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HubSpot, Inc. (HUBS): A Bull Case Theory

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avrotusa
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We came across a bullish thesis on HubSpot, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on HUBS. HubSpot, Inc.’s share was trading at $461.87 as of August 7th. HUBS’s forward P/E was 49.26  according to Yahoo Finance.

Pegasystems (PEGA) Hits New High, up 14% on Impressive Earnings
Pegasystems (PEGA) Hits New High, up 14% on Impressive Earnings

Copyright: welcomia / 123RF Stock Photo

HubSpot delivered a strong Q2 2025, with revenue of $760.9M growing 19.4% YoY and beating estimates by 2.9%. Calculated billings surged 25.6% YoY to $814M, supported by solid net new ARR of $183M (+129.4% YoY). Free cash flow margin improved to 15.3%, and non-GAAP EPS of $2.19 exceeded expectations by 3.8%. International growth remained robust, now accounting for 48% of revenue, while total customers grew 17.5% YoY to nearly 268,000.

HubSpot’s evolving multi-product suite continues to gain traction—Sales Hub seat upgrades rose 71% YoY, Service Hub 110%, and Content Hub reached a 48% attach rate to Marketing Hub. Adoption of AI agents is scaling fast, with over 12,000 customers using Content Agent and strong uptake of Customer and Prospecting Agents. While monetization via AI credits began only in June, its full impact is expected in FY26. The company is transitioning to a hybrid monetization model blending persona-based seats with usage-based AI credits, improving flexibility and long-term durability. Upmarket momentum is evident: 42% of ARR customers now use all three core hubs, and 61% of new Pro+ users land with multiple products.

Although macro headwinds are delaying some non-seat upgrades, seat-based expansion and Core Seat adoption are driving higher retention and improved margins. Share repurchases continued, and HubSpot raised full-year guidance with Q3 revenue expected at $785–$787M, up 17.4% YoY. As management positions HubSpot as a leading AI-powered CRM platform, its diversified demand engine, scalable AI adoption, and disciplined execution point to durable growth and potential upside into FY26.

Previously, we covered a bullish thesis on Datadog, Inc. (DDOG) by @bigbullcap in May 2025, which highlighted the company’s multi-product engine, diversified ARR base, and deepening customer penetration. The company’s stock price has appreciated approximately by 19.15% since our coverage. This is because the thesis around product adoption and innovation is playing out. Sergey shares a similar outlook on HubSpot but emphasizes AI-led monetization and enterprise traction.

HubSpot, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 61 hedge fund portfolios held HUBS at the end of the first quarter, which was 73 in the previous quarter. While we acknowledge the potential of HUBS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Ozzy Osbourne: Coming Home – what to expect from BBC documentary

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avrotusa
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Alex McIntyre

BBC News, West Midlands

Ruaridh Connellan/Expectation/BBC Ozzy Osbourne, an elderly man with long grey/black hair, a crucifix around his neck, sits on a sofa while holding a cane. He is leaning on his wife Sharon - a woman with short red hair and wearing blue. They are holding two small brown dogs.Ruaridh Connellan/Expectation/BBC

The documentary will feature footage of Ozzy Osbourne, wife Sharon and their children over the past three years

It was just six weeks ago when legendary rocker Ozzy Osbourne performed in front of thousands of adoring metalheads for the final time in his home city of Birmingham.

Seventeen days later, the Black Sabbath singer and heavy metal pioneer died at his home surrounded by his family, aged 76.

His death sparked an outpouring of grief from fans, friends and artists across the world – an indication of his enduring influence, which started with Black Sabbath’s formation in the late 1960s.

On Monday evening, BBC One will air Ozzy Osbourne: Coming Home, which was filmed during the late singer’s last years.

What is the documentary about?

According to producer Expectation, the film will be a “moving and inspirational account” of the last chapter of Ozzy’s life.

It was filmed over three years and has been told through “unique and intimate access” to the whole family, including Ozzy, wife Sharon, son Jack and daughter Kelly.

The documentary will feature what makers described as the “extraordinary rollercoaster” of the Osbournes’ lives as Sharon and Ozzy tried to realise a long-held dream to move back to the UK.

