# ![@PhillipsRelic Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1317502576112394240.png) @PhillipsRelic Relic Phillips

Relic Phillips posts on X about $lion, $lionus, $para, $lgf the most. They currently have [-------] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1317502576112394240/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1317502576112394240/c:line/m:interactions.svg)

- [--] Week [------] +32%
- [--] Month [------] +1.10%
- [--] Months [-------] -70%
- [--] Year [---------] -43%

### Mentions: [--] [#](/creator/twitter::1317502576112394240/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1317502576112394240/c:line/m:posts_active.svg)

- [--] Week [--] -11%
- [--] Month [--] -14%
- [--] Months [---] +9.90%
- [--] Year [---] +24%

### Followers: [-------] [#](/creator/twitter::1317502576112394240/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1317502576112394240/c:line/m:followers.svg)

- [--] Week [-----] +0.19%
- [--] Month [-----] +0.10%
- [--] Months [-----] -0.24%
- [--] Year [-----] +4.70%

### CreatorRank: [---------] [#](/creator/twitter::1317502576112394240/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1317502576112394240/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations)  [gaming](/list/gaming)  [social networks](/list/social-networks)  [musicians](/list/musicians) 

**Social topic influence**
[$lion](/topic/$lion) #6, [$lionus](/topic/$lionus) #2, [$para](/topic/$para), [$lgf](/topic/$lgf), [$wbd](/topic/$wbd), [$strz](/topic/$strz), [$dis](/topic/$dis), [$cmcsa](/topic/$cmcsa), [paramount global](/topic/paramount-global), [$lgfa](/topic/$lgfa)

**Top accounts mentioned or mentioned by**
[@variety](/creator/undefined) [@admagazzu](/creator/undefined) [@filmupdates](/creator/undefined) [@99paul99](/creator/undefined) [@discussingfilm](/creator/undefined) [@accc00007](/creator/undefined) [@netflix](/creator/undefined) [@jirodream](/creator/undefined) [@meulmanpaul](/creator/undefined) [@thecinesthetic](/creator/undefined) [@earth2stocks](/creator/undefined) [@deadline](/creator/undefined) [@brodiesattva](/creator/undefined) [@_99paul99](/creator/undefined) [@lucasshaw](/creator/undefined) [@mattbelloni](/creator/undefined) [@anansistocks](/creator/undefined) [@toddspence](/creator/undefined) [@lionsgate](/creator/undefined) [@borreport](/creator/undefined)

**Top assets mentioned**
[Loaded Lions (LION)](/topic/$lion) [Paramount Global (PARA)](/topic/$para) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [DisChain (DIS)](/topic/$dis) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Netflix Inc (NFLX)](/topic/$nflx) [Bunge, Ltd. (BG)](/topic/$bg) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Amerco (UHAL)](/topic/$uhal) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Imperial Oil Limited (IMO)](/topic/$imo) [Cheeseball (CB)](/topic/$cb) [Everest Group, Ltd. (EG)](/topic/$eg) [White Mountains Insurance Group Ltd. (WTM)](/topic/$wtm) [ShapeShift FOX Token (FOX)](/topic/$fox) [Axie Infinity (AXS)](/topic/$axs) [Markel, Corp. (MKL)](/topic/$mkl) [Apple, Inc. (AAPL)](/topic/$aapl) [Hasbro, Inc. (HAS)](/topic/$has) [dHedge DAO (DHT)](/topic/$dht) [TEN Finance (TENFI)](/topic/ten-finance) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Morgan Stanley (MS)](/topic/morgan-stanley) [Paramount Global Class A Common Stock (PARAA)](/topic/$paraa) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [RenaissanceRe Holdings Ltd. (RNR)](/topic/$rnr) [Charter Communications Inc (CHTR)](/topic/$chtr) [Mercury General Corp. (MCY)](/topic/$mcy) [Progressive Corp (PGR)](/topic/$pgr) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Relics Top Ten Finance Films. #7 Arbitrage. What TVs Billions should have been. @njarecki @SusanSarandon @britmarling $spy $cnk $amc #FinTwit #movies"  
[X Link](https://x.com/PhillipsRelic/status/1320067840943263745)  2020-10-24T18:21Z [----] followers, [--] engagements


"Relics Top Ten Finance Films. #6 American Psycho @JaredLeto @samanthamathis $amc $cnk $spy #movies Investment Bankers Ruled #FinTwit"  
[X Link](https://x.com/PhillipsRelic/status/1320421969838440450)  2020-10-25T17:48Z [----] followers, [--] engagements


"Relics Top Ten Finance Films. #5 Trading Places $amc $cnk $spy @Movie_Chumps #FinTwit #Movies @jamieleecurtis @alfranken #Commodities we need a laugh"  
[X Link](https://x.com/PhillipsRelic/status/1320821405026570244)  2020-10-26T20:15Z [----] followers, [--] engagements


"Relics Top Ten Finance Films #2 The Wolf of Wall Street $spy $amc $cnk #FinTwit @aoscott @Movie_Chumps #Movies @robreiner @JonahHill @LeoDiCaprio @SteveMadden #Pennystocks"  
[X Link](https://x.com/PhillipsRelic/status/1321925839785742337)  2020-10-29T21:24Z [----] followers, [--] engagements


"Relics Top Ten Finance Films #1 Wall Street #FinTwit #Stocks $vix $spy #Movies @aoscott @Movie_Chumps $cnk $amc #bluehorseshoe @charliesheen @dhlovelife @saulrubinek @JohnCMcGinley @jimcramer @TheStalwart @tomkeene @ScottWapnerCNBC @carlquintanilla @BeckyQuick"  
[X Link](https://x.com/PhillipsRelic/status/1322272977665359872)  2020-10-30T20:23Z [----] followers, [--] engagements


"Interesting macro discussion on weak dollar precious metals industrial metals inflation etc. Also the podcast host is a teenager. Hail @elite_investor https://podcasts.apple.com/us/podcast/market-champions/id1450300020i=1000521930727 https://podcasts.apple.com/us/podcast/market-champions/id1450300020i=1000521930727"  
[X Link](https://x.com/PhillipsRelic/status/1395453268952862720)  2021-05-20T18:56Z [----] followers, [--] engagements


"Losing my $ALLY trust preferreds to redemption on Monday. They will be missed. RIP 8.125% instrument. You were grand"  
[X Link](https://x.com/PhillipsRelic/status/1395756107063304195)  2021-05-21T14:59Z [----] followers, [--] engagements


"Alleghany Corporation - Alleghany Corporation Reports [----] Second Quarter Results $Y Book Value up to $658 per share. https://www.alleghany.com/investor-relations/press-releases/press-release-details/2021/Alleghany-Corporation-Reports-2021-Second-Quarter-Results/default.aspx https://www.alleghany.com/investor-relations/press-releases/press-release-details/2021/Alleghany-Corporation-Reports-2021-Second-Quarter-Results/default.aspx"  
[X Link](https://x.com/PhillipsRelic/status/1423396376034127876)  2021-08-05T21:31Z [----] followers, [--] engagements


"@InnocenceCapit1 @FreeCashYield Yes. $FSRV SPAC. He was trembling with greed"  
[X Link](https://x.com/PhillipsRelic/status/1425243394293575680)  2021-08-10T23:51Z [----] followers, [--] engagements


"Life Storage Inc. Announces Offering of [-------] Shares of Common Stock Business Wire If $LSI wants to issue a bit of stock at a [--] week high and a 2.35% yield to repay debt and reinvest - I say theyve earned the right. Bravo. https://www.businesswire.com/news/home/20210913005815/en/Life-Storage-Inc.-Announces-Offering-of-2500000-Shares-of-Common-Stock https://www.businesswire.com/news/home/20210913005815/en/Life-Storage-Inc.-Announces-Offering-of-2500000-Shares-of-Common-Stock"  
[X Link](https://x.com/PhillipsRelic/status/1437526302857248772)  2021-09-13T21:19Z [----] followers, [--] engagements


"If youre a P&C Insurance investor this podcast with Ed Noonan (who ran Validus) is exceptional. If and when Core Specialty goes public Relic will have a ticket to ride. $KNSL $JRVR $RYAN $KIE $IAK https://podcasts.apple.com/us/podcast/inside-p-c-unreserved/id1559763482i=1000530173843 https://podcasts.apple.com/us/podcast/inside-p-c-unreserved/id1559763482i=1000530173843"  
[X Link](https://x.com/PhillipsRelic/status/1438295546679242760)  2021-09-16T00:15Z [----] followers, [--] engagements


