@garyHeff Avatar @garyHeff Gary

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

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Social Influence

Social category influence stocks 70.75% finance 34.91% technology brands 6.6% social networks 3.77% cryptocurrencies 1.89% countries 0.94% financial services 0.94%

Social topic influence $wbd #7, $psky #12, $nflx #19, $para 19.81%, warner bros #176, debt 6.6%, company 5.66%, business 5.66%, in the 4.72%, more than 3.77%

Top accounts mentioned or mentioned by @davidfaber @221brew @jtoonkel @bigideascapital @rogoswami @darkstarsats @wsj @tbonesam99 @tmtanalystanon @xianx01 @jbflint @acapitallp @nfl @skydance @paramountco @kimmasters @bdigs @ft @xrozzlanxz @laurenthomas

Top assets mentioned Warner Bros Discovery, Inc. (WBD) Paramount Skydance Corporation Class B Common Stock (PSKY) Netflix Inc (NFLX) Paramount Global (PARA) Walmart, Inc. (WMT) Comcast Corporation (CMCSA) VIZIO Holding Corp. (VZIO) Pinterest, Inc. (PINS) Sanofi (SNY) SPDR S&P [---] ETF Trust (SPY) Born in [--] (19) JetBlue Airways Corp (JBLU) Spirit Airlines, Inc. (SAVE)

Top Social Posts

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

"I read this as Paramount expects the HSR waiting period to expire on Feb [--] "Paramount complied on February [--] [----] with the DOJ's Second Request for information related to its all-cash tender offer to purchase shares of Warner Bros Discovery" $PSKY $WBD $NFLX"
X Link 2026-02-10T14:19Z [----] followers, [----] engagements

"Risks Arising from Our Reliance on Third Party (Search Engines). How material of a risk to $PINS"
X Link 2026-02-14T14:53Z [----] followers, [---] engagements

"Good call by Ancora as Warner Bros prepares to talk to Paramount $WBD $PSKY $NFLX Ancora mentions a point not given much coverage: the presence of a merger agreement in the amended tender offer allows the Warner Bros board to negotiate with Paramount. No more hiding behind "the deal is illusory" bc of the tender $WBD $PSKY $NFLX Ancora mentions a point not given much coverage: the presence of a merger agreement in the amended tender offer allows the Warner Bros board to negotiate with Paramount. No more hiding behind "the deal is illusory" bc of the tender $WBD $PSKY $NFLX"
X Link 2026-02-15T19:54Z [----] followers, [----] engagements

"Thank you both so much for having me To kick off Season [--] of the Special Situations Report Podcast we wanted to cover the biggest story in M&A the bidding war between Netflix $NFLX and Paramount Skydance $PSKY for Warner Bros. Discovery $WBD. One of the key voices I follow on X when it comes to media companies is https://t.co/NgjmSmHXax To kick off Season [--] of the Special Situations Report Podcast we wanted to cover the biggest story in M&A the bidding war between Netflix $NFLX and Paramount Skydance $PSKY for Warner Bros. Discovery $WBD. One of the key voices I follow on X when it comes to"
X Link 2026-01-12T18:03Z [----] followers, [----] engagements

"@WSJ @JBFlint @laurenthomas Pentwater may end up on the board slate per the FT. Is Paramount more likely to call an early special meeting Or said another way under what circumstances would they wait to run a proxy contest after the shareholder vote cc:@DavidBrail https://www.ft.com/content/46d0c77b-f964-49c6-ad99-d787be61676b https://www.ft.com/content/46d0c77b-f964-49c6-ad99-d787be61676b"
X Link 2026-02-12T19:26Z [----] followers, [---] engagements

"Focusing on the % tendered was a red herring $PSKY $WBD $NFLX"
X Link 2026-02-15T20:01Z [----] followers, [---] engagements

"@rogoswami Paramount aims to clear antitrust in US (HSR) prior to the Warner Bros shareholder vote which will be held as soon as the second week of March - @davidfaber $WBD $PSKY $NFLX"
X Link 2026-02-02T15:23Z [----] followers, [---] engagements

"@rogoswami @davidfaber Paramount likely to clear HSR by end of next week - @davidfaber $WBD $PSKY $NFLX"
X Link 2026-02-05T14:35Z [----] followers, [---] engagements

"Amazon earnings: Prime Video. Streaming signals for AI / ML -driven ads meaningful revenue growth from Prime Video ads AI-driven ads agent to reduce time to create campaigns success of sports / Thursday Night Football How does Walmart respond"
X Link 2026-02-06T03:09Z [----] followers, [---] engagements

"New CEO Furner's org structure indicates a company focused on high-margin digital services with a newly created Chief Growth Officer overseeing global enterprise platforms like Walmart Connect Walmart+ Walmart Data Ventures Vizio and a global Marketplace platform"
X Link 2026-02-06T03:09Z [----] followers, [---] engagements

"@221Brew Hey @grok when Sanofi switched from a tender offer to a merger agreement with Genzyme the press release announcing the agreement said the deal was already cleared and did not necessitate another HSR review. How is that possible"
X Link 2026-02-07T17:36Z [----] followers, [---] engagements

"@darkstarsats See cash tender offer waiting period"
X Link 2026-02-10T14:40Z [----] followers, [---] engagements

