[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.] #  @inefficientedge The Inefficient Capitalist The Inefficient Capitalist posts on X about $cnc, $unh, $elv, $crox the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1621883048194088961/interactions)  - X Months XXXXX +4,760% ### Mentions: XX [#](/creator/twitter::1621883048194088961/posts_active)  - X Months X +300% ### Followers: XX [#](/creator/twitter::1621883048194088961/followers)  - X Months XX +138% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1621883048194088961/influencer_rank)  ### Social Influence [#](/creator/twitter::1621883048194088961/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$cnc](/topic/$cnc) #28, [$unh](/topic/$unh) #196, [$elv](/topic/$elv) #39, [$crox](/topic/$crox) 23.53%, [$oscr](/topic/$oscr) 11.76%, [$moh](/topic/$moh) 11.76%, [$deck](/topic/$deck) #105, [make a](/topic/make-a) 5.88%, [unh](/topic/unh) 5.88%, [elv](/topic/elv) XXXX% **Top accounts mentioned or mentioned by** [@degeninvestor7](/creator/undefined) [@julian_trades1](/creator/undefined) [@karstresearch](/creator/undefined) [@juliantrades1](/creator/undefined) [@winnerinvestor](/creator/undefined) [@brentetrader](/creator/undefined) [@time24trader](/creator/undefined) [@ashton1nvests](/creator/undefined) [@wearycenturion](/creator/undefined) [@trendfollower47](/creator/undefined) [@siyul](/creator/undefined) [@andrewm61370616](/creator/undefined) [@awlabit](/creator/undefined) [@tidefallcapital](/creator/undefined) [@oatsfor1](/creator/undefined) [@tomruble4](/creator/undefined) [@solesurvivore](/creator/undefined) [@warrenfine](/creator/undefined) **Top assets mentioned** [Centene Corp (CNC)](/topic/$cnc) [UnitedHealth Group (UNH)](/topic/$unh) [Elevance Health Inc (ELV)](/topic/$elv) [Crocs, Inc. (CROX)](/topic/$crox) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) ### Top Social Posts [#](/creator/twitter::1621883048194088961/posts) --- Top posts by engagements in the last XX hours "@KarstResearch I agree. And $Cnc does a good job managing their Medicaid business. I think they will be fine. Also if you read MOh earnings their Medicaid business was fine" [X Link](https://x.com/inefficientedge/status/1981131168817799248) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T22:50Z XX followers, XXX engagements "@Julian_Trades1 No. Would much rather own $UNH and $CNC. I am also avoiding $OSCR for now. Wouldnt mind finding an entry point down the road though" [X Link](https://x.com/inefficientedge/status/1981131577771118682) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T22:52Z XX followers, XXX engagements "@WinnerInvestor @degeninvestor7 It will be interesting to see what $Cnc says when they report. Their event in September was positive on the trajectory. Curious if it has deteriorated since then. $Cnc is more dependent on Medicaid and hopefully they would manage it better vs. $Elv with other areas of focus" [X Link](https://x.com/inefficientedge/status/1980967526642151482) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T12:00Z XX followers, XXX engagements "It is likely $CNC management moved with more urgency to address the Medicaid issues as it makes up a large portion of their revenue. This isnt without risk but I am staying long $Cnc through earnings next week" [X Link](https://x.com/inefficientedge/status/1980986132549820425) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T13:14Z XX followers, XXX engagements "@brent_e_trader $unh is my largest position in the space. Smaller exposure to $cnc. Nothing else. Medicaid wasnt the problem for $MOH this quarter. It was Medicare and the marketplace" [X Link](https://x.com/inefficientedge/status/1981132616859603071) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T22:56Z XX followers, XXX engagements "@time24trader Every time their management gets on a call they ruin it. Just buy $UNH" [X Link](https://x.com/inefficientedge/status/1980634243698188397) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T13:56Z XX followers, XXX engagements "@Ashton_1nvests $CROX is hated but setup to do very well into next year. Valuations are so low its hard to go wrong" [X Link](https://x.com/inefficientedge/status/1980634989374140725) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T13:59Z XX followers, XXX engagements "@weary_centurion Good example I have confidence in the PayPal management to execute from here. They arent trading as cheap as DDS was X years ago but they are still cheap and the business is way better than DDS. $CROX is another one with this potential