"This coming Tuesday afternoon counsel for Ambac and BofA/Countrywide will conference (for the 1st time) with the Judge who will preside over their long awaited RMBS trial. According to filings both sides will be seeking a late summer [----] trial date. $AMBC $BAC"  
[X Link](https://x.com/PhillipsRelic/status/1462062759949086722)  2021-11-20T14:18Z [----] followers, [--] engagements


"Alleghany Corporation Completes Chief Executive Officer Transition $Y Joe Brandon was once viewed as a potential successor to Buffett. Lets see if he has any more tricks up his sleeve https://www.prnewswire.com/news-releases/alleghany-corporation-completes-chief-executive-officer-transition-301452539.html https://www.prnewswire.com/news-releases/alleghany-corporation-completes-chief-executive-officer-transition-301452539.html"  
[X Link](https://x.com/PhillipsRelic/status/1478013382997516291)  2022-01-03T14:40Z [----] followers, [--] engagements


"Life Storage Inc. Raises Quarterly Common Stock Dividend by 16% Business Wire $LSI Thing of beauty https://www.businesswire.com/news/home/20220103005396/en/Life-Storage-Inc.-Raises-Quarterly-Common-Stock-Dividend-by-16 https://www.businesswire.com/news/home/20220103005396/en/Life-Storage-Inc.-Raises-Quarterly-Common-Stock-Dividend-by-16"  
[X Link](https://x.com/PhillipsRelic/status/1478147198915383304)  2022-01-03T23:32Z [----] followers, [--] engagements


"$CB very nearly a $200 stock. All Time High"  
[X Link](https://x.com/PhillipsRelic/status/1479251540187791360)  2022-01-07T00:40Z [----] followers, [--] engagements


"Goldman maintains Buy Rating on Viacom but reduces price target to $54 on content arms race $VIAC $PARA #ParamountGlobal"  
[X Link](https://x.com/PhillipsRelic/status/1493923685434077189)  2022-02-16T12:22Z [----] followers, [--] engagements


"The Dixie (US Dollar Index) is hit a 52-week high today along with oil"  
[X Link](https://x.com/PhillipsRelic/status/1499835034676699145)  2022-03-04T19:51Z [----] followers, [--] engagements


"DocuSign is at October [----] prices. That Covid rally was such a nasty head fake. Everyone was dunking on Buffett for being so slow. Hes the one buying this year"  
[X Link](https://x.com/PhillipsRelic/status/1535231444070502401)  2022-06-10T12:04Z [----] followers, [--] engagements


"Scorpio Tankers Inc. Announces Purchase of Common Shares by BUGBEE $STNG 🦂 https://www.globenewswire.com/news-release/2022/06/21/2465923/0/en/Scorpio-Tankers-Inc-Announces-Purchase-of-Common-Shares-by-the-President-of-the-Company-and-Scorpio-Holdings-Limited.html https://www.globenewswire.com/news-release/2022/06/21/2465923/0/en/Scorpio-Tankers-Inc-Announces-Purchase-of-Common-Shares-by-the-President-of-the-Company-and-Scorpio-Holdings-Limited.html"  
[X Link](https://x.com/PhillipsRelic/status/1539203468749164545)  2022-06-21T11:07Z [----] followers, [--] engagements


"You have to respect the fact that these oracular policy makers are willing to induce a global recession to protect us all from pernicious inflation fueled by an over heating economy with gdp growth atchecks notesnegative 0.9%. #JPow #FedHikes #YODO #FML"  
[X Link](https://x.com/PhillipsRelic/status/1573385472281288705)  2022-09-23T18:55Z [----] followers, [--] engagements


"Copper magnate Robert Friedland is on fire on this podcast. $IVN.TO A politician is someone who bribes you with your own money. And of course Elon is talking about going to Mars and doing the mining but thats bullshit too. https://podcasts.apple.com/us/podcast/summer-playlist-episode-4-robert-friedland-founder/id1541404399i=1000570922090 https://podcasts.apple.com/us/podcast/summer-playlist-episode-4-robert-friedland-founder/id1541404399i=1000570922090"  
[X Link](https://x.com/PhillipsRelic/status/1573735123383631872)  2022-09-24T18:04Z [----] followers, [--] engagements


"$IVN.TO It took [--] years to get the Kamoa-Kakula resource developed into a Tier [--] mine and brought on stream without the production of #ghg Scaling sustainable #energy is impossible without mining It took [--] years to get the Kamoa-Kakula resource developed into a Tier [--] mine and brought on stream without the production of #ghg Scaling sustainable #energy is impossible without mining"  
[X Link](https://x.com/PhillipsRelic/status/1578036168704524288)  2022-10-06T14:55Z [----] followers, [--] engagements


"In August [----] the Dow Jones Industrial Average removed Exxon Mobil $XOM and added Salesforce $CRM % change in both names since index move on August [--] 2020:"  
[X Link](https://x.com/PhillipsRelic/status/1586843143852408833)  2022-10-30T22:11Z [----] followers, [--] engagements


"Price to Book vs Book Value Growth $AXS $RNR $RE $TRV $MKL $WRB $ACGL"  
[X Link](https://x.com/PhillipsRelic/status/1587432761484255232)  2022-11-01T13:13Z [----] followers, [--] engagements


"How does it feel to be long $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1587766434083520512)  2022-11-02T11:19Z [----] followers, [--] engagements


"Everyone on #FinTwit loves Logan Roy but loves dunking on WayStar RoyCo even more. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1588126264526708736)  2022-11-03T11:09Z [----] followers, [--] engagements


"$para thats 15% of the class. 91.2/608.5calculate the % of paramount ( non voting) now owned by Berkshire as per Berkshire 13f 91.2/608.5calculate the % of paramount ( non voting) now owned by Berkshire as per Berkshire 13f"  
[X Link](https://x.com/PhillipsRelic/status/1592353000986935300)  2022-11-15T03:05Z [----] followers, [--] engagements


"John Malone on Streaming Wars $NFLX $DIS $WBD $PARA $LGF $CMCSA"  
[X Link](https://x.com/PhillipsRelic/status/1593602466918338561)  2022-11-18T13:50Z [----] followers, [--] engagements


"John Malone #StreamingWars $NFLX $PARA $DIS $LGF"  
[X Link](https://x.com/PhillipsRelic/status/1593715704284745728)  2022-11-18T21:20Z [----] followers, [--] engagements


"The inimitable Chris Bloomstran on $PARA for Columbias Graham & Doddsville"  
[X Link](https://x.com/PhillipsRelic/status/1600329295678898176)  2022-12-07T03:20Z [----] followers, [--] engagements


"$LGF $AMCX $PARA $DIS $WBD $NFLX $CMCSA https://finance.yahoo.com/news/everything-is-on-the-table-analysts-eye-next-media-mega-merger-amid-profit-push-114547341.html https://finance.yahoo.com/news/everything-is-on-the-table-analysts-eye-next-media-mega-merger-amid-profit-push-114547341.html"  
[X Link](https://x.com/PhillipsRelic/status/1605188695316987908)  2022-12-20T13:09Z [----] followers, [---] engagements


"$WTM going to buy $MAX"  
[X Link](https://x.com/PhillipsRelic/status/1605226567663337473)  2022-12-20T15:40Z [----] followers, [---] engagements


"Oakmarks Alex Fitch & Bill Nygren discuss $WBD - but may as well be discussing $DIS $PARA $LGF $CMCSA as well. https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489i=1000591641411 https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489i=1000591641411"  
[X Link](https://x.com/PhillipsRelic/status/1608635590769008640)  2022-12-30T01:26Z [----] followers, 22.8K engagements


"@b_cap21 Pardon my ignorance why is this driving $STE higher"  
[X Link](https://x.com/PhillipsRelic/status/1612828093869162502)  2023-01-10T15:05Z [----] followers, [---] engagements


"Streaming is not just a viewing window. $DIS $NFLX $WBD $PARA $LGF Bob Igers Vision:"  
[X Link](https://x.com/PhillipsRelic/status/1614301234697048064)  2023-01-14T16:39Z [----] followers, [----] engagements


"Iger on the Streaming Landscape $DIS $NFLX $PARA $WBD $AMZN $CMCSA $AMCX $LGF"  
[X Link](https://x.com/PhillipsRelic/status/1614301519418982403)  2023-01-14T16:40Z [----] followers, [---] engagements


