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@accrued_int Avatar @accrued_int Accrued Interest

Accrued Interest posts on X about $app, stocks, $foxa, $wbd the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% finance XXXX% technology brands XXXX% cryptocurrencies XXXXX% social networks XXXX% countries XXX% agencies XXX% automotive brands XXX% travel destinations XXX%

Social topic influence $app 15.66%, stocks 13.86%, $foxa 13.86%, $wbd 13.86%, $googl 13.86%, googl 12.65%, $fox 12.05%, $dis 10.24%, applovin 10.24%, $goog XXXX%

Top accounts mentioned or mentioned by @accruedint @nietschecapital @tubi @fanduel @rihardjarc @digiday @barronsonline @variety @foliotrail @bigideascapital @tmtanalystanon @sequentanalyst @jonahlupton @joinyellowbrick @rubicon59 @mirandaakins @openai @tsohinvesting @hbomax @fabgonz1

Top assets mentioned Applovin Corporation (APP) Fox Corp. Class A (FOXA) Warner Bros Discovery, Inc. (WBD) Alphabet Inc Class A (GOOGL) ShapeShift FOX Token (FOX) DisChain (DIS) Netflix Inc (NFLX) Paramount Global (PARA) Metadium (META) Nexstar Media Group, Inc. Class A Common Stock (NXST) Charter Communications Inc (CHTR) Reddit, Inc. (RDDT) Pinterest, Inc. (PINS) TEGNA Inc. (TGNA) Smartshare (SSP) Snap, Inc. (SNAP) Trade Desk, Inc. (TTD) Flutter Entertainment plc (FLUT) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT) Loaded Lions (LION) Copart, Inc. (CPRT) Cable One, Inc. (CABO) Meta Platforms, Inc. (META) The Walt Disney Company (DIS) Interpublic Group of Companies Inc (IPG) Omnicom Group Inc. (OMC) Ritchie Bros. Auctioneers Incorporated (RBA) Comcast Corporation (CMCSA) Core Scientific, Inc. Common Stock (CORZ) CoreWeave, Inc. (CRWV) Magnite, Inc. Common Stock (MGNI) Kohl's Corporation (KSS) WEBTOON Entertainment Inc. Common Stock (WBTN) Lucid Group Inc (LCID) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) AT&T Inc. (T) Blackstone, Inc. (BX)

Top Social Posts #

Top posts by engagements in the last XX hours

"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 Avatar @accrued_int on X 2025-07-21 16:43:43 UTC 1988 followers, XXX 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 Avatar @accrued_int on X 2025-07-13 18:03:53 UTC 1989 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 Avatar @accrued_int on X 2025-07-15 02:07:48 UTC 1989 followers, XXX 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 Avatar @accrued_int on X 2025-07-14 22:22:24 UTC 1988 followers, 1781 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 Avatar @accrued_int on X 2025-07-17 14:35:48 UTC 1987 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 Avatar @accrued_int on X 2025-07-20 16:53:41 UTC 1989 followers, 1472 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 Avatar @accrued_int on X 2025-07-22 15:16:19 UTC 1990 followers, 1117 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 Avatar @accrued_int on X 2025-07-22 18:00:01 UTC 1987 followers, XXX engagements

"ok now this makes sense $CHTR is falling like a rock 🪨 on the loss of broadband subscribers.this is why I don't trade cable/broadband stocks. A lot of value guys have gotten burned $CABO $ATUS"
@accrued_int Avatar @accrued_int on X 2025-07-25 14:57:16 UTC 1990 followers, XXX engagements

"@MMoney642 This is amazing performance for a company that supposedly dying 😭 $googl"
@accrued_int Avatar @accrued_int on X 2025-07-23 20:35:37 UTC 1987 followers, XXX engagements

"wow was the $CHTR earnings call that bad I'm trying to find what was the big miss. I wonder if it was on the charter or cox side 🤔🧐"
@accrued_int Avatar @accrued_int on X 2025-07-25 14:27:54 UTC 1990 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 Avatar @accrued_int on X 2025-07-17 15:56:36 UTC 1988 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 Avatar @accrued_int on X 2025-07-17 15:42:00 UTC 1989 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 Avatar @accrued_int on X 2025-07-08 14:32:52 UTC 1987 followers, XXX engagements

"@BigIdeasCapital @Tubi @FanDuel Fox News is the most valuable television network in America. It is a cable network that performs like a broadcast network. $FOX will have no problem getting ad dollars as it is a "must buy". I think $FOXA is the only channel I'm not worried about cord cutting"
@accrued_int Avatar @accrued_int on X 2025-07-09 19:25:04 UTC 1989 followers, XX engagements

