[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, $dis, $fox, $para the most. They currently have XXXXX followers and 1061 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1858583435377287168/interactions)  - X Week XXXXXX +107% - X Month XXXXXXX +47% - X Months XXXXXXX +288% ### Mentions: XX [#](/creator/twitter::1858583435377287168/posts_active)  - X Week XX +21% - X Month XXX +23% - X Months XXX +150% ### Followers: XXXXX [#](/creator/twitter::1858583435377287168/followers)  - X Week XXXXX +2.70% - X Month XXXXX +12% - X Months XXXXX +680% ### CreatorRank: XXXXXXX [#](/creator/twitter::1858583435377287168/influencer_rank)  ### Social Influence [#](/creator/twitter::1858583435377287168/influence) --- **Social category influence** [stocks](/list/stocks) #5621 [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [agencies](/list/agencies) #46 [countries](/list/countries) [currencies](/list/currencies) [gaming](/list/gaming) [automotive brands](/list/automotive-brands) **Social topic influence** [$wbd](/topic/$wbd) #4, [$dis](/topic/$dis) #16, [$fox](/topic/$fox), [$para](/topic/$para) #1, [stocks](/topic/stocks) #1311, [$nflx](/topic/$nflx) #1556, [$foxa](/topic/$foxa), [$app](/topic/$app) #15, [$nxst](/topic/$nxst) #1, [$googl](/topic/$googl) #1283 **Top assets mentioned** [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [DisChain (DIS)](/topic/$dis) [ShapeShift FOX Token (FOX)](/topic/$fox) [Paramount Global (PARA)](/topic/$para) [Netflix Inc (NFLX)](/topic/$nflx) [Fox Corp. Class A (FOXA)](/topic/$foxa) [Applovin Corporation (APP)](/topic/$app) [Nexstar Media Group, Inc. Class A Common Stock (NXST)](/topic/$nxst) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Smartshare (SSP)](/topic/$ssp) [TEGNA Inc. (TGNA)](/topic/$tgna) [Metadium (META)](/topic/$meta) [Loaded Lions (LION)](/topic/$lion) [Pinterest, Inc. (PINS)](/topic/$pins) [Omnicom Group Inc. (OMC)](/topic/$omc) [Interpublic Group of Companies Inc (IPG)](/topic/$ipg) [Copart, Inc. (CPRT)](/topic/$cprt) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) [Mastercard, Inc. (MA)](/topic/$ma) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Charter Communications Inc (CHTR)](/topic/$chtr) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Verizon Communications Inc. (VZ)](/topic/$vz) [T-Mobile (TMUS)](/topic/$tmus) [Kraft Heinz Co (KHC)](/topic/$khc) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Spotify Technology (SPOT)](/topic/$spot) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Oscar Health, Inc. (OSCR)](/topic/$oscr) ### Top Social Posts [#](/creator/twitter::1858583435377287168/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 $DIS"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942944274535834080) 2025-07-09 13:49:47 UTC 1932 followers, 1320 engagements "$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](/creator/x/accrued_int) on [X](/post/tweet/1944885215228518905) 2025-07-14 22:22:24 UTC 1932 followers, 1424 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](/creator/x/accrued_int) on [X](/post/tweet/1942586468561739842) 2025-07-08 14:08:00 UTC 1932 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](/creator/x/accrued_int) on [X](/post/tweet/1943146535019061498) 2025-07-10 03:13:30 UTC 1931 followers, XXX engagements "@B__Digs @BigIdeasCapital @TSOH_Investing @TMTAnalystANON The movie 📽🍿business is an important signal /leading indicator for the health of $WBD studio business. Box office receipts are used to price other business deals too. #SupermanMovie is a big deal. It's opening weekend will impact how investors view $DIS $PARA and others"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942245467632377859) 2025-07-07 15:32:59 UTC 1930 followers, XXX 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](/creator/x/accrued_int) on [X](/post/tweet/1944768744225464479) 2025-07-14 14:39:35 UTC 1932 followers, 1064 engagements "@nytimes This is definitely going to have a positive effect and other tech stocks tomorrow"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944967294477594848) 2025-07-15 03:48:33 UTC 1932 followers, 2067 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](/creator/x/accrued_int) on [X](/post/tweet/1942848321711694067) 2025-07-09 07:28:30 UTC 1927 followers, 1441 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](/creator/x/accrued_int) on [X](/post/tweet/1936819765768753608) 2025-06-22 16:13:11 UTC 1927 followers, XXX engagements "Guys - #1) I'm consistent with my $WBD thesis. I will XXX% get more bullish on $WBD spinoff if #SupermanMovie does well The market will reward it But disingenuous to say "it's X movie". It's called a "tentpole" for