"GS - Bunge $BG"  
[X Link](https://x.com/PhillipsRelic/status/1615341238084935680)  2023-01-17T13:32Z [----] followers, [---] engagements


"GS raises $AA price target despite earnings miss"  
[X Link](https://x.com/PhillipsRelic/status/1616053389430853633)  2023-01-19T12:42Z [----] followers, [---] engagements


"Ariel Investments on $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1616765161884237825)  2023-01-21T11:50Z [----] followers, [----] engagements


"RBC - Linear assets are a strategic positive during transition. $CMCSA $DIS $WBD $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1617513276228734977)  2023-01-23T13:23Z [----] followers, [----] engagements


"Big Media Revenue Mix $DIS $NFLX $WBD $PARA $FOX source: RBC Capital Markets"  
[X Link](https://x.com/PhillipsRelic/status/1617515151757828096)  2023-01-23T13:30Z [----] followers, [----] engagements


"@MinerDeck My basket by position size: $FCX $MARI.TO $COPX $IVN.TO $FOM.V And bonus exposure through $GOLD"  
[X Link](https://x.com/PhillipsRelic/status/1618617910884458496)  2023-01-26T14:32Z [----] followers, [---] engagements


"Thoughtful and insightful thread on $PARA INTRIGUED 🤔 Why . o why is Buffett/Munger (Berkshire) for the last [--] Q's straight been adding to @paramountplus $PARA they now own 15% of the company Is it because . 1/14 🧵 INTRIGUED 🤔 Why . o why is Buffett/Munger (Berkshire) for the last [--] Q's straight been adding to @paramountplus $PARA they now own 15% of the company Is it because . 1/14 🧵"  
[X Link](https://x.com/PhillipsRelic/status/1619121262265253889)  2023-01-27T23:52Z [----] followers, [----] engagements


"Good discussion on $CMCSA streamer @peacock with @Lucas_Shaw & @MattBelloni This streamer could actually make use of @STARZ - subs would add scale and theres some premiumness in the brand. Peacock with Starz $LGF https://podcasts.apple.com/us/podcast/the-town-with-matthew-belloni/id1612131897i=1000597341106 https://podcasts.apple.com/us/podcast/the-town-with-matthew-belloni/id1612131897i=1000597341106"  
[X Link](https://x.com/PhillipsRelic/status/1620400051402035205)  2023-01-31T12:34Z [----] followers, [---] engagements


"Buffett materially reduced stake in bank stocks $USB $BK $PARA attracted incremental investment"  
[X Link](https://x.com/PhillipsRelic/status/1625612300823437323)  2023-02-14T21:45Z [----] followers, [----] engagements


"Hints on $PARA in $BRK letter: Only [---] members of the S&P [---] earned $3B or more in [----]. At year end [----] Berkshire was the largest owner of [--] of these giants: American Express Bank of America Chevron Coca-Cola HP Inc Moodys Occidental Petroleum and Paramount Global"  
[X Link](https://x.com/PhillipsRelic/status/1629476150593351684)  2023-02-25T13:39Z [----] followers, [----] engagements


"Sage comments below from Pucks Jon Kelly on the Zas streaming pivot. Relic has been beating the drum about project level ROI analysis and unit level economics in the entertainment space. Scale is NOT the only game in town. $WBD $PARA $NFLX $DIS $LGF"  
[X Link](https://x.com/PhillipsRelic/status/1630202044412833793)  2023-02-27T13:43Z [----] followers, [----] engagements


"Paramount Global Explores Sale of Majority Stake of BET Media Group - WSJ $PARA https://www.wsj.com/articles/paramount-global-explores-sale-of-majority-stake-of-bet-media-group-92dc2826 https://www.wsj.com/articles/paramount-global-explores-sale-of-majority-stake-of-bet-media-group-92dc2826"  
[X Link](https://x.com/PhillipsRelic/status/1632814130716352515)  2023-03-06T18:43Z [----] followers, [---] engagements


"Verisk Analytics Inc. Announces $2.5 Billion Accelerated Share Repurchase Transaction MarketScreener $VRSK https://www.marketscreener.com/quote/stock/VERISK-ANALYTICS-INC-5628469/news/Verisk-Analytics-Inc-Announces-2-5-Billion-Accelerated-Share-Repurchase-Transaction-43181280/ https://www.marketscreener.com/quote/stock/VERISK-ANALYTICS-INC-5628469/news/Verisk-Analytics-Inc-Announces-2-5-Billion-Accelerated-Share-Repurchase-Transaction-43181280/"  
[X Link](https://x.com/PhillipsRelic/status/1633110296599441409)  2023-03-07T14:20Z [----] followers, [---] engagements


"Paramount on Rejected $3 billion Bid for Showtime The Hollywood Reporter Notable comments from Bob Bakish on Showtime BET and the Paramount bundle. Reported elsewhere was inbound interest for Simon & Schuster and intent to reboot sale process $PARA https://www.hollywoodreporter.com/business/business-news/paramount-rejecting-bid-for-showtime-1235345823/ https://www.hollywoodreporter.com/business/business-news/paramount-rejecting-bid-for-showtime-1235345823/"  
[X Link](https://x.com/PhillipsRelic/status/1633572918180593664)  2023-03-08T20:58Z [----] followers, [----] engagements


"Paramount Global CEO Bob Bakish: We are creating this network of the 21st Century. And network economics have always been incremental to studio economics and they ultimately will be in the streaming space again. Were taking tv-media- like margins. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1633606956177936384)  2023-03-08T23:13Z [----] followers, [---] engagements


"Paramount CEO Bob Bakish at Morgan Stanley Conference: Were gonna come out the other side of this in [--] when we return to positive free cash flow and there is significant earnings growth and thenand then its a coiled spring. Then it goes. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1633608896865509387)  2023-03-08T23:21Z [----] followers, [---] engagements


"GS Pouring one out for $SI Well always have 2021"  
[X Link](https://x.com/PhillipsRelic/status/1633847438917156865)  2023-03-09T15:09Z [----] followers, [----] engagements


"At the MS TMT Conference Bob Iger put forth an idea: I happen to believe that there needs to be a direct connection between what's being spent what's being earned. Sounds like project-level ROI analysis #ProjectGreenlight $DIS $LGF $CMCSA $NFLX $PARA $AMCX $WBD $AMZN $AAPL"  
[X Link](https://x.com/PhillipsRelic/status/1634534240778870786)  2023-03-11T12:38Z [----] followers, [---] engagements


"Comcasts Mike Cavanagh on entertainment content / competition for eyeballs $CMCSA"  
[X Link](https://x.com/PhillipsRelic/status/1634537703348883460)  2023-03-11T12:52Z [----] followers, [---] engagements


"Paramount Global CFO Naveen Chopra on Simon & Schuster and BET $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1636030530918424576)  2023-03-15T15:44Z [----] followers, [---] engagements


"Paramounts Chris McCarthy on MTV $PARA https://m.youtube.com/watchv=fWAMeDLW8Aw&t=6s https://m.youtube.com/watchv=fWAMeDLW8Aw&t=6s"  
[X Link](https://x.com/PhillipsRelic/status/1637511458706563073)  2023-03-19T17:48Z [----] followers, [---] engagements


"NY Times journalist James Stewart author of Disney Wars and Unscripted on Paramount Global and Shari Redstones magic number. $PARA "Almost everyone agrees. #Paramount does not have the scale on its own to compete in this new world of massive spending and streaming.I think at the right price and with the right partner they would work out some kind of joint venture or complete takeover" @JamesStewartNYT https://t.co/Qc75qxhIrI "Almost everyone agrees. #Paramount does not have the scale on its own to compete in this new world of massive spending and streaming.I think at the right price and with"  
[X Link](https://x.com/PhillipsRelic/status/1641194473500680193)  2023-03-29T21:43Z [----] followers, [----] engagements


"The Streaming Book Matthew Ball The Streaming Book by @ballmatthew is outstanding. $NFLX $DIS $LGF $PARA $AMZN $AAPL $WBD $FOX $CMCSA https://www.thestreamingbook.com/ https://www.thestreamingbook.com/"  
[X Link](https://x.com/PhillipsRelic/status/1641247827983585283)  2023-03-30T01:15Z [----] followers, [---] engagements


"Have a look at this table and tell me that Showtime is not a good comp for Starz. The Starz streaming platform is undervalued by the market $LGF $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1641249291049091074)  2023-03-30T01:21Z [----] followers, [----] engagements