"@darkstarsats Interesting that the #2 at DOJ antitrust resigned yesterday https://x.com/lizrhoffman/status/2020985627081130442s=20 The No. [--] at DOJ antitrust just quit. Lots of turnover as tensions simmer between line trustbusters and Trump brass https://t.co/yhbWbakCsc https://x.com/lizrhoffman/status/2020985627081130442s=20 The No. [--] at DOJ antitrust just quit. Lots of turnover as tensions simmer between line trustbusters and Trump brass https://t.co/yhbWbakCsc"
X Link 2026-02-10T15:03Z [----] followers, [---] engagements

"i'd add that Gerry was banging the drum on the "pacman preferred" nature of the debt reallocation mechanism in the $NFLX / $WBD deal . an obvious response from the netflix side is to solidify the deal value by removing that variable . which would have the effect of placing a value on discovery global networks . https://twitter.com/i/web/status/2021331992957120776 https://twitter.com/i/web/status/2021331992957120776"
X Link 2026-02-10T21:14Z [----] followers, [---] engagements

"@221Brew @ParamountPics I hadn't thought of TikTok as a new window. Interesting"
X Link 2026-02-11T00:06Z [----] followers, [---] engagements

"If you didn't know anything about proxy battles you could learn a lot by listening to this clip. Ancora's Chadwick packs a lot of info into his brief appearance. $WBD $PSKY $NFLX This is a once in a lifetime opportunity for Paramount says James Chadwick President of Alternatives at Ancora. $WBD $PSKY https://t.co/xw27IzsdJv This is a once in a lifetime opportunity for Paramount says James Chadwick President of Alternatives at Ancora. $WBD $PSKY https://t.co/xw27IzsdJv"
X Link 2026-02-11T14:20Z [----] followers, [----] engagements

"Am I the only one who didn't know this Index ETF P/E ratios are "fudged" and the QQQ was trading at a 90x P/E $QQQ $SPY $IWM h/t Kopernik Global & @DavidBCollum"
X Link 2025-04-17T14:46Z [----] followers, 176K engagements

"Ancora Warner Bros Presentation $WBD $PSKY $NFLX 1/13"
X Link 2026-02-12T19:01Z [----] followers, [----] engagements

"A fascinating case study on mega LBOs change of control provisions tenders and defeasance The private equity investors set to take over EA are engineering a debt buyback that has hammered the companys bonds https://t.co/xxLGcL1lLr The private equity investors set to take over EA are engineering a debt buyback that has hammered the companys bonds https://t.co/xxLGcL1lLr"
X Link 2026-02-12T19:42Z [----] followers, [---] engagements

"Ancora mentions a point not given much coverage: the presence of a merger agreement in the amended tender offer allows the Warner Bros board to negotiate with Paramount. No more hiding behind "the deal is illusory" bc of the tender $WBD $PSKY $NFLX"
X Link 2026-02-11T14:27Z [----] followers, [----] engagements

"https://x.com/Lucas_Shaw/status/2023121398521385269s=20 New: Warner Bros. is considering re-engaging with Paramount following its latest offer + pressure from some shareholders. WB still has a binding deal with Netflix which would have the right to match any offer. Scoop with @MichelleF_Davis https://t.co/WLdpdeS0gc https://x.com/Lucas_Shaw/status/2023121398521385269s=20 New: Warner Bros. is considering re-engaging with Paramount following its latest offer + pressure from some shareholders. WB still has a binding deal with Netflix which would have the right to match any offer. Scoop with"
X Link 2026-02-15T19:54Z [----] followers, [---] engagements

"Marangi said that the latest changes to the terms suggest the company is finding "ways to be creative about structuring a deal" Merger securities spin-co/RMT still on the table . $PSKY $WBD $NFLX"
X Link 2026-02-15T20:04Z [----] followers, [---] engagements

"Stocks that are supposed to go down but don't remind me of the cartoon characters who walk off cliffs into thin air. As long as they don't recognize their predicament they can just hang out there forever. -Peter Lynch"
X Link 2023-06-04T14:11Z [----] followers, [---] engagements

"When you spend too much time in oil & gas and start looking at media: Saudi and friends created a cartel to manage the supply of oil thereby influencing the price of oil"
X Link 2023-07-24T23:09Z [----] followers, 15.7K engagements

"My favorite unfounded pure speculation is that Warren knows $PARA is in play and knows it's worth more than his cost basis. He can put in a bid for the entire company that acts as a reserve price so the other bidders can't low-ball on account of a depressed trading price. 1/4 We win either way with Buffett and $PARA from here Either he sells the stake with no warning and never explains why they went into the trade and then immediately said the industry sucked Or he goes for a massive stake and is a key figure in any NBC/WBD/PARA consolidation We win either way with Buffett and $PARA from here"
X Link 2023-08-18T18:46Z [----] followers, 28.5K engagements

"This is one of the greatest acts of fintwit-on-fintwit violence I have ever witnessed 1) We are short XPEL Inc. $XPEL. Our full report is now available on our website https://t.co/4MDshx5BeT 1) We are short XPEL Inc. $XPEL. Our full report is now available on our website https://t.co/4MDshx5BeT"
X Link 2023-10-19T13:58Z [----] followers, 15.1K engagements

