@FrancoOlivera Avatar @FrancoOlivera Francisco Olivera

Francisco Olivera posts on X about $wbd, $dis, $nflx, $cmcsa the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

Engagements: [-------] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [------] #

Followers Line Chart

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance technology brands cryptocurrencies formula 1 countries automotive brands social networks mlb gaming

Social topic influence $wbd, $dis, $nflx, $cmcsa, $psky, $fwonk #3, $tko #10, $googl, ufc, $lyv

Top accounts mentioned or mentioned by @tsohinvesting @garyheff @tsoh_investing @loudmouthjulia @espn @sherman4949 @mattbelloni @billbrewstertbb @pkafka @brooksbarnesnyt @compound248 @f1 @wsj @jbflint @tidefallcapital @theseanmac @as12 @sbj @mercedesbenz @accruedint

Top assets mentioned Warner Bros Discovery, Inc. (WBD) DisChain (DIS) Netflix Inc (NFLX) Comcast Corporation (CMCSA) Paramount Skydance Corporation Class B Common Stock (PSKY) Liberty Media, Corp. (FWONK) Toko Token (TKO) Alphabet Inc Class A (GOOGL) Live Nation Entertainment, Inc. (LYV) Spotify Technology (SPOT) Roblox Corp. (RBLX) T-Mobile (TMUS) Charter Communications Inc (CHTR) Dana Incorporated (DAN) Sirius XM Holdings Inc (SIRI) Roku, Inc. (ROKU) Versant Media Group, Inc. Class A Common Stock (VSNT) Paramount Global (PARA) Liberty Media Corporation Series C Liberty Live Common Stock (LLYVK)

Top Social Posts

Top posts by engagements in the last [--] hours

"F1 TV Premium F1s own premier content offering will continue to be available in the U.S. via an Apple TV subscription only and will be free for those who subscribe. $FWONK"
X Link 2025-10-17T14:15Z [----] followers, [---] engagements

"ESPN is saying the F1- Apple deal is worth $160M per year $FWONK"
X Link 2025-10-17T15:00Z [----] followers, [----] engagements

"$FWONK .@ESPN says @F1 races averaged [---] million viewers this season a U.S. record and up 135% from when it first aired the series in [----] under the now concluded agreement. ➡ The season finale in Abu Dhabi averaged [---] million. https://t.co/vdoI7GpjnO .@ESPN says @F1 races averaged [---] million viewers this season a U.S. record and up 135% from when it first aired the series in [----] under the now concluded agreement. ➡ The season finale in Abu Dhabi averaged [---] million. https://t.co/vdoI7GpjnO"
X Link 2025-12-11T01:58Z [----] followers, [----] engagements

"The one that got awayfrom Liberty Media $LMCA $PSTH https://nypost.com/2015/03/08/malone-approaches-bollore-with-universal-in-mind/ https://nypost.com/2015/03/08/malone-approaches-bollore-with-universal-in-mind/"
X Link 2021-06-12T15:04Z [----] followers, [--] engagements

"Roku and Charter making amends $CHTR $ROKU Charter & Roku statement on return of Spectrum App. "The Spectrum TV App is now available for download from the Roku channel store. We are pleased to renew our partnership & offer this great streaming experience to our shared customers. They describe deal as mutually beneficial Charter & Roku statement on return of Spectrum App. "The Spectrum TV App is now available for download from the Roku channel store. We are pleased to renew our partnership & offer this great streaming experience to our shared customers. They describe deal as mutually beneficial"
X Link 2021-08-17T17:40Z [----] followers, [--] engagements

"Nice win for $CHTR Networks that will no longer be included in Spectrum TV video packages are Baby TV Disney Junior Disney XD Freeform FXM FXX Nat Geo Wild and Nat Geo Mundo"
X Link 2023-09-11T15:57Z [----] followers, [----] engagements

"PBR had a bigger audience than the Yankees h/t @sherman4949 $TKO"
X Link 2025-10-09T14:56Z [----] followers, [----] engagements

"Very relevant read. Investors have continued to lose confidence in $CMCSA. As @MattBelloni said last night hard to understand managements strategy and execution. Today's TSOH: "An Open Letter to Comcast CEO Brian Roberts" $CMCSA https://t.co/V9Cytj8N4g Today's TSOH: "An Open Letter to Comcast CEO Brian Roberts" $CMCSA https://t.co/V9Cytj8N4g"
X Link 2025-10-10T18:31Z [----] followers, [----] engagements

"In the early years of the deal losses are projected to be between $500 million and $1.4 billion annually people familiar with the matter said $CMCSA Slam dunk or air ball A deep dive into NBCU's S$27 billion deal for NBA rights. https://t.co/htq18r58cl via @WSJ Slam dunk or air ball A deep dive into NBCU's S$27 billion deal for NBA rights. https://t.co/htq18r58cl via @WSJ"
X Link 2025-10-21T12:56Z [----] followers, [----] engagements

""F1 reporter Joe Sawardreported two weeks agothat Oracle Red Bull Racing recently turned down an offer of $2.3 billion from investors wanting to purchase the Racing Bulls team the B Team owned by Red Bull that is officially named Visa Cash App RB F1 Team. Saward added that fellow teams BWT Alpine F1 Team and Moneygram Haas F1 Team are similarly receiving lots of buyout offers but dont want to sell." Investors are increasingly exploring buying teams in @MotoGP now that Liberty Media has officially purchased the property per series exec Dan Rossomondo (@drosshoya) and other people familiar with"
X Link 2025-10-21T15:53Z [----] followers, [----] engagements

""ABCs live telecast of Sundays Formula [--] United States Grand Prix attracted the largest U.S. television audience on record for the event as an average of [---] million viewers tuned in for the race-only portion of the telecast. The audience was up [--] percent over last years race viewership based on Nielsen Big Data + Panel data." $FWONK"
X Link 2025-10-22T15:13Z [----] followers, [---] engagements

"Despite growing engagement and user monetization (17% fx neutral revenue growth) Netflix will spend less on content this year than originally expected. The Netflix religion is alive and well ("I have two religions: customer satisfaction and operating income. Everything else is a tactic") but should Netflix spend opportunistically (sports $WBD etc) "We now expect [----] FCF of $9B (+/- a few hundred million dollars) up from our prior forecast of $8B-$8.5B. This new forecast reflects the timing of cash payments and lower content spend." $NFLX"
X Link 2025-10-22T15:26Z [----] followers, [---] engagements

"$CMCSA at $29.45 today"
X Link 2025-10-22T19:31Z [----] followers, [----] engagements

"$T "Today more than 41% of AT&T fiber households also choose AT&T for wireless. And the pace of this convergence trends within our customer base continues to grow. These customers remain our most valuable with the lowest churn profile and highest lifetime values. Our success with convergence also extends to fixed wireless where more than half of our Internet Air subscribers also choose AT&T for their wireless service. Similar to fiber these customers exhibit lower churn and drive higher lifetime values and customers with stand-alone services.""
X Link 2025-10-22T20:15Z [----] followers, [---] engagements

"Zas Co-CEO $WBD $PSKY"
X Link 2025-10-22T22:12Z [----] followers, [----] engagements

"Well done $QSR 😂 First look at Inside the NBA on ESPN 👀 Ernie Johnson Kenny Smith Chuck and Shaq are BACK 🙌 https://t.co/WEDtPZQsnz First look at Inside the NBA on ESPN 👀 Ernie Johnson Kenny Smith Chuck and Shaq are BACK 🙌 https://t.co/WEDtPZQsnz"
X Link 2025-10-23T02:45Z [----] followers, [----] engagements