"If Paramount Global can sell Simon & Schuster and BET the liability side of their balance sheet becomes a feature not a bug. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1641419986928377857)  2023-03-30T12:39Z [----] followers, 13.9K engagements


"Relics Top [--] Holdings 3/31/23 [--]. Berkshire $BRK - 24.0% [--]. Lionsgate $LGF - 4.9% [--]. Teekay $TK / $TNK - 4.8% [--]. Imperial Oil $IMO - 4.0% [--]. U-Haul $UHAL - 2.8% [--]. Bunge $BG - 2.6% [--]. Cenovus $CVE - 2.5% [--]. Paramount $PARA - 2.4% [--]. Fairfax $FFH - 2.3% [--]. Scorpio $STNG - 2.1%"  
[X Link](https://x.com/PhillipsRelic/status/1641767723414814722)  2023-03-31T11:41Z [----] followers, [----] engagements


"James B Stewart on $PARA on the Scaramucci podcast: Its a takeover or merger target. And by the way Warren Buffett has taken a big stake in itthats because many people think theres going to be a deal in the future that will be lucrative for the Paramount shareholders"  
[X Link](https://x.com/PhillipsRelic/status/1644703367741014018)  2023-04-08T14:06Z [----] followers, [----] engagements


"Marketing from Going to Theaters - From Matt Bellonis Puck article. Nobody tell Rich Greenfield. $NFLX $WBD $PARA $LGF $DIS $CMCSA $AMZN"  
[X Link](https://x.com/PhillipsRelic/status/1645759515718025219)  2023-04-11T12:03Z [----] followers, [----] engagements


"This is your wake up call Bud. Get to work. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1646832588621840386)  2023-04-14T11:07Z [----] followers, [----] engagements


"VIEWERS WATCHED MORE THAN [---] BILLION MINUTES OF CBS PROGRAMMING IN THE FIRST QUARTER OF [----] - [--] BILLION MINUTES MORE THAN ITS CLOSEST BROADCAST COMPETITOR $PARA Now theyre trolling. https://www.prnewswire.com/news-releases/viewers-watched-more-than-281-billion-minutes-of-cbs-programming-in-the-first-quarter-of-2023--90-billion-minutes-more-than-its-closest-broadcast-competitor-301799315.html"  
[X Link](https://x.com/PhillipsRelic/status/1648068660739686405)  2023-04-17T20:59Z [----] followers, [---] engagements


"Fascinating that Unscripted made the Berkshire reading list especially after that Becky Quick exchange on Paramount $PARA Suspect @BeckyQuick will follow up"  
[X Link](https://x.com/PhillipsRelic/status/1649578697484058626)  2023-04-22T00:59Z [----] followers, [----] engagements


"Relic to Warren Buffett: Are you Scooby-Dooing me here $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1651196812852621314)  2023-04-26T12:09Z [----] followers, [----] engagements


"Byron Allen on BET pursuit at Milken Conference. $PARA Media entrepreneur Byron Allen says he's vigorously pursuing an opportunity to purchase BET from Paramount https://t.co/ktSRUhLUYQ https://t.co/iYsneYy0u0 Media entrepreneur Byron Allen says he's vigorously pursuing an opportunity to purchase BET from Paramount https://t.co/ktSRUhLUYQ https://t.co/iYsneYy0u0"  
[X Link](https://x.com/PhillipsRelic/status/1653520669034831876)  2023-05-02T22:03Z [----] followers, [----] engagements


"Son of a gun stole Buffetts line $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1655385936824262659)  2023-05-08T01:35Z [----] followers, [---] engagements


"Here come the leaks. $PARA believes it can achieve a $3.5B value for BET according to Puck"  
[X Link](https://x.com/PhillipsRelic/status/1655522051002626049)  2023-05-08T10:36Z [----] followers, [--] engagements


"$PARA AGM 🧵/1 Shari: We have industry leading streaming subscriber growth & strong revenue growth w Paramount+. Weve accelerated our global expansion. And were building on exceptional portfolio of content & franchises w hit after hit. Content for every member of the family"  
[X Link](https://x.com/PhillipsRelic/status/1655622320508088331)  2023-05-08T17:14Z [----] followers, 26.5K engagements


"The Next Battle in the Streaming Wars Another great more recent interview with Paramount Globals head of streaming Tom Ryan for those with WSJ subscription. Interesting comments about the Walmart partnership. $PARA https://www.wsj.com/video/events/the-next-battle-in-the-streaming-wars/F26CC415-5C6C-460E-9AD3-3A5F78096349.html https://www.wsj.com/video/events/the-next-battle-in-the-streaming-wars/F26CC415-5C6C-460E-9AD3-3A5F78096349.html"  
[X Link](https://x.com/PhillipsRelic/status/1657775788010209289)  2023-05-14T15:52Z [----] followers, 10.9K engagements


"@PuckNews @WilliamCohan Thats almost the entire market cap of Paramount Global. And almost twice the Lionsgate EV"  
[X Link](https://x.com/PhillipsRelic/status/1658062739011514368)  2023-05-15T10:52Z [----] followers, [---] engagements


"So Berkshire added [-----] shares of $PARA last quarter. Before kicking off the Tokyo / Omaha bash tour. Very peculiar"  
[X Link](https://x.com/PhillipsRelic/status/1658202723299328001)  2023-05-15T20:08Z [----] followers, [--] engagements


"6 Month Report Card on Bob Igers return to $DIS - as graded by the always insightful intelligent @Lucas_Shaw and @MattBelloni"  
[X Link](https://x.com/PhillipsRelic/status/1658455935755452422)  2023-05-16T12:54Z [----] followers, [--] engagements


""So in actuality Berkshire bought stock in just four companies during Q1 2023: Occidental Petroleum Paramount Global and newcomers Capital One Financial and Vitesse Energy.""  
[X Link](https://x.com/PhillipsRelic/status/1658639812671275010)  2023-05-17T01:05Z [----] followers, [--] engagements


"Disney will likely have to pay at least $9B for Comcasts 1/3 stake in Hulu setting a valuation at more than $27B. Hulu has 44M subscribers. Paramount+ has 60M subscribers. And Pluto has 80M Monthly Active Users. h/t @magellan292 for highlighting the disparity. $PARA $DIS"  
[X Link](https://x.com/PhillipsRelic/status/1658653226260987905)  2023-05-17T01:58Z [----] followers, [----] engagements


"The BS Barometer from Matt Belloni provides a better look at the ad supported streaming market. $NFLX $PARA $DIS $WBD $CMCSA"  
[X Link](https://x.com/PhillipsRelic/status/1659498355045683201)  2023-05-19T09:56Z [----] followers, [----] engagements


"I dont know who Cameron Stewart is but he does a really cogent job articulating the $PARA bull case (on an operational basis). But his timeline is a bit too long. *echoes of Bloomstrans Graham & Doddsville interview"  
[X Link](https://x.com/PhillipsRelic/status/1659507699296468993)  2023-05-19T10:34Z [----] followers, [--] engagements


"@BlueDuckCap @SouthernValue95 @j_oriol96 Just to chirp in here $PARA hasnt really licensed out its library - its flagship content is reserved for Paramount+ viewed as an investment. Its licensing revenue has thus declined. Separately we Paramount longs are suffering enough We beg mercy"  
[X Link](https://x.com/PhillipsRelic/status/1659688010500263938)  2023-05-19T22:30Z [----] followers, [--] engagements


"@SouthernValue95 @pcr1tlr @BlueDuckCap @j_oriol96 I deleted my licensing comment because it was wrong & misleading. Thank you for correcting me. $PARA is saving some core IP & franchises to drive owned & operated channels (streaming) but still very active in broader licensing esp content already produced for other channels. 🙏"  
[X Link](https://x.com/PhillipsRelic/status/1659700005689765888)  2023-05-19T23:18Z [----] followers, [--] engagements


"$PARA Will Pluto be rebranded under One Paramount strategy Heres Bakish in 2021:"  
[X Link](https://x.com/PhillipsRelic/status/1659892651905241088)  2023-05-20T12:03Z [----] followers, [--] engagements


"How much do they want to be in this game $AAPL $CMCSA $LGF $PARA $WBD $DIS @loudmouthjulia Streaming analyst Julia Alexander on the importance of back catalogue (2022):"  
[X Link](https://x.com/PhillipsRelic/status/1660292966248742912)  2023-05-21T14:34Z [----] followers, [--] engagements