a reason. #2) I don't forecast studio $'s year by year. All that matters is the trajectory. #Superman can also boost @hbomax subscribers🍿🎥 Now we wait"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942261656790462761) 2025-07-07 16:37:19 UTC 1907 followers, XXX engagements "For some holiday reading this has interesting details on the distribution deals Disney is cutting with media players when they launch the new ESPN streamer $DIS $VZ $TMUS $FUBO - this will have ramification for lots of companies"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1941168746489688231) 2025-07-04 16:14:28 UTC 1910 followers, XXX engagements "Exactly as they should - " $UBER Technologies Inc. investors are brushing aside potential threats from self-driving competition to bet that the company has plenty of room to expand in the near term" 🚖🚕"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942594511538118723) 2025-07-08 14:39:57 UTC 1907 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](/creator/x/accrued_int) on [X](/post/tweet/1943333077813473373) 2025-07-10 15:34:45 UTC 1931 followers, XXX 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](/creator/x/accrued_int) on [X](/post/tweet/1944835908903297028) 2025-07-14 19:06:28 UTC 1932 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](/creator/x/accrued_int) on [X](/post/tweet/1944835271675261438) 2025-07-14 19:03:56 UTC 1931 followers, XXX engagements "I think it would stand to reason that if $GOOGL is taking many of OpenAI's best people then $GOOG's moat is safer from disruption because the company can acqui-hire their competition.great point @RihardJarc"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944766081182077154) 2025-07-14 14:29:00 UTC 1927 followers, XXX 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. $NFLX has a huge head start"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943388739083923875) 2025-07-10 19:15:56 UTC 1914 followers, 1069 engagements "$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 $GTN"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943145274420900265) 2025-07-10 03:08:29 UTC 1911 followers, XXX engagements "This is the reason I talk about #YouTube so much not just with TV stocks - Scholastic ($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](/creator/x/accrued_int) on [X](/post/tweet/1944774344141308240) 2025-07-14 15:01:50 UTC 1932 followers, 1204 engagements "@sequentanalyst thanks for that @sequentanalyst - makes sense I will add these to my notes when I look at $CPRT again #IAA"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944814328156209255) 2025-07-14 17:40:43 UTC 1928 followers, XX engagements "Thought this was interesting color: " $GOOGL / $GOOG Search growth is above expectations as additional use cases and increased data sources" and a positive note on $PINS - h/t @BigBullCap . I like both stocks - link in bio 🔗🖥"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1940837288722002424) 2025-07-03 18:17:23 UTC 1910 followers, XXX engagements "@Variety 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](/creator/x/accrued_int) on [X](/post/tweet/1942236985059352831) 2025-07-07 14:59:16 UTC 1930 followers, 1302 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](/creator/x/accrued_int) on [X](/post/tweet/1943728800535040399) 2025-07-11 17:47:13 UTC 1909 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](/creator/x/accrued_int) on [X](/post/tweet/1943028649340625183) 2025-07-09 19:25:04 UTC 1912 followers, XX engagements "@wallstengine 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"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944764285558628632) 2025-07-14 14:21:52 UTC 1928 followers, XX engagements "me discussing EBITDA add-backs with @PUSHA_T @clipse 😂🤑🔊💵"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944468539227914273) 2025-07-13 18:46:40 UTC 1927 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](/creator/x/accrued_int) on [X](/post/tweet/1944425906052719084) 2025-07-13 15:57:16 UTC 1927 followers, XXX engagements "Good read in the Sunday New York times - this is why I talk about #YouTube so much The brutal truth is that YouTube is indeed the biggest competitor of Netflix at this point. $GOOGL $GOOG"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944417374767132914) 2025-07-13 15:23:22 UTC 1931 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](/creator/x/accrued_int) on [X](/post/tweet/1942990849945825673) 2025-07-09 16:54:52 UTC 1914 followers, XXX engagements "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](/creator/x/accrued_int) on [X](/post/tweet/1944778354152124444) 2025-07-14 15:17:46 UTC 1932 followers, XXX