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[@kakashisan213](/creator/twitter/kakashisan213)
"Simple yet powerful portfolio consists of Defensive company XX% 🛡 High growth company XX% 💹 To name a few 🛡 Waste Management Mc Donalds Procter & Gamble Pepsi United Health Berkshire 💹 Nebius Lemonade Uipath Transmedics Cap 💹 100B abv AMD Tesla Crowdstrike $QQQ $SPY"  
[X Link](https://x.com/kakashisan213/status/1977008430138400951) [@kakashisan213](/creator/x/kakashisan213) 2025-10-11T13:48Z XXX followers, XXX engagements


"Why $ROOT is not an investable company imo X. No moat. Main revenue streams come from Auto insurance only. No other streams which currently done by Lemonade which keep taking market share such as renters pet etc. X. Easily be disrupted by Big company such as Tesla insurance. Tesla itself has better data control & big competition of 1T vs 1B company in terms of expansion data quality & revenue stream direction. X. Other auto companies that is changing how insurance in auto space works. This competition will get harder to compete in future. X. It seems undervalued but long term play there are"  
[X Link](https://x.com/kakashisan213/status/1978308281807610318) [@kakashisan213](/creator/x/kakashisan213) 2025-10-15T03:53Z XXX followers, XXX engagements


"With all due respect this is what I see in root and why it is a risk for me X. No moat. Main revenue streams come from Auto insurance only. No other streams which currently done by Lemonade for an example which keep taking market share such as renters pet etc. X. Easily be disrupted by Big company such as Tesla insurance. Tesla itself has better data control & big competition of 1T vs 1B company in terms of expansion data quality & revenue stream direction. X. Other auto companies that is changing how insurance in auto space works. This competition will get harder to compete in future. X. It"  
[X Link](https://x.com/kakashisan213/status/1978343765455839647) [@kakashisan213](/creator/x/kakashisan213) 2025-10-15T06:14Z XXX followers, XXX engagements


"@realroseceline For instance from chip maker to data center to Cybersecurity to ai to network example $ASML $AMAT $ANET $NOW all achieved criteria of consistent and great moat"  
[X Link](https://x.com/kakashisan213/status/1978461872752906458) [@kakashisan213](/creator/x/kakashisan213) 2025-10-15T14:04Z XXX followers, XXX engagements


"@DavidOnCrypto_ Why still major can't let go of altcoins and invest in proper company with actual revenue growth Wanted to have quick wins is what people always loses in the end. Greed and hype is what killing people portfolio real fast to drain"  
[X Link](https://x.com/kakashisan213/status/1978543142493163855) [@kakashisan213](/creator/x/kakashisan213) 2025-10-15T19:26Z XXX followers, XXX engagements


"As person that invests in all in $TSLA previously crypto plays it's always the greed that's causing my gains to burn. You go up fast and you get buried even faster. Asymmetric gain is not be someone searching for. But consistent gains. Gains that beat the market. Hard lesson learnt"  
[X Link](https://x.com/kakashisan213/status/1977027955336659307) [@kakashisan213](/creator/x/kakashisan213) 2025-10-11T15:06Z XXX followers, XXX engagements


"Update of performance since Friday crash XX% vs XX% $SPY 🛡 $WM $V $SPGI $UNH $RACE $MCD $PEP $PG $CPRT $COST $CL 📈 $NBIS $DUOL $AMAT $TMDX $CRWD $CRM $BMNR $BULL $DXYZ $PATH"  
[X Link](https://x.com/kakashisan213/status/1977561720601387443) [@kakashisan213](/creator/x/kakashisan213) 2025-10-13T02:27Z XXX followers, XXX engagements


"Underrated names. Starter position for me $SE. Let's see how ER goes"  
[X Link](https://x.com/kakashisan213/status/1979348672484905447) [@kakashisan213](/creator/x/kakashisan213) 2025-10-18T00:47Z XXX followers, XXX engagements


"@InvestingVisual Why not X Holding $MELI $SE $AMZN"  
[X Link](https://x.com/kakashisan213/status/1979354060202610942) [@kakashisan213](/creator/x/kakashisan213) 2025-10-18T01:09Z XXX followers, XXX engagements


"@DividendDude_X $AMZN $SE"  
[X Link](https://x.com/kakashisan213/status/1979547516262903986) [@kakashisan213](/creator/x/kakashisan213) 2025-10-18T13:58Z XXX followers, XXX engagements


"@MMatters22596 They have a very tiny margin. That's why investors are giving such huge discounts in stock price despite of low PE. But yes it is a good fundamental company. Still having an eye on this $JD"  
[X Link](https://x.com/kakashisan213/status/1979760145862430817) [@kakashisan213](/creator/x/kakashisan213) 2025-10-19T04:02Z XXX followers, XXX engagements