It was originally announced as a series, Home to Roost, in 2022, but the project evolved as Ozzy’s health continued to deteriorate.

Ross Halfin Ozzy Osbourne - a man with long hair and wearing a black shire and black leather coat - sits in a gothic black throne in front of a microphone with his mouth wide open and his arms wide open.Ross Halfin

Ozzy Osbourne died 17 days after his final performance

What will we see during the film?

The singer will be shown “heroically” battling to get fit enough to perform on stage again, as the family deal with the consequences of his ill-health, the BBC said.

There will be “love, laughter and tears”, as well as unforgettable family moments, typical of the Osbournes.

It will also show the family accept the reality of their situation, encapsulated by Kelly’s words: “Iron Man wasn’t really made of iron.”

Producers said it would serve as a “remarkably candid and uplifting tribute” to one of the world’s “true icons”.

What do the BBC and film-makers say?

Clare Sillery, BBC head of documentary commissioning, said the team was “honoured” to film the Osbournes during this period of their lives.

She said the film showed the “enduring spirit” that made Ozzy a global icon.

“We hope it brings comfort and joy to Ozzy’s fans and viewers as they remember and celebrate his extraordinary life,” she added.

PA Media From left to right - Kelly, Ozzy, Sharon and Jack Osbourne pose for a picture at an event. PA Media

Kelly, Ozzy, Sharon and Jack Osbourne, pictured here in 2007, will all appear in the film

Ben Wicks and Colin Barr, executive producers at Expectation, said the film was an “inspiring and poignant” account of Ozzy fulfilling his dream to perform on stage one last time.

They said: “Ozzy was loved by millions around the world not just for his music, but for his sense of mischief and his honesty, all of which we saw plenty of in the final years of his life.

“But one thing shone through even more brightly to us and that was Ozzy’s intense love for his exceptional family who were by his side through it all.”

Where can I watch it and what time is it on?

The one-hour film will air on BBC One on Monday at 21:00 BST and will also be available to watch on BBC iPlayer.

Trump 'bela' post is new 'covfefe,' stirs Newsom into action

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avrotusa
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A key meeting on the Russia-Ukraine war is set for Monday. Erin has been downgraded to a tropical storm but could still cause danger.

But some on the internet want to know what President Trump was talking about with his “bela” post.

Trump at 8:31 a.m. on Sunday posted the one-word message on his Truth Social media account. The word means beautiful in Italian if spelled with a double L, as “bella.”

Perhaps the president was looking at something, outside or on television, that sparked him to send the message. Whatever it was, it had a number of notables weighing in.

Trump and California Gov. Gavin Newsom have been feuding, and the Democrat’s press office took the occasion to argue it is winning.

“We broke Donald Trump,” Newsom’s press office wrote in response to the “bela” post.

In an earlier post, Newsom’s office took more shots at Trump, seemingly inviting the president into an online fight with shots at his “tiny hands.”

The Lincoln Project, the conservative group that opposes Trump and is active on social media, wrote that Trump had dropped the new “Covfefe.”

Trump, during his first term, bewildered much of the country back in 2017 with the original “covfefe” post, which was likely a typo of some sort. Back then, the president’s musings on Twitter, the social platform later renamed X, were watched by much of the country and world — perhaps more avidly than now.

George Conway, the frequent Trump critic, was also reminded of “covfefe,” writing that “bela” was a “blend” of “covfefe.”

Rep. Jared Moskowitz (D-Fla.), responding to the post, wrote “that’s what we call Comer,” apparently a reference to the chair of the House Oversight and Government Reform Committee, Rep. James Comer (R-Ky.).

Another account suggested a simple explanation. Trump was writing about Belarus, and got cut off with a typo.

GameStop Corp. (GME): A Bull Case Theory

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avrotusa
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0


We came across a bullish thesis on GameStop Corp. on Value investing subreddit by whatifweallwon. In this article, we will summarize the bulls’ thesis on GME. GameStop Corp.’s share was trading at $22.27 as of August 8th. GME’s trailing P/E was 42.02 according to Yahoo Finance.