"This is quickly becoming my new favorite podcast and this is yet another great episode. Thank you @WilliamGreen72 I'm thrilled to share a new episode of the #RicherWiserHappier podcast: my conversation with Chris Davis who oversees $19 billion & sits on the board of #BerkshireHathaway. We chat about what he's learned from his mentors Warren Buffett & Charlie Munger. Listen: https://t.co/iOjuxdnUkB I'm thrilled to share a new episode of the #RicherWiserHappier podcast: my conversation with Chris Davis who oversees $19 billion & sits on the board of #BerkshireHathaway. We chat about what he's"
X Link 2023-10-29T23:10Z [----] followers, [----] engagements

"Whats the best argument for why this filing doesnt signal a forthcoming change in control $PARA PARA with the sly Friday night 8-K change in control amendment. Appears Bakishs severance multiple was boosted from par-for-the-course 2x to a generous 3x. Whos a realistic buyer CMCSA Can WBD support more debt Sell off piece meal https://t.co/XdCEWVvi5Q PARA with the sly Friday night 8-K change in control amendment. Appears Bakishs severance multiple was boosted from par-for-the-course 2x to a generous 3x. Whos a realistic buyer CMCSA Can WBD support more debt Sell off piece meal"
X Link 2023-11-17T23:22Z [----] followers, [----] engagements

"Brian Roberts has reportedly expressed interest in Paramount $PARA in the past. Two examples:"
X Link 2024-01-11T02:51Z [----] followers, [----] engagements

"$SAVE was a self-defeating proposition 1) There aren't enough planes 2) $JBLU wants planes 3) JBLU buys competitor SAVE to acquire planes 4) There's a hole where SAVE used to be 5) Competition can't fill the hole because see: #1 there aren't enough planes"
X Link 2024-01-16T19:32Z [----] followers, [----] engagements

"My best guess is Mario is calling to collapse the A and Bs with a fair exchange ratio. Minimal dilution. Removes threat of NAI doing a bad deal. Releases control and signals the company is in play. Voting shares why buy vs low vote or non vote E.g. paramount(PARAA) voting vs non voting( PARA) __trades at premium many examples of higher voting shares getting premium for conversion Lennar voting (LEN.B)trades at $11+ discount vs LEN other examples ( send) Voting shares why buy vs low vote or non vote E.g. paramount(PARAA) voting vs non voting( PARA) __trades at premium many examples of higher"
X Link 2024-02-01T22:22Z [----] followers, [----] engagements

"There's potentially a $10bn bid for $PARA's movie studio according to @WSJ 's @jtoonkel "According to our sources he has a company lined up who's willing to pay $10bn for the studio" For ref the co has a $9.9bn market cap and $12.6bn of net debt (incl S&S net cash proceeds)"
X Link 2024-02-05T12:54Z [----] followers, [----] engagements

"@PythiaR No but I think the closest he got was this (right before closing up his partnership): I am not attuned to this market environment and I dont want to spoil a decent record by trying to play a game I dont understand just so I can go out a hero"
X Link 2024-02-10T03:01Z [----] followers, [----] engagements

""You also get free video thrown in. . they're looking at how can we use content to drive purchasing activity. . Walmart sells . tens of millions of TVs. Could they put this app on TVs" quote above from @jtoonkel 's '18 interview on $WMT's streaming ambitions SCOOP: Walmart is going shopping. Its in talks to buy smart television maker Vizio for more than $2 billion. The retail giants discussions reflect efforts to boost its advertising business. $VZIO $WMT w/@SarahNassauer https://t.co/fOt00feqr2 via @WSJ SCOOP: Walmart is going shopping. Its in talks to buy smart television maker Vizio for"
X Link 2024-02-13T22:07Z [----] followers, [----] engagements

"Deal read-through "napkin" math: "For $WMT the logic behind a deal is to increase ad revenue not to sell more TVs" $VZIO $600mn "platform+" rev $2bn purchase price = 3.3x rev multiple applied to: $PARA $3bn EYEQ biz X 3.3x = $10bn implied EYEQ value "You also get free video thrown in. . they're looking at how can we use content to drive purchasing activity. . Walmart sells . tens of millions of TVs. Could they put this app on TVs" quote above from @jtoonkel 's '18 interview on $WMT's streaming ambitions "You also get free video thrown in. . they're looking at how can we use content to drive"
X Link 2024-02-14T13:35Z [----] followers, [----] engagements

"Seligman's board resignation looks positive in light of the Sony rumors $PARA Sony //Apollo.and ParamountSony brings gaming( Microsoft/Activion)MUSIC )theatrical content global ops/and adds scale to distribution.Apollo financial engineering (+ability to own tv stations re FCC rules re limits on fgn. ownership) .++ $ Sony //Apollo.and ParamountSony brings gaming( Microsoft/Activion)MUSIC )theatrical content global ops/and adds scale to distribution.Apollo financial engineering (+ability to own tv stations re FCC rules re limits on fgn. ownership) .++ $"
X Link 2024-04-19T21:49Z [----] followers, [----] engagements

"Whats the right amount of dilution to assume for $LGF in light of their proposed share reclassification transaction 84mn voting shares 152mn non-voting shares Market is 30% premium on voting shares in a reclassification 11% dilution"
X Link 2024-05-25T01:39Z [----] followers, [---] engagements

