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[@InvestChameleon](/creator/twitter/InvestChameleon)
"$HIMS is getting killed today. Scheduled or not Andrew Dudum engaging on the conversation of a potential short squeeze albeit simply an emoji right before news of him selling shares is a horrible look. I still like the company long term but that did not display good judgement. I think it is a net positive for CEOs to interact with the retail community and X provides a unique platform to achieve that. I don't think this can even be considered a hindsight 20/20 scenario. To act like a short squeeze could be on the horizon (which may be true) when you know that you have shares being sold right"  
[X Link](https://x.com/InvestChameleon/status/1979240779924246822) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-17T17:39Z XXX followers, XXX engagements


"$ROOT is now under a XX P/E. They will easily be over XX% top line growth this year. Profitable healthy balance sheet advantage in telematics industry leading loss ratios first mover advantage in embedded partnerships disciplined marketing approach to avoid high CAC the list goes on. $ROOT under $XX is a wonderful price to start a position imo. Strongly considering buying more"  
[X Link](https://x.com/InvestChameleon/status/1979245820110152013) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-17T17:59Z XXX followers, 5231 engagements


"@sworn2skrc Im not sure I understand what youre saying. Price to earnings ratio doesnt have anything to do with the balance sheet"  
[X Link](https://x.com/InvestChameleon/status/1979539572976734653) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-18T13:26Z XXX followers, XX engagements


"The fact that I posted about $OUST this morning and it went from $XX to $XX before the end of the day to make a new ATH is just awesome. Someone know something that we don't Interesting for such a massive pop on simply announcing the timing of the earnings call"  
[X Link](https://x.com/InvestChameleon/status/1978217163258294604) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-14T21:51Z XXX followers, XXX engagements


"$SYM is up over XX% since I posted this deep dive. Up over XX% if you took the opportunity to buy the dip in the few days after I posted it. Check out the deep dive if you missed it"  
[X Link](https://x.com/InvestChameleon/status/1978491971250348450) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-15T16:03Z XXX followers, XXX engagements


"I might need to add $ROOT under $XX to this with $PGY and $REAX"  
[X Link](https://x.com/InvestChameleon/status/1978597447237517483) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-15T23:02Z XXX followers, 1977 engagements


"$GRBK is a stock I own in this space. $DHI has a lot of eyes on it same with $PHM. This thread is worth a quick read"  
[X Link](https://x.com/InvestChameleon/status/1958421380724056275) [@InvestChameleon](/creator/x/InvestChameleon) 2025-08-21T06:50Z XXX followers, XXX engagements


"$HIMS end up announcing the launch of menopause treatments before the earnings call. Stock is up almost 6%. Obviously this won't have any affect on the Q3 numbers but it's encouraging to see another vertical launched in quick succession. I think it will be too early to get any real color on the menopause category but we should get some decent insight into testosterone. I am also looking forward to seeing if they have other categories that are being launched soon. We knew these would be the next two. What comes next"  
[X Link](https://x.com/InvestChameleon/status/1978484683668123885) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-15T15:34Z XXX followers, XXX engagements


"My portfolio is having a great week $HIMS near ATH $OUST new ATH $GOOGL new ATH $DLO new ATH But my highest conviction holdings are still buying opportunities $ROOT under $XX $REAX under $X $PGY under $XX Gifts for the patient investor. Deep dives on X of them linked below👇"  
[X Link](https://x.com/InvestChameleon/status/1978822914968293597) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-16T13:58Z XXX followers, XXX engagements


"I posted this in July when the stock was around $XX it dropped to the mid $50s in the next couple weeks. It's trading for $XX now. I didn't buy anything $NXT It stings most when it was LITERALLY right under your nose"  
[X Link](https://x.com/InvestChameleon/status/1978824535303483490) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-16T14:05Z XXX followers, XXX engagements


