@andrewcoye Avatar @andrewcoye Andrew Coye

Andrew Coye posts on X about $siri, $aer, $lsxmk, business 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: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 67.59% finance 46.3% cryptocurrencies 16.67% technology brands 13.89% countries 7.41% social networks 3.7% financial services 2.78% automotive brands 2.78% fashion brands 2.78% travel destinations 0.93%

Social topic influence $siri #1, $aer #3, $lsxmk #1, business 13.89%, $deck #1, $gtx #1, debt #2064, in the 11.11%, ceo 11.11%, $qvcga #8

Top accounts mentioned or mentioned by @jmwvdmeer @ryancohen @stonetoldsteve @michaeljburry @berkelkip @dunbelievable @joeysylvio @greenlightcapit @adjebitdax @zachchmael @real_mikebarnes @eppleycapital @ragingventures @qwqiao @davidein @tjdetweiler @yummycenturyegg @midascabal @billackman @riskhtoishqh

Top assets mentioned Sirius XM Holdings Inc (SIRI) Aercap Holdings N.V. (AER) Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) Deckers Outdoor, Corp. (DECK) Garrett Motion Inc. Common Stock (GTX) Berkshire Hathaway Inc Class B (BRK.B) Alphabet Inc Class A (GOOGL) Wells Fargo & Co (WFC) GameStop, Corp. (GME) Target Corporation (TGT) Netflix Inc (NFLX) Amazon.com, Inc. (AMZN) Exxon Mobil (XOM) JPMorgan Chase (JPM) Cheeseball (CB) Nike Inc (NKE) Warner Bros Discovery, Inc. (WBD) Charter Communications Inc (CHTR) Convex Finance (CVX) Diamondback Energy Inc (FANG) GammaSwap (GS) Oxygen (OXY) Tesla, Inc. (TSLA) Apple, Inc. (AAPL) SATS (Ordinals) (SATS) Walmart, Inc. (WMT) General Electric Company (GE) JetBlue Airways Corp (JBLU) Spirit Airlines, Inc. (SAVE) Liberty Media Corporation Series C Liberty Live Common Stock (LLYVK)

Top Social Posts

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

"Any interest in discussing an equity trading like a "deep out of the money call option" A $QRTEA (QVC and HSN) investor framed the opportunity at the end of the #libertyinvestorday meeting. Take a listen: Interested"
X Link 2023-11-29T17:57Z [----] followers, 18.3K engagements

"Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK was one of the worst performers in the S&P [---] in [----] down -(49)%. The stock price collapsed but the business did not. At a 16x P/E ratio (14x net of cash) Deckers is being valued like a cyclical apparel company not a compounding brand platform with a demonstrated history of operating leverage. If Deckers can sustain high-single digit revenue growth then operating leverage"
X Link 2026-01-02T13:50Z [----] followers, 281.8K engagements

"If it's somehow true then this old table might be helpful for folks calculating the potential value of $QVCGA https://x.com/andrewcoye/status/1978819939076034841s=46 https://x.com/andrewcoye/status/1978819939076034841s=46"
X Link 2026-02-11T19:41Z [----] followers, [----] engagements

"Below is a summary diagram of $QRTEA's debt &cash silos as of [--] Sep [--]. As the video indicates there appear to be good opportunities to repurchase debt or preferred shares at substantial discounts. The Liberty team is shrewd at these types of activities. What might they be doing I guess that they are (evaluating) repurchasing (in modest amounts): 1) Qurate Retail Inc (Topco) Preferreds at [--] cents 2) Liberty Interactive Inc Senior debt at [--] cents 3) Paying down the RCF ($1 billion outstanding) in Qurate Retail Group Inc with 4Q23 cash flow. The $328mm cash at the Topco looks well place for"
X Link 2023-11-30T13:17Z [----] followers, [----] engagements

"IMO that's a very bad take. If you researched the people you'd understand the culture they were raised in (hint: 90s GE) and why they were not the right folks to institute a manufacturing turnaround. Look at the incredible job Larry Culp has done at $GE as a counterpoint"
X Link 2024-03-25T14:04Z [----] followers, [----] engagements

"Found a beneficiary of the Spirit $SAVE JetBlue $JBLU fiasco: Aercap $AER ended up with [--] more A320neos in '27 and '28 (or whenever they may be delivered). Another $2-2.5 billion deployed. the capital allocation masterclass continues"
X Link 2024-08-01T08:50Z [----] followers, [----] engagements

"Details on QVC $QRTEA [--] Sept. exchange offer: Below please find an illustrative debt maturity profile that shows the impact of today's proposed bond exchange offer (assuming 100% acceptance). By using cash to partially repay the [----] and then extending the [----] QVC creates a significant runway to operate its business and generating free cash flow (FCF). Why is this important Let's review the chart sequentially: The [----] bond maturity is not an issue because will be repaid with existing cash FCF and/or the existing revolver (RCF) capacity. So the next hump is refinancing the [----] RCF. This"
X Link 2024-09-11T15:29Z [----] followers, [----] engagements

"Thinking about joining in the pain cave $SIRI remains a very sticky subscription business FCF inflects in '26. Currently: No index flows high-ish leverage complicated merger story ugly charts bad comps (cable/media) potentially very large goodwill impairment from LSX in 3Q continued modest sub losses. Very cheap valuation and lots of FCF if "secular decline" story is overstated. Many potential small catalysts on the horizon: Tesla deal sub trends index inclusion modest buyback guidance. Shall we contribute to top ideas for [----] Assuming that you own $BRK.B & held on to $AER (2023): $LSXMK"
X Link 2024-09-17T07:13Z [----] followers, [----] engagements

"$DECK Deckers Outdoor Black Friday prices for the HOKA & UGG owner. "At 14x P/E and 12.5x P/E net of cash $DECK remains a profitable grow engine." $DECK 3Q25 (FY3Q25) Earnings Thoughts Headline: Stock down -12% to $90 per share. Alternative: Continued strong performance and conservative guidance business as usual. 3Q25 results: +9% Revenue +14% EPS y/y of $1.82 and well ahead of guidance of $1.5-$1.55 HOKA https://t.co/WfVdLFhiZt $DECK 3Q25 (FY3Q25) Earnings Thoughts Headline: Stock down -12% to $90 per share. Alternative: Continued strong performance and conservative guidance business as"
X Link 2025-11-17T12:45Z [----] followers, [----] engagements