"Zaslavs still hoping somehow there's a shot at getting at $PARA. Not that they would buy Paramount not that they would but that there'll be some opportunity to pick either pick Paramount+ up or do something if in fact well who knows @davidfaber $WBD"
X Link 2024-05-30T20:14Z [----] followers, 11.8K engagements

"$WBD $PARA Zaslavs still hoping somehow there's a shot at getting at $PARA. Not that they would buy Paramount not that they would but that there'll be some opportunity to pick either pick Paramount+ up or do something if in fact well who knows @davidfaber $WBD https://t.co/u9WSe5JiKM Zaslavs still hoping somehow there's a shot at getting at $PARA. Not that they would buy Paramount not that they would but that there'll be some opportunity to pick either pick Paramount+ up or do something if in fact well who knows @davidfaber $WBD https://t.co/u9WSe5JiKM"
X Link 2024-06-05T12:58Z [----] followers, 13.5K engagements

"The only reporter I have seen mention a convertible preferred in the Skydance / $PARA deal is @WilliamCohan Depending on the conversion price the dilution might not be as bad as feared. And the incentive would be to get the stock up after the deal closes"
X Link 2024-06-07T19:25Z [----] followers, [----] engagements

"$WMT showing no signs of slowing down with $PARA's P+ by offering a new 6-month subscriber benefit for WMT+ subs"
X Link 2024-06-20T21:57Z [----] followers, [----] engagements

"Assume: 1) Skydance agrees to buy NAI this weekend as reported by @davidfaber 2) Bidders for $PARA have [--] days to make a deal else SD prevails 3) SD wishes to tender for 50% of PARA s/o @ $15 Why would SD not buy $PARA on the open market $15/sh after the deal is signed"
X Link 2024-07-04T02:17Z [----] followers, [----] engagements

"@ACapitalLP Thats the bull case for sure. What Im wondering is what Sawiris does with the cash if he turns the company into a cash shell for new acquisitions as the FT article suggests $OCI.AS"
X Link 2024-07-20T21:33Z [----] followers, [---] engagements

"Curious if any $OCI.AS bulls or bears have a take here @ACapitalLP Thats the bull case for sure. What Im wondering is what Sawiris does with the cash if he turns the company into a cash shell for new acquisitions as the FT article suggests $OCI.AS @ACapitalLP Thats the bull case for sure. What Im wondering is what Sawiris does with the cash if he turns the company into a cash shell for new acquisitions as the FT article suggests $OCI.AS"
X Link 2024-07-20T21:33Z [----] followers, [---] engagements

""Bronfman lists two and a half pages of individuals and institutions including Roku and Len Blavatnik's investment company Access Industries" - @jtoonkel $PARA https://t.co/TMaxzghTcG https://t.co/TMaxzghTcG"
X Link 2024-08-21T21:56Z [----] followers, [----] engagements

"@david_katunaric @jtoonkel The best reporter on this beat is @jtoonkel. Meanwhile @davidfaber reviewed the letter and failed to mention the presence of Blavatnik (and his $30bn net worth) someone who has bet big and won on (music) streaming in the past. $PARA"
X Link 2024-08-21T22:12Z [----] followers, [---] engagements

"The @NFL owns a piece of the @Skydance Sports JV NFL has the option (under certain conditions) to flip their JV stake into an investment in ParentCo Skydance Media Skydance Media is merging into @ParamountCo So the NFL has a path to owning a stake in $PARA"
X Link 2024-12-17T13:44Z [----] followers, [----] engagements

"Who could this be "The investor group includes at least one of the richest men in the world" My wild guess is Sheikh Tahnoon 1) One of his deputies works for Malka Equities a group mentioned in the original Project Rise Partners bid from last year 2) He qualifies as one of the richest men in the world and controls from $1.5T of UAE's wealth 3) UAE has a strategic desire to develop their film industry $PARA $PARA Project Rise Partners To Make Bid For Paramount - @Variety https://t.co/BoJ1IzGX5y $PARA Project Rise Partners To Make Bid For Paramount - @Variety https://t.co/BoJ1IzGX5y"
X Link 2025-01-24T19:54Z [----] followers, [----] engagements

"Another Paramount bid A key difference now is that Shari's Paramount shares are no longer collateral for the NAI Entertainment Holdings loan that was coming due in May $PARA"
X Link 2025-01-24T20:34Z [----] followers, [----] engagements

"Vice Chancellor Laster confirms what $PARA longs have known this entire time: steering bidders away from the company and toward the parent can constitute a breach of fiduciary duty"
X Link 2025-01-30T18:27Z [----] followers, [----] engagements

"Some comments made by @DaphnaZiman on today's $PARA segment: - Backers/satellite industry player to be revealed once PRP engages with board of BoD - Sent board offer backed by bank that verifies the funds. Board wont engage - Talking to Paramount advisors lawyers bankers since April - Gave verbal offer August [--] followed up with written offer - Delaware fiduciary duty supersedes go-shop process - PRP working with NYCERs pension funds on breaking the no-shop - Skydance studio being paid for out of the pockets of the B shareholders - PRP deal wont take money out of shareholders pockets to pay"
X Link 2025-02-18T22:18Z [----] followers, [----] engagements