engagements "Check out on my Substack I walk through the financial KPIs that I built into my Media Multiple Tracker. I use valuation vs. consensus estimates to get ideas for new trades.Subs will get the new tracker each Monday. Link in bio 🔗Will post highlights now. $DIS $NFLX $WBD $PARA $NXST $GTN $FOX"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943143866460242414) 2025-07-10 03:02:54 UTC 1910 followers, 1439 engagements "And this was the link to the article from @theinformation"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944927680354209812) 2025-07-15 01:11:08 UTC 1932 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](/creator/x/accrued_int) on [X](/post/tweet/1942481757128839592) 2025-07-08 07:11:55 UTC 1906 followers, XXX 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](/creator/x/accrued_int) on [X](/post/tweet/1942573438511513616) 2025-07-08 13:16:13 UTC 1932 followers, XXX engagements "@patientinvestt Feels like that is just the Buffett premium coming out of the stock $BRK $BRK.B"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942573120575135783) 2025-07-08 13:14:57 UTC 1932 followers, XXX engagements "I think this is a surprisingly effective way to judge studio IP for companies like $CMCSA with Universal and $WBD 🤷♂. sometimes it's not that deep 🤑 h/t @DrewSav"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942643581270872456) 2025-07-08 17:54:57 UTC 1910 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](/creator/x/accrued_int) on [X](/post/tweet/1944798492012032208) 2025-07-14 16:37:47 UTC 1932 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](/creator/x/accrued_int) on [X](/post/tweet/1944427630763151789) 2025-07-13 16:04:07 UTC 1928 followers, XXX 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](/creator/x/accrued_int) on [X](/post/tweet/1944815488779084103) 2025-07-14 17:45:20 UTC 1932 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](/creator/x/accrued_int) on [X](/post/tweet/1937185397357916359) 2025-06-23 16:26:04 UTC 1906 followers, 2076 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](/creator/x/accrued_int) on [X](/post/tweet/1944763740366221503) 2025-07-14 14:19:42 UTC 1932 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](/creator/x/accrued_int) on [X](/post/tweet/1942962953038315771) 2025-07-09 15:04:01 UTC 1910 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](/creator/x/accrued_int) on [X](/post/tweet/1942609819078414375) 2025-07-08 15:40:47 UTC 1932 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](/creator/x/accrued_int) on [X](/post/tweet/1944780246831501444) 2025-07-14 15:25:17 UTC 1932 followers, 2042 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](/creator/x/accrued_int) on [X](/post/tweet/1942237051392610692) 2025-07-07 14:59:32 UTC 1930 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](/creator/x/accrued_int) on [X](/post/tweet/1942240585441763656) 2025-07-07 15:13:35 UTC 1928 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](/creator/x/accrued_int) on [X](/post/tweet/1942997281579639137) 2025-07-09 17:20:25 UTC 1912 followers, XXX 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](/creator/x/accrued_int) on [X](/post/tweet/1942263695905563012) 2025-07-07 16:45:25 UTC 1906 followers, 2804 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](/creator/x/accrued_int) on [X](/post/tweet/1942592727457435965) 2025-07-08 14:32:52 UTC 1906 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](/creator/x/accrued_int) on [X](/post/tweet/1942946942385865208) 2025-07-09 14:00:23 UTC 1911 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](/creator/x/accrued_int) on [X](/post/tweet/1942994155514319057) 2025-07-09 17:08:00 UTC 1926 followers, 1529 engagements "Ignore 🎥🍿narratives - audiences speak with their dollars - 1) people don't have sequel fatigue for franchises 2) they don't care about "originals" 3) "hit" movies make less 💲💰 each year. $WBD $DIS $PARA $LION"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1940791297100730808) 2025-07-03 15:14:38 UTC 1911 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](/creator/x/accrued_int) on [X](/post/tweet/1942345019161039219) 2025-07-07 22:08:34 UTC 1930 followers, 1207 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](/creator/x/accrued_int) on [X](/post/tweet/1944790110836298001) 2025-07-14 16:04:29 UTC 1932 followers, 1420 engagements "This was a good box office so $WBD can make it easier to pitch the S&S spinoff. Stock probably opens higher on Monday. However on an absolute basis $122M isn't huge and frankly makes $DIS look stronger now that they beat #Superman with #LiloAndStitch"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944434839639232699) 2025-07-13 16:32:46 UTC 1932 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](/creator/x/accrued_int) on [X](/post/tweet/1944810619405803649) 2025-07-14 17:25:59 UTC 1931 followers, XXX engagements "Before you vacay 🏖🌭🎆 happy to share I was interviewed by @stockspinoffss on his podcast Stock Spin-Off Investing (Subscribers check inbox) We talk all things media $WBD $STRZ $CMCSA $LION.see next post for YouTube @Spotify and @ApplePodcasts links.