"Ted Sarandos has told friends he is interested in Warner Bros. While Sarandos doesnt want cable networks he has described the companys assets as an opportunity. He would love to own its intellectual property including HBOs. @Lucas_Shaw"
X Link 2025-10-27T23:00Z [----] followers, [----] engagements

"What Im trying to do is worry about strategy and M&A items be a cheerleader for management and not get as involved in the operational details of these businesses. "John Malone is stepping down as chairman of Liberty Media and Liberty Global ending a decades-long run atop a powerful media empire. Liberty is home to assets spanning telecom and entertainment including Formula One plus MotoGP and Formula E." - @WSJ https://t.co/ZdT3oXkNNt "John Malone is stepping down as chairman of Liberty Media and Liberty Global ending a decades-long run atop a powerful media empire. Liberty is home to assets"
X Link 2025-10-29T15:37Z [----] followers, [----] engagements

"John Malone's Liberty Media Chairman successor: Dob Bennett"
X Link 2025-10-29T16:28Z [----] followers, [---] engagements

"Comcast multiple at financial crisis lows $CMCSA"
X Link 2025-10-29T17:04Z [----] followers, 15.5K engagements

"A Comcast bid for WBD seems inevitable also see Malone interview with Charlie Rose: Charlie Rose: With respect to Warner Brothers Discovery do you expect a bidding war John Malone: I hope for a bidding war. Yeah. The real issue I think is is not so much going to be who wants it and how much they're willing to pay but who would the government let own it. Charlie Rose: And would the government let Comcast own it John Malone: We'll see. I think they. my bet you want me to make a bet Charlie Rose: Yeah. John Malone: Brian close your ears here but I believe that Comcast shareholders can can have"
X Link 2025-10-30T12:29Z [----] followers, 28.7K engagements

"Brian Roberts "We're clearly at an inflection point in the industry and transformational moment in our company." https://www.pwc.com/us/en/services/consulting/deals/library/transformational-mergers-and-acquisitions.html https://www.pwc.com/us/en/services/consulting/deals/library/transformational-mergers-and-acquisitions.html"
X Link 2025-10-30T16:02Z [----] followers, [---] engagements

"Zuck working-out with the UFC LHW champ post earnings $META Chama. https://t.co/sm1IFlEgAr Chama. https://t.co/sm1IFlEgAr"
X Link 2025-10-30T19:35Z [----] followers, [----] engagements

"This would be something: "The most tantalizing and weirdly persistent rumor has Comcast teaming with Netflix to jointly buy WBD then carve it up into HBO and the cable networks for Comcast (it would likely then spin the networks into Versant or sell them elsewhere) and the studio and its precious I.P. for Netflix." @MattBelloni $NFLX $CMCSA $WBD"
X Link 2025-10-31T15:12Z [----] followers, [----] engagements

"@garyHeff I think Comcast def wants the IP"
X Link 2025-10-31T16:10Z [----] followers, [---] engagements

"Peter Supino: "If Netflix buys Warner Discovery then almost [--] percent of the history of American filmmakingand a massive repository at HBO of premium televisionleaves the licensing market forever." @PuckNews"
X Link 2025-10-31T17:44Z [----] followers, [----] engagements

"Q3-2024 $CMCSA conf call: "Our domestic broadband plus wireless revenue has been growing at 5% which consistently leads the industry when you look across our competitors.""
X Link 2025-11-03T17:44Z [----] followers, [---] engagements

"@TSOH_Investing The loss-leader quasi-off-balance sheet asset for Disneys pay-tv profits"
X Link 2025-11-03T22:21Z [----] followers, [---] engagements

"$SPOT LTM FCF"
X Link 2025-11-04T13:00Z [----] followers, [---] engagements

"$SPOT "On a constant currency basis growth in music and podcast advertising driven by growth in impressions sold was offset by softness in pricing and optimization of our podcasting inventory in our Owned & Licensed portfolio""
X Link 2025-11-04T15:50Z [----] followers, [---] engagements

"$SPOT "We believe that most of the people in the world are interested in music. Most of the people in the world are interested in even the more expansive stuff like books and podcasts and video on top of that. So this just puts us in a very good position to fulfill this new ambition of getting to [--] billion subscribers""
X Link 2025-11-04T17:18Z [----] followers, [---] engagements

"$TKO "PBR continues to perform strongly on broadcast. In October CBS aired its highest-rated PBR broadcast of all time reaching an average of [----] million viewers.""
X Link 2025-11-05T13:12Z [----] followers, [---] engagements

"Not even one question on the call. $GLIBK @LoneWolfTwit58 @HiddenGemsInves @BillBrewsterTBB Looking forward to hear what they say on the call @LoneWolfTwit58 @HiddenGemsInves @BillBrewsterTBB Looking forward to hear what they say on the call"
X Link 2025-11-05T16:31Z [----] followers, [----] engagements

"$LYV $GOOGL"
X Link 2025-11-05T18:42Z [----] followers, [---] engagements

"$LYV Venue Nation: 29M annual fans in [----] [--] new venues through [----] $5.2B total investment (including partners)"
X Link 2025-11-05T19:25Z [----] followers, [---] engagements

"$2.3B in LTM EBITDA growing to $4B in [--] years a 11.5% CAGR $LYV"
X Link 2025-11-05T19:39Z [----] followers, [---] engagements

"WWE revenue and EBITDA has increased 25% and 59% respectively since [----] (merger with UFC closed Sept 2023) $TKO"
X Link 2025-11-05T23:24Z [----] followers, [----] engagements

"$TKO targeting $1B in sponsorship revenue from UFC+WWE in [----] WWE revenue and EBITDA has increased 25% and 59% respectively since [----] (merger with UFC closed Sept 2023) $TKO WWE revenue and EBITDA has increased 25% and 59% respectively since [----] (merger with UFC closed Sept 2023) $TKO"
X Link 2025-11-06T01:02Z [----] followers, [----] engagements

"@garyHeff Maybe time to take the $PSKY offer seriously"
X Link 2025-11-06T13:32Z [----] followers, [---] engagements

"I thought $CMCSA wasn't interested in legacy assets"
X Link 2025-11-06T18:56Z [----] followers, [----] engagements

""Warner Bros. Discovery CEO David Zaslav believes theres a lot of big male energy among potential bidders for his media empire enough that he still believes he can sell it for as much as $70 billion or around $30 a share On The Money has learned." @CGasparino"
X Link 2025-11-07T12:50Z [----] followers, [---] engagements

"$PSKY shareholder letter even uses the same font as $NFLX letters "we expect to make incremental programming investments in [----] in excess of $1.5 billion which include our DTC investments in the UFC Paramount+ Originals and third-party catalog licensing and the ramp in our film slate.""
X Link 2025-11-10T21:28Z [----] followers, [----] engagements

"Agreed. This was also a good sign even if small in the grand scheme of things: "As a note on subscriber reporting starting in Q425 we will count only paid Paramount+ subscribers in our reported figures instead of including those on free trials as we do currently. At the end of Q3 free trial subscribers totaled [---] million.""
X Link 2025-11-10T21:35Z [----] followers, [---] engagements

""so UFC really is a unicorn sports property and we think it's going to drive a tremendous amount of value in terms of both subscriber growth and engagement across Paramount plus as well as CBS" $PSKY $TKO"
X Link 2025-11-11T13:35Z [----] followers, [---] engagements

