[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.] #  @andrewcoye Andrew Coye Andrew Coye posts on X about $deck, debt, eps, $siri the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::225993181/interactions)  - X Week XXXXXX +77% - X Month XXXXXX -XX% - X Months XXXXXXX -XX% - X Year XXXXXXX +20% ### Mentions: XX [#](/creator/twitter::225993181/posts_active)  - X Months XXX -XX% - X Year XXX +17% ### Followers: XXXXX [#](/creator/twitter::225993181/followers)  - X Week XXXXX +0.55% - X Month XXXXX +1.90% - X Months XXXXX +20% - X Year XXXXX +68% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::225993181/influencer_rank)  ### Social Influence [#](/creator/twitter::225993181/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [fashion brands](/list/fashion-brands) [countries](/list/countries) [travel destinations](/list/travel-destinations) **Social topic influence** [$deck](/topic/$deck), [debt](/topic/debt), [eps](/topic/eps), [$siri](/topic/$siri), [nke](/topic/nke), [$7936t](/topic/$7936t), [asics](/topic/asics), [$nke](/topic/$nke), [$brkb](/topic/$brkb), [heydudes](/topic/heydudes) **Top assets mentioned** [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Nike Inc (NKE)](/topic/$nke) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Convex Finance (CVX)](/topic/$cvx) [Exxon Mobil (XOM)](/topic/$xom) [Aercap Holdings N.V. (AER)](/topic/$aer) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [On Holding AG (ONON)](/topic/$onon) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [UNIPOLY (UNP)](/topic/$unp) [CSX Corporation (CSX)](/topic/$csx) [Kraft Heinz Co (KHC)](/topic/$khc) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK)](/topic/$lsxmk) [Gigantix Wallet (GTX)](/topic/$gtx) [Basis Cash (BAC)](/topic/$bac) [Hess Corp. (HES)](/topic/$hes) ### Top Social Posts [#](/creator/twitter::225993181/posts) --- Top posts by engagements in the last XX hours "Consumer shoe brands web traffic showing some signs of life around July 4: $NKE Nike Pegasus Vomero $DECK Hoka Clifton Bondi $7936.JP Asics Thoughts Anecdotes"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1942866331436539970) 2025-07-09 08:40:04 UTC 2187 followers, 1014 engagements "I was describing $DECK (formatting from GPT) but in fact $LULU also nearly identically fits the bill. Both numbers speak for themselves but I'll leave it up to you to think through the competitive intensity that each faces in their segments ( $NKE $ONON vs Alo and Vuori). Thoughts"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945760790256005563) 2025-07-17 08:21:37 UTC 2187 followers, 1015 engagements "$SIRI CEO and Chairman per Observer at Allen & Co Sun Valley 2025"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1943264327353463097) 2025-07-10 11:01:34 UTC 2187 followers, 2492 engagements "@CatNyanpital Yes I agree. It's called customer segmentation. They're popular with certain groups. Trail running is one subset it does not overlap with tourists walking around central Paris. That was the point"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945154323039592606) 2025-07-15 16:11:44 UTC 2186 followers, XX engagements "Assuming that $UNP decides to bid does this force Berkshire $BRK.B to counter bid for $NSC or eventually bid for $CSX as a consolation prize to have a transcon network Wells recently ran the merger math for the combinations. One way for Berkshire to deploy some $70bn+ of cash"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945956510065992132) 2025-07-17 21:19:20 UTC 2187 followers, XXX engagements "Good questions. Several of their products have a large and clear use case and customer base beyond fashion. Price competition also not a big factor in the industry. A rival CEO once described his segment as an annuity market for certain customer bases who were brand loyal and tended (at that time) to buy XXX pairs per year. But there remains competitive threats and cyclical fashion elements. Probably not much AI or tech disruption risk"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945548498507587624) 2025-07-16 18:18:03 UTC 2187 followers, XXX engagements "@7Innovator $DECK Same sector similar margins better capital allocation better growth no debt no reliance on plastic Jibbitz or Heydudes. Modestly higher multiples to pay for these positives"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1943629193649991977) 2025-07-11 11:11:25 UTC 2187 followers, XXX engagements "@Divergent7651 Would be more interesting if they ran it for what it is set a leverage target and committed to delivering shareholder returns from dividends and buybacks instead of a completely unknown and unknowable use of any GCI cash flow to be