(1/2)"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1940810610213851272) 2025-07-03 16:31:22 UTC 1927 followers, 1249 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](/creator/x/accrued_int) on [X](/post/tweet/1944636729421414883) 2025-07-14 05:55:00 UTC 1931 followers, XXX engagements "This was an interesting read give this guy a follow $APP #AppLovin @exceed_invest"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943429730448863632) 2025-07-10 21:58:49 UTC 1906 followers, XXX engagements "I think its likely that $WBD sees some strength here and into the weekend as the initial reviews + word of mouth for the #SupermanMovie are coming in strong. A successful reboot raises valuation potential for both the Studio business and the streamer. Demonstrates strong IP 🎥"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942584858834002400) 2025-07-08 14:01:36 UTC 1910 followers, XXX 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](/creator/x/accrued_int) on [X](/post/tweet/1940423168336048317) 2025-07-02 14:51:49 UTC 1909 followers, 1830 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](/creator/x/accrued_int) on [X](/post/tweet/1942670352930464236) 2025-07-08 19:41:19 UTC 1927 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](/creator/x/accrued_int) on [X](/post/tweet/1942962180531331091) 2025-07-09 15:00:56 UTC 1932 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](/creator/x/accrued_int) on [X](/post/tweet/1944762099030257725) 2025-07-14 14:13:10 UTC 1931 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](/creator/x/accrued_int) on [X](/post/tweet/1944045170242003131) 2025-07-12 14:44:21 UTC 1914 followers, XXX engagements "@MMoney642 lol me too this is how I feel seeing everyone talk about $OSCR while I wait for them to get to my tickers @MMoney642"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942591647906410816) 2025-07-08 14:28:35 UTC 1932 followers, 1320 engagements "What do others think of the bull case here for $IPG / $OMC that @BSMdeltas laid out below I have no position right now but will be watching action in the ad agencies this Q2"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943340010914136449) 2025-07-10 16:02:18 UTC 1906 followers, XXX engagements "@themattharbaugh 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"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944798124041502766) 2025-07-14 16:36:20 UTC 1927 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](/creator/x/accrued_int) on [X](/post/tweet/1943331786261475466) 2025-07-10 15:29:37 UTC 1932 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](/creator/x/accrued_int) on [X](/post/tweet/1942239238487191707) 2025-07-07 15:08:14 UTC 1930 followers, XXX 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](/creator/x/accrued_int) on [X](/post/tweet/1944965174164693136) 2025-07-15 03:40:07 UTC 1932 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](/creator/x/accrued_int) on [X](/post/tweet/1937180129060352408) 2025-06-23 16:05:08 UTC 1906 followers, 4155 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](/creator/x/accrued_int) on [X](/post/tweet/1943145595411009716) 2025-07-10 03:09:46 UTC 1931 followers, 1205 engagements "TikTok's parent ByteDance is working on a lightweight mixed reality device that resembles a pair of goggles according to three people with direct knowledge of the project. I like this idea better than the bulky metaverse headset but not sure if tiktok should be investing elsewhere to catch up with $META. I still think wearables have a long way to go before they get to mass market adoption"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944927438942667185) 2025-07-15 01:10:11 UTC 1932 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](/creator/x/accrued_int) on [X](/post/tweet/1944764496376979476) 2025-07-14 14:22:42 UTC 1932 followers, XXX 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](/creator/x/accrued_int) on [X](/post/tweet/1944457772340236732) 2025-07-13 18:03:53 UTC 1921 followers, XXX 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](/creator/x/accrued_int) on [X](/post/tweet/1944941939263955368) 2025-07-15 02:07:48 