[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@accrued_int Accrued Interest
Accrued Interest posts on X about $wbd, $app, $googl, googl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +34%
- X Month XXXXXXX +109%
- X Months XXXXXXX +277%
Mentions: XX #
- X Week XXX +31%
- X Month XXX +58%
- X Months XXX +159%
Followers: XXXXX #
- X Week XXXXX +3.10%
- X Month XXXXX +14%
- X Months XXXXX +624%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXXXX% social networks XXXX% countries XXXX% agencies XXXX% currencies XXXX% automotive brands XXXX% gaming XXXX%
Social topic influence $wbd 15.92%, $app #44, $googl #2199, googl #85, applovin #50, $dis 12.1%, $nflx 12.1%, $fox 12.1%, $foxa #1, goog XXXX%
Top accounts mentioned or mentioned by @accruedint @variety @nietschecapital @barronsonline @foliotrail @digiday @sequentanalyst @bigbullcap @themattharbaugh @openai @tsohinvesting @bigideascapital @tubi @fanduel @mrjulius007 @hbomax @kingdomcapadv @jonahlupton @sunrisecap168 @dgrettaauthor
Top assets mentioned Warner Bros Discovery, Inc. (WBD) Applovin Corporation (APP) Alphabet Inc Class A (GOOGL) DisChain (DIS) Netflix Inc (NFLX) ShapeShift FOX Token (FOX) Fox Corp. Class A (FOXA) Paramount Global (PARA) Metadium (META) Pinterest, Inc. (PINS) Nexstar Media Group, Inc. Class A Common Stock (NXST) Uber Technologies, Inc. (UBER) Smartshare (SSP) TEGNA Inc. (TGNA) Copart, Inc. (CPRT) Snap, Inc. (SNAP) Trade Desk, Inc. (TTD) Reddit, Inc. (RDDT) Loaded Lions (LION) Meta Platforms, Inc. (META) Interpublic Group of Companies Inc (IPG) Omnicom Group Inc. (OMC) Amazon.com, Inc. (AMZN) The Walt Disney Company (DIS) Lucid Group Inc (LCID) Sirius XM Holdings Inc (SIRI) Ritchie Bros. Auctioneers Incorporated (RBA) Flutter Entertainment plc (FLUT) Charter Communications Inc (CHTR) Berkshire Hathaway Inc Class B (BRK.B) Mattel, Inc. (MAT) Kraft Heinz Co (KHC) Lyft, Inc. Class A Common Stock (LYFT)
Top Social Posts #
Top posts by engagements in the last XX hours
"I forgot who said it but I recall some analyst saying "It's easy to look like a genius inside the cable bundle 📺" And they were correct #HBO benefitted since they don't have a full slate of shows for XX months (4-5 tentpoles year) $WBD $PARA $DIS"
@accrued_int on X 2025-07-09 13:49:47 UTC 1968 followers, 1343 engagements
"Check out @Sunrisecap168 latest piece on $APP - Always happy to highlight others doing work on #AppLovin. I think this company will be a case study in business schools in less than X years 🔖📑🧑🎓👨🎓👩🎓" @accrued_int on X 2025-07-02 14:51:49 UTC 1958 followers, 1860 engagements
"@DGretta_Author I'm also starting to look at $CPRT agree it's a great business they talk about it in business schools for a reason Just curious why would you say only call options @DGretta_Author" @accrued_int on X 2025-07-14 17:45:20 UTC 1963 followers, XXX engagements
"Check out my coverage of $PINS as we head into Q2 earnings season. On my substack you can see how I lay out my valuation model and all the insights that come out of it. Going forward Ill be updating these models weekly. So please subscribe if you find these helpful $GOOGL $META $APP $TTD $SNAP $NFLX $DIS $WBD $PARA $LION $STRZ $NXST $GTN $TGNA $SBGI $SSP" @accrued_int on X 2025-07-16 13:59:17 UTC 1968 followers, XXX engagements
"Time for my monthly summary of the key takeaways from @nielsen TV viewing report for June 2025. Check out my Substack for highlights on YouTube ( $GOOGL $GOOG) $NFLX $AMZN (Prime Video) and $FOXA (Tubi) this month. I'll post highlights later - Subscribe to get in your inbox" @accrued_int on X 2025-07-17 21:11:13 UTC 1968 followers, XXX engagements
"After #AppLovin selloff pls compare $APP and $META. $APP trading at 25x 2026 FCF and 21x 2027 FCF. Meta trading at 38x '26 FCF and 28x '27FCF.If AppLovin eCommerce pilot is already doing BILLIONS estimates are too low for '26/'27 🛍🛒 Higher EBITDA to FCF conversion than Meta too. Long @AppLovin" @accrued_int on X 2025-06-23 16:26:04 UTC 1968 followers, 2154 engagements
"Let me remind $WBD bulls of their own long thesis.#SupermanMovie is being judged against a low-bar. lol The last decade of DC movies was such a failure they make jokes about it on $WBD shows 😂. Long or short this "reboot" will move the stock. Remember Iron Man It only takes just X to change everything" @accrued_int on X 2025-07-07 16:45:25 UTC 1955 followers, 2884 engagements