a TMT PE fund"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945787359095578814) 2025-07-17 10:07:12 UTC 2188 followers, XXX engagements "@realMerryMonk @FishtownCap @TradableThesis If someone gave you a free pair of Heydudes would you even wear them outside the house Most free options are worth their cost. This one cost $XXX billion ongoing distractions debt interest legacy. Crocs silhouette on the OTOH is iconic and has proven itself"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1941798990506320238) 2025-07-06 09:58:50 UTC 2181 followers, XX engagements "@Divergent7651 1) When was the last time Liberty Media made an acquisition (Dorna - 2024 Quint - 2023 F1 - 2016 GCI - 2017 come to mind). 2) How did these turn out 3) Without Greg Maffei and a mostly retired John Malone what is your confidence in Derek Chang's m&a and deal making"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945786802524029001) 2025-07-17 10:04:59 UTC 2186 followers, XXX engagements "What if I told you theres an S&P XXX company with stats like this: 📈 5-year CAGR: Revenue +19% EPS +32% 💰 Gross margins: 5558% 🚫 No debt XX% of mkt cap in cash 🔁 Capital allocation = only buybacks XX% ROE no M&A in X years 🔍 Trading at 15x P/E (13x ex-cash) Q2 guide: +9% revenue 📊 -XX% EPS 📉 Why Tariff exposure. Street sees -X% EPS in XX then +11% rebound in XX. If this setup landed in your lap what would you want to know before buying And if youre already sold 💼 How much of your portfolio would you allocate (No spoilers ticker in my post history.) ⚡Curious to see whos asking the"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945545208315428891) 2025-07-16 18:04:58 UTC 2187 followers, 4418 engagements "$KHC Kraft Heinz to split into Kraft and Heinz 🤣 Heinz likely to have positive growth comps and be more attractive to acquirers but a XXX tax-free split-off could prevent an acquisition for X years"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1943754738308460745) 2025-07-11 19:30:17 UTC 2183 followers, 2049 engagements "Actually decision probably incoming in 30-40 days. Will look for an update in early August. $XOM $CVX $HESS"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1942955339223044438) 2025-07-09 14:33:45 UTC 2181 followers, XXX engagements "@Alt_Cerebral Operating margins increased over the 5- year period from 16-23.5%. 2024 ROE XX% (understated due to excess cash balance). ROIC increased from low 20s to mid 30s"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945552657495531934) 2025-07-16 18:34:34 UTC 2188 followers, XXX engagements "Any thoughts on $AER Aercap capital allocation given the recent build up of equity Relatively quiet quarter for plane deliveries sales and leasing expect +/- $XXXX per share gain on sale in 2Q. All on track at cruising altitude"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1941168647248167405) 2025-07-04 16:14:05 UTC 2181 followers, 1533 engagements "I will be surprised if $DECK is a value trap at this valuation and with its existing sales momentum. Sector slowed down ASICS copied well valuations across apparel contracted and tariffs struck Vietnam. It became wildly overvalued (45x PE in Jan) post S&P500 inclusion and 6:1 split and is now at a point where ramped buybacks add value. Needs a few quarters to grow through tariff cost headwind and resume EPS growth thru operating leverage"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945857559111622745) 2025-07-17 14:46:09 UTC 2187 followers, 1346 engagements "Can't let them have a monopoly - would need to allow BNSF-CSX merger to have a duopoly (ie Canada). Asset divestiture also doesn't seem to be a solution - divest what and to whom Any require spinoff would be sub scale unless bought by an adjacent operator such as BNSF or CSX - furthering concentration"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945962259639062779) 2025-07-17 21:42:11 UTC 2185 followers, XX engagements "Shall we contribute to top ideas for 2025 Recap*: 2023: $AER AerCap Holdings +27% +29%; +66% total $BRK.B Berkshire Hathaway +15% +27%; +46% total 2024: $LSXMK Liberty SiriusXM (as-converted into $SIRI) -XX% decline (work in progress potential value trap) 2025: $GTX Garrett Motion Inc Garrett is a differentiated automotive supplier that engineers and manufacturers turbochargers for engines in light and commercial vehicles and other industrial applications (including datacenter backup generators). It is the #1 supplier of light vehicle turbochargers and operates in an oligopoly market"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1876257446127190377) 2025-01-06 13:20:08 UTC 2183 followers, 31.9K engagements "85% of $WFC's HTM securities are