UTC 1932 followers, XXX 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](/creator/x/accrued_int) on [X](/post/tweet/1942619745020232101) 2025-07-08 16:20:13 UTC 1910 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](/creator/x/accrued_int) on [X](/post/tweet/1944463677756944719) 2025-07-13 18:27:21 UTC 1919 followers, XXX 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](/creator/x/accrued_int) on [X](/post/tweet/1940960360200393089) 2025-07-04 02:26:25 UTC 1931 followers, 1112 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](/creator/x/accrued_int) on [X](/post/tweet/1943343312473051179) 2025-07-10 16:15:25 UTC 1908 followers, 1172 engagements "I can't imagine how difficult it is to value $TSLA because it feels like Tesla is always being combined / merged with another start-up tech company now #xAI .I'm old enough to remember when they acquired $SCTY (SolarCity) ☀🏘"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944767183633953017) 2025-07-14 14:33:23 UTC 1926 followers, XXX engagements "In case you missed in honor of $UBER ATH resharing write-up from before July 4th. Market is slowly realizing robotaxis 🚕🚖wont destroy #Uber earnings powerso the stock is re-rating. I see path to $XXX as multiple expanded so earnings need to do the rest.Link in bio 🔗 and next tweet"  [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942237900659392810) 2025-07-07 15:02:55 UTC 1911 followers, 1399 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](/creator/x/accrued_int) on [X](/post/tweet/1944778211336073490) 2025-07-14 15:17:12 UTC 1932 followers, 5375 engagements
[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, $dis, $fox, $para the most. They currently have XXXXX followers and 1061 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +107%
- X Month XXXXXXX +47%
- X Months XXXXXXX +288%
Mentions: XX #
- X Week XX +21%
- X Month XXX +23%
- X Months XXX +150%
Followers: XXXXX #
- X Week XXXXX +2.70%
- X Month XXXXX +12%
- X Months XXXXX +680%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #5621 finance cryptocurrencies technology brands social networks agencies #46 countries currencies gaming automotive brands
Social topic influence $wbd #4, $dis #16, $fox, $para #1, stocks #1311, $nflx #1556, $foxa, $app #15, $nxst #1, $googl #1283
Top assets mentioned Warner Bros Discovery, Inc. (WBD) DisChain (DIS) ShapeShift FOX Token (FOX) Paramount Global (PARA) Netflix Inc (NFLX) Fox Corp. Class A (FOXA) Applovin Corporation (APP) Nexstar Media Group, Inc. Class A Common Stock (NXST) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) Smartshare (SSP) TEGNA Inc. (TGNA) Metadium (META) Loaded Lions (LION) Pinterest, Inc. (PINS) Omnicom Group Inc. (OMC) Interpublic Group of Companies Inc (IPG) Copart, Inc. (CPRT) Ritchie Bros. Auctioneers Incorporated (RBA) Mastercard, Inc. (MA) Berkshire Hathaway Inc Class B (BRK.B) Comcast Corporation (CMCSA) Charter Communications Inc (CHTR) Flutter Entertainment plc (FLUT) Verizon Communications Inc. (VZ) T-Mobile (TMUS) Kraft Heinz Co (KHC) Berkshire Hathaway Inc. (BRK.A) Spotify Technology (SPOT) Lyft, Inc. Class A Common Stock (LYFT) Oscar Health, Inc. (OSCR)
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 $DIS"
@accrued_int on X 2025-07-09 13:49:47 UTC 1932 followers, 1320 engagements
"$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 1932 followers, 1424 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 1932 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 1931 followers, XXX engagements
"@B__Digs @BigIdeasCapital @TSOH_Investing @TMTAnalystANON The movie 📽🍿business is an important signal /leading indicator for the health of $WBD studio business. Box office receipts are used to price other business deals too. #SupermanMovie is a big deal. It's opening weekend will impact how investors view $DIS $PARA and others" @accrued_int on X 2025-07-07 15:32:59 UTC 1930 followers, XXX 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 1932 followers, 1064 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 1932 followers, 2067 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 1927 followers, 1441 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 1927 followers, XXX engagements
"Guys - #1) I'm consistent with my $WBD thesis. I will XXX% get more bullish on $WBD spinoff if #SupermanMovie does well The market will reward it But disingenuous to say "it's X movie". It's called a "tentpole" for a reason. #2) I don't forecast studio $'s year by year. All that matters is the trajectory. #Superman can also boost @hbomax subscribers🍿🎥 Now we wait" @accrued_int on X 2025-07-07 16:37:19 UTC 1907 followers, XXX engagements
