[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@accrued_int Accrued Interest
Accrued Interest posts on X about $app, $googl, $foxa, $wbd the most. They currently have XXXXX followers and 1155 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +152%
- X Months XXXXXXX +269%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX +64%
- X Months XXX +132%
Followers: XXXXX #
- X Week XXXXX +1.90%
- X Month XXXXX +15%
- X Months XXXXX +568%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks technology brands finance cryptocurrencies social networks agencies automotive brands countries travel destinations
Social topic influence $app #18, $googl #1012, $foxa, $wbd #18, googl #133, $dis #21, $fox, applovin #21, stocks #2219, $para #3
Top assets mentioned Applovin Corporation (APP) Alphabet Inc Class A (GOOGL) Fox Corp. Class A (FOXA) Warner Bros Discovery, Inc. (WBD) DisChain (DIS) ShapeShift FOX Token (FOX) Paramount Global (PARA) Netflix Inc (NFLX) Metadium (META) Nexstar Media Group, Inc. Class A Common Stock (NXST) TEGNA Inc. (TGNA) Pinterest, Inc. (PINS) Reddit, Inc. (RDDT) Smartshare (SSP) Trade Desk, Inc. (TTD) Flutter Entertainment plc (FLUT) Snap, Inc. (SNAP) Uber Technologies, Inc. (UBER) Omnicom Group Inc. (OMC) Interpublic Group of Companies Inc (IPG) Copart, Inc. (CPRT) Meta Platforms, Inc. (META) Microsoft Corp. (MSFT) Loaded Lions (LION) The Walt Disney Company (DIS) Amazon.com, Inc. (AMZN) Ritchie Bros. Auctioneers Incorporated (RBA) Lucid Group Inc (LCID) Tesla, Inc. (TSLA) Sirius XM Holdings Inc (SIRI) Apple, Inc. (AAPL) Autozone Inc (AZO) O'Reilly Automotive Inc (ORLY) Berkshire Hathaway Inc Class B (BRK.B) Berkshire Hathaway Inc. (BRK.A) Comcast Corporation (CMCSA) Charter Communications Inc (CHTR)
Top Social Posts #
Top posts by engagements in the last XX hours
"I forgot who said it but I recall some analyst saying "It's easy to look like a genius inside the cable bundle 📺" And they were correct #HBO benefitted since they don't have a full slate of shows for XX months (4-5 tentpoles year) $WBD $PARA $DIS"
@accrued_int on X 2025-07-09 13:49:47 UTC 1979 followers, 1362 engagements
"$APP down a little bit in the after hours on not being added to the s&p XXX. I don't care this company is creating value and growing its free cash flow. so index or not it's going higher.#AppLovin" @accrued_int on X 2025-07-14 22:22:24 UTC 1979 followers, 1773 engagements
"@mirandaakins thank you for posting this @mirandaakins. I can't think of another company like $APP where people post enthusiastically how much they spend #AppLovin" @accrued_int on X 2025-07-17 14:35:48 UTC 1979 followers, XXX engagements
"good point @foliotrail and the EBITDA per employee has been growing even faster at $APP. I think it is interesting that AppLovin has been very open about their ability to grow profitability with minimal incremental headcount" @accrued_int on X 2025-07-17 15:42:00 UTC 1978 followers, XXX engagements
"Here are the consensus earnings figures I had in my model - avg as of July 14th. Subscribe and you'll get this and other models sent to you. Internet / Communication Services includes Google ( $GOOGL / $GOOG) Meta Platforms ($META) AppLovin ( $APP) The Trade Desk ( $TTD) Reddit ( $RDDT) Pinterest ( $PINS) and Snap ( $SNAP). Diversified Media + Streaming Netflix ( $NFLX) Walt Disney ( $DIS) Warner Bros. Discovery ( $WBD) Fox Corporation ( $FOX / $FOXA) Paramount Global ( $PARA) Lionsgate Studios ( $LION) and Starz Entertainment ( $STRZ). Broadcast / Local Television Nexstar Media Group (" @accrued_int on X 2025-07-16 14:53:00 UTC 1977 followers, XXX engagements
"Hello to all the new followers Im really enjoying meeting all of you and talking about my passion for TMT stocks After saying that $FOXA was interesting on my Substack when talking $WBD $PARA and $DIS I put my thoughts in a full write-up that I hope you enjoy. TLDR: Investors are ignoring Foxs growing stakes in: 1) FanDuel and 2) Flutter Entertainment ( $FLUT) its corp. parent. I argue that if you subtract the discounted future value of the gambling assets then Fox is an inexpensive media stock with best-in-class assets. (Link in bio)" @accrued_int on X 2025-07-21 16:03:19 UTC 1978 followers, XXX engagements
"By "leaning into tech" they really mean $PARA got a cool gift from dad 🤑💰💸🖥" @accrued_int on X 2025-07-22 14:55:37 UTC 1973 followers, XXX engagements
"Yup I agree this is why I added $TTD and $APP to my weekly valuation tracker. Even if different I want to compare multiples -- subscribe in bio and folks can get this sent out to them each week fyi" @accrued_int on X 2025-07-22 16:39:44 UTC 1983 followers, XXX engagements
