z XXX followers, XXX engagements


"$ACGL bag holders rejoice. Buyback is coming"  
[X Link](https://x.com/DJ_EBITDA/status/1950642314264957099) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-07-30T19:39Z XXX followers, XXX engagements


"$UNM seems vulnerable to a weak job market. Growth has been decelerating yet valuation is still near high end of average"  
[X Link](https://x.com/DJ_EBITDA/status/1951337123459768640) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-01T17:39Z XXX followers, XXX engagements


"The $DRS call whale essentially owns the OI of this stock. Better be cooking up some earth shattering shit"  
[X Link](https://x.com/DJ_EBITDA/status/1959652830803067158) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-24T16:23Z XXX followers, XXX engagements


"Why not just full port this $WRB meme coin and let the Japanese do the heavy lifting ATH after ATH"  
[X Link](https://x.com/DJ_EBITDA/status/1973030786837410088) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-30T14:22Z XXX followers, XXX engagements


"Weak stamping data $WRB and $KNSL are ripping. Somebody must be wrong"  
[X Link](https://x.com/DJ_EBITDA/status/1974110755789414562) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-03T13:54Z XXX followers, XXX engagements


"Nothing beats $WRB"  
[X Link](https://x.com/DJ_EBITDA/status/1976678336144560389) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-10T15:56Z XXX followers, XXX engagements


"$TRV: Record Q. Blah blah blah. Algo: X% NPW growth. Trash. Yank the stock"  
[X Link](https://x.com/DJ_EBITDA/status/1978811299896168610) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-16T13:12Z XXX followers, 1341 engagements


"Another day another blood bath in insurance land. Today's show is brought to you by $TRV"  
[X Link](https://x.com/DJ_EBITDA/status/1978865453821829231) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-16T16:47Z XXX followers, XXX engagements


"Should have bought more $WRB. Rotation and soft market got nothing on it"  
[X Link](https://x.com/DJ_EBITDA/status/1958235038333784396) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-08-20T18:29Z XXX followers, XXX engagements


"Not sure how many $KNSL short enjoyers are out there. But pairing a $WRB long is a good idea"  
[X Link](https://x.com/DJ_EBITDA/status/1964564176292237612) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-09-07T05:39Z XXX followers, 1210 engagements


"@NextGenStats @RamsNFL Thanks to Ohtani"  
[X Link](https://x.com/DJ_EBITDA/status/1979962144860107255) [@DJ_EBITDA](/creator/x/DJ_EBITDA) 2025-10-19T17:25Z XXX followers, XXX engagements