"$PSKY CFO on reducing [----] EBITDA projection/guidance:"
X Link 2025-11-11T13:41Z [----] followers, [----] engagements

""The top [----] creators are now earning an average of $1.1 million on an LTM basis up over 40% compared to one year ago" $RBLX"
X Link 2025-11-11T19:41Z [----] followers, [---] engagements

"Jeff Shell $PSKY We're not going to spin off cable assets. This company has a history of spinning assets and it hasn't gone very well for us and we think for others. So one of the big rationales for spin is that when companies are stand-alone they can focus on driving the value of the brands that they have in a more specific way. We are going to do that but we're going to do that within our company so our shareholders get the value of that"
X Link 2025-11-12T02:06Z [----] followers, [----] engagements

"Comcast is a legitimate bidder for HBO and the Warner Bros. studio. I think Comcast needs to do a major deal of significance. Peacock continues to lose money. Comcast shares have been in the tank now for quite a while. The long-term future of Comcast I think is probably a world where Comcast tries to merge with Charter. @sherman4949"
X Link 2025-11-12T12:25Z [----] followers, 26.7K engagements

"The structure of this deal will allow NBCUniversal and Warner Bros. Discovery to be spun out separate from Comcast which will allow Comcast no longer encumbered by media assets to more easily merge either with Charter which is the other major large cable company in the United States or potentially even a wireless company. Comcast is a legitimate bidder for HBO and the Warner Bros. studio. I think Comcast needs to do a major deal of significance. Peacock continues to lose money. Comcast shares have been in the tank now for quite a while. The long-term future of Comcast I think is probably a"
X Link 2025-11-12T12:27Z [----] followers, 22.3K engagements

"Disney CFO on the YouTube TV negotiations: "We knew this was going to be a challenging battle and we prepared ourselves for it and we're ready to go as long as they want to." $DIS"
X Link 2025-11-13T12:59Z [----] followers, [----] engagements

""we are positioned to continue to grow our streaming business in fiscal [----] driving to an operating margin of 10% for Entertainment DTC SVOD" $DIS"
X Link 2025-11-13T13:30Z [----] followers, [---] engagements

"Bob Iger the sequel $DIS"
X Link 2025-11-13T13:40Z [----] followers, [----] engagements

"Disney $DIS FY26 segment guidance: Entertainment: double digit EBIT growth "weighted to the second half of the year" Sports: Low-single digit EBIT growth "weighted to Q4" Experiences: High-single digit EBIT growth "weighted to the second half of the year""
X Link 2025-11-13T15:46Z [----] followers, [----] engagements

""Each of the funds would put up $7B (for a total of $21B); $PSKY would front $50B for a proposed $WBD acquisition for a total of $71B. (Its not clear if that price tag would be inclusive of debt.) The board of WBD had previously rejected a $23.50/share offer from David Ellison." David Ellison's Paramount Skydance Said to Prep $71 Billion Warner Bros. Discovery Bid With Three Arab Sovereign Wealth Funds https://t.co/HlKJ3W8OO3 David Ellison's Paramount Skydance Said to Prep $71 Billion Warner Bros. Discovery Bid With Three Arab Sovereign Wealth Funds https://t.co/HlKJ3W8OO3"
X Link 2025-11-18T18:43Z [----] followers, [----] engagements

"No idea why $NFLX would want HBO Max (the DTC service) "Comcast and Netflix are interested in Warner Discoverys movie and television studios film and TV library and HBO Max." Paramount could bring in Middle Eastern money after a Warner Bros deal closes.not before. Paramount also planning to put in bid this week similar to its most recent offer. Latest w/ @JBFlint https://t.co/IiBMayh6Mj Paramount could bring in Middle Eastern money after a Warner Bros deal closes.not before. Paramount also planning to put in bid this week similar to its most recent offer. Latest w/ @JBFlint"
X Link 2025-11-19T18:16Z [----] followers, [----] engagements

""If you look at Comcast or Charter if they were to take their leveraged free cash flow be a little more diligent about their capex spend they could pay a very attractive dividend out of leveraged free cash flow and sustain it indefinitely and grow it. So I believe that they've got to re-think return of capital at Comcast and at Charter. And they've got to think about: do they believe they got a business that can pay a sustainable dividend And if they do they may have to do like Verizon which carries a higher valuation than the cable guys and pays out almost all of its free cash flow as a"
X Link 2025-11-20T15:58Z [----] followers, 13.5K engagements

""Anybody who's sitting in a company that's maturing generates a lot of cash flow doesn't get respect anymore because only growth gets respect really needs to look at diversification to grow." - John Malone"
X Link 2025-11-20T16:07Z [----] followers, [---] engagements

"John Malone on his control/management philosophy via CNBC today"
X Link 2025-11-20T16:18Z [----] followers, [----] engagements

"F1 and MotoGP FCF profile"
X Link 2025-11-20T17:35Z [----] followers, [---] engagements

""Of all ESPNs sign-ups since launch Antenna estimates that more than half (1.7M) opted for the new flagship ESPN Unlimited plan with the remaining picking the more limited ESPN Select plan (formerly ESPN+)." $DIS A sneak peek from our upcoming Q4 State of Subs on Sports.Since launch on 8/21 through 10/31 Antenna estimates 3M cumulative Sign-ups for ESPN and 2.3M for FOX One. https://t.co/nQicGlpA0c A sneak peek from our upcoming Q4 State of Subs on Sports.Since launch on 8/21 through 10/31 Antenna estimates 3M cumulative Sign-ups for ESPN and 2.3M for FOX One. https://t.co/nQicGlpA0c"
X Link 2025-11-20T18:20Z [----] followers, [----] engagements

""Paramount Skydance has won the auction for the rights to broadcast most Champions League matches in the UK from [----] to [----] in a major shake-up" $PSKY"
X Link 2025-11-20T18:23Z [----] followers, [---] engagements

"John Malone: "Shrinking your equity if you don't have a core investor group may be a little bit like kissing your sister. And there's really no governor on saying you're no longer cheap. A lot of companies will buy back their equity and lose sight of the fact that it gets to a point where it may not actually be cheap in any real confident sense""
X Link 2025-11-20T18:52Z [----] followers, [----] engagements

"@ErnestWongBWM In general (but likely thinking about CHTR)"
X Link 2025-11-20T19:18Z [----] followers, [---] engagements

"@TidefallCapital $LYV $BATRK Liberty Media as a whole has faired well for the most part (Maffei earned his money). Dont disagree on Fries (or Zas). Starlink is a competitor but not as much on the enterprise side (biggest business). Does depend on federal money given deep rural market"
X Link 2025-11-23T12:04Z [----] followers, [---] engagements

"@BigIdeasCapital Liberty Media investor day"
X Link 2025-11-23T22:31Z [----] followers, [--] engagements

""DAmaros vision for Disneys future includes giving videogames a bigger role at the company and integrating gaming technology throughout its creative processes" $DIS Disneys past attempts to pick a successor to CEO Bob Iger have been less than magical. Now the company is trying to write a happier ending. https://t.co/itaubcYKA9 Disneys past attempts to pick a successor to CEO Bob Iger have been less than magical. Now the company is trying to write a happier ending. https://t.co/itaubcYKA9"
X Link 2025-12-02T13:41Z [----] followers, [----] engagements