"So @Digiday had an excellent piece out today on my favorite topic #YouTube. Here are some highlights of the article but I suggest you read it in full. "Googles YouTube overtures gain traction among marketers refocusing on brand investments" $GOOGL $GOOG" @accrued_int on X 2025-07-16 14:47:14 UTC 1984 followers, XXX engagements
"Every Mon I'll update my media multiple tracking model and sharing it with subscribers. I went over top XX media stocks. I explain why $NFLX trades at a premium and you shouldnt ignore debt in valuations. $DIS $WBD $FOX $PARA $NXST $GTN $TGNA $SBGI $SSP Link in bio 🔗" @accrued_int on X 2025-07-08 14:08:00 UTC 1974 followers, XXX engagements
"👀🕵♂ looking at the small signs of #tariffs becoming more and more real to consumers 🛍🏷🏬🏪🎁" @accrued_int on X 2025-07-22 15:37:57 UTC 1981 followers, XXX engagements
"Using my Media Multiple Tracker I want to do more work on $FOXA $FOX. It trades at EV/FCF discount to $WBD. And consensus is Fox has higher 1) revenue growth 2) #EBITDA margins EBITDA to FCF conversion and FCF margins.This is part of my process. Link in bio 🔗" @accrued_int on X 2025-07-10 03:13:30 UTC 1979 followers, XXX engagements
"Congrats to $U and all those who invested while Unity was beaten down.(I don't do turnarounds so no position) Stock rising helps $APP valuation so I'll take it Both #AppLovin and #Unity can win.Shows the power of AI in adtech" @accrued_int on X 2025-07-17 14:22:09 UTC 1979 followers, 1095 engagements
"@B__Digs @BigIdeasCapital @TSOH_Investing @TMTAnalystANON The movie 📽🍿business is an important signal /leading indicator for the health of $WBD studio business. Box office receipts are used to price other business deals too. #SupermanMovie is a big deal. It's opening weekend will impact how investors view $DIS $PARA and others" @accrued_int on X 2025-07-07 15:32:59 UTC 1984 followers, XXX engagements
"I agree and I use @NotebookLM for a lot of my stock research.but I focus on getting insights that AI cannot easily detect 🤖 - like my thesis that $FOXA valuation is too low because stock screeners don't see it's stake in #FanDuel and $FLUT" @accrued_int on X 2025-07-22 15:12:52 UTC 1985 followers, XXX engagements
"Re-upping my latest media deep-dive: Fox Corp $FOXA: Unlocking Hidden Value in Gambling & Streaming" @accrued_int on X 2025-07-22 14:26:53 UTC 1974 followers, XXX engagements
"I prefer to use enterprise value and not market cap when evaluating free cash flow because capital structure matters. $PINS has a LOWER EV/FCF multiple trading at 14x 2026 FCF and less than 12x 2027. Check out my Substack for more #ValueInvesting" @accrued_int on X 2025-06-22 16:13:11 UTC 1979 followers, XXX engagements
"Now I have XX names on my tracker most of which I have talked about on my Substack Internet / Communication Services New Category Added includes Google ( $GOOGL / $GOOG) Meta Platforms ( $META ) AppLovin ( $APP ) The Trade Desk ( $TTD) Reddit ( $RDDT) Pinterest ( $PINS) and Snap ( $SNAP). Diversified Media + Streaming Netflix ( $NFLX) Walt Disney ( $DIS) Warner Bros. Discovery ( $WBD) Fox Corporation ( $FOX / $FOXA) Paramount Global ( $PARA) Lionsgate Studios ( $LION) and Starz Entertainment ( $STRZ). Broadcast / Local Television Nexstar Media Group ( $NXST) Gray Media ( $GTN) TEGNA ( $TGNA)" @accrued_int on X 2025-07-16 13:50:31 UTC 1979 followers, 2089 engagements
"Wow I didn't realize this was their first ad supported plan $SIRI is like all other media companies in that eventually all roads lead to ads in terms of monetization (this is why I worry about $STRZ long term too)" @accrued_int on X 2025-07-15 15:33:24 UTC 1979 followers, XXX engagements
"Time for my monthly summary of the key takeaways from @nielsen TV viewing report for June 2025. Check out my Substack for highlights on YouTube ( $GOOGL $GOOG) $NFLX $AMZN (Prime Video) and $FOXA (Tubi) this month. I'll post highlights later - Subscribe to get in your inbox" @accrued_int on X 2025-07-17 21:11:13 UTC 1983 followers, 1022 engagements
"Okay that's good to know so $WPP is a laggard and $IPG and $OMC are better on AI. But I think long term the whole industry will suffer as $META $GOOG/ $GOOGL can basically take over and optimize the marketing function" @accrued_int on X 2025-07-10 15:34:45 UTC 1973 followers, XXX engagements
"@BarrySchwartzBW That's a great question It should be up by more $GOOG $GOOGL" @accrued_int on X 2025-07-23 20:57:30 UTC 1974 followers, XXX engagements
"Thanks for the reminder that #IAA was acquired. I remember it being a separate stock sort of perfect case study for business schools with copart. 🚗🪚" @accrued_int on X 2025-07-14 19:06:28 UTC 1980 followers, XXX engagements
"lina khan watching $META and $GOOGL spend billions 💰 acquiring the employees👨💼👩💼🧑💼👨🏾💼 of competitors they can't get through regular m&a #OpenAI" @accrued_int on X 2025-07-14 19:03:56 UTC 1978 followers, 1511 engagements
