# ![@brodiesattva Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1304939108314148864.png) @brodiesattva Brodiesattva

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

### Engagements: [---------] [#](/creator/twitter::1304939108314148864/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304939108314148864/c:line/m:interactions.svg)

- [--] Week [---------] +39,320%
- [--] Month [---------] +13,744%
- [--] Months [----------] -92%
- [--] Year [-----------] +169%

### Mentions: [--] [#](/creator/twitter::1304939108314148864/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304939108314148864/c:line/m:posts_active.svg)

- [--] Month [--] -95%
- [--] Months [---] +301%
- [--] Year [---] +816%

### Followers: [---------] [#](/creator/twitter::1304939108314148864/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304939108314148864/c:line/m:followers.svg)

- [--] Week [---] +1.60%
- [--] Month [---] -2.30%
- [--] Months [---] +11%
- [--] Year [---] +40%

### CreatorRank: [---------] [#](/creator/twitter::1304939108314148864/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304939108314148864/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [pga golfers](/list/pga-golfers)  [countries](/list/countries)  [ncaa football](/list/ncaa-football)  [musicians](/list/musicians)  [nfl](/list/nfl) 

**Social topic influence**
[$wbd](/topic/$wbd), [$lion](/topic/$lion), [$nflx](/topic/$nflx), [warner bros](/topic/warner-bros), [$dis](/topic/$dis), [$strz](/topic/$strz), [lion](/topic/lion), [acquisition](/topic/acquisition), [money](/topic/money), [$para](/topic/$para)

**Top assets mentioned**
[Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Loaded Lions (LION)](/topic/$lion) [Netflix Inc (NFLX)](/topic/$nflx) [DisChain (DIS)](/topic/$dis) [Paramount Global (PARA)](/topic/$para) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Apple, Inc. (AAPL)](/topic/$aapl) [AT&T Inc. (T)](/topic/$t) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [IBM (IBM)](/topic/ibm) [PepsiCo, Inc. (PEP)](/topic/$pep)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@magellan292 $PARA is potentially undervalued as much or more than $NFLX is overvalued. The makings of a paired trade if one were so inclined"  
[X Link](https://x.com/brodiesattva/status/1682119621300854786)  2023-07-20T20:05Z [--] followers, [--] engagements


"@PhillipsRelic His long position in PG&E during bankruptcy hedged by buying wildfire insurance claims for [--] cents on the dollar was pure opportunistic alpha. He cashed in on both sides. Thats the kind of stuff you learn at HBS"  
[X Link](https://x.com/brodiesattva/status/1688306018974064640)  2023-08-06T22:17Z [--] followers, [--] engagements


"@AnansiStocks USC is looking strong this year but not sure if theyll cover [--] vs San Jose St. Will prob be a high scoring game"  
[X Link](https://x.com/brodiesattva/status/1695462835944575098)  2023-08-26T15:46Z [--] followers, [--] engagements


"$DIS stock is worth a look when it goes on sale which isnt that often historically. Still the [---] pound gorilla in media until proven otherwise"  
[X Link](https://x.com/brodiesattva/status/1699545065566474412)  2023-09-06T22:08Z [--] followers, [---] engagements


"I cant remember the last time PAC-12 🏈 had [--] teams ranked in the top [--] if ever. Interesting how stacked this conference is just as its breaking up. What a turnaround 🤔"  
[X Link](https://x.com/brodiesattva/status/1703959135027712093)  2023-09-19T02:28Z [--] followers, [--] engagements


"Things you dont see during a market bottom"  
[X Link](https://x.com/brodiesattva/status/1709668513072488581)  2023-10-04T20:35Z [--] followers, [--] engagements


"@PhillipsRelic @AnansiStocks How many threats have Consumer Staples companies faced throughout the years Everything from dietary trends to this but they always seem to rise above it over time"  
[X Link](https://x.com/brodiesattva/status/1710036681787937124)  2023-10-05T20:58Z [--] followers, [--] engagements


"The stock market is filled with individuals who know the price of everything but the value of nothing." Phillip Fisher"  
[X Link](https://x.com/brodiesattva/status/1711075296307499316)  2023-10-08T17:45Z [--] followers, [--] engagements