"Want to point out that this news of Sony selling the international rights to shows like #outlander is part of what worries me about $STRZ longer-term. I don't know who they lower programming costs.Easy to blame $LION but studios sell shows to highest bidder.Hard to compete with sub base. Will see"
@accrued_int Avatar @accrued_int on X 2025-07-25 15:10:08 UTC 1989 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 Avatar @accrued_int on X 2025-07-16 14:53:00 UTC 1989 followers, XXX engagements

"Over on my Substack I gave my top XX key quotes from the $GOOG / $GOOGL Q2 earnings call last night. I'll post highlights later. Bottom line - Google beat on all major metrics with little evidence that Search is dying ⚰🥀.Still my favorite value stock"
@accrued_int Avatar @accrued_int on X 2025-07-24 22:03:00 UTC 1990 followers, 1313 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 Avatar @accrued_int on X 2025-07-09 15:00:56 UTC 1987 followers, XXX 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 Avatar @accrued_int on X 2025-07-14 14:19:42 UTC 1988 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 Avatar @accrued_int on X 2025-07-17 14:42:31 UTC 1989 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 Avatar @accrued_int on X 2025-07-21 16:03:19 UTC 1987 followers, XXX engagements

"By "leaning into tech" they really mean $PARA got a cool gift from dad 🤑💰💸🖥"
@accrued_int Avatar @accrued_int on X 2025-07-22 14:55:37 UTC 1987 followers, XXX engagements

"@TedatPolicyband thanks for posting this explanation @TedatPolicyband I knew there had to be a reason for the $CHTR decline. I cover TMT stocks - this helps"
@accrued_int Avatar @accrued_int on X 2025-07-25 14:55:52 UTC 1989 followers, XX engagements

"Check out the special situations set up. I used to own $CORZ that's old. I'm reading up again on this deal this could be an interesting trade h/t @GlobalCollapse"
@accrued_int Avatar @accrued_int on X 2025-07-16 19:19:41 UTC 1989 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 Avatar @accrued_int on X 2025-07-22 14:10:50 UTC 1987 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 Avatar @accrued_int on X 2025-07-22 16:39:44 UTC 1988 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 Avatar @accrued_int on X 2025-07-22 14:41:20 UTC 1987 followers, XXX 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 Avatar @accrued_int on X 2025-07-10 15:34:45 UTC 1984 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 Avatar @accrued_int on X 2025-07-21 16:21:19 UTC 1987 followers, XXX engagements

"@ContrarianCurse yup exactly $APP #AppLovin"
@accrued_int Avatar @accrued_int on X 2025-07-22 16:54:49 UTC 1987 followers, XXX engagements

"So for a while I thought I might look into $WBTN (Webtoon Ent.) but more I think about it any value from manga culture I think will go to #Sony and those that do video / movies 🎥🎞. Digital comics not a structurally good business.Anyone long Just curious"
@accrued_int Avatar @accrued_int on X 2025-07-25 15:21:24 UTC 1990 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 Avatar @accrued_int on X 2025-07-17 15:30:00 UTC 1987 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 Avatar @accrued_int on X 2025-07-17 15:31:17 UTC 1989 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 Avatar @accrued_int on X 2025-07-14 19:06:28 UTC 1989 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 Avatar @accrued_int on X 2025-07-23 20:53:32 UTC 1988 followers, 1136 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 Avatar @accrued_int on X 2025-07-09 17:08:00 UTC 1990 followers, 2221 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 Avatar @accrued_int on X 2025-07-12 14:44:21 UTC 1984 followers, XXX engagements

"@RihardJarc Speaking of infrastructure even if @OpenAI has better LLMs they don't have the ability to take search advertising dollars 🛍🎁🏪They were so focused on doing subscriptions they can't just flip a switch and start stealing ad revenue from $GOOGL easily"
@accrued_int Avatar @accrued_int on X 2025-07-24 17:55:45 UTC 1990 followers, XXX 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 Avatar @accrued_int on X 2025-07-23 19:10:24 UTC 1987 followers, 1737 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 Avatar @accrued_int on X 2025-07-14 19:03:56 UTC 1988 followers, 1538 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 Avatar @accrued_int on X 2025-07-17 14:37:51 UTC 1987 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 Avatar @accrued_int on X 2025-07-08 14:08:00 UTC 1987 followers, XXX 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 Avatar @accrued_int on X 2025-07-07 22:08:34 UTC 1987 followers, 1277 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 Avatar @accrued_int on X 2025-07-15 17:09:02 UTC 1989 followers, 1627 engagements