"Just for the record I think $FOX has the most valuable TV network in America in Fox News. Its a cable channel that is basically a must-carry broadcast network. 📺Also Fox has #Tubi - not profitable but growing share in streaming TV under the radar. See substack for model" @accrued_int on X 2025-07-08 14:27:24 UTC 1979 followers, XXX engagements
"I think it would stand to reason that if $GOOGL is taking many of OpenAI's best people then $GOOG's moat is safer from disruption because the company can acqui-hire their competition.great point @RihardJarc" @accrued_int on X 2025-07-14 14:29:00 UTC 1978 followers, XXX engagements
"Look at this $APP comment - "The key difference lies in how much can be profitably spent per channel at that goal. For example while $META might allow for $1000 in daily spend at break-even by day seven $APP could support $10000$15000 under the same conditions." #AppLovin" @accrued_int on X 2025-07-21 20:19:06 UTC 1974 followers, 2779 engagements
"$NFLX stands out with both the highest revenue growth as well as the highest EBITDA margins. After years of having one of the weakest financial profiles in the media industry today it has arguably the strongest. Street expecting double-digit growth. $DIS $WBD $FOX $GTN" @accrued_int on X 2025-07-10 03:08:29 UTC 1979 followers, XXX engagements
"Haha great minds think alike So I tend to stay away from $AZO and $ORLY because I don't think I could forecast the macro aspect of Auto sales / used car sales too well. I liked that $CPRT had barriers to entry with its junkyard business🚗🪚" @accrued_int on X 2025-07-15 15:43:07 UTC 1979 followers, XXX engagements
"@sequentanalyst thanks for that @sequentanalyst - makes sense I will add these to my notes when I look at $CPRT again #IAA" @accrued_int on X 2025-07-14 17:40:43 UTC 1983 followers, XXX engagements
"Yea I agree that $APP and $META is definitely not apples 🍏-to-apples🍎comparison because diff in TAM however I think comparing them is a good thought exercise to understand the thesis.This is why I love benchmarking.everything haha" @accrued_int on X 2025-07-22 15:16:19 UTC 1973 followers, XXX engagements
"@Variety In investing this is what they call "management lowering street estimates" 😂Gunn's job is safe but $WBD needs #SupermanMovie to do well to validate their thesis. Others want to raise valuations for their respective studios too $DIS $PARA $LION" @accrued_int on X 2025-07-07 14:59:16 UTC 1974 followers, 1304 engagements
"@MMoney642 This is amazing performance for a company that supposedly dying 😭 $googl" @accrued_int on X 2025-07-23 20:35:37 UTC 1974 followers, XXX engagements
"On this week's tracker I called out $FOXA / $FOXA - trading at 12.6x 2027 EV/FCF. Low debt unique TV assets mvp of the 📺 bundle owns XXX% of #Tubi and XX% of FanDuel. $NFLX is expensive but I always like them as best-in-class execution" @accrued_int on X 2025-07-16 02:51:20 UTC 1980 followers, XXX engagements
"This from @barronsonline was good on $LCID partnership with $UBER - "Lucid will provide the cars Uber the ride-hailing network and Nuro the self-driving technology. " That's what I wanted to hear.the power of the Uber "network" is the real advantage 🚖🚕" @accrued_int on X 2025-07-17 15:30:00 UTC 1978 followers, XXX engagements
"Good read in the Sunday New York times - this is why I talk about #YouTube so much The brutal truth is that YouTube is indeed the biggest competitor of Netflix at this point. $GOOGL $GOOG" @accrued_int on X 2025-07-13 15:23:22 UTC 1979 followers, XXX engagements
"I just want to point out that I find it funny how recently $META is now when Zuck raises his capex budget.🤑 Don't see why same logic shouldn't apply to $GOOG.it is accretive spend. And Google can definitely find SG&A savings" @accrued_int on X 2025-07-24 02:05:11 UTC 1974 followers, XXX engagements
"Here's a sample of the longer media write-ups I have on my Substack - pls subscribe while it's free if you like tech media and telecom stocks: Fox Corp ($FOXA): Hidden Value in Gambling & Streaming - Why $FOX is an Outperform driven by FanDuel and Tubi I am recommending Fox Corp ( $FOX / $FOXA ) as an Outperform over the next XX - XX months. The company is working to highlight the hidden value of its gambling assets which include a XX% stake in FanDuel and XXX% stake in Flutter Entertainment (NYSE: $FLUT) FanDuels public corporate parent. I estimate fair value to be at least $XX $XX for a" @accrued_int on X 2025-07-21 20:12:24 UTC 1980 followers, XXX engagements
"FYI - Im surprised that $FOX does not come up more often when talking about attractive media 📺stocks. I think Fox a better risk-adj trade than $WBD which trades at a similar EV/FCF multiple by my math. And Fox has much less leverage" @accrued_int on X 2025-07-08 07:11:55 UTC 1979 followers, XXX engagements
