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@longriverCM Avatar @longriverCM Long River Holding

Long River Holding posts on X about $chrd, cash flow, $siri, market cap the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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Social category influence finance stocks countries technology brands

Social topic influence $chrd #2, cash flow #484, $siri #13, market cap #2267, $rrc, longterm, $250mmbtu, debt, events, dividend yield

Top accounts mentioned or mentioned by @teechongyen @grok @unusualwhales @andrewcoye @joeysylvio @southwardvernon @kejca @realmikebarnes @leotraydes @tonylanenv

Top assets mentioned Chord Energy Corporation Common Stock (CHRD) Sirius XM Holdings Inc (SIRI) Range Resources, Corp. (RRC) Ally Financial, Inc. (ALLY) Moderna Inc (MRNA) Pfizer, Inc. (PFE)

Top Social Posts #

Top posts by engagements in the last XX hours

"🚀 Range Resources ( $RRC ) is a STRONG long-term Natural Gas play Low-Cost Producer: Core Marcellus asset means industry-leading low-cost operations (breakeven under $2.50/MMBtu for huge inventory). FCF Powerhouse: The model shows robust Free Cash Flow (FCF) generation even at conservative gas prices. This FCF engine is reducing debt & fueling returns. Capital Discipline: RRC is projecting XX% production growth through 2027 while keeping the reinvestment rate below 50%. Value: Despite operational strength it trades at a discount to peers. Our DCF suggests significant upside potential"
X Link @longriverCM 2025-10-03T19:41Z XXX followers, XXX engagements

"$CHRD Chord Energy is a U.S. independent oil & gas producer focused on the Williston Basin (North Dakota & Montana) with operations spanning crude oil natural gas liquids (NGLs) and gas. The company has posted solid free-cash-flow (FCF) generation recently trades at relatively low multiples (P/FCF 5.6) and emphasizes returning cash to shareholders. Key recent events include the acquisition of Enerplus Corporation (creating a scale operator) and execution of longer-lateral drilling techniques"
X Link @longriverCM 2025-10-20T00:02Z XXX followers, XX engagements

"$CHRD Price to Free Cash Flow (P/FCF): XXX as of mid-2025 (free cash flow per share $XXXXX share price $90.16) Free Cash Flow margin XX% of revenue Dividend yield 5.2%6.9% (depending on share price) Capital expenditure guidance (pro-forma) for 2025-27: $XXX billion/year to maintain oil volumes 152153 MBO/D"
X Link @longriverCM 2025-10-20T00:02Z XXX followers, XX engagements

"$CHRD Why Chord might be a compelling investment: High cash-flow yield / low valuation: With P/FCF XXX the market appears to under-price Chords cash generation potential. Operational efficiency upside: The move to 4-mile laterals (versus shorter drillateral lengths) and wider spacing promise better returns per dollar invested. Asset quality in a leading basin: Williston Basin remains one of the better-quality U.S. unconventional plays giving Chord differentiation against higher-cost peers"
X Link @longriverCM 2025-10-20T00:03Z XXX followers, XX engagements

"$CHRD Although Chord is relatively efficient upstream E&P remains tied to oil/NGL/gas price cycles. A downturn would compress margins quickly. Production/inventory risk: Maintaining flat volumes at $XXX billion cap-ex is guidance; execution risk in drilling wells lateral length spacing. Leverage & capital discipline: While balance sheet metrics are reasonable future drilling may require more investment if inventory depletes. Natural gas/NGL exposure: Although oil-weighted portions of Chords business are exposed to NGL/gas prices which are volatile and infrastructure-dependent"
X Link @longriverCM 2025-10-20T00:04Z XXX followers, XX engagements

"In short: Chord offers exposure to upstream oil/NGL/gas with a differentiated asset base and capital-return focus. The thesis is attractive if you believe drilling efficiency will improve commodity prices stay adequate and return of cash remains disciplined. $CHRD"
X Link @longriverCM 2025-10-20T00:04Z XXX followers, XX engagements

"📌 Why Im watching Ally Financial ($ALLY): $ALLY Auto originations rose QonQ but prime loan supply is scarce. To keep volumes up Ally is pushing into subprime & deep subprimecharging higher rates but shouldering rising delinquency risk as defaults approach 2008 levels. This risk is amplified by its Carvana backstop: $3.6B in Carvana-originated auto loans sold to Ally in 2023 XX% of total originations. That volume fell in Sept XX now XX% signaling stress in underwriting and partnership friction. The return on tangible assets is improvingthanks to rising yieldsbut theres no rate advantage vs."
X Link @longriverCM 2025-07-27T21:05Z XXX followers, XX engagements

"🧪 Moderna Inc. ($MRNA) Q2 2025 Free Cash Flow: -$2.08 billion TTM Free Cash Flow: -$3.5 billion Free Cash Flow Yield: -XXXXX% Revenue (Q2 2025): $XXX million Market Cap: $XXXX billion Price-to-Book (P/B) Ratio: XXXX Book Value per Share: $XXXX Analysis: Moderna is grappling with significant financial challenges. The company reported a substantial negative free cash flow in Q2 2025 indicating that its operational cash generation is insufficient to cover capital expenditures. This trend is consistent with the companys declining revenue primarily due to reduced demand for its COVID-19 vaccine"
X Link @longriverCM 2025-09-13T20:26Z XXX followers, XX engagements

"$SIRI A good day for Sirius XM Stockholders. :)"
X Link @longriverCM 2025-10-03T16:09Z XXX followers, XXX engagements

"$SIRI is undervalued. Its full-year 2025 FCF guidance = $1.15B but H1 delivered $458M (implied $0.92B run-rate). With a market cap of $7.6B thats 1315% FCF yield. If execution holds this could be a high-return play masked by cautious market pricing"
X Link @longriverCM 2025-10-13T23:03Z XXX followers, XXX engagements

"$SIRI isnt just a subscription business its embedded into the hardware of over 150M vehicles in North America. Every major automaker pre-installs SiriusXM receivers. Thats an unrivaled distribution network no streaming app can replicate"
X Link @longriverCM 2025-10-13T23:08Z XXX followers, XXX engagements

"$SIRI has Hard Assets and Real Moat: Nationwide satellite infrastructure billions in sunk cost. Exclusive transmission spectrum. Thousands of proprietary broadcast agreements. You cant just start another SiriusXM its capital-intensive and takes decades to build"
X Link @longriverCM 2025-10-13T23:08Z XXX followers, XXX engagements

"@teechongyen I think he mentioned liberty media in his last letter before he closed out his hedge fund. Ted is truly an awesome investor. I came across one of his podcast and was immediately impressed"
X Link @longriverCM 2025-10-20T03:16Z XXX followers, XX engagements

"$JD Richard Liu is steering into the competitive food delivery sector. The company has launched JD Takeaway aiming to rival Meituan by focusing on fresh food supply chains and offering lower commissions to merchants and delivery personnel. Liu emphasized that model is distinct prioritizing efficiency and quality over rapid expansion"
X Link @longriverCM 2025-10-12T01:10Z XXX followers, XXX engagements

"💊 Pfizer Inc. ($PFE) Q2 2025 Free Cash Flow: -$1.20 billion Operating Cash Flow (Q2 2025): -$582 million Capital Expenditures (Q2 2025): -$618 million Revenue (Q2 2025): $XXXX billion Adjusted EPS (Q2 2025): $XXXX Market Cap: $XXXX billion Price-to-Book (P/B) Ratio: XXXX Book Value per Share: $XXXX Analysis: Pfizers Q2 2025 financials reveal a negative free cash flow primarily due to a decline in operating cash flow and significant capital expenditures. The company is facing challenges related to the waning demand for its COVID-19 products and increased competition in the pharmaceutical"
X Link @longriverCM 2025-09-13T20:28Z XXX followers, XXX engagements

"@TonyLaneNV @grok can you verify the source and audit the creditability of this post Where do you think the money is from And if there are ways for us to track those information on our own"
X Link @longriverCM 2025-10-21T18:21Z XXX followers, XXX engagements