"U-Haul Changes Release For Financial Results to May [--] [----] $UHAL $UHAL.B Peculiar. REIT https://www.prnewswire.com/news-releases/u-haul-holding-company-changes-release-date-for-fourth-quarter-fiscal-year-end-2023-financial-results-to-may-30-2023-301831417.html https://www.prnewswire.com/news-releases/u-haul-holding-company-changes-release-date-for-fourth-quarter-fiscal-year-end-2023-financial-results-to-may-30-2023-301831417.html"  
[X Link](https://x.com/PhillipsRelic/status/1660785915302670336)  2023-05-22T23:13Z [----] followers, [----] engagements


"Paramount Global prices are now at levels seen during the Covid panic of March [--] [----] - April [--] [----]. This is when markets were pricing in global pestilence plague panic and depression. In the end its all a DCF and the future is difficult to predict. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1661392081313513474)  2023-05-24T15:21Z [----] followers, [--] engagements


"Tyler Perry [--] Cent Diddy Are Vying for Paramount Globals BET Network - Bloomberg The leaks will continue until morale improves. $PARA https://www.bloomberg.com/news/articles/2023-05-24/tyler-perry-50-cent-diddy-are-vying-for-paramount-global-s-bet-network https://www.bloomberg.com/news/articles/2023-05-24/tyler-perry-50-cent-diddy-are-vying-for-paramount-global-s-bet-network"  
[X Link](https://x.com/PhillipsRelic/status/1661460462943318021)  2023-05-24T19:53Z [----] followers, 10.5K engagements


"Simon & Schuster process is quiet as a mouse. Somebody is running a tight ship. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1661466266555629573)  2023-05-24T20:16Z [----] followers, [----] engagements


"Paramount Global was right to turn down David Nevins in his bid for Showtime. Paramount+ needs premium edgy product that can generate awards buzz and appeal to the coasts. And somebody out there can use Starz"  
[X Link](https://x.com/PhillipsRelic/status/1661724087557709824)  2023-05-25T13:21Z [----] followers, [--] engagements


"Nexstar Media has a $12.5B enterprise value. Whats CBS worth $NXST $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1661736826426777601)  2023-05-25T14:11Z [----] followers, [----] engagements


"$PARA wsj Shari Redstones National Amusements secured a $125 million investment from merchant bank BDT & MSD Partners according to people familiar with the situation a cash infusion at a critical moment for the entertainment company. BDT = Byron Trott aka Buffetts banker"  
[X Link](https://x.com/PhillipsRelic/status/1661837703199989787)  2023-05-25T20:52Z [----] followers, 18.1K engagements


"The investment will give National Amusements some flexibility to pay off interest expenses and reduce its revolving loan according to the people. It also means that the company wont have to sell or pledge shares in Paramount. Good news Relic tweeted about the pledge:"  
[X Link](https://x.com/PhillipsRelic/status/1661838296903720971)  2023-05-25T20:55Z [----] followers, [--] engagements


"National Amusements is open to exploring strategic opportunities for Paramount the people said. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1661838679029981197)  2023-05-25T20:56Z [----] followers, [----] engagements


"$PARA - well see what happens. Wait Is BET Worth More Than Showtime https://t.co/rv4dsEo4ww https://t.co/urTveIrq77 Wait Is BET Worth More Than Showtime https://t.co/rv4dsEo4ww https://t.co/urTveIrq77"  
[X Link](https://x.com/PhillipsRelic/status/1664264584855683072)  2023-06-01T13:36Z [----] followers, [----] engagements


"They all go to the Paramount Lot because its most iconic. $PARA $PARA $PARAA $AMZN WGA needs a weekly algorithm that shows where the most profit is for that week Then a strategy to maintain & grow that area of business The mega winning shows & scripts can pull in $1 billion per in profit. so there's big value $PARA $PARAA $AMZN WGA needs a weekly algorithm that shows where the most profit is for that week Then a strategy to maintain & grow that area of business The mega winning shows & scripts can pull in $1 billion per in profit. so there's big value"  
[X Link](https://x.com/PhillipsRelic/status/1664370133035253760)  2023-06-01T20:35Z [----] followers, [----] engagements


"Bots are FALSELY reporting a share sale by National Amusements of $PARA stock. A Form [--] was filed today to reflect the warrant deal that was part of the MSD-BDT preferred stock deal announced last week. Warrants exercisable [----] expire [----]. Lets see insider buys 🏔"  
[X Link](https://x.com/PhillipsRelic/status/1664745567862284289)  2023-06-02T21:27Z [----] followers, [--] engagements


"Political advertising will help lift ad revs for the linear players starting late [----] and through [----]. Biden likely to face primary challenges too. $PARA $DIS $FOX $CMCSA $WBD"  
[X Link](https://x.com/PhillipsRelic/status/1665779394965651457)  2023-06-05T17:55Z [----] followers, [---] engagements


"$PARA more real estate value may be unlocked"  
[X Link](https://x.com/PhillipsRelic/status/1666087335736541185)  2023-06-06T14:19Z [----] followers, [--] engagements


"Tenor of Paramount Global Debt Maturity $PARA 76% of debt matures in [----] or later 46% of debt matures in [----] or later $2.65B matures in [----] or later W/ sale of Simon & Schuster BET savings from dividend cut potential proceeds from NY RE they will be on the mountain top"  
[X Link](https://x.com/PhillipsRelic/status/1666106985547169792)  2023-06-06T15:37Z [----] followers, [--] engagements


"$PARA CBS Broadcast Center in New York Up For Sale From Paramount https://t.co/pFAY3hPj4F CBS Broadcast Center in New York Up For Sale From Paramount https://t.co/pFAY3hPj4F"  
[X Link](https://x.com/PhillipsRelic/status/1666191472310247432)  2023-06-06T21:12Z [----] followers, [----] engagements


"Naveen Chopra on ARPU growth: We are implementing the first price increase for Paramount+ actually later this month. It will not be the last. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1666852844358516737)  2023-06-08T17:01Z [----] followers, [----] engagements


"$PARA CFO Naveen Chopra at todays Gabelli Conference on the Simon & Schuster sale:"  
[X Link](https://x.com/PhillipsRelic/status/1666857411947245577)  2023-06-08T17:19Z [----] followers, [--] engagements


"@EdwardZwick1 We love Simon & Schuster. $PARA And Glory And Legends of the Fall And Blood Diamond And your body of work"  
[X Link](https://x.com/PhillipsRelic/status/1669107561352810496)  2023-06-14T22:20Z [----] followers, [--] engagements


"HarperCollins KKR Emerge as Bidders for Book Publisher Simon $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1669453481323941888)  2023-06-15T21:17Z [----] followers, [----] engagements


"Re-posting a very interesting discussion on BET and Showtime which of course brings Starz to mind (and its expressly discussed). I agree Tyler Perry is the most likely buyer of BET. He launched his filmed entertainment career w/Lionsgate. $PARA $LGF https://podcasts.apple.com/us/podcast/the-town-with-matthew-belloni/id1612131897i=1000605631482 https://podcasts.apple.com/us/podcast/the-town-with-matthew-belloni/id1612131897i=1000605631482"  
[X Link](https://x.com/PhillipsRelic/status/1670051808083865601)  2023-06-17T12:52Z [----] followers, [----] engagements


"From William Cohans Dry Powder - Simon & Schuster scuttlebutt $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1670598511430189057)  2023-06-19T01:04Z [----] followers, [----] engagements


"Re-posting from last month hope to hear more about $PARA BET sale soon: Paramount and its bankers at Siebert Williams Shank & Co. and JP Morgan have received more than [--] inquiries about the assets per sources"  
[X Link](https://x.com/PhillipsRelic/status/1670911576549781504)  2023-06-19T21:50Z [----] followers, [----] engagements


"@TidefallCapital Would be nice to see the OM. Its the networks studio and BET+. Iconic brand with a valuable demo; platform is more valuable under black ownership. - Trophy asset - Minority ownership ad earmarks - $PARA retaining stake - If Perry is winner he already has a stake"  
[X Link](https://x.com/PhillipsRelic/status/1670978028610912256)  2023-06-20T02:16Z [----] followers, [---] engagements


"Tik Tok Mr Cocks $HAS"  
[X Link](https://x.com/PhillipsRelic/status/1671216705698246656)  2023-06-20T18:02Z [----] followers, [---] engagements


"@AnansiStocks Paramount Global hasnt even publicly acknowledged the auction. Lots of loose lips on the buyer side"  
[X Link](https://x.com/PhillipsRelic/status/1671282166074859521)  2023-06-20T22:30Z [----] followers, [--] engagements