""Prediction #2: The ad-free viewer goes extinct as 100% of audiences see ads" $ROKU"
X Link 2025-12-02T16:15Z [----] followers, [----] engagements

"Source: https://advertising.roku.com/2026-predictionsutm_medium=paid_newsletter&utm_source=brianwieser&utm_campaign=pwp-us-brian-wieser-predictions-2026-q42025&utm_content=influencer_all_brianwieser https://advertising.roku.com/2026-predictionsutm_medium=paid_newsletter&utm_source=brianwieser&utm_campaign=pwp-us-brian-wieser-predictions-2026-q42025&utm_content=influencer_all_brianwieser"
X Link 2025-12-02T16:16Z [----] followers, [---] engagements

""In [----] College Football FC (ne FIFA) and Madden constituted 8588% of EAs total non-mobile playtime" $EA NEW ESSAY EAs Next Act and Its Vision for Sports & Sports Fandom --- [----] words on why EA sold what I think management (and EA's new investor group) hopes to achieve and the obvious strategy that almost no one is talking about. https://t.co/n1G3QBisM7 NEW ESSAY EAs Next Act and Its Vision for Sports & Sports Fandom --- [----] words on why EA sold what I think management (and EA's new investor group) hopes to achieve and the obvious strategy that almost no one is talking about."
X Link 2025-12-02T19:09Z [----] followers, [---] engagements

"This rhymes with Comcast's attempt at buying EA. From Puck: "In the wake of the Microsoft-Activision deal Roberts approached Electronic Arts C.E.O. Andrew Wilson with a proposal to spin off NBCUniversal and merge the media and gaming giants four sources with knowledge of the proposal told me. The general terms of the proposal which lawyers and bankers for both sides negotiated for several weeks would have seen the Roberts family take majority control of the combined entity." New details on Comcasts bid for WBD New details on Comcasts bid for WBD"
X Link 2025-12-02T19:31Z [----] followers, [----] engagements

""Alphabets operating cash flow of $151.4 billion over the past four quarters is actually the highest on the S&P 500." $GOOGL https://www.wsj.com/tech/ai/nvidias-fat-margins-are-google-and-amds-opportunity-69591c66 https://www.wsj.com/tech/ai/nvidias-fat-margins-are-google-and-amds-opportunity-69591c66"
X Link 2025-12-03T17:50Z [----] followers, 113.2K engagements

"Michael Burry on $GOOGL "Alphabets operating cash flow of $151.4 billion over the past four quarters is actually the highest on the S&P 500." $GOOGL https://t.co/Cl0qMNF3XC "Alphabets operating cash flow of $151.4 billion over the past four quarters is actually the highest on the S&P 500." $GOOGL https://t.co/Cl0qMNF3XC"
X Link 2025-12-03T18:02Z [----] followers, 112.5K engagements

"WWE PLE performance on Netflix $TKO $NFLX via @theseanmac"
X Link 2025-12-03T18:23Z [----] followers, [---] engagements

"Bull case for Roblox @TSOH_Investing $RBLX David explains why markets struggle to price sustained growth: "Above 30% growth the market still doesn't fully value the growth rate. It is so hard for any investor to build a [--] or 10-year model where high growth persists. It's just not natural. No one built a financial https://t.co/VspSphMVEB David explains why markets struggle to price sustained growth: "Above 30% growth the market still doesn't fully value the growth rate. It is so hard for any investor to build a [--] or 10-year model where high growth persists. It's just not natural. No one built"
X Link 2025-12-03T18:37Z [----] followers, [----] engagements

"Nvidia gross margins $NVDA"
X Link 2025-12-03T20:00Z [----] followers, [---] engagements

"WWE 💪 YouTube $TKO Via @theseanmac"
X Link 2025-12-04T16:04Z [----] followers, [---] engagements

"Update $PSKY vs $NFLX Big move overnight presumably due to the $PSKY break-up fee news https://t.co/XmPkINJ4XH Big move overnight presumably due to the $PSKY break-up fee news https://t.co/XmPkINJ4XH"
X Link 2025-12-04T17:41Z [----] followers, [----] engagements

"@A_S12 @espn @SBJ @MercedesBenz Highest ever for an ESPN2 F1 race"
X Link 2025-12-04T22:51Z [----] followers, [---] engagements

"@AndyHallESPN @A_S12 @espn @SBJ @MercedesBenz Thanks"
X Link 2025-12-04T23:11Z [----] followers, [--] engagements

"Six seeeeeveen $CMCSA $VSNT"
X Link 2025-12-04T23:53Z [----] followers, 12.2K engagements

"6-7x is a premium to $CMCSA today 😳 Six seeeeeveen $CMCSA $VSNT https://t.co/EqxDini59Q Six seeeeeveen $CMCSA $VSNT https://t.co/EqxDini59Q"
X Link 2025-12-05T00:01Z [----] followers, [----] engagements

"With $14.5B of current debt $10B of assumed debt and $59B of committed financing $NFLX could have up to $83.5B debt post $WBD close"
X Link 2025-12-05T12:57Z [----] followers, [---] engagements

"Mike Cavanagh on $CMCSA $WBD: "What we did offer was a significant chunk of equity in a combined entertainment company that would have combined NBCUniversal Parks Media and Studios together with the Studio and Streaming segment of Warner Bros. and provide to the Warner Bros shareholders a substantial percentage of that company and that company would have been a publicly-traded controlled subsidiary of Comcast""
X Link 2025-12-08T17:23Z [----] followers, [----] engagements

"a billion is just recapturing payments that Netflix makes to Warner Brothers $NFLX $WBD New pod: It's Paramount vs. Netflix for Warner Bros. a battle of two not-great situations for Hollywood. Who's got the upper hand With analyst Peter Supino of @WolfeResearch. Listen https://t.co/PgukCwmSzW New pod: It's Paramount vs. Netflix for Warner Bros. a battle of two not-great situations for Hollywood. Who's got the upper hand With analyst Peter Supino of @WolfeResearch. Listen https://t.co/PgukCwmSzW"
X Link 2025-12-09T10:36Z [----] followers, 24.4K engagements

"$TMUS "we like broadband because what you've got is an industry T-Mobile loves to attack where you've got incumbents sitting on poor products with an inflated back book price it's what the Un-carrier is all about""
X Link 2025-12-09T16:28Z [----] followers, [---] engagements

"Urban and upper income demos don't like WWE $VSNT $TKO"
X Link 2025-12-10T19:55Z [----] followers, [----] engagements

"@garyHeff WBD wants the personal guarantee regardless cant blame them"
X Link 2025-12-12T13:04Z [----] followers, [---] engagements

"$SATS is receiving shares at $212 per share 😳 Who is buying $2 billion worth of SpaceX at a $800 billion valuation https://t.co/lfZWlOq12P Who is buying $2 billion worth of SpaceX at a $800 billion valuation https://t.co/lfZWlOq12P"
X Link 2025-12-12T20:34Z [----] followers, [----] engagements

"Chairman of $DIS buys $2M of Disney stock"
X Link 2025-12-16T18:25Z [----] followers, [----] engagements

"$NFLX back to being the front-runner for $WBD"
X Link 2025-12-17T15:34Z [----] followers, [----] engagements

"@garyHeff You would need to subtract cash component of the offer. Important number is implied EV of NBCU hard to know PF leverage here"
X Link 2025-12-17T16:39Z [----] followers, [---] engagements

