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@nofu11auto

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21 | @UCLA Business Economics & Accounting | Former $KLAC Treasury Intern & B4 Audit Intern | Early $SOFI, $HIMS, $ROOT Investor | Not Financial Advice

Westwood, CA | San Jose, CA
Joined August 2018
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@nofu11auto
nofullauto
3 months
As a growth investor, here’s a list of FinTwit influencers that inspired my current mental framework: Growth Investing @Mindset4Money_X (Mindset for Money) @DataDInvesting (Data Driven Investing) @mvcinvesting (M.V. Cunha) @holysmokas (Jeremy Lefebvre) @alc2022 (Antonio
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@nofu11auto
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1 month
$ROOT Good day to be a insurtech shareholder.
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@nofu11auto
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1 month
$HIMS Q3 2025 Earnings Revenue: $598.98M (vs. $580.24M est) 🟢 EPS: 0.06 (vs. $0.09 est) 🔴 Positives from the shareholder's letter - Continued efforts to verticalize GLP-1/weight loss line of business and make GLP-1 access more affordable - Q3 personalized subscribers up
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@nofu11auto
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1 month
$ROOT Total Current TAM (US Private Passenger Auto, Liability + Coll/Comp, 2024) $290.5B (36 states) Potential TAM $358.2B (50 states) Current TAM by State ($290.5B) (Private Passenger Auto, Liability + Coll/Comp, 2024) CA: $43.6B TX: $35.4B FL: $33.7B GA: $14.8B PA: $12B
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@nofu11auto
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1 month
$AMZN New 52 week highs for $AMZN 🙌 “AWS is growing at a pace we haven’t seen since 2022, re-accelerating to 20.2% YoY. We continue to see strong demand in AI and core infrastructure, and we’ve been focused on accelerating capacity” - Andrew Jassy, CEO
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@nofu11auto
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1 month
For reference with $TSLA insurance.
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@nofu11auto
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1 month
$ROOT $TSLA insurance was having me pay $300/month to renew my policy with them. Switched over to $ROOT and am only paying $180-$200 a month for the same coverage. Not an apples to apples comparison (due to lower than expected usage), but overall am saving big time compared to
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@nofu11auto
nofullauto
2 months
I’m seeing continued strength in semis, rotation out of fintechs, and another good day for insurtechs.
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@nofu11auto
nofullauto
2 months
My watchlist today, 10/29. What are you guys noticing today?
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@nofu11auto
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2 months
$ROOT With $ROOT earnings coming out on 11/5, I'm projecting $0.23 EPS for Q3 2025. Analyst Projections - Revenue: $366.7M (Intellectia AI) - EPS: -$0.55 to -$0.45 (Yahoo Finance, Robinhood, etc.) My Projections - Revenue: $421.19M - EPS: $0.23 Assumptions - 10% QoQ
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@nofu11auto
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2 months
$ROOT Continuing to hold the $70-$75 support level despite high short interest (19.2%). $ROOT is in oversold territory, with an RSI of 41. Earnings remains a catalyst for a turnaround, where $85-$90 remains the next level of resistance to cross. A good earnings will bring us
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@nofu11auto
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2 months
2025 Portfolio Update Portfolio YTD: 63.86% 🟢 $SPY YTD: 15.77% 🟢 Holdings: $ROOT $AMZN $HIMS $SOFI
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@nofu11auto
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2 months
$ROOT Insurance Companies Comparison Revenue (Q2 2023-Q2 2025) Higher is Better Insurtechs: $ROOT: $74.8M → $382.9M (126.3% CAGR) $HIPO: $47.7M → $117.3M (56.8% CAGR) $OSCR: $1.52B → $2.86B (37.2% CAGR) $LMND: $87.1M → $133.7M (23.9% CAGR) Incumbents: $PGR: $15.35B →
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@nofu11auto
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2 months
Hey everyone, need to take a break from social media to focus on my mental wellbeing and school work. Have let a lot of stuff on the internet get to me recently and have been getting over a rough patch in my life. Still long term bullish on $ROOT, but working on bettering
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@nofu11auto
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2 months
Revenue and OpEx growth CAGRs are for the past 8 quarters, for context.
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@nofu11auto
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2 months
$ROOT Buy broken stocks, not broken businesses. - Sub 17.6 P/E, 1.19 P/S (TTM) - Operating Leverage (Revenue CAGR 82% > OpEx CAGR 55%) - $1.29B market cap ($PGR $140B market cap) - Profitable (6% Net Margin TTM) - Elevated SI (11.46%) Read between the lines and think for
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@nofu11auto
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2 months
Thank you all for 400 followers 🙏 Let’s go $ROOT-ers!
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@nofu11auto
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2 months
$ROOT Updated position as of today, 10/6/25. $ROOT now sits at a ~88% position. Brutal start to the week as $ROOT continues to disconnect further with its fundamentals. Price action reminds me of $OSCR when it traded down to $13. Lots of fear being priced in with no major
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@nofu11auto
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2 months
$ROOT Let this be a warning sign of what leverage can do to your portfolio in the event of a market correction. I ran a 100% deep-ITM LEAPs portfolio consisting of my favorite growth stocks at the time. Was about 1.3-1.7x leveraged on names like $HIMS, $AFRM, $SOFI, $HOOD, and
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@nofu11auto
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2 months
See the good in people 🙏
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