"Another extremely normal day in the Paramount saga. Skydance says Project Rise is fake. Project Rise says they are backed by the UAE Royal Family. $PARA Who could this be "The investor group includes at least one of the richest men in the world" My wild guess is Sheikh Tahnoon 1) One of his deputies works for Malka Equities a group mentioned in the original Project Rise Partners bid from last year 2) He qualifies as one of https://t.co/NwdqqMThGp Who could this be "The investor group includes at least one of the richest men in the world" My wild guess is Sheikh Tahnoon 1) One of his deputies"
X Link 2025-03-14T15:46Z [----] followers, [----] engagements

"Walmart reaffirms sales guidance "The company expects Q1 sales growth to continue to be in line with its 3-4% outlook and annual sales and operating income growth guidance remains unchanged." $WMT"
X Link 2025-04-09T11:09Z [----] followers, [----] engagements

"I don't think he's on Twitter anymore but I'm very glad to see that the illustrious Cable Car Capital has joined the Paramount Party $PARA"
X Link 2025-05-15T22:39Z [----] followers, [----] engagements

"Logs onto Twitter Checks Sid Prabhus tweets Cries"
X Link 2025-05-22T02:37Z [----] followers, [----] engagements

"Nice win for Zaslav & company $WBD"
X Link 2025-06-16T18:02Z [----] followers, [----] engagements

"$PARA lol https://t.co/gNwBAtjOh4 https://t.co/gNwBAtjOh4"
X Link 2025-07-02T13:38Z [----] followers, [----] engagements

"The $FNMAS $FNMAT thesis (I'm with Tobias on this one):"
X Link 2025-07-11T18:03Z [----] followers, [----] engagements

""I will avoid talking about Malone/Maffei. These two people have cost me more money than just about anyone. Moses told us this thousands of years ago: You shall have no other gods before me. You shall not make for yourself a carved image or any likeness of anything Idolatry is the worst form of investing. The lesson for me is worship no capital allocator but your own due diligence." $CHTR $CMCSA $ATUS $WOW $CABO I started a series called "No Country for Old Coax" talking about the cable industry. https://t.co/4hEtz2Wqb4 $CHTR $CMCSA $ATUS $WOW $CABO I started a series called "No Country for"
X Link 2025-07-30T19:00Z [----] followers, [----] engagements

"While @kimmasters latest article suggests the new $PSKY ( fka $PARA) will swallow the $WBD streaming & studio company (which of course would be fun but sounds like a high bar) the logic she references can be applied to combining Paramount+ and AppleTV+ $AAPL"
X Link 2025-08-05T10:16Z [----] followers, [----] engagements

""Through a content partnership with Skydance Media the NFL will also have equity in rights holder CBS after Skydance closes its deal to acquire the networks parent Paramount Global this week." $PARA $PSKY h/t @JBFlint The @NFL owns a piece of the @Skydance Sports JV NFL has the option (under certain conditions) to flip their JV stake into an investment in ParentCo Skydance Media Skydance Media is merging into @ParamountCo So the NFL has a path to owning a stake in $PARA https://t.co/U8oX5x5FM5 The @NFL owns a piece of the @Skydance Sports JV NFL has the option (under certain conditions) to"
X Link 2025-08-06T00:18Z [----] followers, [----] engagements

"Entities owned and controlled by the Ellison family hold 47% of the Class B stock $PSKY"
X Link 2025-08-07T17:52Z [----] followers, 10.4K engagements

"The incredibly connected and well-sourced @kimmasters at @PuckNews says David Ellison wants to buy Warner Bros Discovery. Seeing as the combination makes business sense I want to make the case that Warner Bros Discovery ( $WBD) and Paramount ( $PSKY) should break apart their companies and re-combine their complementary assets in a tax-free manner. This is highly speculative and by no means advice. Both WBD and PSKY have "Studios & Streaming" assets and "Linear TV" assets. Re-configuring the assets so that the Studios & Streaming businesses of both companies are under one roof and the Linear"
X Link 2025-08-10T23:22Z [----] followers, [----] engagements

"A broadcast network would help $WBD's US sports position. Malone was behind giving up the NBA rights. Fox deal was raised but not pursued. That leaves $DIS $CMCSA and $PSKY. Who is it going to be John Malone held talks with Rupert Murdoch over Warner Bros-Fox merger https://t.co/V5aGOlEf37 John Malone held talks with Rupert Murdoch over Warner Bros-Fox merger https://t.co/V5aGOlEf37"
X Link 2025-08-30T22:24Z [----] followers, [----] engagements

"$GLIBA $GLIBK not a single question asked on their earnings call"
X Link 2025-11-05T16:31Z [----] followers, [----] engagements

"$WBD missed projections by a mile in the WarnerMedia / Discovery merger If $WBD 's global networks business deteriorates more than anticipated from now to the date of the spin debt could shift to the streaming and studios company reducing the consideration paid by $NFLX ( at WB's discretion) "(ii) the possibility of a reduction in the price to be paid in the Proposed Netflix Transaction if the net debt of Spinco (as defined in the Netflix Merger Agreement) is reduced from an undisclosed amount" Global Linear Networks is so ugly . if the ice cube melts too quickly does that imperil the GN"
X Link 2025-12-08T19:38Z [----] followers, [----] engagements