"According to The Daily Mail adding to Tyler Perrys frustration with the BET process is an erroneous report last week by the entertainment website The Streamr that Perry had already won the auction. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1671495012771659777)  2023-06-21T12:27Z [----] followers, [---] engagements


"@majgeoinvesting @EightTrack180 $TTWO and $DE come immediately to mind"  
[X Link](https://x.com/PhillipsRelic/status/1671674434724274176)  2023-06-22T00:20Z [----] followers, [--] engagements


"Publisher Simon & Schuster gets bid from investor backed by Mubadala - WSJ Reuters $PARA - more interest in S&S"  
[X Link](https://x.com/PhillipsRelic/status/1671712140435107843)  2023-06-22T02:50Z [----] followers, [--] engagements


"Paramount Globals differentiated approach in the streaming space. $PARA Good listen"  
[X Link](https://x.com/PhillipsRelic/status/1671930065116884992)  2023-06-22T17:22Z [----] followers, [----] engagements


"Entertainment One Lays Off 20% Of Staff Ahead Of Sale Deadline Pro forma OIBDA is a powerful force $HAS https://deadline.com/2023/06/entertainment-one-layoffs-sale-eone-hasbro-1235422771/ https://deadline.com/2023/06/entertainment-one-layoffs-sale-eone-hasbro-1235422771/"  
[X Link](https://x.com/PhillipsRelic/status/1671977882984259589)  2023-06-22T20:26Z [----] followers, [---] engagements


"Should private equity own Simon & Schuster Financial Times $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1672043209256497154)  2023-06-23T00:50Z [----] followers, [---] engagements


"BETs contract with Tyler Perry is entering its final year. This is an eminently sensible time for $PARA to move the asset. The details of Perrys 25% interest in BET+ (streamer only) are not known"  
[X Link](https://x.com/PhillipsRelic/status/1672218387714301953)  2023-06-23T12:25Z [----] followers, [----] engagements


"@bookfacultyfarm High compliment. 🙏 Lethargy bordering on sloth remains the cornerstone of our investment style. - Warren Buffett"  
[X Link](https://x.com/PhillipsRelic/status/1675452025956454404)  2023-07-02T10:31Z [----] followers, [--] engagements


"Global Platform Demand Share for Streaming Originals. Amazing how Paramount+ gets dismissed out of hand by so many $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1676555998515871744)  2023-07-08T03:00Z [----] followers, [----] engagements


"Urban One like Tyler Perry and Byron Allen in the mix for BET Group buy from Paramount - Washington Business Journal via @WBJonline $PARA - crowded field"  
[X Link](https://x.com/PhillipsRelic/status/1677418651601846273)  2023-07-07T21:13Z [----] followers, [----] engagements


"Very curious about this library sale process $HAS $LGF Hasbro Expects Update on Sale of eOne in Coming Weeks https://t.co/XI5oWT8YjL Hasbro Expects Update on Sale of eOne in Coming Weeks https://t.co/XI5oWT8YjL"  
[X Link](https://x.com/PhillipsRelic/status/1677642559265333248)  2023-07-08T11:35Z [----] followers, [----] engagements


"If theres a silver lining out of Allen & Co its that the market is triangulating that broadcast networks will not see further consolidation within the studio system. They will be carved out or sold to private equity. Lets get on with it. $FOXA $PARA $CMCSA $DIS ✅ $LGF Starz"  
[X Link](https://x.com/PhillipsRelic/status/1680207106211827713)  2023-07-15T13:26Z [----] followers, [----] engagements


"CBS - cash cow profitable and funding DTC investment; - market may overly discount the decline; - as revenues decline margin may be defended; ad contracts agreements have held up; - Linear is absolutely in decline but continues to be an earnings & FCF generator $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1680567517423579137)  2023-07-16T13:18Z [----] followers, [--] engagements


"Paramount Global built a $6B Revenue DTC business in [--] 1/2 years"  
[X Link](https://x.com/PhillipsRelic/status/1680569040543141889)  2023-07-16T13:24Z [----] followers, [--] engagements


"An absolute collapse of an entire industry. Chicken Little is boss today. $PARA $LGF $DIS But Netflix only goes green"  
[X Link](https://x.com/PhillipsRelic/status/1680960192081539072)  2023-07-17T15:18Z [----] followers, [--] engagements


"Hes only been buying film libraries for nearly [--] years so I guess Lionsgate Vice Chair and Hasbro board member Michael Burns doesnt know what hes doing. $LGF $HAS"  
[X Link](https://x.com/PhillipsRelic/status/1681348032409878544)  2023-07-18T16:59Z [----] followers, [----] engagements


"Starz is hanging in there. The bundling and dynamic pricing may be helping. $LGF Paramount+ momentum waned without new Sheridan but Showtime integration may revitalize. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1681631145979523073)  2023-07-19T11:44Z [----] followers, [----] engagements


"Tyler Perry's last bid for BET short of $3B asking price Id take Byrons offer. $PARA https://nypost.com/2023/07/27/tyler-perrys-last-bid-for-bet-short-of-3b-asking-price/ https://nypost.com/2023/07/27/tyler-perrys-last-bid-for-bet-short-of-3b-asking-price/"  
[X Link](https://x.com/PhillipsRelic/status/1684666595937849344)  2023-07-27T20:46Z [----] followers, [----] engagements


"$PARA https://podcasts.apple.com/us/podcast/science-vs-spook/id1694214883i=1000622433784 https://podcasts.apple.com/us/podcast/science-vs-spook/id1694214883i=1000622433784"  
[X Link](https://x.com/PhillipsRelic/status/1685108598882308099)  2023-07-29T02:02Z [----] followers, [---] engagements


"Equity Firm Eyeing Simon & Schuster to Sell RBmedia for $1 Billion $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1685688272272363520)  2023-07-30T17:20Z [----] followers, [---] engagements


"@fundstrat Isnt a P/E ratio just a rough proxy for an inverted discount rate This goes back to Buffetts interest rates re to financial assets what gravity is to matter. Shouldnt the PE reflect the rate environment"  
[X Link](https://x.com/PhillipsRelic/status/1685807323082629120)  2023-07-31T05:04Z [----] followers, [---] engagements


"Here it is. Looks like Lionsgate is getting an expanded library catalogue. Standing by for details but theyre great at buying and managing libraries. Big synergies here. $LGF $HAS It's done: Lionsgate bought the eOne film/TV studio from Hasbro. Press release coming tomorrow though it probably won't note that Hasbro lost TONS of money on this asset. It's done: Lionsgate bought the eOne film/TV studio from Hasbro. Press release coming tomorrow though it probably won't note that Hasbro lost TONS of money on this asset"  
[X Link](https://x.com/PhillipsRelic/status/1686898804748951553)  2023-08-03T00:36Z [----] followers, [----] engagements


"Were in the S&S endgame now (again) for $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1686924317144096768)  2023-08-03T02:30Z [----] followers, [----] engagements


"Lionsgate and Hasbro Sign Agreement for Lionsgate to Acquire Global Independent Content Platform eOne $LGF $HAS"  
[X Link](https://x.com/PhillipsRelic/status/1687046661825007616)  2023-08-03T10:24Z [----] followers, [----] engagements


"Pleased to see processes at Paramount moving along but S&S and BET proceeds looking like they will come in a bit lower than hoped. Selling to KKR and to Byron Allen would be good outcomes nonetheless. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1687220484499267584)  2023-08-03T21:54Z [----] followers, [----] engagements


"This was box office tracking coming into July. Nobody knows. $WBD $PARA $CMCSA $LGF $DIS"  
[X Link](https://x.com/PhillipsRelic/status/1687275579492409344)  2023-08-04T01:33Z [----] followers, [----] engagements


"BMO increases price target on Fairfax $FFH $FFH.TO"  
[X Link](https://x.com/PhillipsRelic/status/1687632115456692225)  2023-08-05T01:10Z [----] followers, 15.9K engagements


"Deal for Simon & Schuster Said to Be Near $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1687788275258327040)  2023-08-05T11:30Z [----] followers, [--] engagements


"#TMNT was great. Scarface fans will be happy. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1687898550884036609)  2023-08-06T03:06Z [----] followers, [---] engagements


"Paramount Nears Announcement for Simon & Schuster Deal - The New York Times $para"  
[X Link](https://x.com/PhillipsRelic/status/1688498874053181440)  2023-08-07T10:34Z [----] followers, [--] engagements