"Feels like that is just the Buffett premium coming out of the stock $BRK $BRK.B. No position but one could argue that without Warren a lot of these businesses have no business being together 🤷♂. Will see what happens" @accrued_int on X 2025-07-08 13:16:13 UTC 1979 followers, XXX engagements
"I think this is a surprisingly effective way to judge studio IP for companies like $CMCSA with Universal and $WBD 🤷♂. sometimes it's not that deep 🤑 h/t @DrewSav" @accrued_int on X 2025-07-08 17:54:57 UTC 1974 followers, XXX engagements
"Sooo I have noooo clue how this is supposed to be work or to be profitable.tbh 📰🗞"The Los Angeles Times will become a publicly traded company" 🤔" @accrued_int on X 2025-07-22 16:51:09 UTC 1983 followers, XXX engagements
"Exciting news Accrued Interest is now showcased on Yahoo Finance Look out for my insights on select stocks under "Featured Community Analysis" on @YahooFinance (desktop only) Today catch my pitch on $FOXA (Fox Corp). Subscribe for full version 🤑" @accrued_int on X 2025-07-21 17:25:21 UTC 1973 followers, XXX engagements
"Thanks for posting Did anyone else looking at $APP catch this part - "the key difference lies in how much can be profitably spent per channel at that goal. For example while $META might allow for $1000 in daily spend at break-even by day seven $APP could support $10000$15000 under the same conditions." That shows that AppLovin can really scale" @accrued_int on X 2025-07-21 20:18:24 UTC 1979 followers, XXX engagements
"Here's my 7/23 Accrued Interest Media valuation tracker.I have XX TMT stocks that I send out a cheat-sheet on valuation.Subscribe for free on Substack. Will send highlights later as we wait for Q2 CC $GOOGL $META $APP $TTD $RDDT $PINS $SNAP $NFLX $DIS $WBD $FOXA $PARA $LION $STRZ $NXST $GTN $TGNA $SBGI $SSP" @accrued_int on X 2025-07-23 16:29:13 UTC 1974 followers, 1391 engagements
"I prefer EV / FCF because Buffett talked about "owner earnings" being a more accurate reflection of a stock's worth. EBITDA and unlevered FCF ignore capital structure capex taxes. EV/FCF forces you to think of the right multiple if you owned XXX% of the business" @accrued_int on X 2025-07-21 16:43:43 UTC 1978 followers, XXX engagements
"After #AppLovin selloff pls compare $APP and $META. $APP trading at 25x 2026 FCF and 21x 2027 FCF. Meta trading at 38x '26 FCF and 28x '27FCF.If AppLovin eCommerce pilot is already doing BILLIONS estimates are too low for '26/'27 🛍🛒 Higher EBITDA to FCF conversion than Meta too. Long @AppLovin" @accrued_int on X 2025-06-23 16:26:04 UTC 1983 followers, 2202 engagements
"Im trying to form an opinion on $WPP stock and these organic growth declines seem structural. Im not sure how much new management changes thisIs there something to the long case that Im missing.🤔🛍🛒 $OMC $IPG - h/t @Digiday" @accrued_int on X 2025-07-14 14:19:42 UTC 1979 followers, XXX engagements
"I can't think of another company like $APP where people post enthusiastically how much they spend with them #AppLovin.🛒🛍📱Was it like this in the early days of $SNAP #TikTok and $META haha thx @mirandaakins" @accrued_int on X 2025-07-17 14:37:51 UTC 1979 followers, XXX engagements
"I think the Murdoch family has been literally the OPPOSITE of the Redstones in every way. Selling most of FOX to $DIS in 2017 was the opposite of $PARA running it into the ground. I'll be watching earnings and will see but apples and oranges imo" @accrued_int on X 2025-07-08 15:40:47 UTC 1974 followers, XXX engagements
"It's almost as if everyone's AI plan is to hire their competitors' best employees 😭😭😭 $MSFT $GOOGL $GOOG" @accrued_int on X 2025-07-22 16:24:47 UTC 1979 followers, XXX engagements
"I swear everyday I literally have no idea what #AppLovin's stock price is going to do 😂🤷♂I think $APP just bounces around like a random-number generator in-between earnings calls 💰☎🎙" @accrued_int on X 2025-07-14 15:25:17 UTC 1977 followers, 2346 engagements
"Yes you just made the $FUBO bear case - "Cox has a linear cable bundle and is in talks to merge with $CHTR. Charter recently made a deal to offer #Hulu. Why do they need to offer Hulu+Live" This is my concern they will struggle to add new subs post-deal close 📺" @accrued_int on X 2025-07-07 15:13:35 UTC 1977 followers, XXX engagements
"I know I have sounded bearish on 📺 but #FOX will grow earnings by taking back reverse retrans dollars from local affiliates $NXST $TGNA $GTN $SSP. Curious to hear other opinions. I would rather own $FOX than $WBD.cheaper lower leverage + harder to disrupt" @accrued_int on X 2025-07-09 17:20:25 UTC 1980 followers, XXX engagements