Best Selling Most Profitable Video Game Franchises of All Time: 2018 Rankings
Best Selling Most Profitable Video Game Franchises of All Time: 2018 Rankings

Minerva Studio/Shutterstock.com

Gamestop (GME), once a dominant retailer in physical video game sales, saw its business erode as digital distribution replaced physical copies. After the 2021 meme stock frenzy, which catapulted shares to $500 pre-market, Ryan Cohen—Chewy’s founder—took over as CEO, cutting global operations to focus on the U.S., slashing costs, and pivoting toward collectibles. Today, GME retains minimal gaming retail but has aggressively built a collectibles business, including trading cards, sports cards, and figurines.

The company holds an unusually large cash position, estimated at 60–90% of its $10 billion market cap, partly from crypto treasury purchases, including ~4,700 BTC. Management, including Cohen and former Chewy executives, take zero salary and have personal capital invested in the company. Collectibles remain a large and enduring market, though traditionally burdened by storage, grading, and resale complexities.

GME has addressed these friction points with “Push Start Arcade” (PSA), a new platform launched in beta in partnership with the card-grading leader PSA. The service enables instant grading, secure storage, and resale of cards, either directly to Gamestop for a 10% cut plus 6% trading fee or via eBay for 6%. This removes significant barriers to entry for collectors while tapping into the popularity of “unboxing” and “pack break” content that has fueled adjacent gaming and gambling markets.

By blending collectibles with a frictionless, tech-enabled resale ecosystem, Gamestop is positioning itself as a one-stop hub for a rapidly growing alternative asset class. If the platform scales to additional categories like sports memorabilia, comics, and action figures, it could redefine the company’s growth trajectory and market relevance.

Previously, we covered a bullish thesis on Unity Software Inc. by AlphaSenseInc in May 2025, which highlighted Unity’s dominant mobile gaming market share and expansion into industries like automotive. The company’s stock price has appreciated approximately 52% since our coverage. This is because Unity’s strategic refocus and enterprise growth gained market traction. whatifweallwon shares a similar thesis, emphasizing GameStop’s pivot to collectibles and tech-enabled resale platforms.

First group of Gaza children to be brought to UK ‘in coming weeks’

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avrotusa
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0


A group of between 30 to 50 critically ill and injured Palestinian children will be evacuated from Gaza to the UK for medical treatment in the coming weeks, the BBC understands.

They would be the first children brought to the UK for treatment as part of a government operation being coordinated by the Foreign Office, Home Office and Department of Health.

The children will be selected by the World Health Organization and will travel with family members via a third country, where biometric data will be collected.

It comes after some MPs wrote a letter to the government urging them to bring sick and injured children from Gaza to the UK “without delay”.

In a letter last week, a cross-party group of 96 MPs warned that children were at risk of imminent death due to the “decimation” of the healthcare system in Gaza and any barriers to evacuation should be immediately lifted.

Some Gazan children have already been brought privately to the UK for medical treatment through an initiative by the organisation Project Pure Hope (PPH), but the government has so far not evacuated any through its own scheme during the conflict.

Earlier in August, the government said that plans to bring more children to the UK for medical treatment were being carried out “at pace”.

It is unclear which third country the children will transit through on their way to the UK, exactly how many children will be involved or whether further groups will follow.

Given the challenge of returning children to Gaza, it is understood some may enter the asylum system after completing treatment.

More than 50,000 children have been killed or injured since the war in Gaza begun in October 2023, according to the UN charity Unicef.

Since the start of the war, the UK has provided funds so that injured Gazans can be treated by hospitals in the region and has also been working with Jordan to airdrop aid into the territory.

Children brought to the UK under the government scheme will be treated on the NHS. At the beginning of August, the government said that a cross-party taskforce was working to establish a plan to “evacuate children from Gaza who require urgent medical care… as quickly as possible”.

The Home Office previously said biometric checks would be carried out before children and carers before they travel.

Severely ill Palestinians have been evacuated from Gaza to other countries since the start of the war, including more than 180 adults and children to Italy.