"Is John Malone receiving [--] million * $23.25 = $450 million pre-tax cash proceeds for his $WBD stake from $NFLX ( $WFC bridge financing) a net positive for the Liberty Constellation - $QVCGA (distressed) - $CHTR (new focus on $CMSCA Charter-Cast merger post Cox - $GLIBK (backstopped rights offering) - $SIRI - $LBYTK - $BATRK (acquiring 50% hard control) - $LYV $LLYVK - $FWONK etc. https://twitter.com/i/web/status/1996925250937016376 https://twitter.com/i/web/status/1996925250937016376"
X Link 2025-12-05T12:50Z [----] followers, [----] engagements

"Happen to be a fan of both sides of #1 $ALSN and $DANA. The rest of the list have too high of a risk of being value traps for my liking (which is to say they may work out great - but the risks feel high and appropriately price in). Charter-cast merger in [----] feels increasing probable. If you like shoes $DECK is the place to study IMO https://twitter.com/i/web/status/1999375756217155707 https://twitter.com/i/web/status/1999375756217155707"
X Link 2025-12-12T07:08Z [----] followers, [---] engagements

"Prior "Top Ideas" threads: $GTX Garrett Motion $AER Aercap $SIRI SiriusXM https://x.com/andrewcoye/status/1742920537356341484 https://x.com/andrewcoye/status/1608334738988695552 https://x.com/andrewcoye/status/1876257446127190377 Shall we contribute to top ideas for [----] Assuming that you own $BRK.B & held on to $AER (2023): $LSXMK Liberty SiriusXM Tracking stock with 84% ownership of $SIRI SiriusXM Radio the best business model in music with 50% potential upside from current price of $30 https://x.com/andrewcoye/status/1742920537356341484 https://x.com/andrewcoye/status/1608334738988695552"
X Link 2026-01-02T14:35Z [----] followers, [----] engagements

""The goal is to grow to [--] gigawatts of powerenough to electrify about [--] million homeson Texas Pacific Land acreage." BOLT CEO and former CEO of Google Eric Schmidt. $TPL $GOOG $HKHC $tpl. $lb https://t.co/yaiKkC0kR2 $tpl. $lb https://t.co/yaiKkC0kR2"
X Link 2026-01-02T16:04Z [----] followers, [----] engagements

"NotebookLM infographic for [----] Top Idea $DECK Deckers Outdoor:"
X Link 2026-01-03T13:35Z [----] followers, [---] engagements

"@QwQiao Charlie surely wouldn't buy Comcast with $100 billion of debt and all forms of emerging broadband competition or a Fiserve turnaround. He'd also almost undoubtedly have BRK over Chubb Costco and some China exposure. But other than not bad and thanks for sharing. Keep going"
X Link 2026-01-07T14:06Z [----] followers, [---] engagements

""I dont see much downside in oil prices from here (geopolitics providing a floor) and I believe energy stocks remain attractive on the cycle." -George Noble $XOM $CVX $FANG I JUST CRUNCHED THE NUMBERS ON TRUMP'S VENEZUELA OIL PLAN And there's a huge problem. Everyone's expecting Venezuela to pump 3M+ barrels per day and crash oil prices. But here's what nobody's talking about: The infrastructure is DEAD. [--] years of socialist mismanagement https://t.co/wHIx2y3htR I JUST CRUNCHED THE NUMBERS ON TRUMP'S VENEZUELA OIL PLAN And there's a huge problem. Everyone's expecting Venezuela to pump 3M+"
X Link 2026-01-13T07:34Z [----] followers, [---] engagements

"$JPM is lending Altice USA $OPTU an additional roughly $1.1 billion to refinance debt before an early repayment penalty kicks in a move that may sooth creditors still reeling from a bombshell antitrust lawsuit and controversial debt maneuver. The funds repay a $1 billion asset-backed facility it got from $GS $TPG in July at par value according to people familiar with the matter. $QVCGA take note - $JPM's continuing to underwrite risk - but at a price. $QVCGA investors will have already taken note of three very aggressive LME moves taken by Altice: Altice USA 1) "Optimum formerly Altice USA"
X Link 2026-01-13T10:45Z [----] followers, [---] engagements

"$BRK.B's BNSF continues to advocate against the $UNP $NSC merger. IMO out of both public- and self-interest. The merger would likely put BNSF at a competitive disadvantage without itself tying up with $CSX. And that level of consolidation would then someday invite further regulatory scruntiny and potentially (lower) capped / regulated returns. They seem to prefer today's comfortable oligopoly. "BNSFs CEO Katie Farmer made comments the industry should question whether its an accurate premise that $UNPs proposed $72 billion takeover of $NSC will lead eventually to double-digit growth in"
X Link 2026-01-15T05:49Z [----] followers, [----] engagements

""Scientists at paint manufacturer $PPG built a database containing the properties of all of their products overlaid with the laws of chemistry. Then about a year ago they asked the system to create something newa fast-drying clear coat that body shops could apply after repainting a car. Within minutes the system suggested a combination of chemicals PPGs scientists hadnt thought of. Real-world testing proved that it worked and last spring the clear coat which cuts drying time by more than half went on sale." -Early days of AI. Productivity will come from many dimensions beyond cost cuts."
X Link 2026-01-25T05:02Z [----] followers, [----] engagements

"Given the latest Permian deal chat how long until Chevroxy $CVX $OXY merger announced Feels like [----] could be the year. $XOM- $FANG to immediately follow. Synergies that will even exceed $XOM $PXD. Chevron "interest" in an Occidental merger in early [----] speculated / confirmed by WSJ. $CVX + $OXY A no brainer given complementary adjacent checker-board acreage positions in Delaware basin GOM & Algeria operations. Question is probably Price. $BRK WEB consent likely https://t.co/vsGUeu0Y7y Chevron "interest" in an Occidental merger in early [----] speculated / confirmed by WSJ. $CVX + $OXY A no"
X Link 2026-01-29T19:26Z [----] followers, [---] engagements

"While is suspect $GME @ryancohen has his eye on $TGT let's not discount his ability to see the diamond in the rough social media cash cow in making potential or $QVCGA post debt restructuring. He's got both the retail and digital skills to take advantage of the asset light retail sales platform. @michaeljburry knows the name well https://twitter.com/i/web/status/2017095639767859586 https://twitter.com/i/web/status/2017095639767859586"
X Link 2026-01-30T04:40Z [----] followers, [----] engagements