"Ok time for #AppLovin for #MultipleMonday Feel free to share - here is my valuation math for $APP. After the sell-off I have APP trading at about 21x 2027 FCF and 23x 2027 P/E. I think you must use Enterprise Value to Free Cash Flow because they convert XX% of EBITDA to cash. $META trades at 28x 2027 FCF. I like"
@accrued_int Avatar @accrued_int on X 2025-06-23 16:05:08 UTC 1987 followers, 4246 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 Avatar @accrued_int on X 2025-07-23 20:30:00 UTC 1987 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 Avatar @accrued_int on X 2025-07-21 19:27:31 UTC 1988 followers, XXX engagements

"It's almost as if everyone's AI plan is to hire their competitors' best employees 😭😭😭 $MSFT $GOOGL $GOOG"
@accrued_int Avatar @accrued_int on X 2025-07-22 16:24:47 UTC 1989 followers, 1059 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 Avatar @accrued_int on X 2025-07-08 14:27:24 UTC 1990 followers, XXX engagements

"👀🕵♂ looking at the small signs of #tariffs becoming more and more real to consumers 🛍🏷🏬🏪🎁"
@accrued_int Avatar @accrued_int on X 2025-07-22 15:37:57 UTC 1989 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 Avatar @accrued_int on X 2025-07-24 02:05:11 UTC 1987 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 Avatar @accrued_int on X 2025-07-21 14:38:12 UTC 1989 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 Avatar @accrued_int on X 2025-07-21 20:19:06 UTC 1988 followers, 2804 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 Avatar @accrued_int on X 2025-07-23 14:02:41 UTC 1984 followers, XXX 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 Avatar @accrued_int on X 2025-07-23 23:52:04 UTC 1989 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 Avatar @accrued_int on X 2025-07-13 18:27:21 UTC 1987 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 Avatar @accrued_int on X 2025-07-16 14:33:38 UTC 1990 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 Avatar @accrued_int on X 2025-07-10 03:13:30 UTC 1988 followers, XXX engagements

"This Harry Potter show has the potential to be a bigger needle mover for @hbomax and $WBD in general then even #Superman because it's going to have to generate at least seven seasons of programming that can sell all over the world 🌎"
@accrued_int Avatar @accrued_int on X 2025-07-14 15:17:46 UTC 1989 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 Avatar @accrued_int on X 2025-07-14 15:25:17 UTC 1989 followers, 2360 engagements

"@RihardJarc I agree @RihardJarc. Google is due for multiple expansion.In my experience tech and media companies see their multiples' contract when there are fears that the moat is at risk. $GOOGL's continued execution dispels those fears"
@accrued_int Avatar @accrued_int on X 2025-07-24 17:52:12 UTC 1990 followers, XXX engagements

"Ok yes that's fine you like $CHTR - but the stock is down almost -XX% LOL so what are investors concerned about Tell me why you disagree - but let's not pretend nothing happened"
@accrued_int Avatar @accrued_int on X 2025-07-25 14:39:38 UTC 1990 followers, 1028 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 Avatar @accrued_int on X 2025-07-21 15:46:20 UTC 1990 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 Avatar @accrued_int on X 2025-07-17 14:22:09 UTC 1987 followers, 1098 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 Avatar @accrued_int on X 2025-07-10 03:09:46 UTC 1989 followers, 2000 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 Avatar @accrued_int on X 2025-07-14 16:04:29 UTC 1988 followers, 1736 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 Avatar @accrued_int on X 2025-07-21 20:12:24 UTC 1990 followers, XXX engagements

"Interesting TIL that the Newhouse family who had a $XXX Bn stake in $WBD has $6.4Bn of $RDDT and $8Bn in $CHTR. 📺🔍. @theinformation. I can see why they sold half their stake in $WBD"
@accrued_int Avatar @accrued_int on X 2025-07-04 02:26:25 UTC 1989 followers, 1229 engagements

"ok so in $CHTR earnings they had -XX% declines in video customers.this is negative for a lot of media. We can't just ignore if cord cutting accelerates. The ice cube can always melt faster 🧊♨♨📺"
@accrued_int Avatar @accrued_int on X 2025-07-25 14:43:26 UTC 1989 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 Avatar @accrued_int on X 2025-07-22 15:12:52 UTC 1989 followers, XXX engagements

"this is an amazing meme for $GOOGL $GOOG - thanks @optionsly 👏👏👏 it's crazy how doubted Google had become"
@accrued_int Avatar @accrued_int on X 2025-07-23 23:33:28 UTC 1988 followers, XXX 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 Avatar @accrued_int on X 2025-07-10 03:08:29 UTC 1988 followers, XXX 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 Avatar @accrued_int on X 2025-07-22 21:30:00 UTC 1990 followers, XXX engagements