The UN has warned of widespread malnutrition in Gaza, with experts backed by the organisation warning in a report last month that the “worst-case scenario” of famine is playing out in Gaza.

Israel has insisted there are no restrictions on aid deliveries into Gaza, and has accused the UN and other aid agencies of failing to deliver it.

More than 60,000 people have been killed in Gaza since the Israeli military operation began, according to the Hamas-run health ministry.

Israel launched its offensive in response to the Hamas-led attack on southern Israel on 7 October 2023, in which about 1,200 people were killed and 251 others were taken hostage.

Trump criticizes ‘fake news,’ Democrat, Zelensky in series of posts

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avrotusa
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President Trump late Sunday in a pair of posts on Truth Social ripped the media and a prominent Democrat for criticisms of his summit on Friday with Russian President Vladimir Putin.

Trump met with Putin in Alaska, and will meet Monday with Ukraine President Volodymyr Zelensky as he seeks to find a way to end the more than three-year war between those two countries.

Media criticism of the summit has focused on the lack of clear accomplishments from the meeting, and Trump’s decision to literally roll out a red carpet for the Russian leader.

“The Fake News has been saying for 3 days that I suffered a ‘major defeat’ by allowing President Vladimir Putin of Russia to have a major Summit in the United States,” Trump wrote.

“Actually, he would have loved doing the meeting anywhere else but the U.S., and the Fake News knows this. It was a major point of contention! If we had the Summit elsewhere, the Democrat run and controlled media would have said what a terrible thing THAT was. These people are sick!”

Trump then criticized Democrats and the media for wanting crime in D.C., an apparent reference to his decision to federalize the local police force and call in the National Guard to the nation’s capital.

Trump then turned to criticism of Sen. Chris Murphy (D-Conn.), who earlier on Sunday had described Trump’s decision to federalize D.C. police as a “stunt.”

“The very unattractive (both inside and out!) Senator from Connecticut, Chris Murphy, said ‘Putin got everything that he wanted.’ Actually, ‘nobody got anything,’ too soon, but getting close.

“Murphy is a lightweight who thinks it made the Russian President look good in coming to America. Actually, it was very hard for President Putin to do so. This war can be ended, NOW, but stupid people like Chris Murphy, John Bolton, and others, make it much harder to do so,” Trump wrote, referencing his former national security adviser.

Murphy on Sunday said Trump called in the National Guard to Washington, D.C., and federalized the police because he “didn’t like the fact that the walls were closing in on him, that his own base was questioning why he wouldn’t release the Epstein files, why he was protecting very powerful people.” Murphy made those remarks in an interview with NBC News’s Kristen Welker on “Meet the Press.”

Murphy had also criticized the summit, saying Trump was effectively elevating Putin on the global stage.

Trump in a third post also criticized Zelensky, again suggesting that ending the war with Russia was all on his shoulders.

“President Zelenskyy of Ukraine can end the war with Russia almost immediately, if he wants to, or he can continue to fight,” Trump wrote.

He blamed former President Obama for Russia having taken over Crime in 2014, and appeared to blame the Russian invasion of Ukraine in 2022 on Ukraine’s discussions about entering NATO.

Russia unilaterally invaded Ukraine in 2022, after previously taking over Crimea, recognized as part of Ukraine, in 2014.

Carvana Co. (CVNA): A Bear Case Theory

By
avrotusa
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0


We came across a bearish thesis on Carvana Co. on Nemonomics’s Substack by Nick Nemeth. In this article, we will summarize the bulls’ thesis on CVNA. Carvana Co.’s share was trading at $347.56 as of August 8th. CVNA’s trailing and forward P/E were 86.46 and 69.44, respectively according to Yahoo Finance.