"2025 Idea of the Year $DECK Deckers Outdoor off to a good start Is it too late No. Strong 4Q across all channels and regions demonstrated demand for HOKA and UGG brands remain strong and both are in growth mode. Profits and EPS growing faster than sales confirms operating leverage model in tact. Worth your attention to dive in and study a really exceptional (nonAI) business. Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK"
X Link 2026-01-31T04:02Z [----] followers, [----] engagements

"Historically theres been a tremendous amount of near-religious belief in holding on to $BTC no matter what. And somehow that virus or that fever broke and you started seeing some selling. -Michael Novogratz CEO $GLXY. Gold is once again the "New Gold". https://twitter.com/i/web/status/2018985865322926517 https://twitter.com/i/web/status/2018985865322926517"
X Link 2026-02-04T09:51Z [----] followers, [---] engagements

"$CB Chubb 4Q'25 "We anticipate an excellent [--] with strong growth in operating earnings and double-digit growth in EPS and tangible book value macro conditions notwithstanding." -CEO Evan Greenberg "Per-share book and tangible book value our most important measures of wealth creation grew 18% and 25.7% respectively." ROE 15% P/B 1.67x https://twitter.com/i/web/status/2019032570701467722 https://twitter.com/i/web/status/2019032570701467722"
X Link 2026-02-04T12:57Z [----] followers, [---] engagements

""In January [----] we recognized approximately $32.0billion of unrealized gains in our non-marketable investments." - $GOOG [----] 10K Not bad. Adjust your [----] EPS models accordingly. Significant non-marketable investments include SpaceX and Anthropic. https://twitter.com/i/web/status/2019368930712908157 https://twitter.com/i/web/status/2019368930712908157"
X Link 2026-02-05T11:14Z [----] followers, [---] engagements

"SiriusXM "In [----] we are providing robust guidance that we believe reflects the overall stabilization of the business as we continue to lean into our strengths" - $SIRI CEO Jennifer Witz Subs Trends: Added [---] thousand subs in 4Q25 "reflecting benefits from the launch of Continuous Service and [--] thousand incremental self-pay net adds from the earlier-than-planned introduction of companion subscriptions" [----] Guidance: Debt / EBITDA 3.6x and expected to reach target of low-to-mid 3s by YE'26. [----] uses of $1.9 billion CFOA: $0.4 dividends $0.7 debt repaid $0.65 capex $0.1 repurchases"
X Link 2026-02-05T12:16Z [----] followers, [----] engagements

"@StoneToldSteve Ted's a levered FCF investor. $DVA $SIRI $CHTR $KR They've been out of favor but are quite cheap these days and working through capex cycles and delevering. Lots of debate over terminal decline or stabilisation"
X Link 2026-02-05T12:56Z [----] followers, [---] engagements

"@StoneToldSteve I like to stick with what I know best. They're worth a look - but right in front of you is $SIRI at 6x '27 FCF and almost done with capex and delevering. After [----] the free cash is really 'free' and will be returnd to shareholders as dividends or buybacks. Assuming BAU"
X Link 2026-02-05T13:04Z [----] followers, [---] engagements

"Thought I'd give a $SIRI SiriusXM update since it's performed so poorly since my [----] LSXMK posts. This is a post for those who don't want to debate software and hyperscalled Capex and who care about Free Cash Flow. @ $22.60 price per share $SIRI [---] mm Shares O/S = declining $7.6 bn Market cap $2.6 bn EBITDA = flat $065 bn Capex = declining $9.7 bn DEBT = declining 6.7x EV / EBITDA 3.7x Debt / EBITDA 5.7x P / FCF 4.8% Dividend yield = while you wait Free cash flow: '25A: $1.25 bn = $3.7 FCF per share '26E: $1.35 bn = $4.0 FCF per share '27E: $1.50 bn = $4.45 FCF per share FCF / Market cap ="
X Link 2026-02-06T07:02Z [----] followers, [----] engagements

"https://x.com/andrewcoye/status/2019384583150793076 SiriusXM "In [----] we are providing robust guidance that we believe reflects the overall stabilization of the business as we continue to lean into our strengths" - $SIRI CEO Jennifer Witz Subs Trends: Added [---] thousand subs in 4Q25 "reflecting benefits from the launch of https://t.co/XWfPX6LLvw https://x.com/andrewcoye/status/2019384583150793076 SiriusXM "In [----] we are providing robust guidance that we believe reflects the overall stabilization of the business as we continue to lean into our strengths" - $SIRI CEO Jennifer Witz Subs Trends:"
X Link 2026-02-06T07:03Z [----] followers, [---] engagements

"Spectrum: their core 25Mhz are licensed for Sat radio and cost-benefit probably results in keeping both bands active for radio for a longgg time (millions of loyal low churn subs. They paid $100mm to $T for the surround 5Mhz unpaired blocks and will be interesting to see if anything comes of it. Not ascribing much value until something real develops ( $TSLA or $GM OnStar infomatics) https://twitter.com/i/web/status/2019921344021004329 https://twitter.com/i/web/status/2019921344021004329"
X Link 2026-02-06T23:49Z [----] followers, [--] engagements

"@BerkelKip $SIRI at 18% FCF yield but most of [----] cash going to debt pay down. Even higher yield and [----] and will be actually "free" for shareholder returns. No add backs. Thought I'd give a $SIRI SiriusXM update since it's performed so poorly since my [----] LSXMK posts. This is a post for those who don't want to debate software and hyperscalled Capex and who care about Free Cash Flow. @ $22.60 price per share $SIRI [---] mm Shares O/S = declining https://t.co/W0rZ8w267t Thought I'd give a $SIRI SiriusXM update since it's performed so poorly since my [----] LSXMK posts. This is a post for those"
X Link 2026-02-10T03:01Z [----] followers, [---] engagements

"Q: "Where do you see the opportunity to raise prices" A: "Nothing I can think of. It has been our model from day [--]. We are the low-cost provider. That is because we make a living at building technology. Technology allows you to operate at much lower revenue levels and still turn in what might be a 79% profit margin. It's very much in our DNA to operate that way." $IBKR CFO Paul Brody"
X Link 2026-02-10T03:38Z [----] followers, [----] engagements