"Ari Emmanuel really wants $PSKY to buy $WBD"
X Link 2025-12-19T13:23Z [----] followers, 10.1K engagements

""As things stand today we think the Netflix and Paramount offers are comparable on value but that the Netflix offer is superior on deal terms." $WBD $NFLX $PSKY https://www.reuters.com/legal/government/warner-bros-discovery-shareholder-harris-associates-says-open-revised-paramount-2025-12-19/ https://www.reuters.com/legal/government/warner-bros-discovery-shareholder-harris-associates-says-open-revised-paramount-2025-12-19/"
X Link 2025-12-19T16:42Z [----] followers, [----] engagements

"Only [------] shares of $WBD have been tendered for the $PSKY offer (tiny). Will todays amendment change that Increased bid is likely needed"
X Link 2025-12-22T14:19Z [----] followers, 16.1K engagements

""If we want more control of our destiny we have to have more control of our programming" Ted Sarandos $NFLX"
X Link 2025-12-22T16:22Z [----] followers, [----] engagements

""Larry Ellison is rich. He's tough. And enough. No more waste our time. [--] bucks" $WBD https://www.youtube.com/watchv=2TGe9BCkxHM https://www.youtube.com/watchv=2TGe9BCkxHM"
X Link 2025-12-23T16:12Z [----] followers, [----] engagements

"And again. no more waste our time. [--] bucks" $WBD"
X Link 2026-01-07T14:13Z [----] followers, [----] engagements

"Just ignore FCF $WBD $PSKY $NFLX "While Discovery Global equity would have no equity value if the company trades in-line with Versant there are in fact several compelling reasons why it should trade at a discount to Versant.""
X Link 2026-01-08T14:44Z [----] followers, [----] engagements

"Decent one-page infographic on $WBD buyout situation via Gemini"
X Link 2026-01-09T13:35Z [----] followers, [----] engagements

"Big $CMCSA fumble"
X Link 2026-01-09T17:07Z [----] followers, [----] engagements

"@accrued_int Decided to spend $40B on Sky versus a solid US sports assets"
X Link 2026-01-09T17:15Z [----] followers, [---] engagements

"@accrued_int NASCAR receives +$1B in US media rights fees per year "niche" but successful. Sky is worth a fraction of what Comcast paid"
X Link 2026-01-09T17:35Z [----] followers, [--] engagements

"WBD press release "Netflix is a company with a market capitalization of approximately $400 billion an investment grade balance sheet an A/A3 credit rating and estimated free cash flow of more than $12 billion for 2026.""
X Link 2026-01-09T18:57Z [----] followers, 59.8K engagements

"WBD leaked Netflix's [----] FCF guide $WBD $NFLX WBD press release "Netflix is a company with a market capitalization of approximately $400 billion an investment grade balance sheet an A/A3 credit rating and estimated free cash flow of more than $12 billion for 2026." WBD press release "Netflix is a company with a market capitalization of approximately $400 billion an investment grade balance sheet an A/A3 credit rating and estimated free cash flow of more than $12 billion for 2026.""
X Link 2026-01-09T19:21Z [----] followers, 51.8K engagements

"@BrianSOTELI What is equity research again"
X Link 2026-01-10T19:21Z [----] followers, [--] engagements

"$SPOT "Norstrm says that the ad business will pick up and that users in developing markets will start paying. Its just a question of time before it happens he says.""
X Link 2026-01-13T18:56Z [----] followers, [---] engagements

"Who owns SailGP again SailGP gets first multiyear media deal in U.S. re-upping with CBS through [----] https://t.co/081o9ec4vt SailGP gets first multiyear media deal in U.S. re-upping with CBS through [----] https://t.co/081o9ec4vt"
X Link 2026-01-14T15:04Z [----] followers, [----] engagements

"$SPOT Spotify is set to raise their monthly prices in February for U.S. users: Individual from $11.99 to $12.99 Duo from $16.99 to $18.99 Family from $19.99 to $21.99 Student plans from $5.99 to $6.99 https://t.co/6YDb8SpExC Spotify is set to raise their monthly prices in February for U.S. users: Individual from $11.99 to $12.99 Duo from $16.99 to $18.99 Family from $19.99 to $21.99 Student plans from $5.99 to $6.99 https://t.co/6YDb8SpExC"
X Link 2026-01-15T15:20Z [----] followers, [----] engagements

"@garyHeff Would need to team up with someone to buy the other assets concurrently- could be a smart move but Netflix might not want to depend on another buyer in order to close their deal"
X Link 2026-01-17T18:48Z [----] followers, [---] engagements

"Management projections for $WBD S&S (which $NFLX agreed to acquire)"
X Link 2026-01-20T13:24Z [----] followers, [----] engagements

"Discovery Global projections (SpinCo that $PSKY says is worth $0)"
X Link 2026-01-20T13:26Z [----] followers, [----] engagements

"6.5% of WBD shares outstanding have been tendered: "As of January21 [----] [---------] Shares had validly tendered in and not withdrawn from the Offer." $PSKY WBD"
X Link 2026-01-22T13:17Z [----] followers, [----] engagements

"@HedgeyeComm Just in time for UFC"
X Link 2026-01-23T19:11Z [----] followers, [---] engagements

"$BATRK $MSGS"
X Link 2025-07-08T11:40Z [----] followers, [----] engagements

"When Disney and F1 announced this collaboration in May an F1 + ESPN TV renewal felt inevitable. Seeing this now feels odd $FWONK $DIS .@F1 says that @Disney's promotional activities at Las Vegas next month will include the launch of a co-branded merch line the Disneyland Band singing the national anthem a Mickey music/pyrotechnics show in front of the Bellagio fountains and a community day with the mascots. https://t.co/TG9YyIoz8Q .@F1 says that @Disney's promotional activities at Las Vegas next month will include the launch of a co-branded merch line the Disneyland Band singing the national"
X Link 2025-10-28T14:07Z [----] followers, [----] engagements

""F1 for us is looking considerably better than it did last year -- than it performed last year not as good as year [--] but up from last year." $CZR $FWONK"
X Link 2025-10-29T13:30Z [----] followers, [---] engagements

"Great move good for $FWONK and for the future of Apple Sports BREAKING: MLS will come out from behind the separate MLS Season Pass subscription beginning in [----] per sources. All games will be available on the Apple TV streaming service. https://t.co/yqUjkd4m9X BREAKING: MLS will come out from behind the separate MLS Season Pass subscription beginning in [----] per sources. All games will be available on the Apple TV streaming service. https://t.co/yqUjkd4m9X"
X Link 2025-11-13T17:49Z [----] followers, [----] engagements

"Fan attendance and social media footprints $FWONK $TKO"
X Link 2025-11-20T17:36Z [----] followers, [----] engagements

"F1 now has $16B of contracted revenue (4x LTM revenue) and up from $6.9B in [----] and $12.1B a year ago $FWONK"
X Link 2025-11-20T17:41Z [----] followers, [----] engagements

"+$1B of private assets at $FWONK post $LLYVK split-off"
X Link 2025-11-20T17:45Z [----] followers, [---] engagements

"Still surprising to me that Disney strikes a licensing deal with F1 and then ESPN immediately drops the US TV rights $DIS $FWONK UNREAL 🤩 Mickey Mouse led the Bellagio Fountain Show 🔥 https://t.co/Fu2nizwoiD UNREAL 🤩 Mickey Mouse led the Bellagio Fountain Show 🔥 https://t.co/Fu2nizwoiD"
X Link 2025-11-23T10:58Z [----] followers, [----] engagements