"Should have an announcement today. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1688501960461201408)  2023-08-07T10:46Z [----] followers, [--] engagements


"Naveen Chopra said something interesting this afternoon about Paramount's content spend efficiency - the data generated from OTT DTC relationships is allowing them to make better programming capital allocation decisions. This is some of the promise of DTC. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1688661760234897408)  2023-08-07T21:21Z [----] followers, [--] engagements


"Bakish has been very tight lipped about BET. The buyers have had loose lips. Funny process. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1688667344644489216)  2023-08-07T21:44Z [----] followers, [--] engagements


"The Hollywood Reporter liked it too Paramount Plans to Optimize Content Spend Around Audience Segments in Rethink of Streaming Strategy https://t.co/mF47mQTOvu Paramount Plans to Optimize Content Spend Around Audience Segments in Rethink of Streaming Strategy https://t.co/mF47mQTOvu"  
[X Link](https://x.com/PhillipsRelic/status/1688681180932055040)  2023-08-07T22:39Z [----] followers, [---] engagements


"Goldman maintains their sell rating on $PARA but lifts price target from $14 to $15. Brett may be forced to upgrade next quarter"  
[X Link](https://x.com/PhillipsRelic/status/1688863948857069568)  2023-08-08T10:45Z [----] followers, [----] engagements


"Welcome to the data economy Hollywood. Weve been waiting for you. $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1688872842039844864)  2023-08-08T11:20Z [----] followers, [---] engagements


"Chopra making the case for streaming $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1688873846646976512)  2023-08-08T11:24Z [----] followers, [----] engagements


"Bob Bakish took his time to highlight CBS value proposition $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1688875256050532352)  2023-08-08T11:30Z [----] followers, [----] engagements


"Market likes $FOX $FOXA earnings report despite an ugly tape. Reasonable comp for Paramounts network and cable properties on a sum of the parts basis"  
[X Link](https://x.com/PhillipsRelic/status/1688912144484708352)  2023-08-08T13:56Z [----] followers, [----] engagements


"If Bermudas corporate income tax is onerous for listed Bermuda domiciled companies there will be many corporate continuations $EG $RNR $AXS $BG $LAZ $IVZ $DHT $TK $WTM Doubt Bermuda wants this outcome so best to be patient. $FRO already made a move"  
[X Link](https://x.com/PhillipsRelic/status/1689039018204319744)  2023-08-08T22:20Z [----] followers, [---] engagements


"@PuckNews @WilliamCohan Very nice title but not a very charitable point of view for Paramount shareholders including Warren Buffett"  
[X Link](https://x.com/PhillipsRelic/status/1689400654362537984)  2023-08-09T22:17Z [----] followers, [---] engagements


"$LGF highlighted certain properties within eOne library: - Rookie / Rookie: Feds - procedurals important addition to portfolio - Naked & Afraid - reality - Yellowjackets - high-end scripted - Rights consolidation on Summit co-pros: Twilight Red Now You See Me - Monopoly rights"  
[X Link](https://x.com/PhillipsRelic/status/1689444367260348417)  2023-08-10T01:11Z [----] followers, [---] engagements


"This quarter $PARA included Pluto reporting within Paramount+ How much more integrated will it become under One Paramount Ricky Greenfield probably frustrated he couldnt cherry pick to attempt to undermine the business prospects:"  
[X Link](https://x.com/PhillipsRelic/status/1690704537835782144)  2023-08-13T12:39Z [----] followers, [----] engagements


"#CobWeb is #2 on the Apple Movies Chart. Sandwiched between Spider-Man and The Little Mermaid. After a very limited theatrical release. Lionsgate multiplaform strategy delivering. $LGF"  
[X Link](https://x.com/PhillipsRelic/status/1690780047790034944)  2023-08-13T17:39Z [----] followers, [---] engagements


"@Earth2Stocks Amazing you saw it in a theater. It got a handful of screens for a week. But it worked. What city were you in for the showing"  
[X Link](https://x.com/PhillipsRelic/status/1690784121872662528)  2023-08-13T17:55Z [----] followers, [--] engagements


"Keep a close eye on The Eye $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1690809672872189952)  2023-08-13T19:36Z [----] followers, [--] engagements


"CBS Khemlanis cost-cutting was seen by some as a possible path to spin off the network as its parent Paramount Global focuses on streaming"  
[X Link](https://x.com/PhillipsRelic/status/1690882409040900096)  2023-08-14T00:25Z [----] followers, [--] engagements


"Look at Prem ride that $OXY train $FFH.TO"  
[X Link](https://x.com/PhillipsRelic/status/1691084468591697922)  2023-08-14T13:48Z [----] followers, [----] engagements


"Is Barrons going to run a headline that he didnt sell $PARA Berkshire is due to release its quarter 13-F filing Monday the make-up --and any changes -- in its $350 billion equity portfolio in the second quarter. https://t.co/TqpykaZDkE Berkshire is due to release its quarter 13-F filing Monday the make-up --and any changes -- in its $350 billion equity portfolio in the second quarter. https://t.co/TqpykaZDkE"  
[X Link](https://x.com/PhillipsRelic/status/1691179847832256512)  2023-08-14T20:07Z [----] followers, [----] engagements


"@CreditableInves He publishes his performance. And now Ive fished it out for you despite the fact that youre gratuitously challenging me. I just think the guy is smart my friend. Im used to people on Twitter suggesting Seth Klarman is bad. Have a great day"  
[X Link](https://x.com/PhillipsRelic/status/1691406848862150656)  2023-08-15T11:09Z [----] followers, [---] engagements


"Very interested to watch how $PARA is going to use Pluto FAST product under One-Paramount"  
[X Link](https://x.com/PhillipsRelic/status/1691439258211332097)  2023-08-15T13:18Z [----] followers, [----] engagements


"$PARA I like this. "By the way thats for [----] YTD alone all built by #Paramount." #TMNT #TMNTMovie #PopularIsParamount https://t.co/I2i1UpgCFq "By the way thats for [----] YTD alone all built by #Paramount." #TMNT #TMNTMovie #PopularIsParamount https://t.co/I2i1UpgCFq"  
[X Link](https://x.com/PhillipsRelic/status/1691550158519984623)  2023-08-15T20:39Z [----] followers, [----] engagements


"@viggy_krishnan @ChairliftCap That said if theres going to be consolidation Paramount remains the obvious target. Certainly John Malone thinks so. But in industry the logical path always seemed like Sony + Paramount + Lionsgate. Doesnt seem like Sony is going there though. $PARA must delever"  
[X Link](https://x.com/PhillipsRelic/status/1691794086489923845)  2023-08-16T12:48Z [----] followers, [--] engagements


"FTC Chair Lina Khan #WrathOfKhan $DIS $CMCSA $NFLX $WBD $PARA $LGF What about the FCC Lina @MarioGabelli"  
[X Link](https://x.com/PhillipsRelic/status/1691829486478647742)  2023-08-16T15:09Z [----] followers, [---] engagements


"Paramount Drops Plans to Sell BET Stake - WSJ $PARA https://www.wsj.com/business/media/paramount-drops-plans-to-sell-bet-stake-5911a133 https://www.wsj.com/business/media/paramount-drops-plans-to-sell-bet-stake-5911a133"  
[X Link](https://x.com/PhillipsRelic/status/1691974255087346000)  2023-08-17T00:44Z [----] followers, [----] engagements


"$PARA were incredibly disciplined regarding the BET auction. They never once confirmed a sale process for BET was underway. The buyer pool however had very loose lips. But for the owner"  
[X Link](https://x.com/PhillipsRelic/status/1692135473521598576)  2023-08-17T11:25Z [----] followers, [----] engagements


"It really has become apparent that FASTs and Broadcasters - their future is really linked. FAST revenue is becoming increasingly important to them. TUBI ad revenue growth was instrumental in compensating for the decline in traditional TV ad revenue at Fox"  
[X Link](https://x.com/PhillipsRelic/status/1692140081170047098)  2023-08-17T11:43Z [----] followers, [---] engagements


"Fox is not alone. Pluto TV provides the same support to Paramount Global. TV ad revenue was off 10% in Q2 2023; meanwhile DTC ad revenue driven by PlutoTV grew 21% in the same period. h/t Colin Dixon @nScreenMedia"  
[X Link](https://x.com/PhillipsRelic/status/1692140861981691909)  2023-08-17T11:46Z [----] followers, [---] engagements