""We don't understand tokenization. We don't understand the economic value. We have open ears on anybody in the room or elsewhere that can tell us what it is. Stocks have been traded for many decades as electronic book entry items in a fairly efficient manner. They've brought in the settlement period from [--] days to [--] to [--] to [--] day that's gone in a pretty good direction. We don't understand why it would be advantageous to buy a token that a broker has issued that's not fungible with other tokens out there that may not have a liquid market." - $IBKR CFO Paul Brody"
X Link 2026-02-10T03:50Z [----] followers, [----] engagements

""Rego Park I a [------] square foot shopping center is located adjacent to our Rego Park II shopping center. The property is now vacant since the relocation of Burlington and Marshalls to Rego Park II in [----]. We are currently exploring sale opportunities for the property and are in advanced negotiations with a potential buyer." $ALX https://twitter.com/i/web/status/2021107374149530084 https://twitter.com/i/web/status/2021107374149530084"
X Link 2026-02-10T06:22Z [----] followers, [---] engagements

"@JMWvdMeer @BerkelKip Agree with you - but the market's dim view of $SIRI for the past several years hasn't resulted in that occuring. The debt paydown is good capital allocation IMO"
X Link 2026-02-10T06:28Z [----] followers, [---] engagements

"🤣 Fair but the bigger question is could you even trade 100k shares of an [--] cent stock on any other retail platform"
X Link 2026-02-10T13:11Z [----] followers, [--] engagements

"@JMWvdMeer @BerkelKip 🤞🏻 that's the hope"
X Link 2026-02-10T13:32Z [----] followers, [--] engagements

"They bought back $20mm in January. Seems to be a realistic pace this year to pay dividends pay down debt and do modest repurchases. Sep'26. Could be an $AAPL / $BRK.K combo. Could be $SATS Could be a Telco or $AMZN Or they just cannibalize themselves for the next decade and sell their spectrum for 6/7G as the grand finale. https://twitter.com/i/web/status/2021237888902697241 https://twitter.com/i/web/status/2021237888902697241"
X Link 2026-02-10T15:00Z [----] followers, [---] engagements

""Double yes. So we have a few assets for sale which will generate capital. We think our stock is stupid cheap. I think in past years I said super super double stupid. So that's double yes. And the stock is probably the single best investment we can make now other than [---] Fifth which is obviously I'm in love with" - $VNO Chairman & CEO Steven Roth"
X Link 2026-02-11T06:46Z [----] followers, [---] engagements

""So I am extremely bullish on the prediction markets. I think this is going to be the biggest thing that happened in our business in the last [---] years. So I look at prediction markets as the ultimate synthesis of human imagination and economic incentive. Our articipants are rewarded for accuracy and penalized for error. This transforms guessing about the future into rigorous analysis that forces a continuous realtime calibration of expectations based on the new data. If you aggregate a diverse pool of incentivized rational actors the resulting consensus is mathematically likely to be the"
X Link 2026-02-11T08:17Z [----] followers, [----] engagements

"Quality is important. But price to (intrinsic) value matters too. Investors have been rewarded for ignoring valuation for so long that they stopped caring. Nothing like a 30-50% draw-down to re-learn the fundamentals. Humiliation ritual YTD. The holier-than-thou quality guys who used to opine about how they owned "world class businesses at 50x earnings that were simply too high IQ for the normies to understand" are all down 30% and room-temp African coup detats rare earth guys are up 100% Humiliation ritual YTD. The holier-than-thou quality guys who used to opine about how they owned "world"
X Link 2026-02-12T02:35Z [----] followers, [----] engagements

"Glad you enjoy the feed @davidein @GreenlightCapit $DECK [----] idea of the year "It's been very tough to be short and so that's why we're also long." Greenlight Capital Founder @davidein offers a look at his strategy and three key names in his portfolio $ACHC $DECK and $PTON: https://t.co/2xSI5RqYht "It's been very tough to be short and so that's why we're also long." Greenlight Capital Founder @davidein offers a look at his strategy and three key names in his portfolio $ACHC $DECK and $PTON: https://t.co/2xSI5RqYht"
X Link 2026-02-12T12:12Z [----] followers, [---] engagements

"https://x.com/andrewcoye/status/2007087000206422283s=20 Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK was one of the worst performers in the S&P https://t.co/vBBnkSJyGm https://x.com/andrewcoye/status/2007087000206422283s=20 Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK"
X Link 2026-02-12T12:12Z [----] followers, [---] engagements

""So we still see growth in the turbo business line. So just as a reminder we're in the top [--] market leader in that product space. We love turbochargers. We see penetration continues to increase. We also see the adoption of more complex highly efficient turbines like the one that we announced today the variable turbine turbocharger which improves performance at the low end. And on top of that being one of the market leaders we expect to conquest business often from some of the weaker players. And we think that trend will continue and that was one of our announcements today with a European OEM."
X Link 2026-02-12T12:25Z [----] followers, [---] engagements

"With an aging population and AI poised to de-populated the managerial email class don't see how this trend doesn't continue. Trade labor people intensive and hospitality work will be a growth industry for a long time regardless of what any robot fantatics say"
X Link 2026-02-12T17:17Z [----] followers, [---] engagements

"White-collar work where youre sitting down at a computer either being a lawyer or an accountant or a project manager or a marketing person most of those tasks will be fully automated by an AI within the next [--] to [--] months. - #MSFT AI Head Mustafa Suleyman https://twitter.com/i/web/status/2022006379838681482 https://twitter.com/i/web/status/2022006379838681482"
X Link 2026-02-12T17:54Z [----] followers, [----] engagements

"Anyone still discussing $QVCGA $QVCGP Here's a swag of the capital structure at both par and current market prices. Next significantly maturity is $2.9 billion drawn RCF in late October'26. 3Q'25 earnings report on [--] Nov [----]. Is an out-of-court solution possible Too many cooks in the kitchen ready to spoil an LME Are the banks (revolver) or the QVCN senior secured in the driver seat For the Bankruptcy crowd any value in fulcrum securities elsewhere in the capital structure @TJ_Detweiler @yummyCenturyEgg @adjebitdax each with excellent coverage to this point for those interested to dive"
X Link 2025-10-16T13:46Z [----] followers, [----] engagements

"Don't miss the [----] Top Idea $DECK Deckers Outdoor. NotebookLM infographic below - but full details in the original post. Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK was one of the worst performers in the S&P https://t.co/vBBnkSJyGm Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top"
X Link 2026-01-03T13:34Z [----] followers, [----] engagements