"F1-MotoGP monetization gap $FWONK"
X Link 2025-11-20T17:34Z [----] followers, [---] engagements

"Strong growth from MotoGP $FWONK"
X Link 2025-11-20T18:01Z [----] followers, [---] engagements

"Most surprising detail from the Dana White WSJ profile: Power Slap's [----] EBITDA hit $40M $TKO https://www.wsj.com/business/media/dana-whites-empire-of-testosterone-now-stretches-to-the-white-house-70868b14campaign_id=4&emc=edit_dk_20260123&instance_id=169739&mod=hp_featst_pos5&nl=dealbook&regi_id=67848206&segment_id=214124&user_id=ac15c68df83978617513c4eb9ae2d2fe"
X Link 2026-01-23T16:09Z [----] followers, [----] engagements

"$TKO $PSKY Paramount+s first UFC event delivered a major boost: about 1M new subscribers in a single day the streamers second-biggest signup day ever. https://t.co/liBwlXVcmT Paramount+s first UFC event delivered a major boost: about 1M new subscribers in a single day the streamers second-biggest signup day ever. https://t.co/liBwlXVcmT"
X Link 2026-01-28T18:01Z [----] followers, [----] engagements

"Not a bad idea to buy a MotoGP team now that $FWONK owns the league Sports business investors David Blitzer and Paul Wachter are joining the new ownership group of the Red Bull KTM Tech3 team in MotoGP becoming some of the first American financiers to take a bet on the series under Liberty. ➡ Pierre Gasly also involved. https://t.co/dkw2iL0QlF Sports business investors David Blitzer and Paul Wachter are joining the new ownership group of the Red Bull KTM Tech3 team in MotoGP becoming some of the first American financiers to take a bet on the series under Liberty. ➡ Pierre Gasly also involved."
X Link 2026-01-30T12:39Z [----] followers, [----] engagements

"Julia Alexander on $DIS I don't think I appreciated how almost impossible it is for a company that size to do so in the time needed to ensure that that change reflects the immediacy of what needs to get done. Via @pkafka @loudmouthjulia"
X Link 2026-02-10T17:12Z [----] followers, [----] engagements

"Charter grew video customers theyre doing Gods work for the pay-tv industry $CHTR"
X Link 2026-01-30T12:41Z [----] followers, [----] engagements

"Whether by emulation or coincidence Mr. DAmaro dresses like Mr. Iger (thin-knit sweaters over collared shirts) so much so that some people inside Disney roll their eyes behind his back. Mr. Iger and Mr. DAmaro even share a birthday: Feb. [--]. Disneys board is expected to choose Bob Igers successor in the next week according to @brooksbarnesNYT citing two people familiar with the plans. Story: https://t.co/rD5lM7SeLX https://t.co/c84nxq7CA1 Disneys board is expected to choose Bob Igers successor in the next week according to @brooksbarnesNYT citing two people familiar with the plans. Story:"
X Link 2026-01-30T12:59Z [----] followers, [----] engagements

"A fake American citizen Purposefully turning off the halftime show Lets rally together and show big corporations they cant just do whatever they want without consequences (which equals viewership for them) You are their benefit. Realize you have power. Turn off this halftime. A fake American Purposefully turning off the halftime show Lets rally together and show big corporations they cant just do whatever they want without consequences (which equals viewership for them) You are their benefit. Realize you have power. Turn off this halftime. A fake American"
X Link 2026-02-09T00:34Z [----] followers, [----] engagements

"🤌 Thank you Benito Thank you Benito"
X Link 2026-02-09T03:00Z [----] followers, [----] engagements

"RT @loudmouthjulia: A lot of what these attention economy first companies that are not Google Meta Netflix or Amazon need to do in order"
X Link 2026-02-10T17:23Z [----] followers, [--] engagements

"It will be announced as soon as Wednesday that Malone will step down as chair of Formula [--] owner Liberty Media and Liberty Global the group behind telecoms operator Virgin Media O2 according to two people familiar with the matter. Malone [--] will continue to invest and manage his personal venture capital portfolio and retain his stake in the Atlanta Braves baseball team the people said.""
X Link 2025-10-29T14:29Z [----] followers, [----] engagements

"$GLIBK "we are announcing today a $300M rights offering that we expect to commence before year-end. We believe this offering will provide an attractive source of liquidity to fund future opportunities at the corporate level.""
X Link 2025-11-05T15:49Z [----] followers, [----] engagements

""In an age of digital saturation 93% of fans say they attend shows because they crave real experiences over virtual ones and 80% would rather spend money on experiences than things. For most concerts remain the most emotionally charged shared-experience on earth." $LYV The opposite of AI is live. Thats my whole thesis https://t.co/Aw0mPE4wwz The opposite of AI is live. Thats my whole thesis https://t.co/Aw0mPE4wwz"
X Link 2025-11-11T13:32Z [----] followers, [----] engagements

"Comcast wanted to buy Live Nation $CMCSA $LYV"
X Link 2025-11-20T16:05Z [----] followers, [----] engagements

"MotoGP fan base"
X Link 2025-11-20T18:09Z [----] followers, [---] engagements

"John Malone on Live Nation $LYV $LLYVK"
X Link 2025-11-20T19:57Z [----] followers, [----] engagements

"John Malone on $GLIBK acquisition strategy"
X Link 2025-11-20T20:04Z [----] followers, 13.8K engagements

"John Malone on the GCI Liberty rights offering $GLIBK"
X Link 2025-11-20T21:08Z [----] followers, [----] engagements

"Long excerpt John Malone on the $GLIBK strategy: "I personally believe I can start another Liberty Media with the appropriate strategy and capital structure using GCI Liberty as a core vehicle. It got spun-off with extraordinarily good tax attributes. Therefore I think a sustainable cash flow generation relatively modest capital investment requirements. It's a steady business. I think it is appropriate to think of as a vehicle for growth and for recreating something like the original Liberty Media. The benefit of course is that the great staff at Liberty Media that has been assembledthe young"
X Link 2025-11-21T00:52Z [----] followers, 14.5K engagements

"@TidefallCapital Depends which stocks you picked"
X Link 2025-11-23T11:36Z [----] followers, [---] engagements

"Live Nations pipeline of [--] large venue builds is expected to add 22M new fans by [----] and 29M by [----] (as of this time last year Venue Nations pipeline contained [--] large venues and was expected to add 20M run-rate fans by 2029). $LYV"
X Link 2025-12-18T14:41Z [----] followers, [---] engagements

"Surprising info from @puck; Disney was willing to divest Hulu in order to buy 21CF $DIS"
X Link 2026-01-09T17:21Z [----] followers, [----] engagements

"Must read very insightful piece. Joe did a lot of digging here Stan Kroenke is now the largest private landowner in the United States with [---] million acres twice the size of Delaware. Kroenke also owns a $20 billion sports empire (and the two are more connected than you'd think). READ: https://t.co/pHa9ubSeZV https://t.co/oTHD4nhWr4 Stan Kroenke is now the largest private landowner in the United States with [---] million acres twice the size of Delaware. Kroenke also owns a $20 billion sports empire (and the two are more connected than you'd think). READ: https://t.co/pHa9ubSeZV"
X Link 2026-01-17T15:04Z [----] followers, 203.6K engagements