"Was glad to see Gabelli call out Fox Corp ( $FOX $FOXA) which I had called out as being cheap in this weeks tracker breakdown - Gabelli: Fox can capture additional subscribers outside of its current base. The company has low leverage and continues to buy back shares."" @accrued_int on X 2025-07-13 18:03:53 UTC 1961 followers, XXX engagements
"@themattharbaugh Yeah those guys really have quite a track record over at constellation $CSU" @accrued_int on X 2025-07-15 13:44:54 UTC 1958 followers, XX engagements
"If you enjoy my content here please sign up for my free substack - my investment notes are much more organized there 🤑 More to come as we get ready for Q2 earnings season coming up. link in bio 🔗 $DIS $WBD $NFLX $APP $PINS $STRZ $NXST $FOXA $GOOGL" @accrued_int on X 2025-07-15 02:07:48 UTC 1961 followers, XXX engagements
"$APP down a little bit in the after hours on not being added to the s&p XXX. I don't care this company is creating value and growing its free cash flow. so index or not it's going higher.#AppLovin" @accrued_int on X 2025-07-14 22:22:24 UTC 1968 followers, 1733 engagements
"@mirandaakins thank you for posting this @mirandaakins. I can't think of another company like $APP where people post enthusiastically how much they spend #AppLovin" @accrued_int on X 2025-07-17 14:35:48 UTC 1967 followers, XXX engagements
"$GOOGL out here throwing money at random States like it's running for president 🦅" @accrued_int on X 2025-07-15 13:50:43 UTC 1961 followers, XXX engagements
"I promise I'll do more strategy posts 😂 but X thing that stands out to me when doing my benchmarking is how many strong media companies have below avg leverage $NFLX $FOX $APP $GOOGL $META. They didn't need financial engineering to grow" @accrued_int on X 2025-07-16 19:06:18 UTC 1968 followers, XXX engagements
"I've been thinking about this more as I've noticed $GOOG / $GOOGL share price go up $180+. Could the multiple be expanding as fears of their moat erosion seam less dire @OpenAI it's about to be a customer hahaha" @accrued_int on X 2025-07-17 02:07:49 UTC 1963 followers, XXX engagements
"👀 interesting I remember when folks were pitching $KHC as a brilliant idea. Now looks like they're going to break it up again will be interesting to see the parts" @accrued_int on X 2025-07-11 17:47:13 UTC 1957 followers, XXX engagements
"Reminder the TAM (total addressable market) for movie theaters is structurally lower so you can't put the same pre-2019 earnings multiple on a studio business. Logic says it must be lower. $WBD $DIS $PARA $LION.h/t chart from @TSOH_Investing 🎥📽🍿" @accrued_int on X 2025-07-07 15:08:14 UTC 1968 followers, XXX engagements
"I can't find it now - but I recall reading somewhere the $APP CEO talking about "EBITDA per employee".you guys can tell me if I'm wrong but I recall #AppLovin being uniquely focused on keeping hiring low / flat for several years now. They never over-hired like other tech who had to do layoffs @foliotrail" @accrued_int on X 2025-07-17 15:56:36 UTC 1968 followers, XXX engagements
"good point @foliotrail and the EBITDA per employee has been growing even faster at $APP. I think it is interesting that AppLovin has been very open about their ability to grow profitability with minimal incremental headcount" @accrued_int on X 2025-07-17 15:42:00 UTC 1968 followers, XXX engagements
"FOX news will never have a problem getting into any digital video package they want. $FOX is a must watch channel. However viewers consume TV in the future 📺 Fox news will be there. I don't think you can say that about any other channel lol I would never short" @accrued_int on X 2025-07-08 14:32:52 UTC 1961 followers, XXX engagements
"@BigIdeasCapital @Tubi @FanDuel Fox News is the most valuable television network in America. It is a cable network that performs like a broadcast network. $FOX will have no problem getting ad dollars as it is a "must buy". I think $FOXA is the only channel I'm not worried about cord cutting" @accrued_int on X 2025-07-09 19:25:04 UTC 1961 followers, XX engagements