on buybacks to make a huge difference" [X Link](https://x.com/inefficientedge/status/1980637439237738612) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T14:08Z XX followers, XXX engagements "Happy to see $UNH react very differently than $ELV this morning. I think $UNH has a better reaction post earnings next week" [X Link](https://x.com/inefficientedge/status/1980643059085062204) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T14:31Z XX followers, XXX engagements "@trendfollower47 I agree. Valuation is so cheap and people still love crocs. Strong international growth and large buybacks" [X Link](https://x.com/inefficientedge/status/1980654629349433433) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T15:17Z XX followers, XX engagements "@siyul $CROX is hated but the fundamentals are strong. Even with US growth slowing international has a long runway and they continue to buyback shares. Just a matter of time before the stock rerates" [X Link](https://x.com/inefficientedge/status/1980654979238273246) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T15:18Z XX followers, XXX engagements "@AndrewM61370616 Exactly I think the story for the whole sector is still intact and at the end of the day they all do well but they could have done better. I think some of the other companies will be faced with the same reality but project better confidence in their plan and the turnaround" [X Link](https://x.com/inefficientedge/status/1980658866229768617) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T15:34Z XX followers, XXX engagements "Despite the Medicaid comments on the $ELV earnings call I am positive on $CNC earnings. I keep going back to that call center management did back in September and the CFO said in July we have spent every evening 5-9 going through every plan in every state" [X Link](https://x.com/inefficientedge/status/1980985843268587668) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T13:13Z XX followers, XXX engagements "@degeninvestor7 @AwlabIT The marketplace was the issue with $moh this quarter. Any concerns for $OSCR" [X Link](https://x.com/inefficientedge/status/1981133617763086587) [@inefficientedge](/creator/x/inefficientedge) 2025-10-22T23:00Z XX followers, XXX engagements "$ELV conference call is exactly why I dont own shares while I have exposure to many of the other names in the sector. Management is never optimistic even when things are turning around. Looking forward to $UNH and $CNC earnings calls next week" [X Link](https://x.com/inefficientedge/status/1980627441107509477) [@inefficientedge](/creator/x/inefficientedge) 2025-10-21T13:29Z XX followers, 1962 engagements "$DECK is down XX% and is still more expensive than $CROX. Both buying back stock both with strong international growth. One has a heydude hangover that makes it half the price of the other. If you want exposure in the footwear space $CROX is the way" [X Link](https://x.com/inefficientedge/status/1981702683477303636) [@inefficientedge](/creator/x/inefficientedge) 2025-10-24T12:41Z XX followers, XXX engagements "@TidefallCapital @oatsfor1 Key here is half the multiple. Mainly because the heydude disaster. That turns around even slightly it should rerate closer to $DECK multiples. I would argue $deck space is more competitive at least for their Hoka brand" [X Link](https://x.com/inefficientedge/status/1981725618212380769) [@inefficientedge](/creator/x/inefficientedge) 2025-10-24T14:13Z XX followers, XX engagements
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@inefficientedge The Inefficient Capitalist
The Inefficient Capitalist posts on X about $cnc, $unh, $elv, $crox the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Months XXXXX +4,760%
Mentions: XX #
- X Months X +300%
Followers: XX #
- X Months XX +138%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX%
Social topic influence $cnc #28, $unh #196, $elv #39, $crox 23.53%, $oscr 11.76%, $moh 11.76%, $deck #105, make a 5.88%, unh 5.88%, elv XXXX%
Top accounts mentioned or mentioned by @degeninvestor7 @julian_trades1 @karstresearch @juliantrades1 @winnerinvestor @brentetrader @time24trader @ashton1nvests @wearycenturion @trendfollower47 @siyul @andrewm61370616 @awlabit @tidefallcapital @oatsfor1 @tomruble4 @solesurvivore @warrenfine
Top assets mentioned Centene Corp (CNC) UnitedHealth Group (UNH) Elevance Health Inc (ELV) Crocs, Inc. (CROX) Oscar Health, Inc. (OSCR) Molina Healthcare, Inc. (MOH) Deckers Outdoor, Corp. (DECK)
Top Social Posts #
Top posts by engagements in the last XX hours