"@StoneToldSteve It's Ted not Warren. He's held Liberty Media $LSXMK since his days running Peninsula"
X Link 2026-02-05T12:36Z [----] followers, [--] engagements

"@midascabal One stock [--] years Today's valuation $1 million. Yep the answer remains $BRK.B Berkshire Hathaway for consistent AI resistant tax-free compounding"
X Link 2026-02-08T14:53Z [----] followers, [----] engagements

"Shall we contribute to top ideas for [----] Assuming that you own $BRK.B & held on to $AER (2023): $LSXMK Liberty SiriusXM Tracking stock with 84% ownership of $SIRI SiriusXM Radio the best business model in music with 50% potential upside from current price of $30"
X Link 2024-01-04T14:46Z [----] followers, 51.5K engagements

"$AER Aercap 3Q'25 Results: Excellent tldr: Accelerating buybacks accelerating lease rents record gain on sales. Very reasonable valuation A few highlights: +6% y/y basic lease rents +5% ytd Widening lease spreads margins Likely $15 adjusted EPS in '25 with gains 12.5x P/E Ratio $106 BVPS 19% 3Q Adjusted ROE at only 2.1x leverage 1.2x P/B ratio [--] new A320neo orders Expect more buybacks and higher dividends. Patience being rewarded and likely more to come https://twitter.com/i/web/status/1983511634476666979 https://twitter.com/i/web/status/1983511634476666979"
X Link 2025-10-29T12:30Z [----] followers, [----] engagements

"Happy buyback announcement day. The buyback cannibals continue to shrink their share counts at attractive valuations 👏🏻 Aercap $AER Garrett Motion $GTX"
X Link 2025-12-03T13:46Z [----] followers, [----] engagements

"Incredible [----] delivered by the Aercap $AER team Strong year-end deliveries with [--] new 320neos and [--] 737MAX received and even stronger sales with [--] A320s and [--] 737NGs sold. Expect $300 million insurance proceeds ($1.5 billion for the year) and $300 million gain on sale (GOS) to result in an excellent 4Q P&L. [---] million shares bought back at $127 demonstrates disciplined capital allocation. Estimate $AER ends the year with a BVPS $112 for +23% gain in BVPS in [----] (including dividends). Now trading at 1.28x BVPS. Double-digit compounding in tact. AerCap has announced its major business"
X Link 2026-01-05T12:17Z [----] followers, [----] engagements

"$AER capital deployment off to a good start in 2026: "Aercap today announced it has signed purchase and leaseback agreements with Virgin Atlantic for [--] new Airbus A330-900 aircraft." $1.0 billion+ asset value over next [--] years $0.3 billion of equity. Incredible [----] delivered by the Aercap $AER team Strong year-end deliveries with [--] new 320neos and [--] 737MAX received and even stronger sales with [--] A320s and [--] 737NGs sold. Expect $300 million insurance proceeds ($1.5 billion for the year) and $300 million gain on sale Incredible [----] delivered by the Aercap $AER team Strong year-end"
X Link 2026-01-13T12:33Z [----] followers, [----] engagements

"$AER [----] Guidance conservatism is pretty extreme. Not only does it exclude GOS ($3-4) and buybacks impact but they're guiding basic lease rents flat y/y. Despite all the color about substantial post-covid lease increases. there is some "PBH" impact but no way lease rents aren't significantly higher without even higher GOS due to larger fleet sales. https://twitter.com/i/web/status/2019754590049300866 https://twitter.com/i/web/status/2019754590049300866"
X Link 2026-02-06T12:46Z [----] followers, [---] engagements

"$AER 4Q25 CEO Gus Kelly "So if they ever see and this is the case for the last [--] years a period of significant oversupply coming to the market they will be the ones who will lose the most because oversupply of new aircraft will mean early retirement of old aircraft those old aircraft with the ones where that shop visits is performed on. So it's turkeys voting for Christmas if they allow $BA and $AIR.FA to overproduce aircraft in a market where there is oversupply and they have never ever done it and I don't expect they will. And that's one of the key reasons on a macro basis why AerCap has"
X Link 2026-02-09T10:47Z [----] followers, [----] engagements

"@BillAckman After your experience and recognition from $NKE Nike that the new sneaker brands are formidable - did you also discover that $DECK Deckers Outdoor exceeds all of your criteria for a wonderful long-term investment Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK was one of the worst performers in the S&P https://t.co/vBBnkSJyGm Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged"
X Link 2026-02-14T06:23Z [----] followers, [---] engagements

"@RiskHToIshqH You missed the biggest tell when he specifically said "under managed" acquisition target. It's well known that $TGT has been "under managed" for quite a while. While is suspect $GME @ryancohen has his eye on $TGT let's not discount his ability to see the diamond in the rough social media cash cow in making potential or $QVCGA post debt restructuring. He's got both the retail and digital skills to take advantage of the asset light https://t.co/TW92mkgEH7 While is suspect $GME @ryancohen has his eye on $TGT let's not discount his ability to see the diamond in the rough social"
X Link 2026-02-11T02:57Z [----] followers, [---] engagements

"@AceLight18 Dr. Malone set to receive $500 million cash proceeds when/if the $WBD $NFLX transaction closes"
X Link 2026-02-16T10:29Z [----] followers, [--] engagements

"$GTX Garrett Motion thesis playing out hope some folks took an interest. Disciplined buybacks creating a ton of value despite modest top line changes. Disciplined operational execution continues to produce very strong results"
X Link 2025-10-23T13:49Z [----] followers, [---] engagements

""And culture here means the higher you go the harder you work. It's an inverted pyramid and it is a privilege. And if you don't feel that way and you need a different work-life balance then this may not be the place for you." - $CB Chubb CEO Evan Greenberg $BRK.B shareholding"
X Link 2025-10-25T06:53Z [----] followers, [----] engagements

"$SIRI $NFLX "Netflix has approached SiriusXM to license its video podcasts as part of its major push into the space an insider tells The Hollywood Reporter. The deal would likely involve exclusivity of the video podcasts on the platform meaning they would not appear on Netflixs main rival YouTube the source says. No deal has yet been reached." https://twitter.com/i/web/status/1986205839330582686 https://twitter.com/i/web/status/1986205839330582686"
X Link 2025-11-05T22:55Z [----] followers, [----] engagements