""Paramount has also signed up a number of sophisticated partners to finance the $54 billion in debt needed for the deal including Bank of America Citigroup and Apollo Global Management. It is unlikely those partners would have signed up for the deal without sufficient research to make them comfortable with the financing package." https://www.nytimes.com/2025/12/12/business/paramount-warner-bros-netflix-deal.html https://twitter.com/i/web/status/1999460009168511312 https://www.nytimes.com/2025/12/12/business/paramount-warner-bros-netflix-deal.html"
X Link 2025-12-12T12:43Z [----] followers, [----] engagements

"Everything is out in the open Paramount knows what they need to do to cure their offer Netflix knows that Warner Bros is offering Paramount a chance to cure their offer Warner Bros can defend their auction process as delivering the best deal for shareholders $WBD $NFLX $PSKY"
X Link 2025-12-17T13:05Z [----] followers, 11.1K engagements

"@BigIdeasCapital @221Brew @B__Digs @tbonesam99 @TMTAnalystANON He's done great for me too. If he hadn't missed his merger projections by a mile I wouldn't have been able to buy in at approximately the same stock price as when he started as CEO of Discovery in [----] $WBD"
X Link 2026-01-01T23:03Z [----] followers, [---] engagements

"@rogoswami On Dec [--] DOJ issued requests for additional information or documentary material relevant to the Offer. HSR waiting period extended to +10 calendar days after PSKY certifies substantial compliance"
X Link 2026-01-07T20:06Z [----] followers, [---] engagements

"Advisor to Paramount's competitor: "they'll be levered 9x at close. financing might not be there" Paramount: "we'll be at 4x and de-lever quickly to below 3x and almost 2x over the convening 2-2.5 years" $VSNT $PSKY $WBD $NFLX @SquawkCNBC Tom Rogers - " $PSKY will be levered 9x at close. creditors could get ancy financing might not be there at close" @garyHeff @B__Digs @SquawkCNBC Tom Rogers - " $PSKY will be levered 9x at close. creditors could get ancy financing might not be there at close" @garyHeff @B__Digs"
X Link 2026-01-13T17:55Z [----] followers, 10.6K engagements

"you call this a checkmate and i'm wondering what your thinking is behind that. the situation that first comes to mind is makan delrahim at the doj (incidentally now psky's legal counsel) directing a sale to dish network as a concession in the sprint tmo deal. the goal was to create a fourth competitor in wireless. would the government rather see an auction to big tech or the creation of a new streaming competitor by choosing say psky as the recipient of hbo max https://twitter.com/i/web/status/2011252048306544659 https://twitter.com/i/web/status/2011252048306544659"
X Link 2026-01-14T01:40Z [----] followers, [---] engagements

"@221Brew @Janakaaa25 @ArbCowboy @semafor Paramount+ and Canal+ have had a partnership for a while. Former Paramount Global CEO is on Canal+ 's board. I wouldn't read too much into what Janakaaa said"
X Link 2026-01-15T19:14Z [----] followers, [---] engagements

"Paramount making the case that they have already raised from Dec 4's "not best and final offer" of $30/sh "The Tender offer effectively raised Paramount's bid by over a dollar per share" $PSKY $WBD"
X Link 2026-01-16T00:27Z [----] followers, [----] engagements

"WBD insisted on a provision in the confidentiality agreement restricting Paramount's ability to communicate with any members of the Board except Zaslav $WBD $PSKY"
X Link 2026-01-16T00:56Z [----] followers, [----] engagements

"Until the board releases their valuation this to me is the most useful window into the board's thinking regarding the Discovery Global Networks business $WBD $NFLX $PSKY Back when Global Networks was "RemainCo" and Studios & Streaming was "SpinCo" (this was the original plan before Paramount went hostile) Global Networks had to retain a 20% stake in Studios & Streaming. The board has a fiduciary duty to RemainCo (then Global Networks) and by https://t.co/syJZtupwsa Back when Global Networks was "RemainCo" and Studios & Streaming was "SpinCo" (this was the original plan before Paramount went"
X Link 2026-01-16T02:10Z [----] followers, [----] engagements

"Did anyone read $PSKY' s complaint It's an incredibly detailed roadmap for anyone with standing to leverage to submit their own complaint. Today's ruling found that Paramount failed on procedural grounds (Paramount can decide to extend their own tender). Would a $WBD shareholder say an activist who has already made a public statement about the board breaching their fiduciary duty leverage the complaint and submit their own Recall the board has recommended action (vote against the tender) but failed to disclose relevant information (as laid out in the complaint). So they're making a"
X Link 2026-01-16T02:47Z [----] followers, [----] engagements

"Comcast runs a sports-heavy streaming service Peacock with NFLPremier LeagueBig TenBasketballthe NBA motorsports & more. Peacock is also one of the smaller streaming services with [--] million subs unchanged for the last three quarters. In the FT article below former AOL Chief Miller argues that Disney Comcast and Fox won't be able to compete against big tech when the NFL rights come up with negotiations potentially starting as early as this year. What partnerships or "radical reconfigurations" (Miller's suggestion) might they pursue --- Former AOL chief says big money will dictate future of"
X Link 2026-01-18T23:53Z [----] followers, [----] engagements

"@JohnDoeKnowsGuy Full disclosure I bought $CMCSA late last year and continue to think it's at a discount to intrinsic value 🤣"
X Link 2026-01-19T00:43Z [----] followers, [---] engagements

"JP Morgan did not render a fairness opinion on the valuation of SpinCo Evercore did not render a fairness opinion at all $WBD $NFLX $PSKY"
X Link 2026-01-20T15:21Z [----] followers, [----] engagements