"Here are the consensus earnings figures I had in my model - avg as of July 14th. Subscribe and you'll get this and other models sent to you. Internet / Communication Services includes Google ( $GOOGL / $GOOG) Meta Platforms ($META) AppLovin ( $APP) The Trade Desk ( $TTD) Reddit ( $RDDT) Pinterest ( $PINS) and Snap ( $SNAP). Diversified Media + Streaming Netflix ( $NFLX) Walt Disney ( $DIS) Warner Bros. Discovery ( $WBD) Fox Corporation ( $FOX / $FOXA) Paramount Global ( $PARA) Lionsgate Studios ( $LION) and Starz Entertainment ( $STRZ). Broadcast / Local Television Nexstar Media Group (" @accrued_int on X 2025-07-16 14:53:00 UTC 1968 followers, XXX engagements
"Hello Im making Accrued Interest into a media/tech stock research service. Thanks for your support and let me know what stocks you want to read about Link in bio - no paywall yet so sign-up today. $DIS $NFLX $DIS $WBD $FOX $PARA $NXST $GTN $TGNA $SBGI $SSP" @accrued_int on X 2025-07-09 15:00:56 UTC 1968 followers, XXX engagements
"Thanks for reading my $UBER pitch Now $LYFT is cheaper - trading at X 2026E EV / FCF and X 2027E. Mr. Market is warning us that Lyft NOT Uber is more at risk of losing share as AV's arrive 🚖🚕I think $LYFT can lose share in 2-3 years.I can't buy 🙅♂" @accrued_int on X 2025-07-08 19:41:19 UTC 1968 followers, XXX engagements
"Im trying to form an opinion on $WPP stock and these organic growth declines seem structural. Im not sure how much new management changes thisIs there something to the long case that Im missing.🤔🛍🛒 $OMC $IPG - h/t @Digiday" @accrued_int on X 2025-07-14 14:19:42 UTC 1968 followers, XXX engagements
"@foliotrail good point @foliotrail and the EBITDA per employee has been growing even faster at $APP. I think it is interesting that AppLovin has been very open about their ability to grow profitability with minimal incremental headcount" @accrued_int on X 2025-07-17 14:42:31 UTC 1968 followers, XXX engagements
"As I expand my stock coverage I'm often surprised which names are most read. My articles on $STRZ $PINS $UBER and $NXST have gotten the most reads.I'm expanding my coverage to about XX companies.Which TMT (tech media and telecom) names do you want to hear about Link in bio 🔗" @accrued_int on X 2025-07-09 15:04:01 UTC 1960 followers, XXX engagements
"We have $NFLX reporting earnings tomorrow. I have it at about 34x 2027 adjusted EPS and about 40x EV/FCF for 2027. #NFLX is expensive but like what I said above on #AppLovin you cant ignore how they owned their category with impressive financial results. In the latest Nielsen figures for the month of June viewership was up XXXX% vs. May 2025. According to Nielsen Netflixs performance was so strong it accounted for XX% of streamings total monthly gain" @accrued_int on X 2025-07-16 15:47:13 UTC 1968 followers, XXX engagements
"I regret I didn't write about the idea of shorting / avoiding advertising agency holding companies like $WPP due to #AI because I thought "nah too obvious" but man - maybe it really was just that simple 🤖These used to be roll-up machines" @accrued_int on X 2025-07-09 14:00:23 UTC 1966 followers, XXX engagements
"I am very bullish on $GOOG / $GOOGL because I see clearly that it's the future of media - "its not surprising to see Googles reps focus on growing YouTubes ad revenues and emphasizing the TV comparison" 📺 from @Digiday" @accrued_int on X 2025-07-16 15:10:00 UTC 1963 followers, XXX engagements
"On this week's tracker I called out $FOXA / $FOXA - trading at 12.6x 2027 EV/FCF. Low debt unique TV assets mvp of the 📺 bundle owns XXX% of #Tubi and XX% of FanDuel. $NFLX is expensive but I always like them as best-in-class execution" @accrued_int on X 2025-07-16 02:51:20 UTC 1968 followers, XXX engagements
"Okay that's good to know so $WPP is a laggard and $IPG and $OMC are better on AI. But I think long term the whole industry will suffer as $META $GOOG/ $GOOGL can basically take over and optimize the marketing function" @accrued_int on X 2025-07-10 15:34:45 UTC 1961 followers, XXX engagements
"So the @Digiday + Media Buying Briefing was not pulling any punches in this AM Are the holding companies turning the corner or rearranging the deck chairs Im wondering if $WPP and $OMC $IPG are structural shorts or very cheap Hmmm.🤔🛍🛒" @accrued_int on X 2025-07-14 14:13:10 UTC 1953 followers, XXX engagements
"@Variety the theme parks and cruises at $DIS are some of the most reliable parts of the business. It makes sense that investors are ok spending more capex" @accrued_int on X 2025-07-16 15:05:55 UTC 1958 followers, XX engagements