"@dunbelievable Yep I agree. Check the feed - $QVCGA is a hobby not a strategy. $WFC $GTX $AER"
X Link 2025-11-07T02:39Z [----] followers, [---] engagements

"$GTX Garrett Motion's buybacks continue with [---] million more shares repurchased from Oaktree per 13D at $16.26 ($40 million for 1.3% of the shares O/S). @wabuffo @DadInvest Receipts: https://twitter.com/i/web/status/1987139964514304268 https://twitter.com/i/web/status/1987139964514304268"
X Link 2025-11-08T12:47Z [----] followers, [----] engagements

"Do the $WOSG (Watches of Switzerland) watchers think that this could be a prelude to a listing change from London to New York as U.S. sales trend to greater than half of the groups revenues"
X Link 2025-11-25T12:54Z [----] followers, [---] engagements

"If you liked buyback announcement day wait for index addition announcement day. $SIRI to be added to the S&P Small Cap [---] or Mid Cap [---] Once again profitable on a trailing [--] basis. $UNFI Who else https://t.co/898RW4meLs https://t.co/898RW4meLs"
X Link 2025-12-05T11:05Z [----] followers, [----] engagements

"@fmcbill $WOSG as of 1H FY'26 USA was 48% of group sales and 59% of adj. EBIT with additional m&a potential to grow further in U.S"
X Link 2025-12-05T11:23Z [----] followers, [---] engagements

"CEO* says no "We've been provoked to look at the U.S. market listing. It's just not something that we would consider doing. We're very happy in the UK. . so it's not something that's likely or at all on the cards." - $WOSG CEO Brian Duffy on maintaining UK listing Dec'25 https://twitter.com/i/web/status/1996909261591663009 https://twitter.com/i/web/status/1996909261591663009"
X Link 2025-12-05T11:47Z [----] followers, [---] engagements

"Chubb $CB out with an updated investor presentation (When $BRK.B buys an insurer - its worth paying attention - reference Alleghany $Y 2022): Forecasts: +Double-digit EPS growth +ROE increasing to 14%+ 60% capital returns with increasing buybacks 20% headcount reduction through digitization and AI investments over next 3-4 years. Highly diversified franchises: Fantastic underwriting (North America CR pictured) Growing performing fixed income portfolio https://twitter.com/i/web/status/1998331945529303544 https://twitter.com/i/web/status/1998331945529303544"
X Link 2025-12-09T10:00Z [----] followers, [----] engagements

"@victaurs $WFC Wells Fargo but it's been crickets since [----] ($20 per share lol) when Berkshire sold out. For anyone looking for value here's a story you want to start following: Wells Fargo $WFC Banking at scale. Excellent management. Sensible capital allocation. Implementing $GOOG GCP Cloud and Gemini AI. And a long runway for EPS growth. Key Metrics & Valuation: $6.08 EPS https://t.co/2oLxjbY4AH For anyone looking for value here's a story you want to start following: Wells Fargo $WFC Banking at scale. Excellent management. Sensible capital allocation. Implementing $GOOG GCP Cloud and"
X Link 2025-12-09T17:56Z [----] followers, [---] engagements

"@RandolphDuke7 $OXY doesn't directly own much midstream and has no power assets. They do own about half of $WES which contains their midstream (pipelines and water disposal) assets but that is a seperate company than OXY if Warren specifically wanted the midstream assets"
X Link 2025-12-10T02:09Z [----] followers, [---] engagements

"@lloydjamesross Agreed. Above are all direct quotes from the article. He had some assistance (Charlie Ted Todd) in investing in tech: $AAPL BYD $AMZN even $TSM (masterful purchase unfortunate sale (geopolitical risk)). Not to mention previously $IBM. http://1211.HK http://1211.HK"
X Link 2025-12-12T11:35Z [----] followers, [---] engagements

"After the $JPM funded Altice USA $OPTU transaction the RCF lenders got spooked and wanted to announce they're all in this together. Beyond that not much to read into the article as the authors don't know the difference between $2 billion of on balance sheet cash is better liquidity than $200mm of undrawable revolver. And they quoted the price of $QVCGP not the common stock. Oh well there was an attempt but the topic is too arcane. End game approaches - my WAG is 4Q earnings release date. https://twitter.com/i/web/status/2001152291831996863 https://twitter.com/i/web/status/2001152291831996863"
X Link 2025-12-17T04:47Z [----] followers, [---] engagements

"The re-rate has been solid from 0.7x to 1.3x BVPS. From here re-rate is tougher IMO because the market may distrust the sustainability of the GOS and underestimate the impact of the coming lease rate uplift already in the pipeline. A solid high-teens ROE may help earn a further uplift and the buyback takes full advantage if it doesnt. Win-win"
X Link 2026-01-05T12:31Z [----] followers, [--] engagements

"I don't look at it that way - but I do believe $DECK has proven themselves at building & growing brands. LARGE opportunities ahead: 👡UGG Sandals & Clogs (Goldenstar $BIRK) 👢UGG Lowmels (Skating / Vans $VFC) 👟HOKA All models ( $ONON) 🎽HOKA apparel ( $NKE) https://twitter.com/i/web/status/2011026008284282948 https://twitter.com/i/web/status/2011026008284282948"
X Link 2026-01-13T10:42Z [----] followers, [---] engagements

"$WFC Wells Fargo [----] Results Does valuation growth + efficiency opportunity make $WFC the bank to own in 2026+ [----] $20.3 billion net income +9% y/y $6.26 EPS +17% 12.4% ROE $53 BVPS +5% NII [----] forecast +2% expense growth = operating leverage Mid-single-digit loan + deposit growth 100% net profit returned to shareholders [---] billion shares O/S -(6)% y/y Valuation 1.75x P/B 15x P/E https://twitter.com/i/web/status/2011427927964184750 https://twitter.com/i/web/status/2011427927964184750"
X Link 2026-01-14T13:19Z [----] followers, [---] engagements

"Blackstone $BX BREIT (non-traded REIT for individuals) $54 billion assets 20% data centers +8.4% in '25 (public REITs +2.4% +2.0% in '24 -(0.5)% in '23 [----] acquisition of QTS (datacenters) changed the trajectory vis-a-vis peers (office residential). Hats off to a job well done in a tough sector. https://twitter.com/i/web/status/2011727769672044600 https://twitter.com/i/web/status/2011727769672044600"
X Link 2026-01-15T09:10Z [----] followers, [---] engagements

