Offshore
Video
Gainify
RT @DividendDude_X: This video just makes me want to own Ethereum $ETH. WOW. 🤯
https://t.co/WyA9RrnkX3
tweet
RT @DividendDude_X: This video just makes me want to own Ethereum $ETH. WOW. 🤯
https://t.co/WyA9RrnkX3
tweet
Offshore
Photo
Gainify
RT @nataninvesting: $BABA EARNINGS ARE OUT!
Taobao Tmall customer management +10% ✅
CLOUD +26% Y/Y!!! 🤯
"AI related revenue grew triple digit for 8 consecutive quarters" https://t.co/Tnu4jTVhTL
tweet
RT @nataninvesting: $BABA EARNINGS ARE OUT!
Taobao Tmall customer management +10% ✅
CLOUD +26% Y/Y!!! 🤯
"AI related revenue grew triple digit for 8 consecutive quarters" https://t.co/Tnu4jTVhTL
tweet
Dalius - Special Sits
The saga with the monetization of Fortegra over at $TIPT might finally be coming to an end, with potential upside of 20%+ in a sale scenario.
Rumors circulated that South Korean insurance company DB Insurance was negotiating a potential deal with TIPT for Fortegra. This was later confirmed when DB initiated discussions with local regulators and informed them that it is in negotiations with TIPT regarding Fortegra. DB also recently raised equity, which is likely to be used for the acquisition.
Given the situation, we may see a potential deal announced over the next few weeks. Fortegra is a fast-growing insurance company, with most of its growth coming from E&S exposure. The company has robust earnings and operating metrics, including an ROAE of 30% and a very stable ~90% combined ratio despite its high growth, alongside clear intentions from management to monetize the asset.
Warburg Pincus, which owns 30% of Fortegra, has likely been pushing for monetization over the last couple of years. However, the company has failed to carry out an IPO twice for various reasons. As a result, they are now pursuing a sale—likely before 2026, when WP would be able to force an IPO.
While a sale is not the most tax-efficient way to monetize Fortegra, given the two failed IPO attempts, it could be the last resort. Based on peer multiples and the quality of Fortegra’s operations, an exit at 15x P/E could result in ~25% upside from current levels.
The key risk is if a sale comes in around the rumored price of $1.5bn for Fortegra. In that scenario, unless management liquidates its small asset management business and eliminates all corporate costs, there could be as much as 30% downside from current levels. However, I find it unlikely that a high-quality operation such as Fortegra would be sold at an implied 9x P/E, so this seems like a low-probability outcome. If a sale is completed around 13.5x P/E, the valuation at which WP originally invested, the market is already pricing the situation fairly accurately, meaning downside should be limited.
tweet
The saga with the monetization of Fortegra over at $TIPT might finally be coming to an end, with potential upside of 20%+ in a sale scenario.
Rumors circulated that South Korean insurance company DB Insurance was negotiating a potential deal with TIPT for Fortegra. This was later confirmed when DB initiated discussions with local regulators and informed them that it is in negotiations with TIPT regarding Fortegra. DB also recently raised equity, which is likely to be used for the acquisition.
Given the situation, we may see a potential deal announced over the next few weeks. Fortegra is a fast-growing insurance company, with most of its growth coming from E&S exposure. The company has robust earnings and operating metrics, including an ROAE of 30% and a very stable ~90% combined ratio despite its high growth, alongside clear intentions from management to monetize the asset.
Warburg Pincus, which owns 30% of Fortegra, has likely been pushing for monetization over the last couple of years. However, the company has failed to carry out an IPO twice for various reasons. As a result, they are now pursuing a sale—likely before 2026, when WP would be able to force an IPO.
While a sale is not the most tax-efficient way to monetize Fortegra, given the two failed IPO attempts, it could be the last resort. Based on peer multiples and the quality of Fortegra’s operations, an exit at 15x P/E could result in ~25% upside from current levels.
The key risk is if a sale comes in around the rumored price of $1.5bn for Fortegra. In that scenario, unless management liquidates its small asset management business and eliminates all corporate costs, there could be as much as 30% downside from current levels. However, I find it unlikely that a high-quality operation such as Fortegra would be sold at an implied 9x P/E, so this seems like a low-probability outcome. If a sale is completed around 13.5x P/E, the valuation at which WP originally invested, the market is already pricing the situation fairly accurately, meaning downside should be limited.
tweet
Offshore
Photo
Julian Goldie SEO
RIP Manus & Genspark 💀 Den AI just entered the chat!
This FREE beast combines EVERYTHING into one! 🦾
Finally! No more app-switching madness! 🤪
AI agents that hustle while you Netflix! 📺
Y Combinator is using this internally... need I say more? 🎯 https://t.co/OdvRleKBOD
tweet
RIP Manus & Genspark 💀 Den AI just entered the chat!
This FREE beast combines EVERYTHING into one! 🦾
Finally! No more app-switching madness! 🤪
AI agents that hustle while you Netflix! 📺
Y Combinator is using this internally... need I say more? 🎯 https://t.co/OdvRleKBOD
tweet
Offshore
Video
Julian Goldie SEO
Most People Pay $2K For This SEO Advice…
Yours FREE Today!
Yes…this one’s FREE.
We don’t usually release full replays outside the SEO Elite Circle.
But today, you’re getting the entire session.
No paywall. No catch.
Inside this 47-minute AI SEO breakdown you’ll see:
✅ The #1 mistake that pushes traffic to your homepage
✅ Why your site might be bleeding domain rating
✅ How to unlock page 1 with internal linking
✅ A live demo of keyword research that works in 2025
✅ The backlink strategy that still moves the needle fast
👉 Grab the full replay below.
Now…
Normally these hot seat calls are locked inside the SEO Elite Circle.
That’s where members get:
Live coaching, swipe-and-deploy SOPs, private case studies, and direct DM access to me.
So take the FREEBIE. Watch it. Apply it.
If you want more… you know where to go.
tweet
Most People Pay $2K For This SEO Advice…
Yours FREE Today!
Yes…this one’s FREE.
We don’t usually release full replays outside the SEO Elite Circle.
But today, you’re getting the entire session.
No paywall. No catch.
Inside this 47-minute AI SEO breakdown you’ll see:
✅ The #1 mistake that pushes traffic to your homepage
✅ Why your site might be bleeding domain rating
✅ How to unlock page 1 with internal linking
✅ A live demo of keyword research that works in 2025
✅ The backlink strategy that still moves the needle fast
👉 Grab the full replay below.
Now…
Normally these hot seat calls are locked inside the SEO Elite Circle.
That’s where members get:
Live coaching, swipe-and-deploy SOPs, private case studies, and direct DM access to me.
So take the FREEBIE. Watch it. Apply it.
If you want more… you know where to go.
tweet
Offshore
Photo
Julian Goldie SEO
😱 NEW Google AI removes people from photos with JUST WORDS!
It costs 4 CENTS but looks like $500 professional work! 🤯
Your competitors have NO IDEA this exists yet!
This is NOT a drill! 🚨
Revolutionary photo editing is HERE!
Link in comments! 👇 https://t.co/QhvIJcxg0n
tweet
😱 NEW Google AI removes people from photos with JUST WORDS!
It costs 4 CENTS but looks like $500 professional work! 🤯
Your competitors have NO IDEA this exists yet!
This is NOT a drill! 🚨
Revolutionary photo editing is HERE!
Link in comments! 👇 https://t.co/QhvIJcxg0n
tweet