Used cars, used car, selling a used car
Used cars, used car, selling a used car

Copyright: sonyae / 123RF Stock Photo Carvana (CVNA) has surged from near-bankruptcy to a $45+ billion market cap on strong earnings, but its valuation appears disconnected from its fundamentals. Despite being branded as an online used-car dealer, its true profit engine is consumer finance, not vehicle sales. The company originates loans, packages them, and sells them at a premium, with tiny “metal margins” of $400–$500 per car. In 2024, it sold $6.15 billion in loans, generating $541 million in gain-on-sale income, or 26% of gross profit. Most financing flows through Bridgecrest, serving lower-credit borrowers with average FICO scores in the 567–584 range, which allows for higher rates but comes with elevated delinquency risk. Nearly 80% of customers finance through Carvana, with loans often securitized and sold, while retaining roughly 5% exposure. The business model’s fortunes are tied to credit cycles—when credit weakens, loan buyers retreat, volumes collapse, and balance sheet risk rises, as seen in 2021–22. Unlike brick-and-mortar dealers, Carvana cannot fully capture lucrative service, warranty, and insurance revenue streams, which remain a major profit driver for peers trading at far lower multiples. Competitors like AutoNation, with steady profitability and broader revenue streams, are valued at a fraction of Carvana’s market cap. With a price-to-book ratio near 30, investors are paying tech-like multiples for a leveraged finance operation heavily exposed to subprime auto credit and securitization markets. Without a defensible moat, Carvana’s valuation hinges on sustained credit market strength, making the risk/reward profile skewed sharply if macro or credit conditions deteriorate. Previously, we covered a bullish thesis on Carvana Co. (CVNA) by Investing City in May 2025, highlighting its integrated e-commerce platform and operational efficiencies. The stock has risen about 8.5% since, as optimism outweighed macro risks. The thesis still stands on execution strength. Nick Nemeth shares a contrarian view, focusing on Carvana’s reliance on subprime auto finance and credit cycles. Carvana Co.  is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 90 hedge fund portfolios held CVNA at the end of the first quarter which was 84 in the previous quarter. While we acknowledge the potential of CVNA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.Disclosure: None. 

‘D-Day at White House’ and ‘Superman star’ dies aged 85

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avrotusa
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"D-Day at the White House" reads the headline on the front page of the Daily Mail.

It’s “D-Day at the White House”, says the Daily Mail, as Ukrainian President Volodymyr Zelensky, Prime Minister Sir Keir Starmer and EU leaders prepare to meet US President Donald Trump. But “will he listen to a single word they say,” it poses. The death at 86 of superman star Terrance Stamp also features.

"UK and EU at Zelensky's side for talks with Trump" reads the headline on the front page of The Guardian.

The UK and EU are “at Zelensky’s side for talks with Trump”, reads the Guardian headline. It “seems designed to prevent a repeat of Zelensky’s pubic mauling during his last trip”, it adds. On the Middle East, the paper reports that Israel’s army is preparing “to force one million people out of Gaza City”. A striking black-and-white portrait of Mr Stamp dominates the right hand side.

"Europe tells Trump: Don't give in to Putin" reads the headline on the front page of The Telegraph.

“Europe tells Trump: Don’t give in to Putin”, reports The Daily Telegraph. To the right, a shot of French President on holiday in France, atop a hydrofoil. In other news, Iran’s Revolutionary Guard Corps are using a leaked Ministry of Defence “kill list” provided by the Taliban to hunt British spies, the paper says.

"Zelensky wants security guarantees before a deal" reads the headline on the front page of The Times.

The headline for the Times this morning is “Zelensky wants security guarantees before a deal”. It features reporting of “intense” fighting on the ground in Donets, as both Russia and Ukraine “race to secure territory”. Peeking out from the bottom strap, a story on golden eagles possibly returning to England after more than 150 years.

"Zelensky and European allies seek security guarantees in Trump talks" reads the headline on the front page of the Financial Times.

The leaders’ talks in Washington also leads the Financial Times. Zelensky and Ukraine’s European allies “seek security guarantees”, it says, after Putin “demanded that Kyiv should concede land in order to reach a truce”. Also featured is a report that the UK has produced enough electricity to power more than five million homes for a year through solar power alone.

"Europe takes a stand" reads the headline on the front page of the Daily Mirror.