"😭 he was bashing it before but now that we are near XX week highs people want to like $GOOG $GOOGL again.perfect 😋" @accrued_int on X 2025-07-23 23:36:10 UTC 1974 followers, XXX engagements
"Yea sooo Tubi has +57% more U.S. viewership than HBO Max AND @discoveryplus COMBINED 😂lol (2.2% vs. 1.4%).HBO's viewership is quite small fyi. Fox is launching a DTC service in the fall FOX One. They will be fine.they are a must-buy for advertisers 🛍🛒" @accrued_int on X 2025-07-21 15:24:03 UTC 1983 followers, XXX engagements
"sunday funday 🤑check out my latest deep-dive I spell out my full investment pitch for why I think $FOXA will outperform their media peers over the next few years $DIS $WBD $PARA. I'll post highlights later but wanted to share my thoughts before Q2 earnings - link in bio 🔗 pls subscribe" @accrued_int on X 2025-07-20 16:53:41 UTC 1978 followers, 1401 engagements
"my last notes on $UBER stock as we get ready for Q2 earnings release coming up soon in Aug; I covered this more on my Substack - link in bio (no paywall for now)" @accrued_int on X 2025-07-22 18:00:01 UTC 1984 followers, XXX engagements
"I can't find it now - but I recall reading somewhere the $APP CEO talking about "EBITDA per employee".you guys can tell me if I'm wrong but I recall #AppLovin being uniquely focused on keeping hiring low / flat for several years now. They never over-hired like other tech who had to do layoffs @foliotrail" @accrued_int on X 2025-07-17 15:56:36 UTC 1979 followers, XXX engagements
"FOX news will never have a problem getting into any digital video package they want. $FOX is a must watch channel. However viewers consume TV in the future 📺 Fox news will be there. I don't think you can say that about any other channel lol I would never short" @accrued_int on X 2025-07-08 14:32:52 UTC 1979 followers, XXX engagements
"Hmmm I was wondering why I was seeing so much red in TMT stocks this AM haha 😅 Is it just folks trading around earnings I don't get why so many adtech names are down.oh well will see $APP $U $RDDT $MGNI" @accrued_int on X 2025-07-22 14:10:50 UTC 1974 followers, XXX engagements
"Signs of #tariff impact - WSJ: "In the five months since President first announced sweeping tariffs Amazon quietly raised prices on low-cost products such as deodorant protein shakes and pet care items a Wall Street Journal analysis of nearly 2500 items found."" @accrued_int on X 2025-07-21 18:03:48 UTC 1984 followers, XXX engagements
"Wow people on $RDDT are really gambling with $KSS 😂💸"Shares of the retailer jumped as much as XXX% in early trading the largest one-day jump on record.Its all social media chatter.".LOL this was a popular "value" trade that in hindsight was a value-trap for years" @accrued_int on X 2025-07-22 14:41:20 UTC 1974 followers, XXX engagements
"Thanks - yes I could adjust for taxes in my $FOXA analysis next time @fedwashreserve - that's fair point.To balance that I made my model conservative w FanDuel and $FLUT value growing +10% per year 2025-2027 - could easily be higher. $FOX is cheap either way" @accrued_int on X 2025-07-21 16:21:19 UTC 1984 followers, XXX engagements
"Quick take- I was happy to see that Google beat expectations on almost all performance metrics for Q2. I don't mind them spending a little bit more on capex. Staying long $GOOG $GOOGL. The bear thesis that "search is dying" is not playing out" @accrued_int on X 2025-07-23 20:53:32 UTC 1974 followers, 1030 engagements
"Idea - look at $FOXA $FOX.Fox is trading cheaper than $WBD if you look at EV / FCF but I think Fox's assets are more unique and their strategy of live news + sports is very smart. Has upside from owning XXX% of @Tubi and XX% of @FanDuel ( $FLUT).thoughts🤔" @accrued_int on X 2025-07-09 17:08:00 UTC 1974 followers, 2104 engagements
"I put this note in my latest weekly TMT stock valuation tracker update - Im still bullish on Google ( $GOOGL / $GOOG). YouTube continues to steal share from all forms of media. (There are only XX hours in a day) Will have more thoughts after Q2 earnings" @accrued_int on X 2025-07-23 19:10:24 UTC 1974 followers, 1596 engagements
"Heres my model to compare media valuations I use EV/ FCF not EBITDA. I don't ignore debt to make stocks look cheaperSee substack for individual company commentary $NFLX $DIS $WBD $FOX $PARA $NXST $GTN $TGNA $SBGI $SSP" @accrued_int on X 2025-07-07 22:08:34 UTC 1974 followers, 1273 engagements
"It's Monday so I'm updating my custom-valuation tracker.Subscribe (for free) at In this next update I'll walk through new thoughts on media stocks $NFLX $DIS $WBD $FOX $PARA $NXST $GTN $TGNA $SBGI $SSP and more before Q2 earnings" @accrued_int on X 2025-07-14 16:04:29 UTC 1974 followers, 1733 engagements