"This from @barronsonline was good on $LCID partnership with $UBER - "Lucid will provide the cars Uber the ride-hailing network and Nuro the self-driving technology. " That's what I wanted to hear.the power of the Uber "network" is the real advantage 🚖🚕" @accrued_int on X 2025-07-17 15:30:00 UTC 1968 followers, XXX engagements
"If you find my media commentary and valuation research helpful - please subscribe to my Substack.No paywall Rolling out new tools and models to help you analyze media stocks. $GOOGL $META $APP $TTD $RDDT $PINS $SNAP $NFLX $DIS $WBD $FOXA $PARA $LION $STRZ $NXST $GTN $TGNA $SBGI $SSP and more" @accrued_int on X 2025-07-17 15:31:17 UTC 1968 followers, XXX engagements
"@Variety Wow I didn't realize this was their first ad supported plan $SIRI" @accrued_int on X 2025-07-15 15:32:04 UTC 1955 followers, XX engagements
"Thanks for the reminder that #IAA was acquired. I remember it being a separate stock sort of perfect case study for business schools with copart. 🚗🪚" @accrued_int on X 2025-07-14 19:06:28 UTC 1963 followers, XXX engagements
"Idea - look at $FOXA $FOX.Fox is trading cheaper than $WBD if you look at EV / FCF but I think Fox's assets are more unique and their strategy of live news + sports is very smart. Has upside from owning XXX% of @Tubi and XX% of @FanDuel ( $FLUT).thoughts🤔" @accrued_int on X 2025-07-09 17:08:00 UTC 1961 followers, 1620 engagements
"I love how all of the factual reporting of the #Superman box office reminds you just how many movies $WBD had bomb 💣under the last regime 🍿🎟🎦" @accrued_int on X 2025-07-15 03:40:07 UTC 1954 followers, XXX engagements
"I'm catching up on the mid-year Barron's @barronsonline roundtable Saturday article. I see a lot of media tickers were mentioned $TGNA $SBGI $FOX $FOXA. What stocks from the article do you guys like" @accrued_int on X 2025-07-12 14:44:21 UTC 1963 followers, XXX engagements
"@Variety I think this really shows how strong Lilo & Stitch was.that movie was not the best $DIS characters and they still did better than #Superman for $WBD" @accrued_int on X 2025-07-13 15:57:16 UTC 1953 followers, XXX engagements
"OK so looks like Unity $U is up on @Jefferies upgrade to $XX (from $29). Stock at $XX now. I still like $APP more in my latest tracker I show it is now trading at about 22x 2027 EV/FCF. I would note that the company is growing Free cash flow like crazy. I think they can beat the FCF estimate. fwiw" @accrued_int on X 2025-07-16 15:46:04 UTC 1966 followers, XXX engagements
"lina khan watching $META and $GOOGL spend billions 💰 acquiring the employees👨💼👩💼🧑💼👨🏾💼 of competitors they can't get through regular m&a #OpenAI" @accrued_int on X 2025-07-14 19:03:56 UTC 1968 followers, 1227 engagements
"I can't think of another company like $APP where people post enthusiastically how much they spend with them #AppLovin.🛒🛍📱Was it like this in the early days of $SNAP #TikTok and $META haha thx @mirandaakins" @accrued_int on X 2025-07-17 14:37:51 UTC 1968 followers, XXX engagements
"So @Digiday had an excellent piece out today on my favorite topic #YouTube. Here are some highlights of the article but I suggest you read it in full. "Googles YouTube overtures gain traction among marketers refocusing on brand investments" $GOOGL $GOOG" @accrued_int on X 2025-07-16 14:47:14 UTC 1968 followers, XXX engagements
"Every Mon I'll update my media multiple tracking model and sharing it with subscribers. I went over top XX media stocks. I explain why $NFLX trades at a premium and you shouldnt ignore debt in valuations. $DIS $WBD $FOX $PARA $NXST $GTN $TGNA $SBGI $SSP Link in bio 🔗" @accrued_int on X 2025-07-08 14:08:00 UTC 1968 followers, XXX engagements
"Heres my model to compare media valuations I use EV/ FCF not EBITDA. I don't ignore debt to make stocks look cheaperSee substack for individual company commentary $NFLX $DIS $WBD $FOX $PARA $NXST $GTN $TGNA $SBGI $SSP" @accrued_int on X 2025-07-07 22:08:34 UTC 1968 followers, 1253 engagements
"For Amazon Prime day $AMZN is offering heavy discounts on their add-on TV channel subscriptions. I want to note that $PARA and $STRZ are offering XX cent deals for X months (vs. $XXXXX retail).I think using big tech to re-create the 📺 bundle is Starz best bet if you are long the stock imo" @accrued_int on X 2025-07-08 16:20:13 UTC 1968 followers, XXX engagements