"For some holiday reading this has interesting details on the distribution deals Disney is cutting with media players when they launch the new ESPN streamer $DIS $VZ $TMUS $FUBO - this will have ramification for lots of companies" @accrued_int on X 2025-07-04 16:14:28 UTC 1910 followers, XXX engagements
"Exactly as they should - " $UBER Technologies Inc. investors are brushing aside potential threats from self-driving competition to bet that the company has plenty of room to expand in the near term" 🚖🚕" @accrued_int on X 2025-07-08 14:39:57 UTC 1907 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 1931 followers, XXX 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 1932 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 1931 followers, XXX engagements
"I think it would stand to reason that if $GOOGL is taking many of OpenAI's best people then $GOOG's moat is safer from disruption because the company can acqui-hire their competition.great point @RihardJarc" @accrued_int on X 2025-07-14 14:29:00 UTC 1927 followers, XXX 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. $NFLX has a huge head start" @accrued_int on X 2025-07-10 19:15:56 UTC 1914 followers, 1069 engagements
"$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 $GTN" @accrued_int on X 2025-07-10 03:08:29 UTC 1911 followers, XXX engagements
"This is the reason I talk about #YouTube so much not just with TV stocks - Scholastic ($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 1932 followers, 1204 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 1928 followers, XX engagements
"Thought this was interesting color: " $GOOGL / $GOOG Search growth is above expectations as additional use cases and increased data sources" and a positive note on $PINS - h/t @BigBullCap . I like both stocks - link in bio 🔗🖥" @accrued_int on X 2025-07-03 18:17:23 UTC 1910 followers, XXX engagements
"@Variety 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 14:59:16 UTC 1930 followers, 1302 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 1909 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 1912 followers, XX engagements
"@wallstengine 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" @accrued_int on X 2025-07-14 14:21:52 UTC 1928 followers, XX engagements
"me discussing EBITDA add-backs with @PUSHA_T @clipse 😂🤑🔊💵" @accrued_int on X 2025-07-13 18:46:40 UTC 1927 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 1927 followers, XXX engagements
"Good read in the Sunday New York times - this is why I talk about #YouTube so much The brutal truth is that YouTube is indeed the biggest competitor of Netflix at this point. $GOOGL $GOOG" @accrued_int on X 2025-07-13 15:23:22 UTC 1931 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 1914 followers, XXX engagements
"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 15:17:46 UTC 1932 followers, XXX engagements
"Check out on my Substack I walk through the financial KPIs that I built into my Media Multiple Tracker. I use valuation vs. consensus estimates to get ideas for new trades.Subs will get the new tracker each Monday. Link in bio 🔗Will post highlights now. $DIS $NFLX $WBD $PARA $NXST $GTN $FOX" @accrued_int on X 2025-07-10 03:02:54 UTC 1910 followers, 1439 engagements
"And this was the link to the article from @theinformation" @accrued_int on X 2025-07-15 01:11:08 UTC 1932 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 1906 followers, XXX 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 1932 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 1932 followers, XXX engagements
"I think this is a surprisingly effective way to judge studio IP for companies like $CMCSA with Universal and $WBD 🤷♂. sometimes it's not that deep 🤑 h/t @DrewSav" @accrued_int on X 2025-07-08 17:54:57 UTC 1910 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 1932 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 1928 followers, XXX 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 1932 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 1906 followers, 2076 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 1932 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 1910 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 1932 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 1932 followers, 2042 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 1930 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 1928 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 1912 followers, XXX 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 1906 followers, 2804 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 1906 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 1911 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 1926 followers, 1529 engagements