"$JPM $GS $MS $C $BAC $WFC [----] IB Fees and Markets $JPM highlighting again how they're in a league of their own in US banking at its [----] investor day. Any guesses to which competitor outperforms or at least narrows the gap in the next [--] years My bet is $WFC post asset cap has the best chance to drive operating leverage https://t.co/1PTN3wKpt1 $JPM highlighting again how they're in a league of their own in US banking at its [----] investor day. Any guesses to which competitor outperforms or at least narrows the gap in the next [--] years My bet is $WFC post asset cap has the best chance to drive"
X Link 2026-01-16T14:08Z [----] followers, [---] engagements

"@adjebitdax @InvestmentFrog $WMT won't be the only one interested. $QVCGA $AMZN. However it seems there's just about zero shares of QVC available to trade these days so anyone that hasn't joined the party will have to watch from the sidelines. 🎉 https://x.com/andrewcoye/status/1864366895090074043s=46 QVC + Amazon. Kindle TSV $QRTEA + $AMZN Potential Synergies: Loyalty program by Amazon Prime (free S&H) Delivery & returns by Amazon Logistics Content for Amazon Prime Video Purchases on Amazon Website QVC live content & distribution QVC customer base QVC products QVC margins"
X Link 2026-01-27T01:42Z [----] followers, [---] engagements

"Joined in good company in $DECK with value investing legend David Einhorn's @GreenlightCapit. 4Q'25 Earnings results out Thursday pm. UGG. From 4Q'25 Greenlight Letter: "DECK stock declined after it posted disappointing results early in [----] which were impacted by tariff uncertainty a warehouse transition in Europe and warm weather during the early part of the UGG selling season. As Hoka expands internationally we expect growth to re-accelerate and believe the company will use its strong balance sheet including net cash equal to roughly 9% of its market capitalization to increase the pace of"
X Link 2026-01-27T07:48Z [----] followers, [----] engagements

"@mastersinvest Very well written letter Extra context: Largest fund performance:"
X Link 2026-01-27T11:01Z [----] followers, [---] engagements

"FT: "SpaceX is seeking to raise as much as $50bn at a valuation of roughly $1.5tn the people added which would make it the largest IPO in history" Expected timing June [----]. Hype train building momentum. FCC AWS-3 auction also in June. $SATS https://twitter.com/i/web/status/2016382948531175833 https://twitter.com/i/web/status/2016382948531175833"
X Link 2026-01-28T05:28Z [----] followers, [----] engagements

"More datapoints for those tracking AI's real world impact for true adopters: tldr: average workers +30% power users +80% output at $META. "We speak a lot about how AI is improving our products but I'd like to take a moment to give an update on how it's changing the way we work. . A big focus of this is to enable the adoption and advancement of our AI coding tools where we're seeing strong momentum. Since the beginning of [----] we've seen a 30% increase in output per engineer with the majority of that growth coming from the adoption of agenetic coding which saw a big jump in Q4. We're seeing"
X Link 2026-01-29T05:53Z [----] followers, [---] engagements

"Ignoring the debt and focusing on the FCF in a business with a flat to declining top line is going to give you the wrong answer. If the business grows you're bailed out and the stock does well but you've still applied the wrong model and not properly assessed the risk. Further more the FCF is not really free for you the shareholder because so much is being diverted to de-lever (through debt repayments). Therefore you're discounting the value of an asset (cash flow) that doesn't belong to you - it belongs to the debt holders who you're ignoring. The FCF available to shareholders until they"
X Link 2026-01-29T08:02Z [----] followers, [---] engagements

"@kab604 @longriverCM Well said"
X Link 2026-01-29T08:52Z [----] followers, [--] engagements

"Ryan's admirable track record so far in addition to Chewy and GameStop https://x.com/andrewcoye/status/2001225276051571097s=46 Ryan Cohen's public stock investment track record is remarkable. Turned $1 billion estimated investment at cost in $4 billion current portfolio plus control at $GME. Well done @ryancohen The data backs up your assertions @michaeljburry. https://t.co/qXgX6DrDhM https://x.com/andrewcoye/status/2001225276051571097s=46 Ryan Cohen's public stock investment track record is remarkable. Turned $1 billion estimated investment at cost in $4 billion current portfolio plus"
X Link 2026-01-30T04:42Z [----] followers, [---] engagements

"$DECK 4Q25 Earnings (FY 3Q26) Price: +14% to $114 per share. Story: Strong holiday quarter. Return to growth in USA and DTC. Aggressive share buybacks. 4Q25 results: +7% Revenue to nearly $2 billion +11% EPS y/y to $3.33 Trailing [--] months EPS of $7.09 We are on track to deliver another incredible year with profitable growth at two premium and differentiated brands. CEO Stefano Caroti - HOKA sales +18% UGG +5% - USA sales +2.7% International +15% - DTC sales +8% Wholesale +6% - Stronger than expected gross margins of 59.8% (pre-tariff inventory benefits). - Upped EPS guidance by +7% to $6.80+"
X Link 2026-01-30T06:49Z [----] followers, [---] engagements

"@bespokeinvest Promising Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK was one of the worst performers in the S&P https://t.co/vBBnkSJyGm Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK was one of the worst performers in the S&P https://t.co/vBBnkSJyGm"
X Link 2026-01-30T10:47Z [----] followers, [---] engagements

"@HunterQVC @ryancohen Open market is not possible. Would have to be a negotiated transaction and no sense to do anything until the debt stack is resolved. But could be part of that "restructuring""
X Link 2026-01-30T12:43Z [----] followers, [---] engagements

"@Unknown_Capital I'm thinking of Tom Rutlege's slides that he referred to as the "jaws of life" from the lead up Liberty investor days. Then the slide disappeared and Charter went on a $12bn per year investment program"
X Link 2026-01-30T14:23Z [----] followers, [--] engagements

"@DGretta_Author It can be quite taxing but usually pays to just wait if the company is still doing well fundamentally. $DECK spent over $1 billion (100% of net income) buying back its own shares over the last year so the opportunity wasn't wasted"
X Link 2026-01-31T09:03Z [----] followers, [--] engagements

"@Ryan__Rigg $TGT Target - "under managed" large retailer. Bill Ackman has targeted it in the past"
X Link 2026-01-31T09:44Z [----] followers, [---] engagements