"I think the Murdoch family has been literally the OPPOSITE of the Redstones in every way. Selling most of FOX to $DIS in 2017 was the opposite of $PARA running it into the ground. I'll be watching earnings and will see but apples and oranges imo" @accrued_int on X 2025-07-08 15:40:47 UTC 1968 followers, XXX engagements
"The 7/14 Accrued Interest Valuation tracker is here I update my model each week so you can see the EV / Consensus FCF for media stocks I cover. My X favorites now are $GOOGL $APP $PINS $NFLX and $FOXA. Will post more later - subscribe in bio 🔗Let me know your thoughts" @accrued_int on X 2025-07-15 17:09:02 UTC 1963 followers, 1498 engagements
"Was anyone long $LCID expecting them to announce a partnership with $UBER on autonomous vehicles 🚖🚕🤖 Lucid Group +30% today but down XX% last year.no position - anyone have links to good write-ups on the stock thx" @accrued_int on X 2025-07-17 14:49:25 UTC 1966 followers, XXX engagements
"Ok time for #AppLovin for #MultipleMonday Feel free to share - here is my valuation math for $APP. After the sell-off I have APP trading at about 21x 2027 FCF and 23x 2027 P/E. I think you must use Enterprise Value to Free Cash Flow because they convert XX% of EBITDA to cash. $META trades at 28x 2027 FCF. I like" @accrued_int on X 2025-06-23 16:05:08 UTC 1967 followers, 4226 engagements
"Everyone says they're done with $GOOG / $GOOGL but old habits die hard. Yes yes 😈" @accrued_int on X 2025-07-15 13:20:44 UTC 1968 followers, 1179 engagements
"Just for the record I think $FOX has the most valuable TV network in America in Fox News. Its a cable channel that is basically a must-carry broadcast network. 📺Also Fox has #Tubi - not profitable but growing share in streaming TV under the radar. See substack for model" @accrued_int on X 2025-07-08 14:27:24 UTC 1961 followers, XXX engagements
"Model update - 1) $GTN and $SSP swapping stations and Gray upsizing junk bond offering +$150M than initial amount - stocks are up about X% today. Given high leverage actual EV did not change much. 2) Broadcast leverage now uses Avg '25-'26 EBITDA. 3)Look at $FOXA 👀hmm" @accrued_int on X 2025-07-09 16:54:52 UTC 1961 followers, XXX engagements
"this is a common sentiment and I'm OK with that. Many don't appreciate $FOX / $FOXA dominance. #1 in news they have "must-carry" status. Plus high ratings / must-buy for advertisers. Plus #Tubi growing 20%-25% with ads so very scalable longer term plus XX% of FanDuel" @accrued_int on X 2025-07-13 18:27:21 UTC 1961 followers, XXX engagements
"@MrJulius007 But but everyone told me that $UBER was dead at $60.haha 😂 thank u @MrJulius007" @accrued_int on X 2025-07-15 13:21:43 UTC 1958 followers, XX engagements
"Well this clearly could be a win for $APO and $BX." Institutional investors such as pension funds have largely maxed out on private markets leading firms to look to individual investors for new sources of growth." No position - something to watch" @accrued_int on X 2025-07-16 14:33:38 UTC 1964 followers, XXX engagements
"The pace at which $GOOG / $GOOGL keeps pushing out new AI features and @GeminiApp models continues to impress me" @accrued_int on X 2025-07-16 16:58:58 UTC 1968 followers, XXX engagements
"Using my Media Multiple Tracker I want to do more work on $FOXA $FOX. It trades at EV/FCF discount to $WBD. And consensus is Fox has higher 1) revenue growth 2) #EBITDA margins EBITDA to FCF conversion and FCF margins.This is part of my process. Link in bio 🔗" @accrued_int on X 2025-07-10 03:13:30 UTC 1961 followers, XXX engagements
"I swear everyday I literally have no idea what #AppLovin's stock price is going to do 😂🤷♂I think $APP just bounces around like a random-number generator in-between earnings calls 💰☎🎙" @accrued_int on X 2025-07-14 15:25:17 UTC 1966 followers, 2328 engagements
"In investing this is what they call "management lowering street estimates" 😂Gunn's job is safe but $WBD needs #SupermanMovie to do well to validate their thesis. Others want to raise valuations for their respective studios too $DIS $PARA $LION" @accrued_int on X 2025-07-07 14:59:32 UTC 1959 followers, XXX engagements