Agency MBS. As posted above the CLO balances have declined faster and there has been some sales of HTM securities in the last few quarters which may have been higher yielding securities to minimize realized losses on P&L. This is not a new story or trend. If you really want to see a challenged HTM portfolio take a look at $BAC"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945209963913339270) 2025-07-15 19:52:50 UTC 2183 followers, XX engagements "Thanks for voting and your questions/responses. Nearly XX% would buy this unnamed ( $DECK) S&P500 stock based on the metrics above. Pretty even split of desired allocations with about one-third each willing to bet LSD HSD and double-digit amounts. Fintwit over-indexes towards high concentration. Price up 1x EPS since posting to just over $XXX. Earnings results next Thursday. Beyond likely outperforming extremely conservative guidance (been a multi-year trend) will be watching buyback intensity updates on tariffs and brand sales color"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945916487924867284) 2025-07-17 18:40:18 UTC 2187 followers, XXX engagements "For anyone reading this in 2025 the 4Q24 and 1Q25 $QRTEA $QVCGA results have shown that the business revenues and FCF are in free fall. Fitch has pegged 2025 FCF at $XXX million 1/3 of the level postulated to be required to de-lever and create equity value back when I was analyzing QVC in fall 2023 and mid-2024. An update on any refinancing and/or restructuring expected later this summer or early fall. Lessons learned. Turnarounds tend not to turn"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945117178547650575) 2025-07-15 13:44:08 UTC 2187 followers, XXX engagements "Any SiriusXM $SIRI watchers out there or has everyone moved on Two meaningful positives in the last weeks: 1)🟢100% bonus depreciation rule in the OBBB. -Potential to result in $XXX billion of incremental FCF in '25 and '26 due to satellite capex spending (10% increase from guidance of $XXXX billion in '25E) 2)🟢U.S. Court of Appeals for the 8th Circuit struck down the FTC "click-to-cancel" rule. -These changes were expected to result in 100-200k incremental sub losses in 2025 (and increase churn overtime) that may be retained. Subscribers likely to be closer to flat in 2025 unless there is"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1943223657557332082) 2025-07-10 08:19:57 UTC 2187 followers, 1444 engagements "@TidefallCapital Certainly elements of cyclically due to fashion but secular tailwinds haven't stopped blowing in its favor (positive growth continues) and some competitors have been able to sustain secular growth (health / lifestyle)"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1945841745524109484) 2025-07-17 13:43:18 UTC 2186 followers, XXX engagements "Milestone: 2000 Thank you for following I hope you've been informed and entertained. I greatly appreciate the feedback and insights I've gotten from you all I hope the two-way dialogue continues and grows. Thought this was a good opportunity to explain what's going on here: In one sentence: I am a "value" investing student learning and sharing thoughts on interesting developments and trends at companies in my circle of competence. Main topics you can expect to see discussed: 1) Large Banks and Insurance Return on equity deposit costs scale combined ratios yields etc. $JPM $WFC $BRK.B $CB $WRB"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1915638149448970660) 2025-04-25 05:25:00 UTC 2188 followers, 3284 engagements "Decision incoming. Vitally important to $CVX and a coup for $XOM if they get a decision that allows them to bid on $HESS' XX% stake in Guyana. Most likely was just a delay tactic and the deal goes through but as they say in the NY lotto "hey you never know""  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1941023528201130088) 2025-07-04 06:37:26 UTC 2181 followers, 1404 engagements "Details on QVC $QRTEA XX Sept. exchange offer: Below please find an illustrative debt maturity profile that shows the impact of today's proposed bond exchange offer (assuming XXX% acceptance). By using cash to partially repay the 2027 and then extending the 2028 QVC creates a significant runway to operate its business and generating free cash flow (FCF). Why is this important Let's review the chart sequentially: The 2025 bond maturity is not an issue because will be repaid with existing cash FCF and/or the existing revolver (RCF) capacity. So the next hump is refinancing the 2026 RCF. This"  [@andrewcoye](/creator/x/andrewcoye) on [X](/post/tweet/1833890566569971758) 2024-09-11 15:29:17 UTC 2187 followers, 6045 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.]