"@awfulannouncing this was a good post. I agree - the Barstool brand fits right in with Fox. I wrote about it in my recent write-up on $FOXA / $FOX stock - I think this will definitely help with their sports content" @accrued_int on X 2025-07-21 15:28:47 UTC 1979 followers, XXX engagements
"This was a good box office so $WBD can make it easier to pitch the S&S spinoff. Stock probably opens higher on Monday. However on an absolute basis $122M isn't huge and frankly makes $DIS look stronger now that they beat #Superman with #LiloAndStitch" @accrued_int on X 2025-07-13 16:32:46 UTC 1978 followers, XXX engagements
"Interesting.had not realized $CPRT hit XX week low.I'm stale on the name and need to do more research but #Copart is a dominant company always on my watchlist.not "cheap" but almost never is.Anyone going long on this pullback 🚗🪚🚗. $RBA" @accrued_int on X 2025-07-14 17:25:59 UTC 1974 followers, 1089 engagements
"Hello new readers If you like media and tech stocks please subscribe to Accrued Interest Im a former radio/tv exec with a background in equity research who is now sharing my research on substack and investing full time. Check out my latest on $WBD $FOX $STRZ $NXST and $UBER as well as other stocks Let me know how you are getting ready for Q2 earnings season" @accrued_int on X 2025-07-14 05:55:00 UTC 1979 followers, XXX engagements
"My thoughts are $META has a more global footprint that $APP plus Facebook had almost XX year head start 😂. So I'm not expecting AppLovin to reach Faacebook-scale overnight. But I think AppLovin is a rare company that can truly grow for a long time at high margin" @accrued_int on X 2025-07-22 14:33:41 UTC 1974 followers, 2963 engagements
"On second thought I think it was @FundaBottom who pointed out on his substack that $APP share price definitely moves for reasons outside of fundamentals. Anyways we'll have actual data in a few weeks #AppLovin" @accrued_int on X 2025-07-15 03:34:25 UTC 1977 followers, XXX engagements
"Check out @Sunrisecap168 latest piece on $APP - Always happy to highlight others doing work on #AppLovin. I think this company will be a case study in business schools in less than X years 🔖📑🧑🎓👨🎓👩🎓" @accrued_int on X 2025-07-02 14:51:49 UTC 1977 followers, 1873 engagements
"I promise I'll do more strategy posts 😂 but X thing that stands out to me when doing my benchmarking is how many strong media companies have below avg leverage $NFLX $FOX $APP $GOOGL $META. They didn't need financial engineering to grow" @accrued_int on X 2025-07-16 19:06:18 UTC 1980 followers, XXX engagements
"I think this was a really cool info-graphic - thank you @SergeyCYW for making this walk from Revenue to Net Income together for $APP.I have no idea why #AppLovin trades the way it does but I know it's fundamental value is still growing in eCommerce 🛍🛒" @accrued_int on X 2025-06-30 14:05:12 UTC 1977 followers, 1704 engagements
"Hello Im making Accrued Interest into a media/tech stock research service. Thanks for your support and let me know what stocks you want to read about Link in bio - no paywall yet so sign-up today. $DIS $NFLX $DIS $WBD $FOX $PARA $NXST $GTN $TGNA $SBGI $SSP" @accrued_int on X 2025-07-09 15:00:56 UTC 1973 followers, XXX engagements
"@foliotrail good point @foliotrail and the EBITDA per employee has been growing even faster at $APP. I think it is interesting that AppLovin has been very open about their ability to grow profitability with minimal incremental headcount" @accrued_int on X 2025-07-17 14:42:31 UTC 1978 followers, XXX engagements
"We have $NFLX reporting earnings tomorrow. I have it at about 34x 2027 adjusted EPS and about 40x EV/FCF for 2027. #NFLX is expensive but like what I said above on #AppLovin you cant ignore how they owned their category with impressive financial results. In the latest Nielsen figures for the month of June viewership was up XXXX% vs. May 2025. According to Nielsen Netflixs performance was so strong it accounted for XX% of streamings total monthly gain" @accrued_int on X 2025-07-16 15:47:13 UTC 1977 followers, XXX engagements
"So the @Digiday + Media Buying Briefing was not pulling any punches in this AM Are the holding companies turning the corner or rearranging the deck chairs Im wondering if $WPP and $OMC $IPG are structural shorts or very cheap Hmmm.🤔🛍🛒" @accrued_int on X 2025-07-14 14:13:10 UTC 1978 followers, XXX engagements
"I'm catching up on the mid-year Barron's @barronsonline roundtable Saturday article. I see a lot of media tickers were mentioned $TGNA $SBGI $FOX $FOXA. What stocks from the article do you guys like" @accrued_int on X 2025-07-12 14:44:21 UTC 1974 followers, XXX engagements
