Title: Discord note — cash-covered puts on ROOT (data/ML flywheel interest)
Show: AIA members' Discord (John Polomny)
Guest: John Polomny
Date: 2026-07-16
URL: https://discord.com/channels/899395617510555698/1218673939639959664/1527376850697978027
Length: — (single Discord message, 2:10 PM)
Note: Verbatim Discord message; no timestamps (written note — read↗ At-cell convention).

John Polomny — 2:10 PM
Wrote some cash-covered puts on ROOT. The stock has bottomed and has been in an uptrend. I am becoming more interested in companies that can collect large amounts of data and use machine learning to improve their business outcomes. ROOT appears to be doing this in car insurance.