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[@BastianelliLore](/creator/twitter/BastianelliLore)
"Is $ODD a SCAM or an easy 2X 🧵"  
[X Link](https://x.com/BastianelliLore/status/1967234406759751834) [@BastianelliLore](/creator/x/BastianelliLore) 2025-09-14T14:30Z 2195 followers, 1507 engagements


"$ODD gathers user data through its direct-to-consumer model spots specific needs creates superior products for cohorts that beat generic rivals gets more feedback and keeps improving. A self-reinforcing cycle that runs forever"  
[X Link](https://x.com/BastianelliLore/status/1967143435170959853) [@BastianelliLore](/creator/x/BastianelliLore) 2025-09-14T08:28Z 2195 followers, 1242 engagements


"1/8 Folks still call it a scam ☠ Paired with the cheap valuation it feels like the 2024 short report lingers as truth for many"  
[X Link](https://x.com/BastianelliLore/status/1967234407867011325) [@BastianelliLore](/creator/x/BastianelliLore) 2025-09-14T14:30Z 2194 followers, XXX engagements


"2/8 TAM 🚀 They have gone from pure makeup to skin and hair and now to medical-grade prescription and OTC products with the upcoming launch of Brand X. Just as they unlocked beauty online with IL MAKIAGE and SpoiledChild they are now turning their sights to healthcare and their TAM will keep growing building on the $XXX billion+ beauty market"  
[X Link](https://x.com/BastianelliLore/status/1967234409062338589) [@BastianelliLore](/creator/x/BastianelliLore) 2025-09-14T14:30Z 2194 followers, XX engagements


"Warren is it you $ODD"  
[X Link](https://x.com/BastianelliLore/status/1968951548886536345) [@BastianelliLore](/creator/x/BastianelliLore) 2025-09-19T08:13Z 2195 followers, XXX engagements


"Gniam gniam 😋"  
[X Link](https://x.com/BastianelliLore/status/1976191757579629034) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-09T07:43Z 2198 followers, XXX engagements


"$ODD dropping XX% for apparently no reasons 🙃 if I only had cash 💰"  
[X Link](https://x.com/BastianelliLore/status/1976358160006029767) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-09T18:44Z 2195 followers, 1527 engagements


"Rise protein and fat drop sugar to zero. So easy. Anyone else following a ketogenic carnivore diet"  
[X Link](https://x.com/BastianelliLore/status/1976370334178632061) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-09T19:33Z 2198 followers, XXX engagements


"-5% today . I was not used anymore 😂"  
[X Link](https://x.com/BastianelliLore/status/1976736092960571756) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-10T19:46Z 2198 followers, XXX engagements


"$ROOT bullish friends what is $ROOT using for Teslas cars"  
[X Link](https://x.com/BastianelliLore/status/1978959598485741655) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-16T23:01Z 2196 followers, 1533 engagements


"Go Shorts go the higher the short interest the bigger the boom up the greater the fun we will have🚀 $HIMS"  
[X Link](https://x.com/BastianelliLore/status/1979202479603499090) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-17T15:06Z 2195 followers, XXX engagements


"No other insurance companies can say the same because they use external agents to sell/ manage claims they do not own the Customers and their data. + they dont know how to use the few data they own as they are built on legacy IT fragmented systems. Maybe Root gets closer to $LMND but certainly not PGR or any other incumbent which will simply slowly become irrelevant. If Progressive is as efficient as Lemonade to leverage data why their Customers hate them"  
[X Link](https://x.com/BastianelliLore/status/1980004887296664025) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-19T20:15Z 2195 followers, XXX engagements


"$ODD is one of the most asymmetric investments right now. Profitable with predictable revenue growth beating guidance quarter after quarter. An easy 2X in the short term. The only reason why FinX has not jumped on it yet I guess is the "famous" short report. So basically the only short thesis here is that $ODD is a scam. I believe Lindsay Drucker Mann the CFO who came from Goldman Sachs should know about it. Why the hell would she be throwing her brilliant career in the trash by covering for it"  
[X Link](https://x.com/BastianelliLore/status/1966867175416734063) [@BastianelliLore](/creator/x/BastianelliLore) 2025-09-13T14:10Z 2191 followers, 5414 engagements


"Proprietary data is THE MOAT $HIMS $LMND $ODD $DUOL $TSLA $META"  
[X Link](https://x.com/BastianelliLore/status/1979811359279009955) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-19T07:26Z 2195 followers, 3162 engagements


"@Nick_Lamparelli $LMND proprietary data: customer interactions policy exposure features processed claims and telematics fueling their autonomous AI powered OS for precise underwriting fraud detection and dynamic pricing"  
[X Link](https://x.com/BastianelliLore/status/1979994730055323967) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-19T19:35Z 2195 followers, 1129 engagements


"$LMND and $ODD have basically no competition"  
[X Link](https://x.com/BastianelliLore/status/1968390523145826314) [@BastianelliLore](/creator/x/BastianelliLore) 2025-09-17T19:04Z 2191 followers, XXX engagements


"$LMND dont tell you didnt know"  
[X Link](https://x.com/BastianelliLore/status/1977417458597380564) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-12T16:53Z 2192 followers, 4539 engagements


"Just thinking to all those why I sold posts $HIMS"  
[X Link](https://x.com/BastianelliLore/status/1978588168036254197) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-15T22:25Z 2191 followers, 1004 engagements


"$DUOL anime series could be big"  
[X Link](https://x.com/BastianelliLore/status/1977177176756895808) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-12T00:59Z 2190 followers, XXX engagements


"In honour of this guy who thinks $PGR is better than $LMND at leveraging data to make money from today Ill be tracking a new KPI the $LMND/ $PGR market cap ratio. Today it scores 0027"  
[X Link](https://x.com/BastianelliLore/status/1980177567496683971) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-20T07:41Z 2190 followers, 3952 engagements


"Another piece of the puzzle coming together $HIMS"  
[X Link](https://x.com/BastianelliLore/status/1980310798196175169) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-20T16:31Z 2190 followers, XXX engagements


"Customer obsession $LMND I am sure at $PGR is the same 🙃"  
[X Link](https://x.com/BastianelliLore/status/1980523529427951639) [@BastianelliLore](/creator/x/BastianelliLore) 2025-10-21T06:36Z 2190 followers, XXX engagements