"The 7/14 Accrued Interest Valuation tracker is here I update my model each week so you can see the EV / Consensus FCF for media stocks I cover. My X favorites now are $GOOGL $APP $PINS $NFLX and $FOXA. Will post more later - subscribe in bio 🔗Let me know your thoughts" @accrued_int on X 2025-07-15 17:09:02 UTC 1976 followers, 1625 engagements
"Wishing you and yours a Happy Q2 Earnings Season With $T $TSLA $GOOGL / $GOOG today things are about to pick up for TMT stocks.but regardless of the results don't fret. We will do it all again in X months 😂" @accrued_int on X 2025-07-23 14:02:41 UTC 1974 followers, XXX engagements
"this is an amazing meme for $GOOGL $GOOG - thanks @optionsly 👏👏👏 it's crazy how doubted Google had become" @accrued_int on X 2025-07-23 23:33:28 UTC 1972 followers, XXX engagements
"What do others think of the bull case here for $IPG / $OMC that @BSMdeltas laid out below I have no position right now but will be watching action in the ad agencies this Q2" @accrued_int on X 2025-07-10 16:02:18 UTC 1973 followers, XXX engagements
"@DGretta_Author Okay I understand. But "renting" stocks is the opposite of Warren Buffett but I get what you mean 😂 $CPRT" @accrued_int on X 2025-07-15 15:40:13 UTC 1979 followers, XXX engagements
"Do not underestimate the sports channel #FS1. I feel like I'm one of the few on Fintwit writing about $FOX / $FOXA but I think it is an underrated media stock. Using Barstool personalities for more on air talent I think will help the brand commercially vs $DIS" @accrued_int on X 2025-07-17 02:19:34 UTC 1979 followers, XXX engagements
"What few on Fintwit are willing to just say is M&A will not make $WBD $PARA competitive with $NFLX. They all have US-centric subscriber bases so little incremental gain from merging" @accrued_int on X 2025-07-10 15:29:37 UTC 1974 followers, XXX engagements
"@MrJulius007 haha always happy to talk fundamentals.let me know what others stocks you want to hear (or hear more) about" @accrued_int on X 2025-07-02 14:53:45 UTC 1979 followers, XX engagements
"Was anyone long $LCID expecting them to announce a partnership with $UBER on autonomous vehicles 🚖🚕🤖 Lucid Group +30% today but down XX% last year.no position - anyone have links to good write-ups on the stock thx" @accrued_int on X 2025-07-17 14:49:25 UTC 1984 followers, XXX engagements
"From my 7/21 TMT Stock Valuation tracker update - I think #Superman has been good for $WBD stock but it really demonstrates the strength of $DIS characters that Lilo & Stitch still had a BIGGER opening weekend. Will have more thoughts after Q2 earnings. $WBD $DIS $PARA $NFLX" @accrued_int on X 2025-07-23 20:30:00 UTC 1974 followers, XXX engagements
"Everyone says they're done with $GOOG / $GOOGL but old habits die hard. Yes yes 😈" @accrued_int on X 2025-07-15 13:20:44 UTC 1977 followers, 1300 engagements
"this is how you know Google is a value stock. It is hated bashed and the bear narratives are everywhere.then several quarters go by and earnings are strong and the 🐻 have to capitulate. This is why I ignore noise and focus on earnings $GOOG $GOOGL 🤷♂" @accrued_int on X 2025-07-23 23:52:04 UTC 1974 followers, XXX engagements
"Here come the Google research notes. "Search remains on solid footing still no indication of AI hurting paid clicks accelerating feedback for both YouTube and GCP AI in 2Q" I'm going to be long Google $GOOG $GOOGL" @accrued_int on X 2025-07-22 13:05:46 UTC 1974 followers, XXX engagements
"I have a strong preference for companies that convert more than XX% of their #EBITDA to #FCF. $FOXA $FOX is able to generate more free cash flow because they did not waste billions trying to support a streaming competitor to $NFLX like $WBD $DIS and $PARA" @accrued_int on X 2025-07-10 03:09:46 UTC 1974 followers, 1893 engagements
"Here's my latest media deep-dive: Fox Corp $FOXA - I think investors need to deduct their #FanDuel stake from the valuation when looking at the stock now" @accrued_int on X 2025-07-22 21:30:00 UTC 1985 followers, XXX engagements
"TikTok's parent ByteDance is working on a lightweight mixed reality device that resembles a pair of goggles according to three people with direct knowledge of the project. I like this idea better than the bulky metaverse headset but not sure if tiktok should be investing elsewhere to catch up with $META. I still think wearables have a long way to go before they get to mass market adoption" @accrued_int on X 2025-07-15 01:10:11 UTC 1972 followers, XXX engagements
"this was surprising to me - "For $MA we expect to see it create new growth opportunities in #crypto via partnering".I guess it shouldn't be.Mastercard and $V seem like cheat codes when it comes to boring profitable stocks. Just great long-term holds since they control the payment rails" @accrued_int on X 2025-07-14 14:22:42 UTC 1974 followers, XXX engagements