"its interesting to watch "entertainment" channels such as E shrink and go away similar to how digital hurt magazines. $CMCSA knew it was doing when it decided to keep @BravoTV but not E"
@accrued_int Avatar @accrued_int on X 2025-07-25 14:58:48 UTC 1990 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 Avatar @accrued_int on X 2025-07-14 17:25:59 UTC 1990 followers, 1170 engagements

"Re-upping my latest media deep-dive: Fox Corp $FOXA: Unlocking Hidden Value in Gambling & Streaming"
@accrued_int Avatar @accrued_int on X 2025-07-22 14:26:53 UTC 1987 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 Avatar @accrued_int on X 2025-07-08 07:11:55 UTC 1987 followers, XXX engagements

"Ok yea whatever $CHTR said on its Q2 earnings must be impacting other cable/broadband stocks📺📡.first thing I noticed was weakness in $ATUS $CABO as well as $CHTR.is this an overreaction or more legit bad news"
@accrued_int Avatar @accrued_int on X 2025-07-25 14:46:10 UTC 1990 followers, XXX engagements

"Interesting post @Sleepysolcap - so I'm long $APP but something I keep wondering about $RDDT is what is the right earnings multiple Business getting lift from AI.I'm not sure if Reddit should trade at such a huge premium to $GOOGL if they need it's traffic.thoughts"
@accrued_int Avatar @accrued_int on X 2025-07-25 15:27:46 UTC 1989 followers, XXX 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 Avatar @accrued_int on X 2025-07-07 15:13:35 UTC 1989 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 Avatar @accrued_int on X 2025-06-22 16:13:11 UTC 1987 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 Avatar @accrued_int on X 2025-07-15 15:43:07 UTC 1987 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 Avatar @accrued_int on X 2025-07-14 14:22:42 UTC 1989 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 Avatar @accrued_int on X 2025-07-16 02:55:33 UTC 1988 followers, 1081 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 Avatar @accrued_int on X 2025-07-08 17:54:57 UTC 1989 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 Avatar @accrued_int on X 2025-07-16 13:50:31 UTC 1989 followers, 2091 engagements

"So I definitely do not think $APP would be interested in doing M&A in a company like $ORKT.I don't see why AppLovin would need to acquire a microcap @SuperDuperInvst when they print so much FCF. Are you long $ORKT or $APP Thx"
@accrued_int Avatar @accrued_int on X 2025-07-25 15:26:22 UTC 1990 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 Avatar @accrued_int on X 2025-07-23 23:36:10 UTC 1987 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 Avatar @accrued_int on X 2025-07-22 16:51:09 UTC 1987 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 Avatar @accrued_int on X 2025-07-21 15:30:25 UTC 1987 followers, XXX 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 Avatar @accrued_int on X 2025-07-14 05:55:00 UTC 1988 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 Avatar @accrued_int on X 2025-07-21 15:24:03 UTC 1987 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 Avatar @accrued_int on X 2025-07-21 17:25:21 UTC 1987 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 Avatar @accrued_int on X 2025-07-22 14:33:41 UTC 1989 followers, 3035 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 Avatar @accrued_int on X 2025-07-15 15:33:24 UTC 1989 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 Avatar @accrued_int on X 2025-07-17 02:19:34 UTC 1989 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 Avatar @accrued_int on X 2025-07-07 15:02:55 UTC 1988 followers, 1433 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 Avatar @accrued_int on X 2025-07-10 15:29:37 UTC 1989 followers, XXX 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 Avatar @accrued_int on X 2025-07-23 19:36:17 UTC 1987 followers, XXX engagements

"ok some highlights from my Q2-25 $GOOG $GOOGL recap of earnings.as others pointed out - I was happy to see that #Search ad revenue growth accelerated from Q1. It was +12% YOY in Q2 showing no signs of dying from @ChatGPTapp and others. bear argument gets weaker each quarter"
@accrued_int Avatar @accrued_int on X 2025-07-25 14:33:39 UTC 1990 followers, XXX engagements

"@Variety This Harry Potter show has the potential to be a bigger needle mover for @hbomax and $WBD in general then even #Superman because it's going to have to generate at least seven seasons of programming that can sell all over the world 🌎"
@accrued_int Avatar @accrued_int on X 2025-07-14 15:17:12 UTC 1988 followers, 6052 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 Avatar @accrued_int on X 2025-07-21 20:18:24 UTC 1987 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 Avatar @accrued_int on X 2025-07-14 17:40:43 UTC 1990 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 Avatar @accrued_int on X 2025-07-23 16:29:13 UTC 1990 followers, 1531 engagements