"@KarstResearch I agree. And $Cnc does a good job managing their Medicaid business. I think they will be fine. Also if you read MOh earnings their Medicaid business was fine"
X Link @inefficientedge 2025-10-22T22:50Z XX followers, XXX engagements
"@Julian_Trades1 No. Would much rather own $UNH and $CNC. I am also avoiding $OSCR for now. Wouldnt mind finding an entry point down the road though"
X Link @inefficientedge 2025-10-22T22:52Z XX followers, XXX engagements
"@WinnerInvestor @degeninvestor7 It will be interesting to see what $Cnc says when they report. Their event in September was positive on the trajectory. Curious if it has deteriorated since then. $Cnc is more dependent on Medicaid and hopefully they would manage it better vs. $Elv with other areas of focus"
X Link @inefficientedge 2025-10-22T12:00Z XX followers, XXX engagements
"It is likely $CNC management moved with more urgency to address the Medicaid issues as it makes up a large portion of their revenue. This isnt without risk but I am staying long $Cnc through earnings next week"
X Link @inefficientedge 2025-10-22T13:14Z XX followers, XXX engagements
"@brent_e_trader $unh is my largest position in the space. Smaller exposure to $cnc. Nothing else. Medicaid wasnt the problem for $MOH this quarter. It was Medicare and the marketplace"
X Link @inefficientedge 2025-10-22T22:56Z XX followers, XXX engagements
"@time24trader Every time their management gets on a call they ruin it. Just buy $UNH"
X Link @inefficientedge 2025-10-21T13:56Z XX followers, XXX engagements
"@Ashton_1nvests $CROX is hated but setup to do very well into next year. Valuations are so low its hard to go wrong"
X Link @inefficientedge 2025-10-21T13:59Z XX followers, XXX engagements
"@weary_centurion Good example I have confidence in the PayPal management to execute from here. They arent trading as cheap as DDS was X years ago but they are still cheap and the business is way better than DDS. $CROX is another one with this potential on buybacks to make a huge difference"
X Link @inefficientedge 2025-10-21T14:08Z XX followers, XXX engagements
"Happy to see $UNH react very differently than $ELV this morning. I think $UNH has a better reaction post earnings next week"
X Link @inefficientedge 2025-10-21T14:31Z XX followers, XXX engagements
"@trendfollower47 I agree. Valuation is so cheap and people still love crocs. Strong international growth and large buybacks"
X Link @inefficientedge 2025-10-21T15:17Z XX followers, XX engagements
"@siyul $CROX is hated but the fundamentals are strong. Even with US growth slowing international has a long runway and they continue to buyback shares. Just a matter of time before the stock rerates"
X Link @inefficientedge 2025-10-21T15:18Z XX followers, XXX engagements
"@AndrewM61370616 Exactly I think the story for the whole sector is still intact and at the end of the day they all do well but they could have done better. I think some of the other companies will be faced with the same reality but project better confidence in their plan and the turnaround"
X Link @inefficientedge 2025-10-21T15:34Z XX followers, XXX engagements
"Despite the Medicaid comments on the $ELV earnings call I am positive on $CNC earnings. I keep going back to that call center management did back in September and the CFO said in July we have spent every evening 5-9 going through every plan in every state"
X Link @inefficientedge 2025-10-22T13:13Z XX followers, XXX engagements
"@degeninvestor7 @AwlabIT The marketplace was the issue with $moh this quarter. Any concerns for $OSCR"
X Link @inefficientedge 2025-10-22T23:00Z XX followers, XXX engagements
"$ELV conference call is exactly why I dont own shares while I have exposure to many of the other names in the sector. Management is never optimistic even when things are turning around. Looking forward to $UNH and $CNC earnings calls next week"
X Link @inefficientedge 2025-10-21T13:29Z XX followers, 1962 engagements
"$DECK is down XX% and is still more expensive than $CROX. Both buying back stock both with strong international growth. One has a heydude hangover that makes it half the price of the other. If you want exposure in the footwear space $CROX is the way"
X Link @inefficientedge 2025-10-24T12:41Z XX followers, XXX engagements
"@TidefallCapital @oatsfor1 Key here is half the multiple. Mainly because the heydude disaster. That turns around even slightly it should rerate closer to $DECK multiples. I would argue $deck space is more competitive at least for their Hoka brand"
X Link @inefficientedge 2025-10-24T14:13Z XX followers, XX engagements