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@lundeen_ne Ryan LundeenRyan Lundeen posts on X about $omc, $ipg, $siri, $wbd the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XX% agencies #206 finance XX% cryptocurrencies X% currencies X% technology brands X%
Social topic influence $omc #3, $ipg #1, $siri 8%, $wbd 8%, to the 8%, $47b #4, debt #1988, $3b #28, $25b #14, $100sh #1
Top accounts mentioned or mentioned by @rorschachstocks @karstresearch @loneelmcapital @johndoeknowsguy @kingdomcapadv @madisonlackey44 @shaletier7 @earningsb4hugs @southernvalue95 @uer7ert7ert7 @uhc @aliassad @bobertbedford @andrewcoye @divergent7651 @napkin_maths @robterrin @aliassad_ @bainbz77 @sloppydave
Top assets mentioned Omnicom Group Inc. (OMC) Interpublic Group of Companies Inc (IPG) Sirius XM Holdings Inc (SIRI) Warner Bros Discovery, Inc. (WBD) Netflix Inc (NFLX) Viasat Inc (VSAT) Cable One, Inc. (CABO) Kraft Heinz Co (KHC) Western Union Co (WU) KKR & Co, Inc. (KKR) Veno Finance (VNO) Oxygen (OXY) Convex Finance (CVX) Apple, Inc. (AAPL) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) S&P Global Inc (SPGI) Synopsys, Inc. (SNPS) Microsoft Corp. (MSFT) Moody's Corporation (MCO) Metadium (META)
Top posts by engagements in the last XX hours
"Does anyone have $30B I can borrow to buy $OMC + $IPG"
X Link 2025-10-22T16:02Z 1324 followers, XXX engagements
"$SIRI continuing to be a zero just like $WBD"
X Link 2025-11-05T20:12Z 1324 followers, XXX engagements
"$OMC + $IPG merger expected to close Wednesday"
X Link 2025-11-25T04:02Z 1323 followers, 1641 engagements
"@SouthernValue95 I wouldve said $WBD or $VSAT until about X months ago Currently stuff like $CABO $SIRI $MNRO $WU $KHC"
X Link 2025-11-27T18:07Z 1323 followers, 1303 engagements
"The only investors Ive ever heard say you dont need high IQ are those with high IQ and those with low IQ"
X Link 2025-12-02T01:42Z 1323 followers, 1074 engagements
""do not understand the basics of capital structures" lol hastag $KKR Whatever King David's overall track record is his real estate track record is not. $HPP $VNO (for the record I am not long HPP)"
X Link 2025-12-02T17:47Z 1324 followers, 2129 engagements
"@ShaleTier7 I have good news"
X Link 2025-12-08T20:15Z 1323 followers, XXX engagements
"@andrewcoye $OXY prob due to the chance to help finance Anadarko deal w/ preferred stock. Didnt munger call $CVX a cash-equivalent position basically bought for the yield Might be misremembering but iirc said something like sometimes we just dont have better things to do with the cash"
X Link 2025-12-09T17:00Z 1326 followers, XXX engagements
"$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 2025-10-06T15:12Z 1328 followers, 1701 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 2025-10-08T19:46Z 1328 followers, XXX engagements
"@RorschachStocks @loneelmcapital I see nothing wrong with choosing $1k You should take the lump sum and invest it. Thats basically what you should do if you know anything about money"
X Link 2025-12-11T03:40Z 1328 followers, XX engagements
"Publicis has done great. Imo worth around 110/shr. So OMC cheaper but Publicis arguably better company. I own both (latter small position). Publicis/OMC is like Progressive vs GEICO (WPP) imo in the sense that WPP dragged their feet on data (sold XX% of data analytics co in 2019). Dont really want to bet on turnaround. But think theres value there. Maybe takeout play"
X Link 2025-12-05T16:56Z 1328 followers, XX engagements
"@loneelmcapital Sounds like the perfect bet to put on Kalshi"
X Link 2025-12-10T06:01Z 1328 followers, XXX engagements
"@Divergent7651 Splitting hairs but is $ALSN really abysmal sentiment Its outperformed $MSFT $AAPL $SPGI $MCO $SNPS etc last 5yrs. About tied with $META. Cable definitely abysmal"
X Link 2025-12-12T06:30Z 1328 followers, XX engagements