[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.] [@punderfultweet](/creator/twitter/punderfultweet) "You are missing the point here. What I am arguing here is the fact that why $PGR dropped. To me it was not due to an EPS miss but more growth deceleration in personal motor. $ROOT is a personal motor insurer and market might fear they might show same growth deceleration. Totally agree that they have pivoted to embedded insurance and strategic partnerships and could well be more resilient. Also the underwriting philosophy is not same for both companies so $ROOT might well not show this deceleration. But today the drop seemed to have caused by growth concern" [X Link](https://x.com/punderfultweet/status/1978599000220880974) [@punderfultweet](/creator/x/punderfultweet) 2025-10-15T23:08Z XXX followers, XXX engagements "@andycyau @CedarStResearch Thats a possibility for sure - we will find out in a few days. I own $ROOT - it is my too X position and I added $PGR today in my portfolio although small position relative to $ROOT" [X Link](https://x.com/punderfultweet/status/1978600999204839829) [@punderfultweet](/creator/x/punderfultweet) 2025-10-15T23:16Z XXX followers, XXX engagements "@mathlonning Thats the kind of $tmdx I like to see. But doesnt matter tariffs on China and rare earth export controls will make this company go bankrupt 😂😂😂" [X Link](https://x.com/punderfultweet/status/1977123355167015279) [@punderfultweet](/creator/x/punderfultweet) 2025-10-11T21:25Z XXX followers, XXX engagements "@andycyau @CedarStResearch In August they did 197k but market expectation was even higher" [X Link](https://x.com/punderfultweet/status/1978591940900798505) [@punderfultweet](/creator/x/punderfultweet) 2025-10-15T22:40Z XXX followers, XX engagements "$APP AppLovin shuts down Array which was a tiny business anyways. For context this was the business subject to 3rd party allegations of downloading apps to phones without users consent. This should reduce the risk on outstanding SEC investigation if not put a full stop to it. Good on $APP put aside the noise and focus on the core business" [X Link](https://x.com/punderfultweet/status/1978603584729096524) [@punderfultweet](/creator/x/punderfultweet) 2025-10-15T23:27Z XXX followers, 1322 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.]
@punderfultweet
"You are missing the point here. What I am arguing here is the fact that why $PGR dropped. To me it was not due to an EPS miss but more growth deceleration in personal motor. $ROOT is a personal motor insurer and market might fear they might show same growth deceleration. Totally agree that they have pivoted to embedded insurance and strategic partnerships and could well be more resilient. Also the underwriting philosophy is not same for both companies so $ROOT might well not show this deceleration. But today the drop seemed to have caused by growth concern"
X Link @punderfultweet 2025-10-15T23:08Z XXX followers, XXX engagements
"@andycyau @CedarStResearch Thats a possibility for sure - we will find out in a few days. I own $ROOT - it is my too X position and I added $PGR today in my portfolio although small position relative to $ROOT"
X Link @punderfultweet 2025-10-15T23:16Z XXX followers, XXX engagements
"@mathlonning Thats the kind of $tmdx I like to see. But doesnt matter tariffs on China and rare earth export controls will make this company go bankrupt 😂😂😂"
X Link @punderfultweet 2025-10-11T21:25Z XXX followers, XXX engagements
"@andycyau @CedarStResearch In August they did 197k but market expectation was even higher"
X Link @punderfultweet 2025-10-15T22:40Z XXX followers, XX engagements
"$APP AppLovin shuts down Array which was a tiny business anyways. For context this was the business subject to 3rd party allegations of downloading apps to phones without users consent. This should reduce the risk on outstanding SEC investigation if not put a full stop to it. Good on $APP put aside the noise and focus on the core business"
X Link @punderfultweet 2025-10-15T23:27Z XXX followers, 1322 engagements
/creator/twitter::2597370284/posts