"Few ideas that fit the bill for $GME - $TGT $KSS and the corpse of Saks. $QVCGA is unlikely the main event - but it has potential as the social selling platform. $AMZN $WMT or Ryan would need to stand behind it to grow have access to products and improve delivery logistics. It's a $9 billion sales profitable business still. Just highly over levered and linear TV is melting away. https://twitter.com/i/web/status/2017813070794621152 https://twitter.com/i/web/status/2017813070794621152"
X Link 2026-02-01T04:11Z [----] followers, [---] engagements

""Together Trane and Garrett will launch the next generation of high efficiency HVAC systems and accelerate the adoption of ultra-low global warming potential refrigerants. The companies will jointly develop and integrate advanced compressor solutions across a broad portfolio of Trane systems including unitary rooftop units modular chillers and large capacity chillers for a variety of applications." Product line expansion beyond automotive continues with a world class industrial partner. - $GTX $TT - $SOLS $CC"
X Link 2026-02-02T12:27Z [----] followers, [---] engagements

"@crudechronicle $XOM just reported a 5-year trailing Return on Capital of 9% and they're in a "league of their own". When you achieve an extraordinary ROC like $GOOG reinvesting 100% of CFOA into growth is a lot more valuable buybacks. Am an O&G fan but your framing seemed incomplete"
X Link 2026-02-05T02:59Z [----] followers, [----] engagements

""To illustrate YouTube's popularity in October [----] viewers watched over [---] million hours of podcasts on living room devices up 75% from just a year prior." - $GOOG CEO Sundar Pichai $SPOT co-exclusives with $NFLX Will $SIRI sign an expanded video pod pact with YouTube https://twitter.com/i/web/status/2019354467708387446 https://twitter.com/i/web/status/2019354467708387446"
X Link 2026-02-05T10:16Z [----] followers, [---] engagements

""Viewers trust product and brand recommendations from YouTube creators and we are focused on making YouTube a premier shopping destination. Innovations like shoppable ad formats are improving advertiser return on investment." - $GOOG CBO Philipp Schindler Back-to-the-future TV-shopping fusion ala $QVCGA https://twitter.com/i/web/status/2019357358892413054 https://twitter.com/i/web/status/2019357358892413054"
X Link 2026-02-05T10:28Z [----] followers, [---] engagements

"In public interviews Warren previously stated that Ted and Todd had full authority over their allocations and that he would sometimes learn of their positions from the daily holdings reports. That said they've met in person several times a week for a dozen years and would certainly discuss the positions"
X Link 2026-02-05T12:47Z [----] followers, [--] engagements

"$SBUX has a cult following of investors who are price anchored and don't care about fundamentals. Demonstrates the power of brand awareness. See also $NKE. Similar to $TSLA but much broader base. https://twitter.com/i/web/status/2019757124646224079 https://twitter.com/i/web/status/2019757124646224079"
X Link 2026-02-06T12:56Z [----] followers, [---] engagements

"RT @andrewcoye: Thought I'd give a $SIRI SiriusXM update since it's performed so poorly since my [----] LSXMK posts. This is a post for those"
X Link 2026-02-06T13:19Z [----] followers, [--] engagements

"Surprised by the reach of this post. I guess no one else reads and reports on the footnotes. Also surprised to find out how pervasive the idea that @TheRoaringKitty or @ryancohen have invested in $SIRI based on his memes and movie clips. $LSXMK"
X Link 2024-08-25T10:25Z [----] followers, [----] engagements

"Threading the latest dates: [--] Sep final Exchange Ratio (8.3xx) [--] Sep opens as the new $SIRI and farewell to $LSXMK "Liberty Media intends to publicly announce the final Exchange Ratio on or about September5 2024." Merger closes [--] Sep but the previous Thursday we'll learn how many $SIRI per $LSXMK (8.3xx). "Liberty Media intends to publicly announce the final Exchange Ratio on or about September5 2024." Merger closes [--] Sep but the previous Thursday we'll learn how many $SIRI per $LSXMK (8.3xx)"
X Link 2024-08-26T14:43Z [----] followers, [----] engagements

"Yes it will all occur at 4:05pm on [--] September per the filings. When you login to your $HOOD on Tuesday [--] September you will have " $SIRI " shares based either on 10:1 reverse split of existing SIRI or 0.83xx (final exchange ratio) for each $LSXMK /A share. The formula for the Exchange Ratio is already set they just need to plug-in the final number of shares outstanding and certain expenses. It will be approximately [----] not much variability possible. https://twitter.com/i/web/status/1828102196795215953 https://twitter.com/i/web/status/1828102196795215953"
X Link 2024-08-26T16:08Z [----] followers, [---] engagements

"This is a new product line for GTX it's in production and will be interesting to hear how fast it ramps. The company referred to above Accelleron historically has been the major provider of industrial turbos (ABB spinout). I would be very surprised if any generator OEMs did turbo in house - but I don't know for sure. https://twitter.com/i/web/status/1849892869592711422 https://twitter.com/i/web/status/1849892869592711422"
X Link 2024-10-25T19:16Z [----] followers, [---] engagements

"The $AER story just keeps getting better. $18 EPS estimate for [----] from the best (public) modeler of Aercap on twitter. https://x.com/ShafronTom/status/2008297026845368819 $AER have [----] adj EPS around $17.82 Would be higher if buybacks were more accretive like the good old days maybe we'll get lucky and the stock will tank 😅 https://x.com/ShafronTom/status/2008297026845368819 $AER have [----] adj EPS around $17.82 Would be higher if buybacks were more accretive like the good old days maybe we'll get lucky and the stock will tank 😅"
X Link 2026-01-07T06:23Z [----] followers, [----] engagements

"@michaeljburry See you both in $QVCGA again post LME and syndicate refinancing Or going for the big swing of "under managed" $TGT While is suspect $GME @ryancohen has his eye on $TGT let's not discount his ability to see the diamond in the rough social media cash cow in making potential or $QVCGA post debt restructuring. He's got both the retail and digital skills to take advantage of the asset light https://t.co/TW92mkgEH7 While is suspect $GME @ryancohen has his eye on $TGT let's not discount his ability to see the diamond in the rough social media cash cow in making potential or $QVCGA"
X Link 2026-01-30T11:06Z [----] followers, [----] engagements

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