“Europe takes a stand” is the headline on the Mirror, alongside a picture of Sir Keir and Zelensky embracing at the entrance to 10 Downing Street. “Super star” Mr Stamp also makes the front.

"'Outrageous' rail fares rise" reads the headline on the front page of the Metro.

The Metro splashes with a black and white photo of train tickets, calling a reported rail fare rise “outrageous”. Industry experts it cites say prices will go up another 5.5% next year.

"Students face yearly tuition fee hikes to bail out struggling universities" reads the headline on the front page of The i Paper.

Students face annual tuition hikes “to bail out struggling universities”, the i reports. Another £250 rise is possible next year as part of ministers’ plans to use automatic increases in line with inflation. Meanwhile, “vice-chancellors warn several universities will go bust without boost to income”.

"And it's off" reads the headline on the front page on the Daily Star.

“And it’s off”, reads the Daily Star’s headline as horse racing strikes begin ahead of the “chancellor’s hated bet tax”. All meets have been “axed for a day in protest at the tax hike betting plans of Rachel Reeves”. The Star also touches on “Terence tributes”.

"Britain's 10 million junk food addicts" reads the headline on the front page of the Daily Express.

The Daily Express spotlights “Britain’s 10 million junk food addicts” as some experts vie for the World Health Organization (WHO) to include food addiction as a form of substance abuse. Dr Jen Unwin, the organiser of a gathering of medics and academics in London to discuss the issue, has called it a “health disaster”.

"Strictly star's stalker terror" reads the headline on the front page of The Sun.

It’s “Strictly star’s stalker terror” for the Sun, as Chris Robshaw faced a “terrifying campaign of harassment by a female stalker”. The woman, who the paper says threatened the rugby player with violence twice last year, is now “being hunted by police”.

Most of Monday’s papers look ahead to US President Donald Trump’s meetings with leaders from the UK, the EU and Ukraine in Washington.

There’s consensus that, as The Guardian puts it, the UK and the EU are at Ukrainian President Volodymyr Zelensky’s side. The Daily Telegraph says Europe is telling the US president not to give in to Russian President Vladimir Putin. “Europe takes a stand” is the way The Daily Mirror characterises it.

The Daily Mail says it’s D-Day at the White House and wonders whether Trump will listen to a single word the European leaders say. The Times notes that intense fighting has been continuing, as both Russia and Ukraine are racing to secure territory, before a deal is reached.

The Telegraph says Iran has been using information on leaked Ministry of Defence documents, provided by the Taliban, to hunt British spies. The paper says some on the list have fled to Iran to escape Taliban reprisals. The government has told the paper that the Conservatives have serious questions to answer about how the data breach was allowed to happen.

The Daily Express reports a warning that there are ten million junk food addicts in the UK raising the risk of obesity and type 2 diabetes. The paper says experts are urging the World Health Organisation to include food addiction as a form of substance abuse.

Many papers pay tribute to the actor Terence Stamp, whose death was announced yesterday. The Guardian’s film critic Xan Brooks describes him as the “mesmerisingly seductive dark prince of British cinema”. The i paper says the swinging London star was approached to succeed Sean Connery as James Bond but his ideas put the frighteners on the producers. The Sun says he made the working class cool. “The Stamp of genius” is the Mirror‘s assessment. The Mail says “the most beautiful man in the world would try anything – except incest and Morris dancing”.

“And it’s off” is the Daily Star‘s headline as it reports the upcoming horse racing strike. It says all race meets will be axed in protest at what it calls Chancellor Rachel Reeves’s plans for a hated tax hike on betting. “Hold your horses,” says The Sun.

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Zelensky arrives in DC, says war must be ended 'reliably'

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avrotusa
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Ukraine President Volodymyr Zelensky arrived in Washington, D.C., on Sunday night, saying he was grateful for President Trump’s invitation and wanted to end the war with Russia “quickly and reliably.”

He also said that if there is a peace deal, it must be set up to be lasting to avoid a situation where Russia might invade Ukraine again.

He specifically noted Russia’s taking of Crimea and parts of the Donbas region, saying in a post on X that a new deal couldn’t be set up to give Russian President Vladimir Putin things that he could then use as a springboard for a new attack.