"$WBD 's financial advisors: "$27.75 is a fair price for studios and streaming Discovery Global We aren't touching that Now pay us our fee" $NFLX $PSKY JP Morgan did not render a fairness opinion on the valuation of SpinCo Evercore did not render a fairness opinion at all $WBD $NFLX $PSKY https://t.co/Xzg4G4BVzw JP Morgan did not render a fairness opinion on the valuation of SpinCo Evercore did not render a fairness opinion at all $WBD $NFLX $PSKY https://t.co/Xzg4G4BVzw"
X Link 2026-01-20T15:30Z [----] followers, [----] engagements

"Am I reading this right Per the transaction timeline the first board meeting to review the projections of Discovery Global Networks occurred yesterday $WBD $NFLX $PSKY"
X Link 2026-01-20T16:07Z [----] followers, [----] engagements

"Which of the $NFLX co-CEOs spearheaded the $WBD deal and will get to take credit for it"
X Link 2026-01-20T21:06Z [----] followers, [----] engagements

"@TMTAnalystANON Why we didn't center on the DCF valuation I will never understand. Isn't a steady/declining cash generative business the perfect thing to model via DCF $0.72-$1.65 seems more than reasonable for Discovery Global Networks $WBD"
X Link 2026-01-20T23:33Z [----] followers, [---] engagements

"Relevant for $WBD $NFLX $PSKY Most takes that suggest Warner Bros / Netflix is NOT anticompetitive hang their hat on this ruling FTC appeals ruling in Meta monopolization case: https://t.co/ZGbltbX1S6 FTC appeals ruling in Meta monopolization case: https://t.co/ZGbltbX1S6"
X Link 2026-01-21T02:23Z [----] followers, [----] engagements

"Logical Intelligence brings LeCun on board as it touts AI breakthrough via @ft https://www.ft.com/content/157bb0e3-9d6c-47ac-afc5-6944981e10ef https://www.ft.com/content/157bb0e3-9d6c-47ac-afc5-6944981e10ef"
X Link 2026-01-22T02:00Z [----] followers, [---] engagements

"WBD's own financial advisors provided discounted cash flow valuation analyses of the Discovery Global equity value as low as $0.72 per share 😆 $PSKY $WBD $NFLX"
X Link 2026-01-22T13:11Z [----] followers, [----] engagements

"Immediately after meeting with EU regulators: "Netflix's regulatory path is particularly challenged in Europe" $PSKY $WBD $NFLX Paramount/Warner Bros. Discovery: Paramount to File Hostile WBD Bid in Brussels Seeking Early Clearance Before Netflix Vote https://t.co/4N4BSOUMfq h/t @pianese_barbara @CC_Antitrust & @JavierespBX $NFLX $PSKY $WBD Paramount/Warner Bros. Discovery: Paramount to File Hostile WBD Bid in Brussels Seeking Early Clearance Before Netflix Vote https://t.co/4N4BSOUMfq h/t @pianese_barbara @CC_Antitrust & @JavierespBX $NFLX $PSKY $WBD"
X Link 2026-01-22T13:12Z [----] followers, [----] engagements

""Netflix has unsuccessfully sought to address these concerns by putting forward a non-credible market definition of the streaming market that includes services like YouTube TikTok Instagram and Facebook and that no regulator has ever accepted" $PSKY $WBD $NFLX Relevant for $WBD $NFLX $PSKY Most takes that suggest Warner Bros / Netflix is NOT anticompetitive hang their hat on this ruling Relevant for $WBD $NFLX $PSKY Most takes that suggest Warner Bros / Netflix is NOT anticompetitive hang their hat on this ruling"
X Link 2026-01-22T13:13Z [----] followers, [----] engagements

""TheWBD Board was publicly defending the prior Netflix transaction even as it was negotiating a new merger agreement an admission about the inferior aspects of the deal." $PSKY $WBD $NFLX Am I reading this right Per the transaction timeline the first board meeting to review the projections of Discovery Global Networks occurred yesterday $WBD $NFLX $PSKY https://t.co/wGzfenY6gF Am I reading this right Per the transaction timeline the first board meeting to review the projections of Discovery Global Networks occurred yesterday $WBD $NFLX $PSKY https://t.co/wGzfenY6gF"
X Link 2026-01-22T13:14Z [----] followers, [----] engagements

"In other words Warner Bros. will have to decide how much debt its declining Global Linear Networks business can support at the time of the Warner Bros. Separation (because it cannot saddle the creditors of Global Linear Networks with an insolvent company at the time of the Warner Bros. Separation). Warner Bros. will make that decision after you have voted. And the time period for that decision will according to Warner Bros. be months from now in whatever the market environment is at that time. What could go wrong https://twitter.com/i/web/status/2014328956548227339"
X Link 2026-01-22T13:27Z [----] followers, [----] engagements

"A discounted cash flow analysis typically considered the gold standard in valuation was also conducted by Warner Bros. financial advisors but the Warner Bros. Board chose to disregard it without providing any explanation. so $WBD GN remainco only worth the offer basis if you take 5.0x fwd ebitda Both advisor DCFs are significantly below offer basis ($0.72 to $1.65) even w/ quite cushy assumptions: 4.75x '30E ebitda TV discounted 6.75-8% (.as longer dated paper already trades 8-9%.) so $WBD GN remainco only worth the offer basis if you take 5.0x fwd ebitda Both advisor DCFs are significantly"
X Link 2026-01-22T14:26Z [----] followers, [---] engagements

