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@andrewcoye "✅Wells Fargo $WFC increases ROTCE target from XX% to 17-18%. It has and will be a long journey but CEO Charlie Scharf now appointed Chairman and CEO and signed-on for X more years. The long runway for growth and profitability continues"
X Link @andrewcoye 2025-10-14T10:56Z 2293 followers, 2763 engagements

"$WFC took a $XXX million severance charge in 3Q25 so they can keep reducing their headcount (now down -58000 in X years). They also quantified their annual incremental compliance & risk costs as $XXX billion opex. End of asset cap and regulatory simplification will allow this to shrink. No doubt $JPM is in a league of its own but $WFC has the most runway to use its scale and brand to grow while holding opex flat (or growing it to drive revenues like JP - primarily through banker hiring advertising and tech spend)"
X Link @andrewcoye 2025-10-14T14:42Z 2293 followers, XX engagements

"WSJ " Apple Makes Music Push in Radio After Losing Ground to $SPOT" Now that $SIRI has retreated from streaming - does a JV or partnership with $AAPL make all the sense in the world SIRI in car experience unchanged (maybe improved CarPlay integration) but all content also on Apple Music with a bundled subscription. Economics tough to workout but sure seems better than shrinking into irrelevance compared to Spotify and $GOOG YouTube. Car subscribers vital to Sirius and streaming sub a complement rather than a threat for both. Pandora below in "All Other""
X Link @andrewcoye 2025-08-27T14:10Z 2285 followers, 1459 engagements

"Nice chart $JPM driving efficiency at scale Will be tough for anyone else to come close - but I have high confidence that $WFC efficiency will be inflecting down and probably substantially. After managing through $XX billion of discrete operating expenses and adding 10000+ compliance and risk headcount I'm not too concerned about 3-4% wage inflation and +10% medical inflation (both numbers quoted from 3Q'25 JPM earnings call). Revenues up costs flatish - lots of operating leverage to come"
X Link @andrewcoye 2025-10-14T13:24Z 2294 followers, XX engagements

"$SATS Echostar Chairman Charlie Ergen disclosed today that they'd come "very close" to acquiring $SIRI SiriusXM. Would love to know the when/where and price ranges of those discussions. Who else would be in the market for a satellite music subscription business and XX MHz of XXX GHz spectrum"
X Link @andrewcoye 2025-09-15T13:41Z 2294 followers, 5082 engagements

"Air Lease $AL filed its PREM14A merger document for its $XX per share take private deal. It appears Aercap $AER did make an unsolicited offer to merge / purchase $AL in an all-stock deal following U-H's retirement announcement. The $AL financial projections through '28E were also included and assume $XXX billion annual sales at a +13% gain on sale margin. This resulted in a +13% CAGR Adjusted EPS growth forecast due to moderating finance costs and growing lease rents. $AER approach details below: "Also on March13 2025 the Company $AL announced that Mr.Udvar-Hzy would retire from his executive"
X Link @andrewcoye 2025-10-16T05:54Z 2294 followers, 1195 engagements

""Last year 2024 Saudi was our $GEV largest individual market. This year it will be in the U.S. It's almost certain it could be the U.S. again next year. We have XX gigawatts of plants that are in construction right now in Taiwan primarily supporting the $TSMC build-out. There's another XX gigawatts that needs to be built if not more. So Taiwan is very important for us.""
X Link @andrewcoye 2025-10-14T09:47Z 2293 followers, XXX engagements

"Off the beaten path but within the Liberty complex: comScore $SCOR proposes to simplify its capital structure in agreement with its preferred stockholders $CHTR $LBRDA and Cerberus. Agreement converts existing $XXX million of XXX% Series B preferred stock into $XX million of common stock at $XXXX and $XXX million into zero coupon Series C preferred stock convertible into common at $XXXX. Preferred conversion will represent XX% of the total common stock with XXXX million as-converted shares outstanding. $XX million of debt $XX million of cash. Business generating $360+ million sales and"
X Link @andrewcoye 2025-09-29T12:11Z 2293 followers, 1295 engagements