"Relic posts about $PARA a lot. It would be disingenuous not to acknowledge that the Simon & Schuster and the BET processes did not play out as Id hoped they would. The debt load annoys me. Ive no doubt Bakish and the Board are more annoyed and ever focused"  
[X Link](https://x.com/PhillipsRelic/status/1692182439139893376)  2023-08-17T14:31Z [----] followers, [----] engagements


"From Matt Bellonis What Im Hearing. BET may still be in play with Tyler Perry. There was really only ever one buyer $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1692479513337254233)  2023-08-18T10:12Z [----] followers, [----] engagements


"@IGN Somebody fed this to the AI"  
[X Link](https://x.com/PhillipsRelic/status/1692504130273607730)  2023-08-18T11:50Z [----] followers, [----] engagements


"@FlashmanSir Andrew Bary wrote this piece a couple of years ago. It's trading off b/c of Hillary this week. https://www.barrons.com/articles/mercury-general-stock-buy-chairman-turns-100-51630234840 https://www.barrons.com/articles/mercury-general-stock-buy-chairman-turns-100-51630234840"  
[X Link](https://x.com/PhillipsRelic/status/1692639562273636720)  2023-08-18T20:48Z [----] followers, [--] engagements


"$PARA I like that theyre being more promotional"  
[X Link](https://x.com/PhillipsRelic/status/1693715230168064190)  2023-08-21T20:02Z [----] followers, [----] engagements


"Great listening to two guys on the back of a yacht discussing potential September Hollywood surprises - including Matts prediction that a deal gets struck between $PARA and Tyler Perry for BET. 🎶 But what a fool believes he sees No wise man has the power to reason away 🎶"  
[X Link](https://x.com/PhillipsRelic/status/1693759066856624552)  2023-08-21T22:56Z [----] followers, [----] engagements


"The business doesnt make sense in the absence of project-level returns; not even Rick Greenfield has an answer #LightShed $NFLX $DIS $LGF $CMCSA $PARA $AMCX $WBD"  
[X Link](https://x.com/PhillipsRelic/status/1693992914014319011)  2023-08-22T14:25Z [----] followers, [----] engagements


"Interesting discussion on growing importance of Tik Tok in movie marketing spend $LGF $PARA $DIS $WBD #SawX https://podcasts.apple.com/us/podcast/strictly-business/id1367322664i=1000625356330 https://podcasts.apple.com/us/podcast/strictly-business/id1367322664i=1000625356330"  
[X Link](https://x.com/PhillipsRelic/status/1694337178258567177)  2023-08-23T13:13Z [----] followers, [---] engagements


"@AnansiStocks I saw right after the Fulton County Jail live feed. Classic"  
[X Link](https://x.com/PhillipsRelic/status/1694530236530962925)  2023-08-24T02:01Z [----] followers, [--] engagements


"CNN news to stream on Warner Bros. Discovery Max $WBD This is the smart move. What took them so long. Paramount should do the same with @CBSNews $PARA"  
[X Link](https://x.com/PhillipsRelic/status/1694700800277172597)  2023-08-24T13:18Z [----] followers, [----] engagements


"@flying_lobster Is it reasonable that the AMPTP is expected to be entirely silent in the face of every writer and actor scorching the earth Stephen Amell and Jamie Lee Curtis were excoriated for lamenting strike action and its consequences. The union membership seems out for blood"  
[X Link](https://x.com/PhillipsRelic/status/1695857048410259482)  2023-08-27T17:53Z [----] followers, [----] engagements


"Amazon has Hollywoods worst shows but its best business model $AMZN $LGF $PARA $AMCX"  
[X Link](https://x.com/PhillipsRelic/status/1696231936157417591)  2023-08-28T18:43Z [----] followers, [----] engagements


"@Adaisy245 Guess how Relic voted"  
[X Link](https://x.com/PhillipsRelic/status/1696971619980173374)  2023-08-30T19:42Z [----] followers, [---] engagements


"@KPACABA22 @ParallelFi Hey fella. Find a new ticker symbol. That one belongs to Paramount Global"  
[X Link](https://x.com/PhillipsRelic/status/1697231025183535238)  2023-08-31T12:53Z [----] followers, [---] engagements


"@FinanceLancelot I wonder when Shkreli will run"  
[X Link](https://x.com/PhillipsRelic/status/1697254040709845241)  2023-08-31T14:24Z [----] followers, 11.8K engagements


"Barry Dillers analysis of the Hollywood chess board from [--] minute mark is excellent. $NFLX $DIS $LGF $CMCSA $PARA $FOX $LGF $ AMCX"  
[X Link](https://x.com/PhillipsRelic/status/1697391115710660634)  2023-08-31T23:29Z [----] followers, [----] engagements


"Excellent reporting. $DIS $CHTR"  
[X Link](https://x.com/PhillipsRelic/status/1697621044830302463)  2023-09-01T14:42Z [----] followers, [---] engagements


"$PARA CEO Bob Bakish 11/2022"  
[X Link](https://x.com/PhillipsRelic/status/1697626477905281437)  2023-09-01T15:04Z [----] followers, [----] engagements


"Pay TV's Crumbling Tower operates like a game of Jenga $CHTR $DIS The Return of Bob Iger has not been good"  
[X Link](https://x.com/PhillipsRelic/status/1697702798086070590)  2023-09-01T20:07Z [----] followers, [----] engagements


"Good news here. After the success of Jesus Revolution Lionsgate should take its time with this one"  
[X Link](https://x.com/PhillipsRelic/status/1697749300166476096)  2023-09-01T23:12Z [----] followers, [---] engagements


"Charter's Chris Winfrey: "The idea that somebody has publicly said repeatedly that it is going to go direct to consumer and youre signing up for that kind of long-term deal that is untenable." Nobody taught Bob Iger this cartoon"  
[X Link](https://x.com/PhillipsRelic/status/1698144012127842603)  2023-09-03T01:20Z [----] followers, [---] engagements


"The call hosted by $CHTR CEO Chris Winfrey was illuminating. This is his explanation as to how we got here. 1/"  
[X Link](https://x.com/PhillipsRelic/status/1698435928409231679)  2023-09-03T20:40Z [----] followers, [----] engagements


""The world has changed considerably since the summer of [----]. First of all the Montreal Canadiens had just won the Stanley Cup - and havent won it since. Once we recovered from this trauma we must admit that many other changes have also affected our society since." -F Rochon"  
[X Link](https://x.com/PhillipsRelic/status/1698503445768990918)  2023-09-04T01:09Z [----] followers, [--] engagements


"Disney employee on Bob Iger: Hes not Michael Jordan anymore. He doesnt have all the moves. Hes Wizards era Michael Jordan. - per Media Mondays Jon Kelly (Puck News)"  
[X Link](https://x.com/PhillipsRelic/status/1698651074192670976)  2023-09-04T10:55Z [----] followers, [---] engagements


"@paulmather007 And whosoever explains it lets then examine the hit rate"  
[X Link](https://x.com/PhillipsRelic/status/1698811404495503801)  2023-09-04T21:32Z [----] followers, [---] engagements


"Listening to Brian Roberts set up Bob Iger over Hulu sale thats been pulled forward - absolutely savage. $CMCSA $DIS"  
[X Link](https://x.com/PhillipsRelic/status/1699438569813647674)  2023-09-06T15:05Z [----] followers, [----] engagements


"Paramount Global CEO: 'Our investments are paying off'"  
[X Link](https://x.com/PhillipsRelic/status/1699487790751162724)  2023-09-06T18:20Z [----] followers, [----] engagements


"Zaslav is such a good salesman for $WBD On the sidelines for any carriage disputes until [----]. Big believer in streaming bundles"  
[X Link](https://x.com/PhillipsRelic/status/1699540665271476448)  2023-09-06T21:50Z [----] followers, [----] engagements


"$PARA CEO Bob Bakish on linear business: We continue to get deals done without going dark.as we elongate those important earnings"  
[X Link](https://x.com/PhillipsRelic/status/1699545711283499450)  2023-09-06T22:10Z [----] followers, [----] engagements


"@AnansiStocks He did a nice job differentiating $PARA (which of course is by necessity given the importance of linear to the company): skinny bundles international DTC product placement through Sky Canal+ granting app credentials to linear Showtime subscribers etc"  
[X Link](https://x.com/PhillipsRelic/status/1699551858019172458)  2023-09-06T22:35Z [----] followers, [---] engagements

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