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@7777Holding "🚨 Stock Deep Dive: SiriusXM $SIRI 🔹 Free cash flow machine: $SIRI consistently generates $1B+ in annual FCF boasting XX% FCF yield. Thats rare for any media business. 🔹 Underrated moat: Pre-installed in 100M+ vehicles SiriusXM dominates satellite radio. Bundled trials create user habits before paywall hits. No Wi-Fi needed = rural & road trip king. 🔹 Switching costs are real: It's embedded easy and works everywhere. The average subscriber is loyal and replacement costs (Spotify + data + setup) deter churn. 🔹 Berkshire's bet: Ted WeschlerWarren Buffett's quiet compounderkeeps buying."
@7777Holding on X 2025-07-26 01:17:30 UTC XXX followers, XXX engagements

"🧵 What Ted Weschler & Berkshire Hathaway Might See in SiriusXM ($SIRI): 1/ $SIRI is a cash-generating media giant with one of the highest FCF yields in the market 15%+ in recent years. Despite low growth it's highly profitable and consistently buys back stock. Perfect for value investors like Ted Weschler. 2/ Why is it hard to replicate $SIRI Because: Its bundled directly in millions of new cars Has long-standing OEM partnerships (GM Toyota etc.) No internet needed. Signals come from satellite = reliable in remote areas. High switching costs for habitual users. 3/ Hardware integration ="
@7777Holding on X 2025-07-26 01:14:33 UTC XXX followers, XXX 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."
@7777Holding on X 2025-07-27 21:05:12 UTC XX followers, XX engagements