"Two weeks out from $REAX earnings - Revenue consensus estimate of $533.8M -Agent growth slightly accelerated broke 30K before end of the 3rd quarter. -Next week we get the report for homes sold in Sep. which is likely to confirm higher volumes in Q3 vs Q2. -Ancillary services continue to grow looking for continued strength in title and new strength in mortgage. -Wallet revenue has been growing aggressively albeit still a small section of the business. -Revenue expectations are coming in slightly negative from Q2 to Q3 which would still be XX% YoY. -In 2023 and 2024 Q3 has been better than Q2."  
[X Link](https://x.com/InvestChameleon/status/1978879721388806246) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-16T17:44Z XXX followers, XXX engagements


"$FOUR to report earnings on November 6th before the market open. A lot of people following this name on X and it seems the consensus (which I agree with) is this company is undervalued. I wonder if the call will provide a catalyst to get it turned around"  
[X Link](https://x.com/InvestChameleon/status/1979238764896547084) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-17T17:31Z XXX followers, XXX engagements


"@AndrewSDungan Whatre you holding right now"  
[X Link](https://x.com/InvestChameleon/status/1979369374159917262) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-18T02:10Z XXX followers, XX engagements


"@nickk1299 Haha let us know when you get to the point of having to disclose when you buy or sell. Or even better have a board seat"  
[X Link](https://x.com/InvestChameleon/status/1979539957665697980) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-18T13:27Z XXX followers, XX engagements


"@NorthBit @sworn2skrc Id argue that for a young company loss ratio is more important than combined ratio. The combined ratio will improve with scale. The loss ratio is actually getting at how effective they are at underwriting and pricing"  
[X Link](https://x.com/InvestChameleon/status/1979593519166877951) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-18T17:00Z XXX followers, XX engagements


"$ROOT deep dive"  
[X Link](https://x.com/InvestChameleon/status/1978823197966389672) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-16T13:59Z XXX followers, XXX engagements


"Morningstar reported that California has a slight rebound in home sales in the month of September with modest monthly and annual improvements. $REAX has more agents in California than any other state or territory. Far from ultimate but bullish for the company. X weeks from earnings"  
[X Link](https://x.com/InvestChameleon/status/1978874437203087719) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-16T17:23Z XXX followers, XXX engagements


"@sworn2skrc Do a quick google search on how market cap is calculated. It doesnt have anything to do with the balance sheet"  
[X Link](https://x.com/InvestChameleon/status/1979812602995003698) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-19T07:31Z XXX followers, XX engagements


"$SMWB with the data $GOOGL clearly gaining market share slowly but surely. Does OpenAI have anything to worry about"  
[X Link](https://x.com/InvestChameleon/status/1979926757567349051) [@InvestChameleon](/creator/x/InvestChameleon) 2025-10-19T15:04Z 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.]

@InvestChameleon "$HIMS is getting killed today. Scheduled or not Andrew Dudum engaging on the conversation of a potential short squeeze albeit simply an emoji right before news of him selling shares is a horrible look. I still like the company long term but that did not display good judgement. I think it is a net positive for CEOs to interact with the retail community and X provides a unique platform to achieve that. I don't think this can even be considered a hindsight 20/20 scenario. To act like a short squeeze could be on the horizon (which may be true) when you know that you have shares being sold right"
X Link @InvestChameleon 2025-10-17T17:39Z XXX followers, XXX engagements

"$ROOT is now under a XX P/E. They will easily be over XX% top line growth this year. Profitable healthy balance sheet advantage in telematics industry leading loss ratios first mover advantage in embedded partnerships disciplined marketing approach to avoid high CAC the list goes on. $ROOT under $XX is a wonderful price to start a position imo. Strongly considering buying more"
X Link @InvestChameleon 2025-10-17T17:59Z XXX followers, 5231 engagements

"@sworn2skrc Im not sure I understand what youre saying. Price to earnings ratio doesnt have anything to do with the balance sheet"
X Link @InvestChameleon 2025-10-18T13:26Z XXX followers, XX engagements

"The fact that I posted about $OUST this morning and it went from $XX to $XX before the end of the day to make a new ATH is just awesome. Someone know something that we don't Interesting for such a massive pop on simply announcing the timing of the earnings call"
X Link @InvestChameleon 2025-10-14T21:51Z XXX followers, XXX engagements

"$SYM is up over XX% since I posted this deep dive. Up over XX% if you took the opportunity to buy the dip in the few days after I posted it. Check out the deep dive if you missed it"
X Link @InvestChameleon 2025-10-15T16:03Z XXX followers, XXX engagements