"I asked my Dr. about Ozempic. She said its better to lose weight by exercising & eating responsibly which can also include some indulgences periodically in moderation. So Im getting long sweets & salty snacks on the recent pullback in these stocks as a LT buying opportunity"  
[X Link](https://x.com/brodiesattva/status/1712296780879314945)  2023-10-12T02:39Z [--] followers, [--] engagements


"Id much rather invest in out of favor consumer staples over momentum-driven mega-cap tech (which is currently in a speculative bubble IMO) at this point in the market cycle"  
[X Link](https://x.com/brodiesattva/status/1713048776401887329)  2023-10-14T04:27Z [--] followers, [---] engagements


"@business The stock market is filled with individuals who know the price of everything but the value of nothing." Phillip Fisher"  
[X Link](https://x.com/brodiesattva/status/1713355378527003077)  2023-10-15T00:45Z [--] followers, [---] engagements


"Get long nat gas in this scenario"  
[X Link](https://x.com/brodiesattva/status/1713363586800881866)  2023-10-15T01:18Z [--] followers, [--] engagements


"The NASDAQ Composite dropped by over 70% from the peak of the dot com bubble (2000) to [----]. Market conditions today are very similar to then in many ways. Those that lived through it know what Im talking about. Caveat Emptor investing in momentum-driven growth stocks"  
[X Link](https://x.com/brodiesattva/status/1713369455374614937)  2023-10-15T01:41Z [--] followers, [--] engagements


"@RandolphDuke7 No way you were speeding in that convertible so you mustve cut in front of him in the MCD drive thru line or hes a fan of another AFC East team"  
[X Link](https://x.com/brodiesattva/status/1713584180314124520)  2023-10-15T15:54Z [--] followers, [--] engagements


"Cost savings from reduced content spend during the strike should be meaningful for studios profitability this quarter. Back to disciplined project-level economics when production resumes. $DIS $PARA $WBD $LGF.A SAG-AFTRA & Studio CEOs Plan Talks Into Weekend In Hopes Of Reaching Deal (click photo below for story) https://t.co/eqZnNh7FzO SAG-AFTRA & Studio CEOs Plan Talks Into Weekend In Hopes Of Reaching Deal (click photo below for story) https://t.co/eqZnNh7FzO"  
[X Link](https://x.com/brodiesattva/status/1718082211461857348)  2023-10-28T01:48Z [---] followers, [----] engagements


"@RandolphDuke7 I was surprised to see how expensive Halloween candy was this year 😳 That category has to be leading others within Staples in terms of price increases"  
[X Link](https://x.com/brodiesattva/status/1723071810831532144)  2023-11-10T20:15Z [--] followers, [--] engagements


"Lionsgate looking to finish the year on a positive note with their Hunger Games prequel starting today in theaters. A $50 mil+ opening weekend would be a solid start vs $100 mil investment in this film. $LGF.A"  
[X Link](https://x.com/brodiesattva/status/1725593294321877427)  2023-11-17T19:14Z [--] followers, [--] engagements


"@Earth2Stocks Hard to tell what Hasbros cost basis was on these assets because they kept some valuable IP but safe to say theyre taking a substantial loss. LGF is getting it pretty cheap takes some sting out of the Starz acquisition"  
[X Link](https://x.com/brodiesattva/status/1731013801896784276)  2023-12-02T18:13Z [--] followers, [--] engagements


"Lou: Pfizer you boys may want to take a look. Marv: No way will take five years for that company to turn around. Lou: But they got a new drug. Stick to the fundamentals. Thats how IBM & Hilton were builtgood things sometimes take time"  
[X Link](https://x.com/brodiesattva/status/1731026756130496973)  2023-12-02T19:05Z [--] followers, [---] engagements


"College 🏈 coaches have a lot in common with investment managers. They both need a good selection process & the ability to talk people out of entering the transfer portal"  
[X Link](https://x.com/brodiesattva/status/1731107816419868684)  2023-12-03T00:27Z [--] followers, [--] engagements


"ESPN reacting to prospect of no SEC teams in the college 🏈 playoff this year"  
[X Link](https://x.com/brodiesattva/status/1731139322747982164)  2023-12-03T02:32Z [--] followers, [----] engagements


"Netflix is like dining at an all-you-can eat buffet. You try some of everything but nothing is that good to go back for more. You get full but not fulfilled. Youre also likely to be the last one to eat it before they throw it out. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1740961434887127358)  2023-12-30T05:02Z [--] followers, [---] engagements


"@AnansiStocks @__angryblackman Looking forward to the 12-team playoff format. Wouldve been interesting to see this year"  
[X Link](https://x.com/anyuser/status/1741225062588715470)  2023-12-30T22:29Z [--] followers, [--] engagements


"@PhillipsRelic Solid showing at the box office this year for Lionsgate. I suspect theyd rank even higher in terms of ROI"  
[X Link](https://x.com/anyuser/status/1741615039973605661)  2024-01-01T00:19Z [--] followers, [---] engagements


"@unexpected_ape @WallStCynic The production/distribution studios get the lions share of the box office take. The theater gets a minimal share that is weighted toward longer-run movies which is declining. Most new content moves into direct streaming much quicker now. That trend will not reverse IMO"  
[X Link](https://x.com/anyuser/status/1741880590574784758)  2024-01-01T17:54Z [--] followers, [--] engagements


"Watched Maestro last night. Wed been putting it off. My wife wanted to see it before the Golden Globes. I had a hard time getting through it. Felt like watching an old movie which may have been Coopers intent. Score was good but not best pic worthy IMO"  
[X Link](https://x.com/brodiesattva/status/1744121802555871652)  2024-01-07T22:20Z [--] followers, [---] engagements


"@Tamerm23_ @PhillipsRelic The market is segmented from free ad-based streaming to premium content without ads and combinations in between. Companies like $PARA are in the best position to compete for viewers with their library and platforms IMO"  
[X Link](https://x.com/brodiesattva/status/1747082760991490288)  2024-01-16T02:26Z [--] followers, [---] engagements


"@PhillipsRelic @Tamerm23_ Advertisers prefer to shift spending to captive streaming viewers for various reasons. One of the issues with linear TV is that ads typically get skipped if the content gets recorded on a DVR"  
[X Link](https://x.com/brodiesattva/status/1747303447567937634)  2024-01-16T17:02Z [--] followers, [--] engagements


"@PhillipsRelic @Tamerm23_ From what I can gather the only ads that (potentially) get watched on linear TV are during live sporting events. Not sure how many people continue to watch live cable TV unrecorded on DVRs"  
[X Link](https://x.com/brodiesattva/status/1747452636385952086)  2024-01-17T02:55Z [--] followers, [--] engagements


"Your move Skydance📈 $PARA"  
[X Link](https://x.com/brodiesattva/status/1752540810174959939)  2024-01-31T03:54Z [--] followers, [----] engagements


"@PhillipsRelic @garyHeff @WSJ @jtoonkel Paramounts library is larger and much more valuable than MGMincluding the real estate is worth $15B+ IMA"  
[X Link](https://x.com/brodiesattva/status/1754689058352325059)  2024-02-06T02:10Z [--] followers, [--] engagements


"S&P throwing cold water on deal speculation involving Paramount. Theyre good at explaining whats already priced into the stock. $PARA Paramount Global's Fate is Just the Start of Media's [----] M&A Mysteries https://t.co/aCrpxijKpR Paramount Global's Fate is Just the Start of Media's [----] M&A Mysteries https://t.co/aCrpxijKpR"  
[X Link](https://x.com/brodiesattva/status/1755419220484235519)  2024-02-08T02:32Z [--] followers, [----] engagements


"@TrungTPhan @DanielErdle I thought Coke wouldve diversified into categories other than beverages by now (like Pepsi did with FL). Regardless theyve had a lot success with partnerships like this & licensing brands to other companies like TAP for alcoholic beverages"  
[X Link](https://x.com/brodiesattva/status/1759729579172958216)  2024-02-20T00:00Z [--] followers, [---] engagements


"She stole the show in the new Hunger Games movie. Rachel Zegler wins Action Movie Star of the Year at the [----] Peoples Choice Awards https://t.co/DDT2xF6IIC Rachel Zegler wins Action Movie Star of the Year at the [----] Peoples Choice Awards https://t.co/DDT2xF6IIC"  
[X Link](https://x.com/brodiesattva/status/1759749209560064414)  2024-02-20T01:18Z [--] followers, [--] engagements