"@plantmath1 Sounds bullish as you move across $GOOGL products tailored to your specific use case they will still be able to monetize you better than anyone else" @accrued_int on X 2025-07-18 03:07:44 UTC 1968 followers, XXX engagements
"something to keep in mind as we debate what the new "normal" pace of inflation is in this post #tariff world" @accrued_int on X 2025-07-15 14:52:00 UTC 1958 followers, XXX engagements
"More positive catalysts are ahead for $UBER. All of the "value" managers who were too afraid at $XX are going to be buying this stock when it's over $XXX and for a while to come 🚕🚖" @accrued_int on X 2025-07-15 13:30:01 UTC 1958 followers, XXX engagements
"Congrats to $U and all those who invested while Unity was beaten down.(I don't do turnarounds so no position) Stock rising helps $APP valuation so I'll take it Both #AppLovin and #Unity can win.Shows the power of AI in adtech" @accrued_int on X 2025-07-17 14:22:09 UTC 1968 followers, 1017 engagements
"So just a reminder $WBD does not YET have a global footprint due to obligations from HBO to int'l cable providers. They are just now launching more Euro / Asian countries. $NFLX has a huge head start" @accrued_int on X 2025-07-10 19:15:56 UTC 1953 followers, 1080 engagements
"I have a strong preference for companies that convert more than XX% of their #EBITDA to #FCF. $FOXA $FOX is able to generate more free cash flow because they did not waste billions trying to support a streaming competitor to $NFLX like $WBD $DIS and $PARA" @accrued_int on X 2025-07-10 03:09:46 UTC 1968 followers, 1472 engagements
"It's Monday so I'm updating my custom-valuation tracker.Subscribe (for free) at In this next update I'll walk through new thoughts on media stocks $NFLX $DIS $WBD $FOX $PARA $NXST $GTN $TGNA $SBGI $SSP and more before Q2 earnings" @accrued_int on X 2025-07-14 16:04:29 UTC 1961 followers, 1679 engagements
"Interesting TIL that the Newhouse family who had a $XXX Bn stake in $WBD has $6.4Bn of $RDDT and $8Bn in $CHTR. 📺🔍. @theinformation. I can see why they sold half their stake in $WBD" @accrued_int on X 2025-07-04 02:26:25 UTC 1966 followers, 1215 engagements
"More and more realizing $UBER is a solid play and price targets are going higher. They will continue to head higher🚕🚖. Check out my sub stack for my piece on this still applies" @accrued_int on X 2025-07-14 14:39:35 UTC 1968 followers, 2286 engagements
"@kingdomcapadv If you average 2026/2027 that takes avg EBITDA to $900M ($680M /$1125M). On $XXX Billion net debt leverage is still 6x 🤷♂. My point still stands leverage is too high both in the absolute and relative with little room for error. They need revenue asap" @accrued_int on X 2025-07-08 21:24:49 UTC 1959 followers, XXX engagements
"Sure @FabGonz1_ - $CPRT lost mkt share to #IAA because IAA is a major customer of Progressive Insurance who has been gaining share. There are several Dynamics at play as to why Copart gains or losses share. Hope that answered your question" @accrued_int on X 2025-07-15 14:02:29 UTC 1964 followers, XXX engagements
"Next on this week's tracker 7/14 I called out X more favorites $GOOGL / $GOOG at 16x 2027 EPS #YouTube taking share in 📺 #Waymo Gemini - all cheap then I also like $PINS at 12x 2027 EV/FCF I think AI can improve monetization / lift margins stock is cheap" @accrued_int on X 2025-07-16 02:54:05 UTC 1968 followers, XXX engagements
"$NFLX stands out with both the highest revenue growth as well as the highest EBITDA margins. After years of having one of the weakest financial profiles in the media industry today it has arguably the strongest. Street expecting double-digit growth. $DIS $WBD $FOX $GTN" @accrued_int on X 2025-07-10 03:08:29 UTC 1961 followers, XXX engagements
"And this was the link to the article from @theinformation" @accrued_int on X 2025-07-15 01:11:08 UTC 1953 followers, XXX engagements
"Interesting.had not realized $CPRT hit XX week low.I'm stale on the name and need to do more research but #Copart is a dominant company always on my watchlist.not "cheap" but almost never is.Anyone going long on this pullback 🚗🪚🚗. $RBA" @accrued_int on X 2025-07-14 17:25:59 UTC 1964 followers, XXX engagements
"FYI - Im surprised that $FOX does not come up more often when talking about attractive media 📺stocks. I think Fox a better risk-adj trade than $WBD which trades at a similar EV/FCF multiple by my math. And Fox has much less leverage" @accrued_int on X 2025-07-08 07:11:55 UTC 1963 followers, XXX engagements