@andrewcoye Andrew Coye
Andrew Coye posts on X about $deck, debt, eps, $siri the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +77%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +20%
Mentions: XX #
- X Months XXX -XX%
- X Year XXX +17%
Followers: XXXXX #
- X Week XXXXX +0.55%
- X Month XXXXX +1.90%
- X Months XXXXX +20%
- X Year XXXXX +68%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance stocks cryptocurrencies fashion brands countries travel destinations
Social topic influence $deck, debt, eps, $siri, nke, $7936t, asics, $nke, $brkb, heydudes
Top assets mentioned Deckers Outdoor, Corp. (DECK) Sirius XM Holdings Inc (SIRI) Nike Inc (NKE) Berkshire Hathaway Inc Class B (BRK.B) Convex Finance (CVX) Exxon Mobil (XOM) Aercap Holdings N.V. (AER) Lululemon Athletica Inc (LULU) On Holding AG (ONON) Norfolk Southern Corp. (NSC) UNIPOLY (UNP) CSX Corporation (CSX) Kraft Heinz Co (KHC) Berkshire Hathaway Inc. (BRK.A) Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) Gigantix Wallet (GTX) Basis Cash (BAC) Hess Corp. (HES)
Top Social Posts #
Top posts by engagements in the last XX hours
"Consumer shoe brands web traffic showing some signs of life around July 4: $NKE Nike Pegasus Vomero $DECK Hoka Clifton Bondi $7936.JP Asics Thoughts Anecdotes"
@andrewcoye on X 2025-07-09 08:40:04 UTC 2187 followers, 1014 engagements
"I was describing $DECK (formatting from GPT) but in fact $LULU also nearly identically fits the bill. Both numbers speak for themselves but I'll leave it up to you to think through the competitive intensity that each faces in their segments ( $NKE $ONON vs Alo and Vuori). Thoughts" @andrewcoye on X 2025-07-17 08:21:37 UTC 2187 followers, 1015 engagements
"$SIRI CEO and Chairman per Observer at Allen & Co Sun Valley 2025" @andrewcoye on X 2025-07-10 11:01:34 UTC 2187 followers, 2492 engagements
"@CatNyanpital Yes I agree. It's called customer segmentation. They're popular with certain groups. Trail running is one subset it does not overlap with tourists walking around central Paris. That was the point" @andrewcoye on X 2025-07-15 16:11:44 UTC 2186 followers, XX engagements
"Assuming that $UNP decides to bid does this force Berkshire $BRK.B to counter bid for $NSC or eventually bid for $CSX as a consolation prize to have a transcon network Wells recently ran the merger math for the combinations. One way for Berkshire to deploy some $70bn+ of cash" @andrewcoye on X 2025-07-17 21:19:20 UTC 2187 followers, XXX engagements
"Good questions. Several of their products have a large and clear use case and customer base beyond fashion. Price competition also not a big factor in the industry. A rival CEO once described his segment as an annuity market for certain customer bases who were brand loyal and tended (at that time) to buy XXX pairs per year. But there remains competitive threats and cyclical fashion elements. Probably not much AI or tech disruption risk" @andrewcoye on X 2025-07-16 18:18:03 UTC 2187 followers, XXX engagements
"@7Innovator $DECK Same sector similar margins better capital allocation better growth no debt no reliance on plastic Jibbitz or Heydudes. Modestly higher multiples to pay for these positives" @andrewcoye on X 2025-07-11 11:11:25 UTC 2187 followers, XXX engagements
"@Divergent7651 Would be more interesting if they ran it for what it is set a leverage target and committed to delivering shareholder returns from dividends and buybacks instead of a completely unknown and unknowable use of any GCI cash flow to be a TMT PE fund" @andrewcoye on X 2025-07-17 10:07:12 UTC 2188 followers, XXX engagements
"@realMerryMonk @FishtownCap @TradableThesis If someone gave you a free pair of Heydudes would you even wear them outside the house Most free options are worth their cost. This one cost $XXX billion ongoing distractions debt interest legacy. Crocs silhouette on the OTOH is iconic and has proven itself" @andrewcoye on X 2025-07-06 09:58:50 UTC 2181 followers, XX engagements
"@Divergent7651 1) When was the last time Liberty Media made an acquisition (Dorna - 2024 Quint - 2023 F1 - 2016 GCI - 2017 come to mind). 2) How did these turn out 3) Without Greg Maffei and a mostly retired John Malone what is your confidence in Derek Chang's m&a and deal making" @andrewcoye on X 2025-07-17 10:04:59 UTC 2186 followers, XXX engagements
"What if I told you theres an S&P XXX company with stats like this: 📈 5-year CAGR: Revenue +19% EPS +32% 💰 Gross margins: 5558% 🚫 No debt XX% of mkt cap in cash 🔁 Capital allocation = only buybacks XX% ROE no M&A in X years 🔍 Trading at 15x P/E (13x ex-cash) Q2 guide: +9% revenue 📊 -XX% EPS 📉 Why Tariff exposure. Street sees -X% EPS in XX then +11% rebound in XX. If this setup landed in your lap what would you want to know before buying And if youre already sold 💼 How much of your portfolio would you allocate (No spoilers ticker in my post history.) ⚡Curious to see whos asking the" @andrewcoye on X 2025-07-16 18:04:58 UTC 2187 followers, 4418 engagements
"$KHC Kraft Heinz to split into Kraft and Heinz 🤣 Heinz likely to have positive growth comps and be more attractive to acquirers but a XXX tax-free split-off could prevent an acquisition for X years" @andrewcoye on X 2025-07-11 19:30:17 UTC 2183 followers, 2049 engagements
"Actually decision probably incoming in 30-40 days. Will look for an update in early August. $XOM $CVX $HESS" @andrewcoye on X 2025-07-09 14:33:45 UTC 2181 followers, XXX engagements
"@Alt_Cerebral Operating margins increased over the 5- year period from 16-23.5%. 2024 ROE XX% (understated due to excess cash balance). ROIC increased from low 20s to mid 30s" @andrewcoye on X 2025-07-16 18:34:34 UTC 2188 followers, XXX engagements
"Any thoughts on $AER Aercap capital allocation given the recent build up of equity Relatively quiet quarter for plane deliveries sales and leasing expect +/- $XXXX per share gain on sale in 2Q. All on track at cruising altitude" @andrewcoye on X 2025-07-04 16:14:05 UTC 2181 followers, 1533 engagements
"I will be surprised if $DECK is a value trap at this valuation and with its existing sales momentum. Sector slowed down ASICS copied well valuations across apparel contracted and tariffs struck Vietnam. It became wildly overvalued (45x PE in Jan) post S&P500 inclusion and 6:1 split and is now at a point where ramped buybacks add value. Needs a few quarters to grow through tariff cost headwind and resume EPS growth thru operating leverage" @andrewcoye on X 2025-07-17 14:46:09 UTC 2187 followers, 1346 engagements
"Can't let them have a monopoly - would need to allow BNSF-CSX merger to have a duopoly (ie Canada). Asset divestiture also doesn't seem to be a solution - divest what and to whom Any require spinoff would be sub scale unless bought by an adjacent operator such as BNSF or CSX - furthering concentration" @andrewcoye on X 2025-07-17 21:42:11 UTC 2185 followers, XX engagements
"Shall we contribute to top ideas for 2025 Recap*: 2023: $AER AerCap Holdings +27% +29%; +66% total $BRK.B Berkshire Hathaway +15% +27%; +46% total 2024: $LSXMK Liberty SiriusXM (as-converted into $SIRI) -XX% decline (work in progress potential value trap) 2025: $GTX Garrett Motion Inc Garrett is a differentiated automotive supplier that engineers and manufacturers turbochargers for engines in light and commercial vehicles and other industrial applications (including datacenter backup generators). It is the #1 supplier of light vehicle turbochargers and operates in an oligopoly market" @andrewcoye on X 2025-01-06 13:20:08 UTC 2183 followers, 31.9K engagements
"85% of $WFC's HTM securities are Agency MBS. As posted above the CLO balances have declined faster and there has been some sales of HTM securities in the last few quarters which may have been higher yielding securities to minimize realized losses on P&L. This is not a new story or trend. If you really want to see a challenged HTM portfolio take a look at $BAC" @andrewcoye on X 2025-07-15 19:52:50 UTC 2183 followers, XX engagements
"Thanks for voting and your questions/responses. Nearly XX% would buy this unnamed ( $DECK) S&P500 stock based on the metrics above. Pretty even split of desired allocations with about one-third each willing to bet LSD HSD and double-digit amounts. Fintwit over-indexes towards high concentration. Price up 1x EPS since posting to just over $XXX. Earnings results next Thursday. Beyond likely outperforming extremely conservative guidance (been a multi-year trend) will be watching buyback intensity updates on tariffs and brand sales color" @andrewcoye on X 2025-07-17 18:40:18 UTC 2187 followers, XXX engagements
"For anyone reading this in 2025 the 4Q24 and 1Q25 $QRTEA $QVCGA results have shown that the business revenues and FCF are in free fall. Fitch has pegged 2025 FCF at $XXX million 1/3 of the level postulated to be required to de-lever and create equity value back when I was analyzing QVC in fall 2023 and mid-2024. An update on any refinancing and/or restructuring expected later this summer or early fall. Lessons learned. Turnarounds tend not to turn" @andrewcoye on X 2025-07-15 13:44:08 UTC 2187 followers, XXX engagements
"Any SiriusXM $SIRI watchers out there or has everyone moved on Two meaningful positives in the last weeks: 1)🟢100% bonus depreciation rule in the OBBB. -Potential to result in $XXX billion of incremental FCF in '25 and '26 due to satellite capex spending (10% increase from guidance of $XXXX billion in '25E) 2)🟢U.S. Court of Appeals for the 8th Circuit struck down the FTC "click-to-cancel" rule. -These changes were expected to result in 100-200k incremental sub losses in 2025 (and increase churn overtime) that may be retained. Subscribers likely to be closer to flat in 2025 unless there is" @andrewcoye on X 2025-07-10 08:19:57 UTC 2187 followers, 1444 engagements
"@TidefallCapital Certainly elements of cyclically due to fashion but secular tailwinds haven't stopped blowing in its favor (positive growth continues) and some competitors have been able to sustain secular growth (health / lifestyle)" @andrewcoye on X 2025-07-17 13:43:18 UTC 2186 followers, XXX engagements
"Milestone: 2000 Thank you for following I hope you've been informed and entertained. I greatly appreciate the feedback and insights I've gotten from you all I hope the two-way dialogue continues and grows. Thought this was a good opportunity to explain what's going on here: In one sentence: I am a "value" investing student learning and sharing thoughts on interesting developments and trends at companies in my circle of competence. Main topics you can expect to see discussed: 1) Large Banks and Insurance Return on equity deposit costs scale combined ratios yields etc. $JPM $WFC $BRK.B $CB $WRB" @andrewcoye on X 2025-04-25 05:25:00 UTC 2188 followers, 3284 engagements
"Decision incoming. Vitally important to $CVX and a coup for $XOM if they get a decision that allows them to bid on $HESS' XX% stake in Guyana. Most likely was just a delay tactic and the deal goes through but as they say in the NY lotto "hey you never know"" @andrewcoye on X 2025-07-04 06:37:26 UTC 2181 followers, 1404 engagements
"Details on QVC $QRTEA XX Sept. exchange offer: Below please find an illustrative debt maturity profile that shows the impact of today's proposed bond exchange offer (assuming XXX% acceptance). By using cash to partially repay the 2027 and then extending the 2028 QVC creates a significant runway to operate its business and generating free cash flow (FCF). Why is this important Let's review the chart sequentially: The 2025 bond maturity is not an issue because will be repaid with existing cash FCF and/or the existing revolver (RCF) capacity. So the next hump is refinancing the 2026 RCF. This" @andrewcoye on X 2024-09-11 15:29:17 UTC 2187 followers, 6045 engagements