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@lundeen_ne Avatar @lundeen_ne Ryan Lundeen

Ryan Lundeen posts on X about $omc, $ipg, debt, $siri the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% agencies #209 finance XXXXX% currencies XXXX% cryptocurrencies XXXX% technology brands XXXX%

Social topic influence $omc #2, $ipg #1, debt #1809, $siri 7.69%, $wbd 7.69%, $47b #3, $3b #29, $25b #14, $100sh #1, $750m #5

Top accounts mentioned or mentioned by @karstresearch @rorschachstocks @kingdomcapadv @loneelmcapital @johndoeknowsguy @madisonlackey44 @shaletier7 @bobertbedford @earningsb4hugs @southernvalue95 @uer7ert7ert7 @uhc @aliassad @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) Ardent Health Partners, Inc. (ARDT) 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 Social Posts

Top posts by engagements in the last XX hours

"$SIRI continuing to be a zero just like $WBD"
X Link 2025-11-05T20:12Z 1324 followers, XXX 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

"@ShaleTier7 I have good news"
X Link 2025-12-08T20:15Z 1323 followers, XXX 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

"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

"$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 1329 followers, 1703 engagements

"Does anyone have $30B I can borrow to buy $OMC + $IPG"
X Link 2025-10-22T16:02Z 1329 followers, XXX engagements

"$OMC + $IPG merger expected to close Wednesday"
X Link 2025-11-25T04:02Z 1329 followers, 1647 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 1329 followers, 2169 engagements

"@BobertBedford I dont know anyone else who owns $OMC or $ECVT and @KarstResearch doesnt consider me a friend (he never call) so $ARDT doesnt count"
X Link 2025-12-04T21:39Z 1329 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 1329 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 1329 followers, XX engagements

"@kingdomcapadv Unrelated but might be interested in looking at $ARDT $190M FCF $1230M mcap $1100M debt $600M cash Down on higher costs + cut guide but underlying biz growing & cost overrun temp imo Biggest risk doing a terrible acquisition. Just announced $50M buyback. H/t @KarstResearch"
X Link 2025-12-11T19:29Z 1330 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 1330 followers, XXX engagements