"$WBD message to $PSKY: "either show their hand or go away" Scoop: @wbd filed a proxy statement expediting the shareholder vote on @netflixs now $27.75 all cash offer and I am told the vote will take place in late Feb or early March as opposed to later in the spring all to put pressure on @paramountco @Skydance to either increase its Scoop: @wbd filed a proxy statement expediting the shareholder vote on @netflixs now $27.75 all cash offer and I am told the vote will take place in late Feb or early March as opposed to later in the spring all to put pressure on @paramountco @Skydance to either"
X Link 2026-01-20T13:54Z [----] followers, [----] engagements

"Every $1 billion reduction in SpinCo's debt allocation would reduce the cash merger consideration by approximately $0.38 per share $WBD cc: @garyHeff"
X Link 2026-01-20T14:01Z [----] followers, [----] engagements

"$WBD $NFLX $PSKY 8/ Cleaned up notes: https://t.co/EPU2UzSPtd 8/ Cleaned up notes: https://t.co/EPU2UzSPtd"
X Link 2026-01-20T16:59Z [----] followers, [----] engagements

"Looks like the Disney succession saga will finally end $DIS Disney is expected to name Bob Igers successor next month. (https://t.co/ogTsf06wYc) https://t.co/gIFwWPUnco Disney is expected to name Bob Igers successor next month. (https://t.co/ogTsf06wYc) https://t.co/gIFwWPUnco"
X Link 2026-01-20T18:15Z [----] followers, [----] engagements

"UFC Vatican City to Netflix $NFLX $WBD"
X Link 2026-01-21T18:19Z [----] followers, [----] engagements

"The bullish Netflix antitrust argument $NFLX $WBD h/t @BillBrewsterTBB"
X Link 2026-01-28T13:31Z [----] followers, [----] engagements

"Top [--] Kids Movies of [----] $NFLX $DIS"
X Link 2026-01-28T17:08Z [----] followers, [----] engagements

"RT @compound248: Google with an absolutely murderous response to OpenAI's "Atlas" browser. Highly strategic for Google. Launching a brow"
X Link 2026-01-29T01:00Z [----] followers, [--] engagements

"Big tech capex"
X Link 2026-01-29T13:58Z [----] followers, [---] engagements

"Man I thank God every day I took that leap and gave crypto a real shot 🙌🏾💰. Been gettin blessings ever since fr. Dont let nobody tell you what you cant do stay locked in and keep grindinBig love to my coach. @BriCrypto_NFTs for showin me the way wit those investments ❤"
X Link 2026-01-30T22:37Z [----] followers, [----] engagements

"James Gorman: The stock is trading at [--] times earnings. This is nuts. This is a tremendous opportunity for shareholders going forward. $DIS"
X Link 2026-02-03T14:29Z [----] followers, [----] engagements

""His vision for Disneys future includes giving videogames a bigger role at the company and integrating gaming technology throughout its creative processes said a person familiar with his thinking." $DIS Our first take on Disney's new CEO Josh D'Amaro and president/CCO Dana Walden. Did I have this story pre-written Wouldn't I have been a fool not to https://t.co/MB2IbXAwq5 Our first take on Disney's new CEO Josh D'Amaro and president/CCO Dana Walden. Did I have this story pre-written Wouldn't I have been a fool not to https://t.co/MB2IbXAwq5"
X Link 2026-02-03T15:46Z [----] followers, [----] engagements

""GOOGL's '26 capex ($185bn in line with the top end of guide) is now 32% larger than the total data center spend across the [--] largest players only [--] years ago" $GOOGL"
X Link 2026-02-05T17:42Z [----] followers, [---] engagements

""more than half of premium-tier users are trying audiobooks" $SPOT https://www.wsj.com/business/media/spotify-a-major-audiobook-provider-will-soon-offer-physical-books-b483fc90 https://www.wsj.com/business/media/spotify-a-major-audiobook-provider-will-soon-offer-physical-books-b483fc90"
X Link 2026-02-05T17:43Z [----] followers, [---] engagements

"Loser Purposefully turning off the halftime show Lets rally together and show big corporations they cant just do whatever they want without consequences (which equals viewership for them) You are their benefit. Realize you have power. Turn off this halftime. A fake American Purposefully turning off the halftime show Lets rally together and show big corporations they cant just do whatever they want without consequences (which equals viewership for them) You are their benefit. Realize you have power. Turn off this halftime. A fake American"
X Link 2026-02-09T00:33Z [----] followers, [----] engagements

"David Baszucki on long-term targets $RBLX"
X Link 2026-02-10T18:48Z [----] followers, [----] engagements

"In broadband T-Mobile announced new targets of [--] million 5G broadband customers and [--] million T-Fiber customers by [----]. $TMUS"
X Link 2026-02-11T14:55Z [----] followers, [---] engagements

"$FOXA Forget Baseball Cricket Is Worth Way More CNBC https://youtu.be/XwSLWh2_Krg https://youtu.be/XwSLWh2_Krg"
X Link 2018-07-15T11:48Z [----] followers, [--] engagements

"Great deep dive into $CMCSA. Must read if interested in the stock Feb [----] post: $CMCSA (Comcast Corp) [---] slides members only https://t.co/mqW1yDOgKq (members page) https://t.co/BDARFbnlvb Feb [----] post: $CMCSA (Comcast Corp) [---] slides members only https://t.co/mqW1yDOgKq (members page) https://t.co/BDARFbnlvb"
X Link 2020-02-28T19:54Z [----] followers, [--] engagements

"Great bond deal for $LYV priced last night: $1.2B (increased from $800M) 6.5%. They now have necessary liquidity to get through this crisis. Do they now explore opportunities with $SIRI"
X Link 2020-05-14T12:16Z [----] followers, [--] engagements

"RedBird Capital Partners is teaming up with Oakland Athletics executive Billy Beane to launch a special purpose acquisition company that will focus on businesses in sports https://www.wsj.com/articles/redbird-capital-partners-oakland-as-executive-billy-beane-launch-sports-focused-spac-11595939290 https://www.wsj.com/articles/redbird-capital-partners-oakland-as-executive-billy-beane-launch-sports-focused-spac-11595939290"
X Link 2020-07-28T12:34Z [----] followers, [--] engagements

"Here. We. Go. I thought $MSFT was gonna have it easy $AAPL As we report in Axios Pro Rata today Apple has expressed serious interest in buying TikTok. https://t.co/M0tmyoONui As we report in Axios Pro Rata today Apple has expressed serious interest in buying TikTok. https://t.co/M0tmyoONui"
X Link 2020-08-04T14:27Z [----] followers, [--] engagements

"Board decks for the $GLIBA $LBRDA merger filed with the SEC. Couple of interesting slides such as this one on Charter's NOLs. Source: http://ir.gciliberty.com/static-files/617474af-7ae3-4725-85c6-8ba15e067bfe http://ir.gciliberty.com/static-files/617474af-7ae3-4725-85c6-8ba15e067bfe"
X Link 2020-10-16T13:06Z [----] followers, [--] engagements

"$CMCSA It's official: Super Nintendo World is opening on February [--] [----] at Universal Studios Japan. I was hoping to be there for opening day but yeah. https://t.co/tEw023Qv1p It's official: Super Nintendo World is opening on February [--] [----] at Universal Studios Japan. I was hoping to be there for opening day but yeah. https://t.co/tEw023Qv1p"
X Link 2020-11-30T12:49Z [----] followers, [--] engagements