"Ignore 🎥🍿narratives - audiences speak with their dollars - 1) people don't have sequel fatigue for franchises 2) they don't care about "originals" 3) "hit" movies make less 💲💰 each year. $WBD $DIS $PARA $LION" @accrued_int on X 2025-07-03 15:14:38 UTC 1911 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 1930 followers, 1207 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 1932 followers, 1420 engagements
"This was a good box office so $WBD can make it easier to pitch the S&S spinoff. Stock probably opens higher on Monday. However on an absolute basis $122M isn't huge and frankly makes $DIS look stronger now that they beat #Superman with #LiloAndStitch" @accrued_int on X 2025-07-13 16:32:46 UTC 1932 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 1931 followers, XXX engagements
"Before you vacay 🏖🌭🎆 happy to share I was interviewed by @stockspinoffss on his podcast Stock Spin-Off Investing (Subscribers check inbox) We talk all things media $WBD $STRZ $CMCSA $LION.see next post for YouTube @Spotify and @ApplePodcasts links.(1/2)" @accrued_int on X 2025-07-03 16:31:22 UTC 1927 followers, 1249 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 1931 followers, XXX 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 1906 followers, XXX engagements
"I think its likely that $WBD sees some strength here and into the weekend as the initial reviews + word of mouth for the #SupermanMovie are coming in strong. A successful reboot raises valuation potential for both the Studio business and the streamer. Demonstrates strong IP 🎥" @accrued_int on X 2025-07-08 14:01:36 UTC 1910 followers, XXX 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 1909 followers, 1830 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 1927 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 1932 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 1931 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 1914 followers, XXX engagements
"@MMoney642 lol me too this is how I feel seeing everyone talk about $OSCR while I wait for them to get to my tickers @MMoney642" @accrued_int on X 2025-07-08 14:28:35 UTC 1932 followers, 1320 engagements
"What do others think of the bull case here for $IPG / $OMC that @BSMdeltas laid out below I have no position right now but will be watching action in the ad agencies this Q2" @accrued_int on X 2025-07-10 16:02:18 UTC 1906 followers, XXX engagements
"@themattharbaugh 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" @accrued_int on X 2025-07-14 16:36:20 UTC 1927 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 1932 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 1930 followers, XXX 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 1932 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 1906 followers, 4155 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 1931 followers, 1205 engagements
"TikTok's parent ByteDance is working on a lightweight mixed reality device that resembles a pair of goggles according to three people with direct knowledge of the project. I like this idea better than the bulky metaverse headset but not sure if tiktok should be investing elsewhere to catch up with $META. I still think wearables have a long way to go before they get to mass market adoption" @accrued_int on X 2025-07-15 01:10:11 UTC 1932 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 1932 followers, XXX 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 1921 followers, XXX 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 1932 followers, XXX 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 1910 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 1919 followers, XXX 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 1931 followers, 1112 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 1908 followers, 1172 engagements
"I can't imagine how difficult it is to value $TSLA because it feels like Tesla is always being combined / merged with another start-up tech company now #xAI .I'm old enough to remember when they acquired $SCTY (SolarCity) ☀🏘" @accrued_int on X 2025-07-14 14:33:23 UTC 1926 followers, XXX engagements
"In case you missed in honor of $UBER ATH resharing write-up from before July 4th. Market is slowly realizing robotaxis 🚕🚖wont destroy #Uber earnings powerso the stock is re-rating. I see path to $XXX as multiple expanded so earnings need to do the rest.Link in bio 🔗 and next tweet" @accrued_int on X 2025-07-07 15:02:55 UTC 1911 followers, 1399 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 1932 followers, 5375 engagements