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Ryan Lundeen posts on X about $omc, $ipg, $47b, debt the most. They currently have XXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXXX% agencies #138 currencies XXXXX% cryptocurrencies XXXX%
Social topic influence $omc #4, $ipg #1, $47b #2, debt #1658, $3b #22, $25b #17, $100sh #1, $750m #8, $162sh #1, $soc #8
Top accounts mentioned or mentioned by @capitanojacko @inglouriouscap @brettgardner10 @isabitrade @rationalformula @ohcapideas @darkfirecapital @behaddaway @altaycapital @alexeimartov @atelicinvest @himichaelhe @midwesthedgie @neverhedgecap @architeuthisdx @deepvalueco @rainmakerspod
Top assets mentioned Omnicom Group Inc. (OMC) Interpublic Group of Companies Inc (IPG) Sable Offshore Corp. (SOC) Bitcoin (BTC) W R Berkley Corp (WRB) SPDR S&P XXX ETF Trust (SPY)
Top posts by engagements in the last XX hours
"@CapitanoJacko @inglouriouscap His name is Wally Weitz"
X Link @lundeen_ne 2025-10-14T13:24Z XXX followers, XXX engagements
"@ohcapideas Who do you get your financial advice from The bitcoin wizard"
X Link @lundeen_ne 2025-10-14T18:02Z XXX followers, XXX engagements
"$OMC + $IPG XXXXX s/o $4.7B net debt $3B normalized FCF But even at $2.5B I think its worth over $100/sh Targeting $750M cost synergies by YE29 $139-$162/sh would be 15-20% IRR excl. div/buybacks Worst/best case X% / XX% outside of recession in which case will bag hold"
X Link @lundeen_ne 2025-10-06T15:12Z XXX followers, 1243 engagements
"Has any company ever said theyre not confident in their ability to deliver long-term growth / shareholder value"
X Link @lundeen_ne 2024-10-09T17:19Z XXX followers, 6840 engagements
"Li Lu with over $XX billion AUM has a $30M position in $SOC (assuming he wasnt the 1M block who sold) XXXX% position"
X Link @lundeen_ne 2025-09-28T00:41Z XXX followers, 14.4K engagements
"Wrote a short thing on $OMC + $IPG Can see some embedded OMC financials back to the 1990s at the bottom. I like OMC more but combined entity under John Wren will be one of those companies I wish I could buy all of and reinvest the cash somewhere else"
X Link @lundeen_ne 2025-10-08T19:46Z XXX followers, XXX engagements
"The dumb thing about the $WRB track record (from their AR) is theyre giving you a literal arithmetic average. Not geometric. When I asked them why their response was for simplicity. I guess geometric averages are too complicated for insurance companies or investors. Also they IPOd in Oct. 1973 and was down XX% by EOY. So starting from lower base. $WRB CAGR IPO-YE24: XXXX% $SPY: XXXX% Still a great record. You end up with 9x more per dollar invested than SPY. But if theyre willing to play games over such a superficial thing to inflate an already great track record it makes me wonder what more"
X Link @lundeen_ne 2025-08-29T21:27Z XXX followers, 1934 engagements