"Very steep stock price hurdles in Roblox's "CEO Long-Term Performance Award" $RBLX"
X Link 2021-05-13T12:32Z [----] followers, [--] engagements

"Music preferences in the car $SPOT $IHRT $SIRI"
X Link 2021-06-16T20:42Z [----] followers, [---] engagements

"Greg Maffei on buybacks: $LSXMA vs $LBRDA vs $QRTEA"
X Link 2021-08-09T19:45Z [----] followers, [--] engagements

"TBF the HBO deal ends next year and won't be renewed. Disney has the most unencumbered content portfolio out of all legacy media"
X Link 2021-08-13T15:11Z [----] followers, [--] engagements

"Not something you see everyday $SIRI"
X Link 2022-04-29T23:01Z [----] followers, [---] engagements

"Nice name change "Breezeline (formerly Atlantic Broadband)" https://www.fiercetelecom.com/broadband/comcast-charter-among-winners-marylands-1276m-broadband-funding-round https://www.fiercetelecom.com/broadband/comcast-charter-among-winners-marylands-1276m-broadband-funding-round"
X Link 2022-07-11T18:05Z [----] followers, [--] engagements

"AppLovin's Apps revenue was down 12% Yoy in Q2-22 $AAP $U $IS $APP "AppLovins Apps biz is contracting & the Co announced last quarter that it is actively considering the divestment of some of its gaming assets but nonetheless AppLovin operates 1st-party games which would directly compete with customers of Unitys gaming engine." $U $IS $APP "AppLovins Apps biz is contracting & the Co announced last quarter that it is actively considering the divestment of some of its gaming assets but nonetheless AppLovin operates 1st-party games which would directly compete with customers of Unitys gaming"
X Link 2022-08-17T13:45Z [----] followers, [--] engagements

"Edison Research Q2 podcast listening chart by network. SXM Media was #1 in Q1. $SPOT $SIRI $IHRT $NYT $AMZN [--]. Spotify [--]. SXM Media [--]. iHeartRadio [--]. Audioboom [--]. NPR [--]. The New York Times [--]. Audacy [--]. Wondery [--]. Cumulus Podcast Network [--]. PRX"
X Link 2022-09-14T13:16Z [----] followers, [--] engagements

"Comcast wireless $CMCSA"
X Link 2022-10-27T15:25Z [----] followers, [--] engagements

"Wouldve made a great merger with $LMAC 😂 We should just settle every beef with a pillow fight 🤣 (via @FightPFC) https://t.co/qmJhHnmNFa We should just settle every beef with a pillow fight 🤣 (via @FightPFC) https://t.co/qmJhHnmNFa"
X Link 2022-11-12T21:19Z [----] followers, [--] engagements

""In May '07 we exchanged 68.5M shares of Time Warner common stock then valued at $1.5B in a tax-efficient transaction for a subsidiary of TimeWarner which held the Atlanta Braves Baseball Club Leisure Arts and $984M of cash" $BATRK https://www.sec.gov/Archives/edgar/data/1560385/000110465923048115/tm232033d4_ars.pdf https://www.sec.gov/Archives/edgar/data/1560385/000110465923048115/tm232033d4_ars.pdf"
X Link 2023-04-21T14:55Z [----] followers, [----] engagements

"There are a lot of people in this biz that are just losing too much moneyhow do you keep doing that Consolidation is one answer. I think that's unlikely to be a big answer." $WBD"
X Link 2023-05-18T14:29Z [----] followers, [--] engagements

""+50% of the viewership in the U.S. is now streaming-based but less than 25% of the advertising budgets have moved over" $ROKU"
X Link 2023-05-19T17:42Z [----] followers, [----] engagements

""Global success isnt a function of the number of hits but rather the ability to penetrate and scale in individual markets region by region." $NFLX"
X Link 2023-05-24T13:59Z [----] followers, [--] engagements

"@SouthernValue95 Following in the steps of $CMCSA"
X Link 2023-06-15T15:32Z [----] followers, [---] engagements

"Good thread and a great post by @TSOH_Investing on $WWE $EDR Five things I learned researching $WWE / $TKO and $EDR (UFC) 1/ The Fertitta brothers bought the UFC in [----] for $2 million. Many commercial rights (DVDs video games etc.) were sold by the prior owner all we bought were those three letters and an old wooden octagon. https://t.co/A61Mm3EROG Five things I learned researching $WWE / $TKO and $EDR (UFC) 1/ The Fertitta brothers bought the UFC in [----] for $2 million. Many commercial rights (DVDs video games etc.) were sold by the prior owner all we bought were those three letters and an"
X Link 2023-06-20T18:35Z [----] followers, [----] engagements

"@BillBrewsterTBB @ATT @netflix Shocker from AT&T its like they need the extra cash flow or something"
X Link 2023-07-12T18:17Z [----] followers, [----] engagements

"One question on the Liberty Broadband call smh"
X Link 2023-08-04T15:41Z [----] followers, [---] engagements

"Discussing Warren Buffetts $PARA investment with @TSOH_Investing"
X Link 2023-09-08T12:34Z [----] followers, [----] engagements

"@commonsense6174 @TSOH_Investing That depends on ones point of view: Not fighting with CHTR is a plus but having MTV/Comedy Central/Nick at inflated prices might not be a plus either"
X Link 2023-09-09T01:55Z [----] followers, [--] engagements

"NAI reaches deal with lenders a lot of moving pieces for $PARA. @TSOH_Investing and I discussed last week"
X Link 2023-09-13T14:45Z [----] followers, [--] engagements

"The earnings season begins. [--] minutes with @TSOH_Investing on $NFLX TSOH Weekly #14: Netflix https://t.co/pbDIc54sxD TSOH Weekly #14: Netflix https://t.co/pbDIc54sxD"
X Link 2023-10-20T12:56Z [----] followers, [----] engagements

"Is the tide turning for Spotify's profitability 👇"
X Link 2023-10-27T13:22Z [----] followers, [----] engagements

"A historical look and the path forward for $FOXA with @TSOH_Investing https://open.spotify.com/episode/4fa9SsB0JIiSTmQGiEQaAdsi=jsKqbXW8QcSzz07VWbs51g https://open.spotify.com/episode/4fa9SsB0JIiSTmQGiEQaAdsi=jsKqbXW8QcSzz07VWbs51g"
X Link 2023-11-03T12:29Z [----] followers, [---] engagements

""several people have told me that Miamis ownership group makes more money off ticket sales for the Miami Grand Prix (3 day-event) than they do all of NFL season (8-9 home games each year)""
X Link 2023-11-15T13:48Z [----] followers, [---] engagements

""when we grew up we were lucky if we saw a video on MTV and heard it on radio. You're [--] today your discovery is a new level.you're more engaged you're talking directly. You follow Bad Bunny online. You're a fan of his you see him on TikTok you see him on social" $LYV"
X Link 2023-11-15T14:47Z [----] followers, [---] engagements

"Alex @TSOH_Investing and I discussed the state of $WBD for the podcast. A nice follow-up to the NYT Zas profile"
X Link 2023-11-17T13:00Z [----] followers, [----] engagements

"Fake company before (thank you AT&T) real company now $WBD"
X Link 2023-11-29T16:50Z [----] followers, [----] engagements

"Our thoughts on Charters recent developments TSOH Weekly #20: Charter https://t.co/i7irWfvyxS TSOH Weekly #20: Charter https://t.co/i7irWfvyxS"
X Link 2023-12-08T15:05Z [----] followers, 11.8K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing