# ![@andrew1corpora1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1241124052695232515.png) @andrew1corpora1 andrew1corporate

andrew1corporate posts on X about $wbd, $dq, debt, $nflx the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1241124052695232515/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241124052695232515/c:line/m:interactions.svg)

- [--] Week [---] -69%
- [--] Month [-----] -24%
- [--] Months [------] -31%
- [--] Year [------] +44%

### Mentions: [--] [#](/creator/twitter::1241124052695232515/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241124052695232515/c:line/m:posts_active.svg)

- [--] Months [--] -54%
- [--] Year [---] +0.97%

### Followers: [---] [#](/creator/twitter::1241124052695232515/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241124052695232515/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +0.32%
- [--] Months [---] +2.60%
- [--] Year [---] +27%

### CreatorRank: undefined [#](/creator/twitter::1241124052695232515/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241124052695232515/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  51% [stocks](/list/stocks)  24% [travel destinations](/list/travel-destinations)  9% [exchanges](/list/exchanges)  7% [countries](/list/countries)  7% [technology brands](/list/technology-brands)  6% [social networks](/list/social-networks)  3% [cryptocurrencies](/list/cryptocurrencies)  2% [financial services](/list/financial-services)  1% [luxury brands](/list/luxury-brands)  1%

**Social topic influence**
[$wbd](/topic/$wbd) 13%, [$dq](/topic/$dq) 12%, [debt](/topic/debt) 11%, [$nflx](/topic/$nflx) 11%, [shanghai](/topic/shanghai) 9%, [cash flow](/topic/cash-flow) 9%, [business](/topic/business) 6%, [what are](/topic/what-are) 6%, [flow](/topic/flow) 5%, [insurance](/topic/insurance) 5%

**Top accounts mentioned or mentioned by**
[@frisoalenus](/creator/undefined) [@anyone](/creator/undefined) [@everyone](/creator/undefined) [@mvarela1980](/creator/undefined) [@grok](/creator/undefined) [@bigideascapital](/creator/undefined) [@davidramsdenwoo](/creator/undefined) [@publicompanies](/creator/undefined) [@jseinvest](/creator/undefined) [@mrdeepvalue](/creator/undefined) [@shravanrayhaan](/creator/undefined) [@tonyforever2003](/creator/undefined) [@marlonmarsofo](/creator/undefined) [@anssia](/creator/undefined) [@richlightshed](/creator/undefined) [@muizdweller](/creator/undefined) [@bdigs](/creator/undefined) [@all](/creator/undefined) [@eveyrone](/creator/undefined) [@everyonp](/creator/undefined)

**Top assets mentioned**
[Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Netflix Inc (NFLX)](/topic/$nflx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crocs, Inc. (CROX)](/topic/$crox) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Bank of America (BAC)](/topic/bank-of-america) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ecopetrol S.A (EC)](/topic/$ec) [Lufax Holding Ltd (LU)](/topic/$lu) [Danaos Corporation (DAC)](/topic/$dac)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$qfin $finv $lx $LU $yrd $XYF take rate for QFIN drops in q4 [----] to 3-4% from 6% how bad is that also saw this statement "Also QFIN has been dramatically reducing their average interest rate and it sits now close to 21% as per their Q3 [----] earnings report. When it was 24% a cap at 20%" Regulators cap according to this person at 20% how bad is that considering q3 they were at 21% so isn't impact on earnings smaller 24% to 20% I see tradingview .com has q4 [----] eps at [---] from [---] in q3 [----] curious its at [---] p/e qfin and at good dividend yields is impact from regulators just not 20-24% how"  
[X Link](https://x.com/andrew1corpora1/status/2018023581784178979)  2026-02-01T18:08Z [---] followers, [---] engagements


"$dq I think daqo should increase a lot in NYSE today or tomorrow as polysilicon is up 6% on day and shanghai is up 4.85% Nyse being dumb just because of an analyst decreasing price rating and why they did that today maybe to buy lower or maybe they based their analysis on yesterdays price of polysilicon not 6% higher today $csiq $jks https://twitter.com/i/web/status/2018717439429599585 https://twitter.com/i/web/status/2018717439429599585"  
[X Link](https://x.com/anyuser/status/2018717439429599585)  2026-02-03T16:05Z [---] followers, [---] engagements


"$dq is pulled down by $csiq Why would this make sense Polysilicon prices are high no Bernreuter is up on jan [--] Why is Daqo down"  
[X Link](https://x.com/andrew1corpora1/status/2009299494727217458)  2026-01-08T16:21Z [---] followers, [---] engagements


"@shravanrayhaan @FriendlyCapMgmt who did you see have kspi and xyf like what @ [--]. i own kspi 25% of porto this brokerage firm is not even giving 10% dividends"  
[X Link](https://x.com/andrew1corpora1/status/2017475616702939625)  2026-01-31T05:50Z [---] followers, [--] engagements


"ye this guy rocks Giovanni btw are you that guy who was in GTEC also or another value investor [--]. what else you own "how much did you overperform S&P500 from [----] or [----] or [----] indeed that long google facebook i have [----] qfin lu dq pypl caas how about you @paul @ giovanni Have a wonderful week https://twitter.com/i/web/status/2017476220259094816 https://twitter.com/i/web/status/2017476220259094816"  
[X Link](https://x.com/andrew1corpora1/status/2017476220259094816)  2026-01-31T05:53Z [---] followers, [--] engagements


"@PeterCh0656140 @GiacoBocanegra better tha LU [--]. Any ideas of regulation changes on $QFIN how bad they are i see trading view has eps for q4 [----] at [---] from [---] eps in q3 [----] Also management said margins fall to 3-4% from 6% in q3 earnings call transcripts any ideas"  
[X Link](https://x.com/andrew1corpora1/status/2017476907281920122)  2026-01-31T05:55Z [---] followers, [---] engagements


"i am a moron though and I realized there are some companies which have 30-40% of free cash flow SBC . as they have 150mn$ SBC and FCF is 450mn$ so I am like . real fcf is 300mn$ usually i see it in shares outstanding numbers rising but still was wierded out by assotiation so I was a morron [--]. Achilles I am curious how bad is regulation change in QFIN can you tell me how bad regulation changes on $ QFIN $ YRD or $ XYF $ finv $ jfin are how bad they are [--]. for QFIN i see on tradingview .com that eps is [---] ffor q4 [----] vs [---] eps in q3 [----] Also management said margins fall to 3-4% from 6% in"  
[X Link](https://x.com/andrew1corpora1/status/2017480099226898815)  2026-01-31T06:08Z [---] followers, [--] engagements


"can you tell me how bad regulation changes on $ QFIN $ YRD or $ XYF $ finv $ jfin are how bad they are [--]. for QFIN i see on tradingview .com that eps is [---] ffor q4 [----] vs [---] eps in q3 [----] Also management said margins fall to 3-4% from 6% in q3 earnings call transcripts any ideas @everyone [--]. I remember in [----] or [----] yrd had an insurance business which was regulated by government so they switched to micro loans (i think is name was shareholder in YRD and jfin) very high interest rate loans from what I remember so they got destroyed by new regulation again 3-4% margins from 6% in earnings"  
[X Link](https://x.com/andrew1corpora1/status/2017480220891099325)  2026-01-31T06:09Z [---] followers, [--] engagements


"@GLJ_Research @GordonJohnson19 I dmed you on the fact that $ dq (Daqo new energy) 1.58bn$ mkt cap owns 2.2bn$ cash -Or- 1.58bn$ mkt cap owns 5.27bn$ shanghai shares 330% difference do you know this"  
[X Link](https://x.com/andrew1corpora1/status/2018719493413806476)  2026-02-03T16:13Z [---] followers, [--] engagements


"@rja907 @shravanrayhaan someone on february [--] is saying that he must exit fund idk why @grok why would he need to exit fund"  
[X Link](https://x.com/andrew1corpora1/status/2022667805418782897)  2026-02-14T13:42Z [---] followers, [--] engagements


"@DecentralizedDr @calvinfroedge @Tonyforever2003 You say fepc is included in longterm debt wow does ecopetrol pay out of the [----] bn pesos 2times more than the 2700bn pesos they were paying a while back Is this high interest rate being paid by Ecopetrol as the fepc is included in long term debt u stated 95-67= 28Tn co$ fepc"  
[X Link](https://x.com/andrew1corpora1/status/1638194452190707716)  2023-03-21T15:02Z [---] followers, [--] engagements


"@jsxfreight1 @olaharaldmoen1 [--]. Here is what u said vs ev or mkt cap in mpcc presentation and they still have to fix 900mn more or a bit less on top of what excess value there is + scrap value. So i dont understand how mpcc doesnt blow everything out of proportion 2.I want to buy smthing close to ur entry"  
[X Link](https://x.com/andrew1corpora1/status/1655176030171148288)  2023-05-07T11:41Z [---] followers, [---] engagements


"@MarlonMarsofo @FrisoAlenus if they issuing share based compensation like they did last year 220-240mn $ [--] months end of [----] than it is indeed a value trap as they buyback the share based compensation. @FrisoAlenus If the shares outstanding decrease next quarter by buyback amount we good"  
[X Link](https://x.com/andrew1corpora1/status/1709685836524966247)  2023-10-04T21:44Z [---] followers, [--] engagements


"@MarlonMarsofo @FrisoAlenus they issued 62-67mn first [--] months of [----] but last time they did huge share base compensation was at end of [----] so H2. Hope stock price is not decreasing due to further dilution and useless buybacks / a fake buyback done by $DQ"  
[X Link](https://x.com/andrew1corpora1/status/1709686040934469821)  2023-10-04T21:44Z [---] followers, [---] engagements


"@Perseus_Cap @Perseus_Cap what other stock picks are intersting i will throw you a great one $yrd more cash and equivalents than mkt cap 7% buyback per year 80% management ownership and ceo owns yrd company [---] quick ratio 240mn $ mkt cap vs 730mn$ cash and eq https://www.youtube.com/watchv=gBFm-dMmWfQ https://www.youtube.com/watchv=gBFm-dMmWfQ"  
[X Link](https://x.com/andrew1corpora1/status/1730647919647146357)  2023-12-01T17:59Z [---] followers, [--] engagements


"@Secrets4stocks @kndistressed What are your top picks if you would buy today You are a smart guy Check out yrd or dq both bses have more cash than mkt cap 3.5x can go private yet dont want to or no vol. [--]. Dq also has 14% buyback in [--] q & owns apart from cash more than mkt cap 6bn$ of hkg listed shares"  
[X Link](https://x.com/andrew1corpora1/status/1736175120538825189)  2023-12-17T00:02Z [---] followers, [--] engagements


"@Stonefoxcapital @AkronsBobert @TradeCNBC @AlexrealtorFl1 You dont know why they want more for bet well it is because they have 15bn$ of debt and what 0.5-1bn in fcf forward maybe What if they refinance it as they have 0.5bn coming in [----] top of my head. My question for you stone fox though is: what is your guidance fcf [----] 2025bn$"  
[X Link](https://x.com/andrew1corpora1/status/1737769155313430565)  2023-12-21T09:37Z [---] followers, [--] engagements


"@Umbisam How does $jks avg price for n polysilicon or Tongwei Or $cisq How do they compare to $dq This are the [--] kings tongwei second place after dq in my book. @FrisoAlenus or anyone else do you know Or have a 60% sure answer which is still enough for a rough answer"  
[X Link](https://x.com/andrew1corpora1/status/1784956291607142869)  2024-04-29T14:41Z [---] followers, [---] engagements


"@Anssi_A Also btw look at [---] price to free cash flow Wbd it has amortizations on netprofit making it negative yet 7.5bn$ in fcd 20x cheaper than nflx it owns Hbo game of thrones lord of the rings. And check dq daqo new energy nyse 1.8bn$ mkt cap owns [--] bn$ shanghai shares"  
[X Link](https://x.com/andrew1corpora1/status/1791968101656936706)  2024-05-18T23:04Z [---] followers, [--] engagements


"@TyberiusMaximus [--]. What you like at nbr they have huge debt fcf 60mn$ vs 2.3bn$ debt huge they pay 150-170mn$ interest rate on that debt and must keep refinancing. p/b is [---] but again huge debt"  
[X Link](https://x.com/andrew1corpora1/status/1798005249736876169)  2024-06-04T14:53Z [---] followers, [--] engagements


"@mvarela1980 @DavidRamsdenWoo @FrisoAlenus 400mm this quarter What does 5.5$ selling in q2 [----] vs 6.5$ production cost mean in terms of fcf and net profit I think at least 70mn$-80 per quarter fcf outflow so x4 = 240mn$ outflow for a year"  
[X Link](https://x.com/andrew1corpora1/status/1808234583575650736)  2024-07-02T20:21Z [---] followers, [--] engagements


"@fightoracle very cool thanks with 1.8bn$ for [--] years = 19.8bn$ 1.8bn$ vs 1.48bn$ last year cost with that deal they lost 100mn$ net profit on the 1.8bn$ deal yet I see they dad the new deals WBD made for Nascar Roland garros which were -350mn$ so they actually lost on nba deal 450mn$"  
[X Link](https://x.com/andrew1corpora1/status/1816808809483940072)  2024-07-26T12:12Z [---] followers, [---] engagements


"How exactly did $JKS and $DQ ipo in shanghai and even $CSIQ at 3.5-4.5x the valuation of new york or the holding companies. Naspers and $Pah3 have a holding co discount or $peug yet $DQ's discount is 77% or 4.3x the difference between shanghai and NY why"  
[X Link](https://x.com/andrew1corpora1/status/1843659412063543610)  2024-10-08T14:27Z [---] followers, [----] engagements


"$dq Dumb Newyork is lagging big time shanghai. We at [--] rmb on shanghai peak was [----] rmb when $jd and $wb were at there peaks New york is at 24$ is ny dumb Shanghai is now worth 9.64$ versus 1.6bn$ new york. 6x difference"  
[X Link](https://x.com/andrew1corpora1/status/1849777749080035532)  2024-10-25T11:39Z [---] followers, [----] engagements


"$ciss [--]. there are [--] mn diluted shares so market cap is 17mn$ [--]. This diluted shares number increased from q2 [----] from 4.2mn to [-----] mn isn't it worrying Why not am new to this stock was checking $IMPP a year ago when I was in $mpcc $dac $gsl [--]. The greeks here are just diluting any free cash flow or net profit estimates for [----] [----] Or revenue backlog/ contracted revenue"  
[X Link](https://x.com/andrew1corpora1/status/1864503753979908377)  2024-12-05T02:55Z [---] followers, [----] engagements


"@publicompanies yeye i know last quarters where good also we got special dividend and all that Btw marco what else you own let me send you:"  
[X Link](https://x.com/andrew1corpora1/status/1876373613743325279)  2025-01-06T21:01Z [---] followers, [--] engagements


"@publicompanies Recent pdd wb 11% 5% of porto 38% daqo new energy dq recent and good price still Wbd 50% wow sprouts farmers eent to 35z fcf i think [----] i checked it for [--] What are your new positions and what % of porto check dq they own 5bn$ shanghai are 1.2bn$ ny"  
[X Link](https://x.com/andrew1corpora1/status/1879924405259972721)  2025-01-16T16:11Z [---] followers, [--] engagements


"@FrisoAlenus dq fellow here in from yesterday bought more at 96$ today 7.5% of porto $crox will exit at higher ev to ebit this guys love to buyback in [----] they bought back 900mn$ or 1bn$ of shares from memory"  
[X Link](https://x.com/andrew1corpora1/status/1890046894526845160)  2025-02-13T14:34Z [---] followers, [---] engagements


"$CROX ** Why net income is [--] eps whilst diluted adjusted eps is [-----] ** what sort of company makes non-gaap/ adjusted eps smaller than gaap eps wow Apperently it is due to tax adjustments and fair value of intellectual property rights idk what this means Free cash flow is up 19% year on year Idk why they show [-----] eps as being Eps number when you GAAP EPS is actually [--] / 950mn$ in net profit and 940mn$ in fcf and they show a lower number as headline: the adjusted/ non Gaap earnings/ eps. This is q4 [----] / FY annual report explaining the intra-entity transfers of Intellectual property"  
[X Link](https://x.com/andrew1corpora1/status/1890057978344095962)  2025-02-13T15:18Z [---] followers, [--] engagements


"@JSE_Invest They made an acquisition in [----] dec-2022 mar i think As 760mn total assets from 550mn$ P/b is [---] looks cheap Cfo is 12.4mn$ vs mkt cap i think when it was [---] mn$ vs 55mn$ cfo it was same thing Idk what do they do are they an airline"  
[X Link](https://x.com/andrew1corpora1/status/1892862398387589140)  2025-02-21T09:02Z [---] followers, [--] engagements


"@FrisoAlenus i have 38% dq 9% crox avg price 93$ Sell baba buy pdd and dq have pdd 18% Mar [--] are pdd earnings to be fair long time for it to grow 25-35% 10p/e and p/fcf vs [--] fcf :))) 1.4bn$ buybacks q4 baba vs 4.2bn$ q3 fcf down [---] bn$ 4% revenue growth"  
[X Link](https://x.com/andrew1corpora1/status/1893015719140348253)  2025-02-21T19:11Z [---] followers, [--] engagements


"$wbd [--]. We have the 750mn$ joint venture for the music rights of WBD which was approved that cash has to come in some quarter or it came in already [--]. And TVN sale/ polish 1bn$ sale another 1bn$ cash inflow this year [----] it should come in [--]. stock market drop Netflix drops to 600$ lets say wbd drops because of this [---] to 600$ move of netflix which is 30% wbd drops 10% at least due to that right [--]. I read that in 1931-33 great depression era people where going to cinemas a lot as it was cheap or they were unemployed so went to cinemas advertising is indeed down in a 20-30% correction of"  
[X Link](https://x.com/andrew1corpora1/status/1898060491471437951)  2025-03-07T17:17Z [---] followers, [---] engagements


"Nice skyler didnt even know we can see leverage so easily on fed page So 550bn$ that it vs 45000bn$ stock market or 55trn what you stated [--]. But this does not count all the leveraged options and calls right it is just negative cash/ margin on account no [--]. I do not understand are you bullish for this prices you stated you are in the market and 12% down unrealized so holding About the 12trn $ evaporated from market they did evaporate from the market but I guess they entered the economy or did not evaporate entirely from Earth and indeed some people not all maybe 1trn$ was gained by people"  
[X Link](https://x.com/andrew1corpora1/status/1908658469046984769)  2025-04-05T23:10Z [---] followers, [--] engagements


"$WBD Soon wbd could go to 12bn$ mkt cap and free cash flow of 5bn$ after interest payments of debt. From the high 19bn$ mkt cap we have compared to $nflx Netflix's low 370bn$ mkt cap and 55x price to free cash flow Btw netflix with 700mn$ ebitda in [----] and then 1.4bn$ in [----] which wbd will achieve from dtc ebitda alone in [----] year end it rose from 80bn$ nflx mkt cap to 180bn$ in [----] Wbd surely is expensive considering year end dtc ebitda is 1.4bn$ double last years 700mn$ and mkt cap valuation of 19bn$ we should go to 12bn$"  
[X Link](https://x.com/andrew1corpora1/status/1911606400989741423)  2025-04-14T02:24Z [---] followers, [----] engagements


"damn you worked on that koyfin in some magical ways If I was a girl I would fall over in love with you by the way you used dark mode and that bar charts and adding everything in that first chart wowweee [--]. What other tools you use I like simply wallstreets ownership tab as it shows ownership and if I screen shot I can check how they change e.g. bellow for Gure a former net net which bought 72mn$ worth of cash in land to make bromine its crude salt field land which u make from salt bromine its 8mn $ mkt cap. have 3% in em you know of anything that tracks ownership change like a historical"  
[X Link](https://x.com/andrew1corpora1/status/1917573149857550400)  2025-04-30T13:34Z [---] followers, [--] engagements


"Daily reminder that wbd has [---] p/fcf vs 35-40 disney 55-60 nflx p/fcf And $nflx went from 80bn$ [----] same ebitda as wbd has now to 180bn$ in [----] same ebitda [--] year growth wbd / hbo max will do in [----] dec= 1.3bn$ ebitda when nflx was valued 180bn$ why does market make hbo max also trade so low when nflx in [----] had same sub nrs and 700mn$ dtc ebitda as $wbd has in [----] same subs same rev 12bn$ same dtc ebitda same mkt cap nflx [----] 80bn$ mkt cap wbd 24bn$ +37 debt add it [----] nflx doubled ebitda to 1.4bn$ why wbd which also doubles from 670mn$ dec [----] to dec [----] 1.3bn$ why its valued at"  
[X Link](https://x.com/andrew1corpora1/status/1933260307302096969)  2025-06-12T20:29Z [---] followers, [---] engagements


"Hey verde I am a value investore saw you posted of a guy/ account which uses bots idk why he chose Guure my stock have 3-5% of portofolio in it (gul f res ources) P/b is [----] 110mn$ book value 10mn$ mkt cap they had 80mn$ cash yet bought land to produce more bromine. I have also 5% in taste gourmet a [---] p/e stock growing 30% every year past [--] years and 70% wbd (hbo and warner bros movies but also cnn and tv discovery) $wbd is 12x cheaper than netflix on p/fcf metric 1200% and in [----] dec netflix had same hbo number of subscribers 117mn as [----] dec Wbd valuation [----] 80bn$ ebitda also same"  
[X Link](https://x.com/andrew1corpora1/status/1943070479935533168)  2025-07-09T22:11Z [---] followers, [--] engagements


"Why you think openning was insane It was good i see people saying it can do only 550mn$ which is fair as worldwide 217mn$ openning is not that big Beetlejuice [--] did 450mn$ with 115mn$ openning but indeed only 145mn$ worldwide but subtract 75mn$ and you get 550mn$ for superman in end which is not wow at all but idk what you say Apperently also 50% of money was done with premium screens so if fantastic [--] comes in and takes them imaxes and private rooms i guess we suffer big time Or we can have a barbenhemier i dont think so. I think they cannibalize"  
[X Link](https://x.com/andrew1corpora1/status/1944524552509297120)  2025-07-13T22:29Z [---] followers, [--] engagements


"Any #petronor $pnor $pnor.ol any investors has any idea of what are the total reserves of Petronor (I want to do a reserves to market cap ratio will post it bellow vs Eco petrol petr obras and other companies) 2- this year no further capex but next year to sustain the free cash flow they produce will they need in [----] or [----] more capex/ exploration / development to make the 2p reserves to 1p or 2c to 1p idk how it works thanks"  
[X Link](https://x.com/andrew1corpora1/status/1945149382321471828)  2025-07-15T15:52Z [---] followers, [---] engagements


"what are you even saying DTC ebitda was +400mn$ year on year improvement so it was close to -450mn$ ebitda in tv remember they had olympics and NBA [--]. apparently NBA being cancelled is a drag on FCF or Ebitda forgot which or both gunnar stated we will see +100mn$ improvement in q4 [----] he stated in earnings call and hundreds of millions of dollars improvements in [----] I am not understanding if this improvements are literally + ebitda or he takes the increased NBA rights costs and says well they cost 90-110% more than in [----] and we do not spend that 90% increase so he says +100mn$ ebitda in"  
[X Link](https://x.com/andrew1corpora1/status/1953460135306698850)  2025-08-07T14:16Z [---] followers, [--] engagements


"$PSKY Paramount come to wbd $wbd its HBO max its [--] p/fcf and they add 25mn subs per year also dtc ebitda will reach [----] dec netflix numbers but wbd has studios ebitda which is 2x dtc and 3.5x linear ebitda but u get mini netflix/ netflix in [----] December with 90% growth this year in dtc ebitda : HBO max is in wbd Wbd all of it is worth 29bn$ netflix was 200bn$ alone in [----] dec again wbd streaming component: HBO max makes same sub numbers revenue and dtc ebitda in [----] December which is grown from 670mn$ ebitda [----] dec to 1.3bn$ in [----] dec streaming netflix did [----] dec 700mn$ ebitda to"  
[X Link](https://x.com/andrew1corpora1/status/1955707338863591646)  2025-08-13T19:05Z [---] followers, [---] engagements


"Ye it looks very cheap why is it so cheap it has 42mn$ of long term debt i see But profit is still 14mn $ trailling need to delve into it anexo group [--]. What business problems it has or other things why did market make it drop [--]. What is interest rate on that 42bn$ lt debt see how bond market values it thx Valuestonks"  
[X Link](https://x.com/andrew1corpora1/status/1955713374823530881)  2025-08-13T19:29Z [---] followers, [---] engagements


"isnt it a cash offer not 8bn to 8bn merger = [--] its an acquistion no or they rule you in with that and fk u in the back tell me lore of $paraA $paraB chronicles of skydance buys Shari redstones preffered shares which was bankrupcy and fks common shareholders valuing skydance8bn$"  
[X Link](https://x.com/andrew1corpora1/status/1966290622894977379)  2025-09-11T23:59Z [---] followers, [--] engagements


"Bank of america jessica elrich analyst stating bidding war is coming $wbd Wells fargo yesterday stated netflix is best suitor to buy why $nflx was down -4% netflix: which will let hbo fall out of their hands idiots 500bn$ company cant buy 40bn$ one and sell rest tv keep studios and hbo max hbo max is 125mn subs and grows a lot to 150mn subs by [----] dec or even faster and has harry potter series and same ebitda as netflix in [----] dec when it was 200bn$ mkt cap same ebitda year end [----] dec with 2x growth as netflix had in ebitda from [----] dec to [----] dec"  
[X Link](https://x.com/andrew1corpora1/status/1966293985321730342)  2025-09-12T00:13Z [---] followers, [--] engagements


"@RichLightShed will he even get a golden parachute his strikes for wbd stock are 35$ the so called 200mn$ salary is 35$ plus even 45$ for some stock options and is not salry whats your opinion rich"  
[X Link](https://x.com/andrew1corpora1/status/1966485225157898705)  2025-09-12T12:53Z [---] followers, [--] engagements


"they bought it for 80bn$ if i remember cash was some which resulted in apr [----] wbd having 55bn$ debt rest was merger of shares/ spinoffs payment of 80bn$ was cash and spinoff shares let me grok it forgot what happened then [--]. discovery was 15bn$ mkt cap mean so 80+15 = 95bn$ mkt cap is worth in [----] apr now this guy wants to buy it for 50bn$ half is my math right @BigIdeasCapital u remember @anyone $wbd $psky $disca $discovery https://twitter.com/i/web/status/1966486219459535065 https://twitter.com/i/web/status/1966486219459535065"  
[X Link](https://x.com/andrew1corpora1/status/1966486219459535065)  2025-09-12T12:57Z [---] followers, [--] engagements


"they bought it for 80bn$ if i remember cash was some which resulted in apr [----] wbd having 55bn$ debt rest was merger of shares/ spinoffs payment of 80bn$ was cash and spinoff shares let me grok it forgot what happened then [--]. discovery was 15bn$ mkt cap mean so 80+15 = 95bn$ mkt cap is worth in [----] apr $wbd $psky $disca $discovery now this guy wants to buy it for 50bn$ half is my math right @anyone sell for 60-70bn$ or lets see spinoff and sell hbo max studios for 70bn$ and keep networks studios and dtc produce 2.4+1.4 bn$ this year so 3.8bn$ with mortal kombats moved next year as this year"  
[X Link](https://x.com/andrew1corpora1/status/1966486845539115403)  2025-09-12T12:59Z [---] followers, [---] engagements


"only thing i dislike is that net profit is growing so nicely but fcf was 2.88bn$ in [----] june and dropped to 781mn$ but now is 1.28bn$ fcf Cfo the same 3.03bn$ to 1.55bn$ now trailling and [--]. i think ceos sold something / founders a while ago forgot must read everything on kspi still"  
[X Link](https://x.com/andrew1corpora1/status/1969444558191599912)  2025-09-20T16:52Z [---] followers, [--] engagements


"@publicompanies @EquityBrian which btw are not included in the growth nrs they separate turkish business somehow or it is to incipient turkey population 140mn people vs kazakstan 22mn"  
[X Link](https://x.com/andrew1corpora1/status/1969449811783876677)  2025-09-20T17:13Z [---] followers, [--] engagements


"19% of portofolio in kspi kspi = [--] p/e growth 15-20% without turkey 17bn$ stock fcf is lower than [----] june but net profit is on upward trend and growing nicely this company ecommerce 90% of kazakstani people use it they enter 140mn population turkey 10% [----] [--] p/e 30% cagr 6% caas 3% pags 7% of portofolio in Pnor they apparently produce at 11$ brent crude 120mn$ cash 140mn$ mkt cap net profit 30mn$ or more i think we will see after pickup in nov-dec ship comes to get petrol how about u @mr_deepvalue what are your favourtie stocks"  
[X Link](https://x.com/andrew1corpora1/status/1969466432426819729)  2025-09-20T18:19Z [---] followers, [---] engagements


"Idk its growing 7% revenues this year and margin in q2 op margin was 7% with [--] p/e When lowest it was in [----] and [----] sep 8-8.5 p/e So dumb not to buy tarrifs impact is 90mn$ in revenue vs 4900mn$ revenue Or 40mn$ in net profit but again operating margins are 1.5% up y on y did not find anything yet. Feel market is r tarded"  
[X Link](https://x.com/andrew1corpora1/status/1981067168688328760)  2025-10-22T18:36Z [---] followers, [--] engagements


"Btw kspi is trading at [---] p/e It decreased from 12-15 p/e by withdrawing dividend this year to 0% From 8.5% dividends Also interest rate of [----] % in kazakstan makes equities less attractive treasuries more It is very cheap [--]. Also the 3rd largest owner 20% owner investor from [----] sold 150mn$ and is still selling so it puts pressure on stock price Idk why he is selling at [---] p/e but even billionaires are not the smartest he should be buying i.e Walmart sold jd .com at 23$ 3.5bn$ in [----] september in october jd. com was 45$. So walmart was extremely stupid i am not suggesting same parabolic"  
[X Link](https://x.com/andrew1corpora1/status/1985507544375394388)  2025-11-04T00:41Z [---] followers, [--] engagements


"@mvarela1980 @MuizDweller Must check if last time they did sbc stock price rose after or fell @grok can you check last big sbc almost [--] years ago for dq management go on stock titan and read dq quarterly reports from 3.5-5 years ago all of them see if any sbc"  
[X Link](https://x.com/andrew1corpora1/status/1987977405135548671)  2025-11-10T20:15Z [---] followers, [--] engagements


"@DavidRamsdenWoo Why is it down from 33$ poly prices on bernreuter and Poly Futures are still up"  
[X Link](https://x.com/andrew1corpora1/status/1992955074382049424)  2025-11-24T13:54Z [---] followers, [--] engagements


"@DavidRamsdenWoo I know it ran from [--] but that was in [----] sep i think or nov. I was in it from 33$ or [--] till 13$ made avg price 16-17 and traded a bit hope they liwuidate shanghai"  
[X Link](https://x.com/andrew1corpora1/status/1992956745925415246)  2025-11-24T14:01Z [---] followers, [--] engagements


"@mr_deepvalue Check caas also"  
[X Link](https://x.com/andrew1corpora1/status/1994356350231491058)  2025-11-28T10:43Z [---] followers, [--] engagements


"@mr_deepvalue Will check yours and Gure but gure might go to [--] hope they start making fcf op cash flow was 5.5mn$ in q3 very bad management What other stocks/ symbols u own a lot I have 12% dq of porto 24% kspi [--] p/e large cap 8% caas 1% of porto in gure how about you"  
[X Link](https://x.com/andrew1corpora1/status/1994356971923763203)  2025-11-28T10:45Z [---] followers, [--] engagements


"btw how are you searching "multiple accounts promoting it" check sonm and cntm blinklebloop and everyonehatespoetry promoted those [--] also [--]. it is value but it was [--] ev/ebit multiple times in history and now capex big time is up so fcf is 4mn$ only [--]. curious what you personally use @stockreveal to bypass paywall I wanna donate if I like what I read also if I subscribe to like [--] of these its like [----] usd per year i better donated 5k usd to share the meal a charity which won nobel peace prize in [----] or [----] will donate likely 8k usd this year as profits where high curious how you bypassed"  
[X Link](https://x.com/andrew1corpora1/status/1998823140395290866)  2025-12-10T18:32Z [---] followers, [---] engagements


"@AlexBWashburn @JulianLinStocks @CCM_Brett @chitchatstocks Now as law was changed will $iipr and $nclp receive lower yields / rents from their customers [--]. How long are the rents iipr locked in @grok"  
[X Link](https://x.com/andrew1corpora1/status/2007399543890141211)  2026-01-03T10:32Z [---] followers, [---] engagements


"@capitaloptimism @ArmsGarrett @UnderlyingValue @Pelsrobman @whatsgoingoninm @heinzguderian11 don't you guys like $kspi 6.2p/e ntm 12% net profit growth likely to reinstate divy 8-12% in [----] they stated in earnings call Why you dislike kspi :( they were [----] p/e last year so easy 100% Plus growth in Turkey and it is wechat/ amazon on steroids Why like $HSBK and not show any love to $KSPI @capitaloptimism @ArmsGarrett @UnderlyingValue @Pelsrobman @whatsgoingoninm @heinzguderian11 [--]. Other goodies Check caas [--] p/e 20% yield supplier of BYD electric cars or PNOR petrol stock at [--] p/s with 18-22%"  
[X Link](https://x.com/andrew1corpora1/status/2008231979708449261)  2026-01-05T17:39Z [---] followers, [--] engagements


"@JSE_Invest want more stocks I will not buy if you tell me not to buy maybe cant even move it Will give you in dms my porto"  
[X Link](https://x.com/andrew1corpora1/status/2008242644804399182)  2026-01-05T18:22Z [---] followers, [--] engagements


"@JSE_Invest So can u give it check dms :)) will share my dd with u and tell u if i buy or not"  
[X Link](https://x.com/andrew1corpora1/status/2008520936115630514)  2026-01-06T12:48Z [---] followers, [--] engagements


"@Tomas60340801 This article is better btw check gmm it files a lot so idk if point [--]. Stands also weth Both are wierd companies and dilution scams i think Best companies I have till now file little and only 10qs 8ks and maybe even delay there 10qs 10ks https://selectionnewyork.blogspot.com/2026/01/nisun-nisn-nasdaq-due-diligence-in-form.html https://selectionnewyork.blogspot.com/2026/01/nisun-nisn-nasdaq-due-diligence-in-form.html"  
[X Link](https://x.com/andrew1corpora1/status/2011028169760055297)  2026-01-13T10:50Z [---] followers, [--] engagements


"@JustinvestToday So what is ur portofolio now including things down dq is down ytd"  
[X Link](https://x.com/andrew1corpora1/status/2011066748272066992)  2026-01-13T13:24Z [---] followers, [--] engagements


"what is the pitch for aoiff i like it more than kos kos has -300mn$ fcf now but in [--] year analysts suggest 540mn$ fcf quiet bad asa they have 2.2bn$ in lt debt [--]. Whats the pitch for aoiff this one looks better [--] p/e stock I have 15% wb and 13% pdd pdd is like [--] p/e growing 40% in next year. cheapr than baba and jd wb is more cash than mkt cap [---] p/e stock advertising twitter of china. im 50% in wbd [---] p/fcf stock vs [--] p/fcf netflix. they own hbo even on ev to fcf they are 3x cheaper than netflix not 10x. Plus have great growth to come in subscribe rnumbers as they are only in 300mn"  
[X Link](https://x.com/andrew1corpora1/status/1866588176317342192)  2024-12-10T20:57Z [---] followers, [---] engagements


"$WBD So dtc ebitda will be lower in Q3 and Q4 [----] I do not think so as subscribers are 125mn up from 100mn in [----] q1 why is this deal in shared in the letter so important also who is this Michael Ng analyst guy *check photo for HBO max distribution deal cancelled* I do not understand what distribution deal this is it comcast and why does it end q3 q4 [----] Was it not ending [----] q1 allowing us to enter finally with HBO max which has no app in U.k italy Germany Spain I do not understand what is market on about thx to anyone explaining earnings call bellow in photo"  
[X Link](https://x.com/andrew1corpora1/status/1953512859532447807)  2025-08-07T17:45Z [---] followers, [---] engagements


"$wbd WHO is this distribution deal which went away in q2 and will affect q3 and q4 HBO max revenue / dtc / streaming what is this Is it AT&T Direct tv January [----] news that they don't give HBO max for Direct tv customers no more or [--]. Is it Comcast q1 [----] deal ending although that's a big plus as U.k Ireland [--]. Who is the distributor what is this"  
[X Link](https://x.com/andrew1corpora1/status/1953524852524044430)  2025-08-07T18:33Z [---] followers, [---] engagements


"$WBD Distribution thing is so bad I am done ebitda growth is same even with this new news "of lost distributor" they even specified in shareholder letter 2.4bn$ ebitda [----] guidance studios 1.3bn$ ebitda [----] guidance DTC 125mn sub q2 [--] [----] bn$ ebitda [----] studios [-----] ebitda dtc [----] [-----] sub nr q4 [----] [----] bn$ studios [----] [----] bn$ dtc ebitda [----] [----] mn subscribers q4 [----] 2.75bn$ studio ebitda [----] (pro forma as when you separate numbers they are weird warner studios had 1.75bn$ and 1bn$ for discovery seems a lot 1bn$ for discovery studios. really [-----] bn$ ebitda pro forma dtc"  
[X Link](https://x.com/andrew1corpora1/status/1953530312363061540)  2025-08-07T18:54Z [---] followers, [---] engagements


"$WBD letters state ebitda growth is same even with this new news "of lost distributor" they even specified in shareholder letter 2.4bn$ ebitda [----] guidance studios 1.3bn$ ebitda [----] guidance DTC 125mn sub q2 [--] [----] bn$ ebitda [----] studios [-----] ebitda dtc [----] [-----] sub nr q4 [----] [----] bn$ studios [----] [----] bn$ dtc ebitda [----] [----] mn subscribers q4 [----] 2.75bn$ studio ebitda [----] (pro forma as when you separate numbers they are weird warner studios had 1.75bn$ and 1bn$ for discovery seems a lot 1bn$ for discovery studios. really [-----] bn$ ebitda pro forma dtc ebitda compared to 1.3bn$ now"  
[X Link](https://x.com/andrew1corpora1/status/1953530499894317499)  2025-08-07T18:55Z [---] followers, [---] engagements


"Bank of america jessica elrich analyst stating bidding war is coming $wbd Wells fargo yesterday stated netflix is best suitor to buy why $nflx was down -4% netflix: which will let hbo fall out of their hands idiots 500bn$ company cant buy 40bn$ one and sell rest tv keep studios and hbo max hbo max is 125mn subs and grows a lot to 150mn subs by [----] dec or even faster and has harry potter series and same ebitda as netflix in [----] dec when it was 200bn$ mkt cap same ebitda year end [----] dec with 2x growth as netflix had in ebitda from [----] dec to [----] dec 0.7bn$ ebitda to 1.4bn$ ebitda [----] dec"  
[X Link](https://x.com/andrew1corpora1/status/1966294566442578030)  2025-09-12T00:15Z [---] followers, [---] engagements


"wbd ipoed at 25.5$ malone even gave away his preffered shares to make deal happenwill he part away at 20$ indeed he owns 1% of common usually takeovers / bids are much higher [----] apr [----] when it listed $wbd on apr [--] or apr [--] [----] top of my head Curious anyone else will bid apollo $sony $cmcst comcast $amzn $appl or a joint bid which sells TV / splits tv to someone else if not by apr [----] when company is split someone comes and buys studios + streaming for more its 1.3bn$ dtc ebitda [----] in line with [---] bn $mkt cap of nflx in [----] dec and ebitda same stuff 90% growth in streaming ebitda"  
[X Link](https://x.com/andrew1corpora1/status/1966478834007502905)  2025-09-12T12:27Z [---] followers, [----] engagements


"Why no one else bid on warnerbros when at&t sold or was sale finalised already or no one wanted to pay 55bn$ price tag discovery paid / merger new company took out 55bn$ of debt rest was 75/25% discovery to wbd split of shares spinoff deal was 80bn$ aaa price tag was 80bn$ iforgot or was it even more and that was just for warner bros discovery was 12-15bn$ mkt cap before deal no"  
[X Link](https://x.com/andrew1corpora1/status/1966484506686169482)  2025-09-12T12:50Z [---] followers, [---] engagements


"$WBD breaking Zaslav went to Goldman sachs shopping from offers from Amazon Netflix Apple and for a 40$ a share offer. But Zaslav isnt in the waiting mood. According to a person with direct knowledge of the matter he met earlier this week with his bankers at Goldman Sachs to gauge bidding interest from other media and tech outfits including Amazon Apple and Netflix. $AMZN $NFLX $APPL $CMCST $PSKY https://nypost.com/2025/09/12/business/warner-bros-discovery-ceo-david-zaslav-wants-bidding-war-sources/"  
[X Link](https://x.com/andrew1corpora1/status/1966520109477908620)  2025-09-12T15:11Z [---] followers, [----] engagements


"$kspi https://www.bloomberght.com/hepsiburada-yi-alan-kaspi-10-yil-tum-odagimiz-turkiyede-olacak-3756122 https://www.bloomberght.com/hepsiburada-yi-alan-kaspi-10-yil-tum-odagimiz-turkiyede-olacak-3756122"  
[X Link](https://x.com/andrew1corpora1/status/1985393406890172514)  2025-11-03T17:07Z [---] followers, [---] engagements