"JP makes a good point below. Worth remembering that $PSKY believes $NFLX's regulatory path is particularly challenged in Europe based on analysis done by former deputies of merger enforcements for the EC and UK's CMA $WBD @garyHeff EC has a shot clock for reviewing mergers. PSKY could rush to notify them get a phase [--] decision before WBD shareholders vote. This is their only opportunity to actually demonstrate a regulatory advantage @garyHeff EC has a shot clock for reviewing mergers. PSKY could rush to notify them get a phase [--] decision before WBD shareholders vote. This is their only"
X Link 2026-01-22T14:33Z [----] followers, [----] engagements

"Boilerplate or signal Implication is that it leaves the door open for a separate transaction (stock for stock merger)"
X Link 2026-01-22T14:42Z [----] followers, [----] engagements

"Turns out it IS boilerplate but just reading this section got me thinking about how the deal structure could change. More to come later @221Brew @tbonesam99"
X Link 2026-01-22T21:57Z [----] followers, [---] engagements

"Here's one path to victory for $PSKY in their pursuit of $WBD. The package they ultimately offer consists of two items: 1) Cash that values WB S&S @ =$27.75 and 2) Shares in a New Spinco. the New Spinco is a reverse morris trust. the assets are CBS what remains of PSKY cable networks & Discovery Global Networks the value received by $WBD shareholders in New Spinco is the only contentious item at this point this is because the value of WB S&S is known (Netflix bid) whereas the value of Discovery Global Networks is unknown/fluid WBD says the Discovery Global "transaction value" should be worth"
X Link 2026-01-23T01:38Z [----] followers, [----] engagements

"Tim this is a great letter. I agree with your assessment of $MOH and share your behavioral bias towards patience and long-term thinking (disc.: long) You wrote: "though in hindsight you could argue that the insurance companies with all their actuaries should have anticipated them more." This could be completely off track but I wanted to take your temperature: most days I can find a story in the news about Medicaid fraud. Could fraud be one of the reasons that MOH was caught off guard https://twitter.com/i/web/status/2014714259603603944 https://twitter.com/i/web/status/2014714259603603944"
X Link 2026-01-23T14:58Z [----] followers, [---] engagements

"What Happens Next in Paramount's Pursuit of Warner Bros. Discovery: An argument for a Reverse Morris Trust between Discovery Global and Paramount's Cable Networks $PSKY $WBD $NFLX"
X Link 2026-01-25T23:56Z [----] followers, [----] engagements

"Paramount's hostile bid for $WBD mirrors Charter / TWC / Comcast (2013) where Charter dropped its hostile pursuit and picked up divested assets instead Now that $WBD's merger proxy is filed $PSKY can do the same: drop the hostile bid & pick up Discovery Global Networks in a tax-free Reverse Morris Trust Link here: https://garyheff.substack.com/p/what-happens-next-in-paramounts-pursuit https://garyheff.substack.com/p/what-happens-next-in-paramounts-pursuit"
X Link 2026-01-25T23:58Z [----] followers, [----] engagements

"@XrozzLanxz @rogoswami @davidfaber https://podcasts.apple.com/us/podcast/squawk-on-the-street/id1475116211i=1000748389814 https://podcasts.apple.com/us/podcast/squawk-on-the-street/id1475116211i=1000748389814"
X Link 2026-02-06T16:26Z [----] followers, [--] engagements

"Awesome call $ABL Will see what happens with $abl but if good outcome Ill lighten up some (its 70% of my portfolio) and buy some more $asps and start shorting $leu - that looks technically broken and maybe people are realizing how abjectly dumb the valuation is given there isnt any growth Will see what happens with $abl but if good outcome Ill lighten up some (its 70% of my portfolio) and buy some more $asps and start shorting $leu - that looks technically broken and maybe people are realizing how abjectly dumb the valuation is given there isnt any growth"
X Link 2025-11-07T20:29Z [----] followers, [----] engagements

"The Warner Bros board can be replaced at a special meeting called by eligible shareholders. To be eligible shareholders must have held their shares for at least [--] year. Eligible shareholders owning at least 20% of the company's votes can call the special meeting. $WBD $PSKY $NFLX There is a path to convincing the required number of holders to call this meeting based on ownership data filed with the SEC. This data is not exact could be stale but generally indicates an opening for the Ellison team should they wish to take it"
X Link 2025-12-10T18:36Z [----] followers, 12.1K engagements

"Talk about getting a lump of coal in your stocking: Paramount's plan "would entail walking away from the bidding process" It was reported that this is exactly what Skydance did during their pursuit of Paramount Global. The Paramount stock tanked which presumably brought Shari Redstone back to the table to negotiate a deal. $PSKY $WBD $NFLX SCOOP: Sale of Warner Bros. Discovery heats up as Ellisons weigh DefCon [--] litigation over selection of Netflix bid $NTFL $WBD $PSKY https://t.co/qnl543kMyB SCOOP: Sale of Warner Bros. Discovery heats up as Ellisons weigh DefCon [--] litigation over selection"
X Link 2025-12-25T22:15Z [----] followers, [----] engagements

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