"Lastly on this week's tracker I called out $APP #AppLovin - it does not screen "cheap" but when you look at consensus FCF they have high conversion from EBITDA.about 22x 2027 EV/FCF. I think more upside from e-commerce.I'm long into Q2 earnings in X weeks. Subscribe for more" @accrued_int on X 2025-07-16 02:55:33 UTC 1977 followers, 1077 engagements
"Was glad to see Gabelli call out Fox Corp ( $FOX $FOXA) which I had called out as being cheap in this weeks tracker breakdown - Gabelli: Fox can capture additional subscribers outside of its current base. The company has low leverage and continues to buy back shares."" @accrued_int on X 2025-07-13 18:03:53 UTC 1979 followers, XXX engagements
"If you enjoy my content here please sign up for my free substack - my investment notes are much more organized there 🤑 More to come as we get ready for Q2 earnings season coming up. link in bio 🔗 $DIS $WBD $NFLX $APP $PINS $STRZ $NXST $FOXA $GOOGL" @accrued_int on X 2025-07-15 02:07:48 UTC 1974 followers, XXX engagements
"@ContrarianCurse yup exactly $APP #AppLovin" @accrued_int on X 2025-07-22 16:54:49 UTC 1978 followers, XXX engagements
"If you find my media commentary and valuation research helpful - please subscribe to my Substack.No paywall Rolling out new tools and models to help you analyze media stocks. $GOOGL $META $APP $TTD $RDDT $PINS $SNAP $NFLX $DIS $WBD $FOXA $PARA $LION $STRZ $NXST $GTN $TGNA $SBGI $SSP and more" @accrued_int on X 2025-07-17 15:31:17 UTC 1974 followers, XXX engagements
"For Amazon Prime day $AMZN is offering heavy discounts on their add-on TV channel subscriptions. I want to note that $PARA and $STRZ are offering XX cent deals for X months (vs. $XXXXX retail).I think using big tech to re-create the 📺 bundle is Starz best bet if you are long the stock imo" @accrued_int on X 2025-07-08 16:20:13 UTC 1974 followers, XXX engagements
"Wait I thought that Google Search was dead 💀🥀 Why is the stock a few points away from its all-time high $GOOGL $GOOG 🤑 This feels like $MSFT back in early 2010's. I'm staying long this one" @accrued_int on X 2025-07-21 19:27:31 UTC 1979 followers, XXX engagements
"That's OK. I'll go on the record and say I know the $FOXA/ $FOX family of channels will survive streaming better than the $PARA $WBD or even $DIS family of networks.That's my variant view I'm ok wit that. Betting against Fox is crazzzzy to me 📺" @accrued_int on X 2025-07-21 14:38:12 UTC 1972 followers, XXX engagements
"this is a common sentiment and I'm OK with that. Many don't appreciate $FOX / $FOXA dominance. #1 in news they have "must-carry" status. Plus high ratings / must-buy for advertisers. Plus #Tubi growing 20%-25% with ads so very scalable longer term plus XX% of FanDuel" @accrued_int on X 2025-07-13 18:27:21 UTC 1979 followers, XXX engagements
"Well this clearly could be a win for $APO and $BX." Institutional investors such as pension funds have largely maxed out on private markets leading firms to look to individual investors for new sources of growth." No position - something to watch" @accrued_int on X 2025-07-16 14:33:38 UTC 1978 followers, XXX engagements
"Instead of debating streaming TV shows📺.I pointed out in my $FOXA note that investors are ignoring the stakes in #FanDuel and $FLUT.Here's a clip of my model 👨🏫- Deduct the value of the FanDuel + Flutter shares in X years and $FOXA is cheaper today than $WBD $DIS $PARA" @accrued_int on X 2025-07-21 15:46:20 UTC 1974 followers, XXX engagements
"This is something that I mentioned briefly - but the Barstool and Fox combo makes tons of sense - "Brandon Walker believes shift in Barstool Sports public perception led to Fox deal". $FOXA will add Portnoy to their roster along with Tom Brady and everyone else 📺" @accrued_int on X 2025-07-21 15:30:25 UTC 1972 followers, XXX engagements
"I can't imagine how difficult it is to value $TSLA because it feels like Tesla is always being combined / merged with another start-up tech company now #xAI .I'm old enough to remember when they acquired $SCTY (SolarCity) ☀🏘" @accrued_int on X 2025-07-14 14:33:23 UTC 1979 followers, XXX engagements
"In case you missed in honor of $UBER ATH resharing write-up from before July 4th. Market is slowly realizing robotaxis 🚕🚖wont destroy #Uber earnings powerso the stock is re-rating. I see path to $XXX as multiple expanded so earnings need to do the rest.Link in bio 🔗 and next tweet" @accrued_int on X 2025-07-07 15:02:55 UTC 1979 followers, 1426 engagements
"It's really impressive for $DIS 🏰to be able to generate mega-hits out of older IP like Lilo and Stitch. I remember for a while people were making fun of #Disney for all the re-makes but overall it's been a great strategy 🍿🎥" @accrued_int on X 2025-07-23 19:36:17 UTC 1974 followers, XXX engagements