"What are people using for traffic it looks like on google trends Hollister is up y on y did not expect Hollister to be such a big brand did not even know its 54% of sales of abbercrombie fitch $anf What you guys use to measure online sales DTC sales are how much of Abercrombie fitch check investor relations/ edgar @grok"  
[X Link](https://x.com/andrew1corpora1/status/1985446821468987789)  2025-11-03T20:39Z [---] followers, [---] engagements


"$DQ down again shanghai holding strong it will go back i think csiq is down jks is up idk why DQ is down Polysilicon is high @anyone @mvarela1980 @friso_alenus any ideas this time $dq why was dq down from 33-34$ Back almost to pre earnings. Polysilicon is still up polysilicon futures did not decrease @anyone @all @mvarela1980 @friso_alenus @eveyrone $dq why was dq down from 33-34$ Back almost to pre earnings. Polysilicon is still up polysilicon futures did not decrease @anyone @all @mvarela1980 @friso_alenus @eveyrone"  
[X Link](https://x.com/anyuser/status/2008989187656290406)  2026-01-07T19:48Z [---] followers, [---] engagements


"$dq polysilicon futures down indeed but idk in dec [--] [----] they were even lower and dq was 31.66-34$ $csiq I believe holding [-----] or above means we gucci idk why we should decrease more i see some news on monopoly and other bla bla regulate tongwei they are most indebted Opinions https://twitter.com/i/web/status/2009313179134730249 https://twitter.com/i/web/status/2009313179134730249"  
[X Link](https://x.com/anyuser/status/2009313179134730249)  2026-01-08T17:16Z [---] followers, [---] engagements


"@mvarela1980 @friso_alenus anyone @everyone"  
[X Link](https://x.com/andrew1corpora1/status/2009313352259129715)  2026-01-08T17:16Z [---] followers, [--] engagements


"@HiddenValueGems @DV_Situations Oh i remember you also back in the days when i bought at 13-15 euros stellantis. Now im avg [----] what else are you buying hidden value if you had money today send tickers. I would buy more mpcc has 40% dividend this year 2.2p/e wbd & ecopetrol has a 21% dividend Send urs"  
[X Link](https://x.com/andrew1corpora1/status/1630940970056396801)  2023-03-01T14:40Z [---] followers, [--] engagements


"@CaffersXL They have 132mn lt debt on which they pay 12-13mn $ in interest expenses why dont they use their 130mn in cash and equivalents to pay down debt. Also will they give dividends/ buybacks how much or are they investing more into gas. Did they invest in gas projects when gas was"  
[X Link](https://x.com/andrew1corpora1/status/1637399489546801158)  2023-03-19T10:23Z [---] followers, [--] engagements


"@Anssi_A Thanks even though I have $pbr and $pbr.a shares not $petr4 $petr3 / bovespa shares. I have NYSE shares in $'s so i pay in brazil asa domicile is there what about $EC ecopetrol"  
[X Link](https://x.com/andrew1corpora1/status/1791887919587754280)  2024-05-18T17:45Z [---] followers, [---] engagements


"@mazharhu1112 are you talking of the nasdaq stock Global Mofy"  
[X Link](https://x.com/andrew1corpora1/status/1829936295931507174)  2024-08-31T17:36Z [---] followers, [--] engagements


"@BeClusterBFree @Diditprotocol does this have any affiliation with the nasdaq stock: Global Mofy also $ gmm"  
[X Link](https://x.com/andrew1corpora1/status/1829936496817643710)  2024-08-31T17:37Z [---] followers, [--] engagements


"@Surajasauce21 @TigerLineTrades are you talking of Global Mofy what fundamentals you like of the company listed on nasdaq"  
[X Link](https://x.com/andrew1corpora1/status/1829936705018728735)  2024-08-31T17:38Z [---] followers, [---] engagements


"@Tonyforever2003 i was checking $ec ecopetrol any ideas when they would announce a new dividend in [--] months or in [--] months did they declare anything i see general meeting was on july [----] didnt in july [----] at general meeting they declared/ voted on dividend policy for [----] So i guess no more dividend or they will announced in november maybe or later / they will announce whenever they want https://twitter.com/i/web/status/1829954189679599980 https://twitter.com/i/web/status/1829954189679599980"  
[X Link](https://x.com/andrew1corpora1/status/1829954189679599980)  2024-08-31T18:47Z [---] followers, [---] engagements


"@BigIdeasCapital @Lucas_Shaw @RichLightShed @MattBelloni @DavidZaslav Sinners has 130mn$ budget quiet tight And f1 is only 20% of profits for warnerbros as apple produced no As they only distribute"  
[X Link](https://x.com/andrew1corpora1/status/1908648904817860721)  2025-04-05T22:32Z [---] followers, [--] engagements


"$dq daqo nyse 800mn$ owns $688303 72.7% i think which = 4.5bn$ can check simply wallstreet ownership or 10ks They bought back like 10-15% of shares in [----] at 35$ now they [--]. And in [----] a bit 3-5% they have a 110mn$ buyback plan management is greedy and does not wanna sell shanghai and buyback nyse with cash even though they own 33% of nyse dq and only 2% of shanghai [------] they want the 4.5bn$ to grow to 8bn$ as it was in oct [----] when nyse mkt cap would likely be 1.4-1.6bn$ Pretty much shanghai moves with nyse for past [--] years and management holds until nyse increases 40% resulting in"  
[X Link](https://x.com/andrew1corpora1/status/1937189511651619137)  2025-06-23T16:42Z [---] followers, [---] engagements


"idk what you said above that wbd can not compete with $nflx it does not have to nflx is 400-600bn$ idk idc wbd is measely 28bn$ p/fcf is [---] nflx is [--] so 12x more expensive 1200% Nflx in [----] ebitda was 700mn$ same as [----] streaming ebitda alone not studios not networks mkt cap [----] 80bn$ wbd / HBO same sub numbers in [----] as nflx same ebitda revenue also same in [----] dec as [----] dec will have nflx ebitda [----] dec was 1.4bn$ ebitda 2x wbd will have 1.3bn$ ebitda 2x from 670mn$ [----] dec. same numbers what was mkt cap [----] dec for nflx 200bn$ Idk why you hate wbd go eat your [--] p/fcf nflx"  
[X Link](https://x.com/andrew1corpora1/status/1943488641193402672)  2025-07-11T01:52Z [---] followers, [--] engagements


"@BigIdeasCapital @davidfaber @sherman4949 @B__Digs @TMTAnalystANON is chair emeritus higher than a normal chairman dtc ebitda was 700mn$ in [----] dec 80bn$ nflx valuation Dtc ebitda wbd [----] dec 670mn$ dtc ebitda [----] dec 1.3bn$ wbd Dtc ebitda netflix [----] dec [--] year after 1.4bn$ so its same 200bn$ mkt cap nflx 2018"  
[X Link](https://x.com/andrew1corpora1/status/1966253882209874208)  2025-09-11T21:33Z [---] followers, [--] engagements