"@nytimes This is definitely going to have a positive effect and other tech stocks tomorrow" @accrued_int on X 2025-07-15 03:48:33 UTC 1957 followers, 3150 engagements
"Feels like that is just the Buffett premium coming out of the stock $BRK $BRK.B. No position but one could argue that without Warren a lot of these businesses have no business being together 🤷♂. Will see what happens" @accrued_int on X 2025-07-08 13:16:13 UTC 1964 followers, XXX engagements
"I'll look into $PINS stock based comp when I do my next deep dive. However it does not appear they have been diluting much the last few years. Diluted shares outstanding YOY changed less than few % the last few years.but will look into #Pinterest Thanks" @accrued_int on X 2025-07-16 15:16:59 UTC 1961 followers, XXX engagements
"Wow #waymo is just showing off now always expanding their area while $TSLA has videos of drivers almost getting into accidents 🤕🩼🚕😅 $GOOG $GOOGL" @accrued_int on X 2025-07-17 15:14:02 UTC 1967 followers, XXX engagements
"Yes you just made the $FUBO bear case - "Cox has a linear cable bundle and is in talks to merge with $CHTR. Charter recently made a deal to offer #Hulu. Why do they need to offer Hulu+Live" This is my concern they will struggle to add new subs post-deal close 📺" @accrued_int on X 2025-07-07 15:13:35 UTC 1958 followers, XXX engagements
"Agree - "We believe that #AppLovin has the potential to fundamentally reshape the landscape of performance advertising as it becomes an indispensable infrastructure layer for digital marketing analogous to how Meta Google and TikTok are regarded" $APP" @accrued_int on X 2025-07-09 07:28:30 UTC 1967 followers, 1498 engagements
"I prefer to use enterprise value and not market cap when evaluating free cash flow because capital structure matters. $PINS has a LOWER EV/FCF multiple trading at 14x 2026 FCF and less than 12x 2027. Check out my Substack for more #ValueInvesting" @accrued_int on X 2025-06-22 16:13:11 UTC 1968 followers, XXX engagements
"Haha great minds think alike So I tend to stay away from $AZO and $ORLY because I don't think I could forecast the macro aspect of Auto sales / used car sales too well. I liked that $CPRT had barriers to entry with its junkyard business🚗🪚" @accrued_int on X 2025-07-15 15:43:07 UTC 1964 followers, XXX engagements
"I know I have sounded bearish on 📺 but #FOX will grow earnings by taking back reverse retrans dollars from local affiliates $NXST $TGNA $GTN $SSP. Curious to hear other opinions. I would rather own $FOX than $WBD.cheaper lower leverage + harder to disrupt" @accrued_int on X 2025-07-09 17:20:25 UTC 1961 followers, XXX engagements
"@patientinvestt Feels like that is just the Buffett premium coming out of the stock $BRK $BRK.B" @accrued_int on X 2025-07-08 13:14:57 UTC 1964 followers, XXX engagements
"this was surprising to me - "For $MA we expect to see it create new growth opportunities in #crypto via partnering".I guess it shouldn't be.Mastercard and $V seem like cheat codes when it comes to boring profitable stocks. Just great long-term holds since they control the payment rails" @accrued_int on X 2025-07-14 14:22:42 UTC 1968 followers, XXX engagements
"Lastly on this week's tracker I called out $APP #AppLovin - it does not screen "cheap" but when you look at consensus FCF they have high conversion from EBITDA.about 22x 2027 EV/FCF. I think more upside from e-commerce.I'm long into Q2 earnings in X weeks. Subscribe for more" @accrued_int on X 2025-07-16 02:55:33 UTC 1966 followers, XXX engagements
"Now I have XX names on my tracker most of which I have talked about on my Substack Internet / Communication Services New Category Added includes Google ( $GOOGL / $GOOG) Meta Platforms ( $META ) AppLovin ( $APP ) The Trade Desk ( $TTD) Reddit ( $RDDT) Pinterest ( $PINS) and Snap ( $SNAP). Diversified Media + Streaming Netflix ( $NFLX) Walt Disney ( $DIS) Warner Bros. Discovery ( $WBD) Fox Corporation ( $FOX / $FOXA) Paramount Global ( $PARA) Lionsgate Studios ( $LION) and Starz Entertainment ( $STRZ). Broadcast / Local Television Nexstar Media Group ( $NXST) Gray Media ( $GTN) TEGNA ( $TGNA)" @accrued_int on X 2025-07-16 13:50:31 UTC 1968 followers, 1928 engagements