"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: $XXXX EPS (ttm) and growing 13x P/E Ratio 1.5x P/B Ratio XX% Return on Equity trending higher -XX% decline in share count (buybacks) since 2019 XXX% dividend yield"
X Link @andrewcoye 2025-10-14T11:13Z 2294 followers, 2419 engagements

""If you look at how fast we are being asked to design deliver integrate and bring up massive #AI #AI #AI clusters it's something that if you would have asked me three years ago can you do this I would have said not on God's green earth. That's how fast things are moving. So we have a really good pulse. As you can imagine we're involved in every single large deal that you can think of and ones that you can't think of. So we have a pretty good idea of the sort of the pulse of the demand that we see over the next say call it XX to XX months. And there is no slowdown that I can see." - $DELL"
X Link @andrewcoye 2025-10-13T13:31Z 2286 followers, XXX engagements

""Gas Power is our largest business there. So we have about XXX gigawatts of installed capacity in Gas Power in simple cycle terms. Of that XXX gigawatts today only about XX% of it runs baseload. A lot of the other installed base is seasonal peaking. And I frame that up to just say over the next XX years if you want a 10-year guide we're going to add at least XXX gigawatts of incremental installed base to that XXX. But the difference is those XXX gigawatts we're adding in the next XX years is primarily running baseload." - $GEV CEO Scott Strazik"
X Link @andrewcoye 2025-10-14T09:40Z 2293 followers, XXX engagements

"It's been ugly for a long time but lots of opportunity for improvement to catch-up to best-of-breed $JPM. Higher revenue lower costs = better efficiency ratio + lower share count = potentially much higher EPS for $WFC in the medium-term"
X Link @andrewcoye 2025-10-14T13:04Z 2293 followers, XX engagements

"Anyone wondering where the $DELL ISG demand is coming from. $NVDA GPU powered servers for xAI $CRWV $NOW Mistral G42 etc"
X Link @andrewcoye 2025-10-13T13:53Z 2285 followers, XXX engagements

"IMO it'd be far better to see OXY combine with Chevron due to the massive operational synergies resulting from their overlapping acreage in the Delaware and scale in GOM. Berkshire could also purchase $WES midstream ownership to reduce OXY leverage further. Recall Chevron was in a bidding war with Occi for Anadarko which attracted Buffett's capital to begin with"
X Link @andrewcoye 2025-10-01T17:03Z 2286 followers, 1431 engagements

"Retailers take note: You want to be relevant Run don't walk to ChatGPT: "Walmart $WMT is teaming up with OpenAI to enable shoppers to browse and purchase its products on ChatGPT the retailers latest push to incorporate artificial intelligence. Users will be able to shop Walmarts assortment directly on ChatGPT by clicking a buy button OpenAI also has deals with $ETSY and $SHOP to allow ChatGPT users to buy products from their merchants." QVC $QVCGA $QVCGP.live social shopping. @alexwellen @DavidRawlinson @QVC"
X Link @andrewcoye 2025-10-14T14:34Z 2293 followers, XXX engagements

"Negative cash flow. at a bank I'd be happy to discuss this topic. I think you may have an overly narrow focus on a few rows of the balance sheet and potentially the wrong mental model for banks funding and cash flow dynamics. $WFC has excess liquidity (liquid assets) and equity (funding) a majority of its liability funding is from $XXX trillion of deposits at XXX% total cost and primarily uses long-term debt to meet TLAC regulatory ratios"
X Link @andrewcoye 2025-10-15T12:11Z 2292 followers, XX engagements

"$SIRI CEO Comments: -Finally upped FCF guidance for 2025 to $XXX billion from $XXXX billion citing OBBB tax breaks and lower satelite spend. "So we've raised this year's guide to $XXX billion. We have a target for 2027 as you know of $XXX billion in free cash flow. .towards the end of next year we should be closer to our target leverage range to further expand on our capital returns program. And then beyond that we have optionality with our satellite spectrum." On Howard Stern contract renewal: "Yes. I think he's been core to our platform for over XX years. So I'm confident we'll get to the"
X Link @andrewcoye 2025-09-03T20:56Z 2290 followers, 4303 engagements