"I might need to add $ROOT under $XX to this with $PGY and $REAX"
X Link @InvestChameleon 2025-10-15T23:02Z XXX followers, 1977 engagements

"$GRBK is a stock I own in this space. $DHI has a lot of eyes on it same with $PHM. This thread is worth a quick read"
X Link @InvestChameleon 2025-08-21T06:50Z XXX followers, XXX engagements

"$HIMS end up announcing the launch of menopause treatments before the earnings call. Stock is up almost 6%. Obviously this won't have any affect on the Q3 numbers but it's encouraging to see another vertical launched in quick succession. I think it will be too early to get any real color on the menopause category but we should get some decent insight into testosterone. I am also looking forward to seeing if they have other categories that are being launched soon. We knew these would be the next two. What comes next"
X Link @InvestChameleon 2025-10-15T15:34Z XXX followers, XXX engagements

"My portfolio is having a great week $HIMS near ATH $OUST new ATH $GOOGL new ATH $DLO new ATH But my highest conviction holdings are still buying opportunities $ROOT under $XX $REAX under $X $PGY under $XX Gifts for the patient investor. Deep dives on X of them linked below👇"
X Link @InvestChameleon 2025-10-16T13:58Z XXX followers, XXX engagements

"I posted this in July when the stock was around $XX it dropped to the mid $50s in the next couple weeks. It's trading for $XX now. I didn't buy anything $NXT It stings most when it was LITERALLY right under your nose"
X Link @InvestChameleon 2025-10-16T14:05Z XXX followers, XXX engagements

"Two weeks out from $REAX earnings - Revenue consensus estimate of $533.8M -Agent growth slightly accelerated broke 30K before end of the 3rd quarter. -Next week we get the report for homes sold in Sep. which is likely to confirm higher volumes in Q3 vs Q2. -Ancillary services continue to grow looking for continued strength in title and new strength in mortgage. -Wallet revenue has been growing aggressively albeit still a small section of the business. -Revenue expectations are coming in slightly negative from Q2 to Q3 which would still be XX% YoY. -In 2023 and 2024 Q3 has been better than Q2."
X Link @InvestChameleon 2025-10-16T17:44Z XXX followers, XXX engagements

"$FOUR to report earnings on November 6th before the market open. A lot of people following this name on X and it seems the consensus (which I agree with) is this company is undervalued. I wonder if the call will provide a catalyst to get it turned around"
X Link @InvestChameleon 2025-10-17T17:31Z XXX followers, XXX engagements

"@AndrewSDungan Whatre you holding right now"
X Link @InvestChameleon 2025-10-18T02:10Z XXX followers, XX engagements

"@nickk1299 Haha let us know when you get to the point of having to disclose when you buy or sell. Or even better have a board seat"
X Link @InvestChameleon 2025-10-18T13:27Z XXX followers, XX engagements

"@NorthBit @sworn2skrc Id argue that for a young company loss ratio is more important than combined ratio. The combined ratio will improve with scale. The loss ratio is actually getting at how effective they are at underwriting and pricing"
X Link @InvestChameleon 2025-10-18T17:00Z XXX followers, XX engagements

"$ROOT deep dive"
X Link @InvestChameleon 2025-10-16T13:59Z XXX followers, XXX engagements

"Morningstar reported that California has a slight rebound in home sales in the month of September with modest monthly and annual improvements. $REAX has more agents in California than any other state or territory. Far from ultimate but bullish for the company. X weeks from earnings"
X Link @InvestChameleon 2025-10-16T17:23Z XXX followers, XXX engagements

"@sworn2skrc Do a quick google search on how market cap is calculated. It doesnt have anything to do with the balance sheet"
X Link @InvestChameleon 2025-10-19T07:31Z XXX followers, XX engagements

"$SMWB with the data $GOOGL clearly gaining market share slowly but surely. Does OpenAI have anything to worry about"
X Link @InvestChameleon 2025-10-19T15:04Z XXX followers, XXX engagements

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/creator/twitter::1944526538080210944/posts