"@FabGonz1_ So I can't speak to $PGR I'm just not familiar enough with insurance. The only point was that $CPRT business is impacted by whoever is winning or losing with auto insurance. But I don't cover the auto insurance industry" @accrued_int on X 2025-07-15 14:22:50 UTC 1966 followers, XXX engagements
"Hello new readers If you like media and tech stocks please subscribe to Accrued Interest Im a former radio/tv exec with a background in equity research who is now sharing my research on substack and investing full time. Check out my latest on $WBD $FOX $STRZ $NXST and $UBER as well as other stocks Let me know how you are getting ready for Q2 earnings season" @accrued_int on X 2025-07-14 05:55:00 UTC 1961 followers, XXX engagements
"Oh look $APP out here creating real value for their customers. This story still has a lot of legs imo 🤷♂. I expect momentum to continually build as we head into the holiday shopping season for #AppLovin" @accrued_int on X 2025-07-10 16:15:25 UTC 1958 followers, 1185 engagements
"This was an interesting read give this guy a follow $APP #AppLovin @exceed_invest" @accrued_int on X 2025-07-10 21:58:49 UTC 1966 followers, XXX engagements
"@DGretta_Author Okay I understand. But "renting" stocks is the opposite of Warren Buffett but I get what you mean 😂 $CPRT" @accrued_int on X 2025-07-15 15:40:13 UTC 1963 followers, XXX engagements
"On second thought I think it was @FundaBottom who pointed out on his substack that $APP share price definitely moves for reasons outside of fundamentals. Anyways we'll have actual data in a few weeks #AppLovin" @accrued_int on X 2025-07-15 03:34:25 UTC 1958 followers, XXX engagements
"Wow I didn't realize this was their first ad supported plan $SIRI is like all other media companies in that eventually all roads lead to ads in terms of monetization (this is why I worry about $STRZ long term too)" @accrued_int on X 2025-07-15 15:33:24 UTC 1963 followers, XXX engagements
"Do not underestimate the sports channel #FS1. I feel like I'm one of the few on Fintwit writing about $FOX / $FOXA but I think it is an underrated media stock. Using Barstool personalities for more on air talent I think will help the brand commercially vs $DIS" @accrued_int on X 2025-07-17 02:19:34 UTC 1968 followers, XXX engagements
"What few on Fintwit are willing to just say is M&A will not make $WBD $PARA competitive with $NFLX. They all have US-centric subscriber bases so little incremental gain from merging" @accrued_int on X 2025-07-10 15:29:37 UTC 1959 followers, XXX engagements
"This was a great quote I think it is definitely more of an opportunity and glad to see more investors are coming around to this way of thinking on $UBER h/t @themattharbaugh he always does really good work give his substack a follow too" @accrued_int on X 2025-07-14 16:37:47 UTC 1958 followers, 1002 engagements
"This is the reason I talk about #YouTube so much not just with TV stocks - Scholastic ($SCHL) is looking to it to generate ad revenue.difficult task but shows how $GOOG $GOOGL site has become the go-to "neutral" almost like Switzerland - for companies that want to scale their video FAST.faster than $NFLX" @accrued_int on X 2025-07-14 15:01:50 UTC 1964 followers, 1353 engagements
"@Variety This Harry Potter show has the potential to be a bigger needle mover for @hbomax and $WBD in general then even #Superman because it's going to have to generate at least seven seasons of programming that can sell all over the world 🌎" @accrued_int on X 2025-07-14 15:17:12 UTC 1957 followers, 6032 engagements
"@sequentanalyst thanks for that @sequentanalyst - makes sense I will add these to my notes when I look at $CPRT again #IAA" @accrued_int on X 2025-07-14 17:40:43 UTC 1966 followers, XXX engagements
"I think this really shows how strong Lilo & Stitch was.that movie was not the best $DIS characters and they still did better than #Superman for $WBD 🎥. If this is what solo movies are going to do for superheroes expect a lot more superhero team up movies" @accrued_int on X 2025-07-13 16:04:07 UTC 1953 followers, XXX engagements
"the theme parks and cruises at $DIS are some of the most reliable parts of the business. It makes sense that investors are ok spending more capex" @accrued_int on X 2025-07-16 15:06:01 UTC 1963 followers, XXX engagements