"@WilliamCohan love puck news [--]. wbd is trading at [---] ev/ebitda currently lower than [----] september when it was [----] ev/ebitda and stock price was [--] $ then why debt payments they have 20-23bn$ less debt then than [--]. Nflx 80bn$ mkt cap [----] dec dtc ebitda 700mn$ nflx 200bn$ mkt cap 2018dec after 2xing dtc ebitda to 1.4bn$ wbd [----] dec dtc ebitda 670mn$ wbd [----] dec dtc ebitda guidance will hit it = 1.3bn$ ebitda almost 2x 90% rise like nflx mkt cap wbd 43bn$ now vs 200bn$ nflx and that is hbo only imagine u have 2.4bn$ extra of studios ebitda this year on top of 1.3bn$ addition and linear"  
[X Link](https://x.com/andrew1corpora1/status/1966289584712466461)  2025-09-11T23:55Z [---] followers, [--] engagements


"and its still 10-11 p/fcf wait [--] as 40bn$ mkt cap vs 4.2bn$ fcf imagine dtc ebitda is 2xing form [----] dec when it was 670mn$ to 1.3bn$ netflix did same dtc ebitda from 700mn$ in [----] dec check fy numbers i say to 1.4bn$ 2x mkt cap nflx that period 80bn$ to 200bn$ so wbd at 40bn$ is . but u get cinemas making 2.6bn$ ebitda this year at least or [---] and tv doing 5-6bn$ i feel p/fcf is enough also imagine enterprise value was in [----] feb [----] $ stock price EV 85bn$ now its 60bn$ as they paid down debt with free cash flow net debt is also likely"  
[X Link](https://x.com/andrew1corpora1/status/1966439147221967171)  2025-09-12T09:50Z [---] followers, [--] engagements


"hey stock spy really value your opinion I checked [--] of your tweets are you 100% its a scam It has no dilution contary 20mn$ buybacks of which they used 1.5mn$ in jan [----] management did not sell products are on amazon .com but also on tabao tmall you really think their numbers are fake how are they fake Free cash flow is too much or what are they doing shady yes maybe it was to much at [--] p/e at 3.5$ [--]. maybe you based yourself on tehnical analysis [--]. or maybe I am dumb and I do not see something if you could tell me what you know of the company thanks and good luck trading this week 🤗"  
[X Link](https://x.com/andrew1corpora1/status/2015908817092170235)  2026-01-26T22:04Z [---] followers, [--] engagements


"@anyone Can anyone tell me how bad regulation changes on $QFIN $YRD or $XYF $finv $jfin are how bad they are [--]. for $QFIN i see on tradingview .com that eps is [---] ffor q4 [----] vs [---] eps in q3 [----] Also management said margins fall to 3-4% from 6% in q3 earnings call transcripts any ideas @everyone [--]. I remember in [----] or [----] yrd had an insurance business which was regulated by government so they switched to micro loans (i think is name was shareholder in YRD and jfin) very high interest rate loans from what I remember so they got destroyed by new regulation again 3-4% margins from 6% in"  
[X Link](https://x.com/andrew1corpora1/status/2017477619239850466)  2026-01-31T05:58Z [---] followers, [---] engagements


"@anyone Can anyone tell me how bad regulation changes on $QFIN $YRD or $XYF $finv $jfin are how bad they are [--]. for $QFIN i see on tradingview .com that eps is [---] ffor q4 [----] vs [---] eps in q3 [----] Also management said margins fall to 3-4% from 6% in q3 earnings call transcripts any ideas @everyone [--]. I remember in [----] or [----] yrd had an insurance business which was regulated by government so they switched to micro loans (i think is name was shareholder in YRD and jfin) very high interest rate loans from what I remember so they got destroyed by new regulation again 3-4% margins from 6% in"  
[X Link](https://x.com/andrew1corpora1/status/2017477699053273478)  2026-01-31T05:59Z [---] followers, [---] engagements


"@anyone Can anyone tell me how bad regulation changes on $ QFIN $ YRD or $ XYF $ finv $ jfin are how bad they are [--]. for QFIN i see on tradingview .com that eps is [---] ffor q4 [----] vs [---] eps in q3 [----] Also management said margins fall to 3-4% from 6% in q3 earnings call transcripts any ideas @everyone [--]. I remember in [----] or [----] yrd had an insurance business which was regulated by government so they switched to micro loans (i think is name was shareholder in YRD and jfin) very high interest rate loans from what I remember so they got destroyed by new regulation again 3-4% margins from 6%"  
[X Link](https://x.com/andrew1corpora1/status/2017478088892858839)  2026-01-31T06:00Z [---] followers, [--] engagements


"can you tell me how bad regulation changes on $ QFIN $ YRD or $ XYF $ finv $ jfin are how bad they are [--]. for QFIN i see on tradingview .com that eps is [---] ffor q4 [----] vs [---] eps in q3 [----] Also management said margins fall to 3-4% from 6% in q3 earnings call transcripts any ideas @everyone [--]. I remember in [----] or [----] yrd had an insurance business which was regulated by government so they switched to micro loans (i think is name was shareholder in YRD and jfin) very high interest rate loans from what I remember so they got destroyed by new regulation again 3-4% margins from 6% in earnings"  
[X Link](https://x.com/andrew1corpora1/status/2017480188913709240)  2026-01-31T06:08Z [---] followers, [--] engagements


"I dont think it is yet at p/e forward [---] Its more like 8-9.5 [---] even now if you use eps from q4 (1.27 top of my head) and annualize it or use eps from [----] and Still an investor curious how you got [---] p/e [--]. all fcf is almost used on buybacks in [----] and after 1bn$ dilution from sharebased compensation I got 13% buyback which is not bad 5bn$ buyback over mkt cap. + 1.3% dividend https://twitter.com/i/web/status/2019825188615880799 https://twitter.com/i/web/status/2019825188615880799"  
[X Link](https://x.com/andrew1corpora1/status/2019825188615880799)  2026-02-06T17:27Z [---] followers, [--] engagements


"@FrisoAlenus Cheers thats some nice growth own 4% of portfolio in $ dq $dq daqo energy Question friso Cash and equivalents have fallen from [----] bn march [----] to [-----] bn $ june [----]. I do not know why Also why free cash flow was so high considering 1bn$ cash disappeared (outflow)"  
[X Link](https://x.com/andrew1corpora1/status/1693694129635574049)  2023-08-21T18:38Z [---] followers, [---] engagements


"@grok @mvarela1980 @MuizDweller [--]. @grok search another year when sbc for $dq was very high maybe [----] [----] [----] [----] [----] [----] [----] [----] [----] check all thx"  
[X Link](https://x.com/andrew1corpora1/status/1988362718458343573)  2025-11-11T21:46Z [---] followers, [--] engagements


"$dq why was dq down from 33-34$ Back almost to pre earnings. Polysilicon is still up polysilicon futures did not decrease @anyone @all @mvarela1980 @friso_alenus @eveyrone"  
[X Link](https://x.com/andrew1corpora1/status/1992954901937484132)  2025-11-24T13:54Z [---] followers, [---] engagements

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