Zelensky also criticized “security guarantees” he said were given to Ukraine in 1994 that didn’t work.

“And peace must be lasting. Not like it was years ago, when Ukraine was forced to give up Crimea and part of our East—part of Donbas—and Putin simply used it as a springboard for a new attack. Or when Ukraine was given so called “security guarantees” in 1994, but they didn’t work.

“Of course, Crimea should not have been given up then, just as Ukrainians did not give up Kyiv, Odesa, or Kharkiv after 2022. Ukrainians are fighting for their land, for their independence,” he wrote.

“I am confident that we will defend Ukraine, effectively guarantee security, and that our people will always be grateful to President Trump, everyone in America, and every partner and ally for their support and invaluable assistance,” Zelensky said.

“Russia must end this war, which it itself started. And I hope that our joint strength with America, with our European friends, will force Russia into a real peace. Thank you!”

U.S. officials on Sunday said Ukraine may get security guarantees similar to NATO Article 5 guarantees in which European countries and the U.S. would commit to defending Ukraine, though not NATO itself.

Root, Inc. (ROOT): A Bull Case Theory

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avrotusa
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0


We came across a bullish thesis on Root, Inc. on Value investing subreddit by Creative-Cranberry47. In this article, we will summarize the bulls’ thesis on ROOT. Root, Inc.’s share was trading at $88.26 as of August 8th. ROOT’s trailing and forward P/E were 17.17 and 3.50, respectively according to Yahoo Finance.

plan, health, claim, binder, files, secure, document, travel, policy, loss, life, guaranty, contract, ring, insurance, supplies, finance, service, event, blurred, belay, indemnity,
plan, health, claim, binder, files, secure, document, travel, policy, loss, life, guaranty, contract, ring, insurance, supplies, finance, service, event, blurred, belay, indemnity,

Tashatuvango/Shutterstock.com

Root Insurance (ROOT) recently delivered its strongest quarter ever, crushing expectations with $382.9 million in revenue—13.2% above estimates—and an EPS of 1.457, beating estimates by 662%. This marks ROOT’s first trailing twelve-month profitable year, with a current TTM P/E of 16 and a forward P/E near 5, making it one of the cheapest growth stocks available. The company’s upbeat Q2 2025 guidance showed modest Policies in Force growth, a notable improvement from prior flat expectations, reflecting management’s growing confidence. A key driver of ROOT’s growth is its dominant partnership channel, which tripled new writings year-over-year and now includes over 7,000 independent agents since its Q4 public launch.

Despite accessing less than 4% of the independent agent market, ROOT aims to capture up to half in the coming years, potentially underwriting millions of policies and driving billions in revenue growth. This channel moat is supported by ROOT’s modern technology stack, enabling rapid updates, efficient quoting, and superior pricing compared to legacy insurers with outdated systems.

Nationwide expansion is progressing rapidly, with ROOT active in 35 states and aiming for full coverage by end-2026, further unlocking market potential. Its embedded insurance platform, partnered with over 20 major companies including Hyundai and Carvana, positions ROOT at the forefront of this growing segment. Technologically, ROOT’s AI-powered underwriting yields a best-in-class 58% loss ratio and exceptional operational efficiency, enabling it to be more than twice as profit-efficient as legacy peers.

Looking ahead, product diversification into home, specialty, and life insurance could boost revenues further. With tight float and high short interest, ROOT’s stock is volatile but offers exceptional upside. Under optimistic assumptions, ROOT’s valuation could exceed $60 billion, translating to a $2,074 price target, underscoring a compelling buying opportunity at current prices.

Previously, we covered a bullish thesis on Root, Inc. (ROOT) by Creative-Cranberry47 in May 2025, which highlighted strong Q1 earnings, rapid partnership growth, and nationwide expansion plans. The company’s stock price has depreciated by approximately 40% since then, despite solid execution. The thesis still stands as ROOT continues to deliver record results and expand its agent network. Creative-Cranberry47 shares an identical view but emphasizes even stronger Q2 earnings and growing market dominance.

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