"@loneelmcapital We sold most of our baby stuff as they grew out of it. I say we but my wife handled most of it. I was surprised how much she got for it. Enough for a trip to Disneyland"  
[X Link](https://x.com/brodiesattva/status/1764091256177901733)  2024-03-03T00:51Z [--] followers, [--] engagements


"$500M here another $500M therepretty soon youre talking real money. $PARA"  
[X Link](https://x.com/brodiesattva/status/1768116022543102354)  2024-03-14T03:24Z [--] followers, [---] engagements


"Paramount Studio potentially worth current market-capwhats the remaining value of cable networks + streaming platforms net of debt 🤔 $PARA"  
[X Link](https://x.com/brodiesattva/status/1770592681175159183)  2024-03-20T23:26Z [--] followers, [----] engagements


"@PhillipsRelic @PuckNews @WilliamCohan Yet another layer of the onion that is potential Paramount Global deal activity"  
[X Link](https://x.com/brodiesattva/status/1770603904826511718)  2024-03-21T00:10Z [--] followers, [--] engagements


"Perhaps this adaptation would be a better fit for Lionsgate as a film series similar to Twilight & Hunger Games 🤔"  
[X Link](https://x.com/brodiesattva/status/1772792506054500760)  2024-03-27T01:07Z [--] followers, [--] engagements


"@ColtonBarrSmith @NUCLRGOLF He should get some pointers from Tony Finau about how not to celebrate an ace in the par [--] contest at the Masters"  
[X Link](https://x.com/brodiesattva/status/1777132109414756824)  2024-04-08T00:31Z [--] followers, [---] engagements


"For future reference file under examples of discounted valuation due to: Dual class voting structure/control. Poor succession planning. Lack of fiduciary responsibility to all shareholders. Mismanagement/communication of a LT strategic vision. $PARA https://apple.news/ABAtTUsrbRSSkwRTroS6VfQ https://apple.news/ABAtTUsrbRSSkwRTroS6VfQ"  
[X Link](https://x.com/brodiesattva/status/1786734930103607472)  2024-05-04T12:29Z [--] followers, [---] engagements


"A bidding war for $PARA could get me back to my cost basis. So I got that going for me which is nice. https://apple.news/AmW2aLUXRTzCs8BR4XOvV6w https://apple.news/AmW2aLUXRTzCs8BR4XOvV6w"  
[X Link](https://x.com/brodiesattva/status/1787310766691074049)  2024-05-06T02:37Z [--] followers, [----] engagements


"Pharma companies are making amazing advancements. Saw an ad promoting a treatment for Wet AMD. Now we just need one for Dry Intel"  
[X Link](https://x.com/brodiesattva/status/1789500120385683612)  2024-05-12T03:37Z [--] followers, [--] engagements


"Being Sumners Daughter doesnt qualify Shari as the best person to determine company strategy that best represents ALL shareholder interests. In fact her record indicates the opposite since she took control. The sooner she gets out of the way the better for $PARA shareholders"  
[X Link](https://x.com/brodiesattva/status/1789852930809413937)  2024-05-13T02:59Z [--] followers, [---] engagements


"Shes no Marjorie Post for sure. I dont really care what happens as long as Shari Redstone is no longer involved with the company going forward. This nonsense has gone on long enough. $PARA"  
[X Link](https://x.com/brodiesattva/status/1789855503427792932)  2024-05-13T03:09Z [--] followers, [---] engagements


"@PhillipsRelic Thanks for sharingenjoyed hearing Julias perspectives on Netflix content. Disney+ Hulu Max & Amazon are putting out the best production quality streaming content that people will still be watching 5-10 years from now. Cant say the same for Netflix"  
[X Link](https://x.com/brodiesattva/status/1791511890948178257)  2024-05-17T16:51Z [--] followers, [--] engagements


"@ERCboxoffice There are exceptions like the recent Hunger Games movie. But yes the perceived lower risk of having an established franchise audience seems to be misjudged in most cases"  
[X Link](https://x.com/brodiesattva/status/1794398225539215513)  2024-05-25T16:00Z [--] followers, [---] engagements


"@PhillipsRelic @Lucas_Shaw Another example of miscalculated risk associated with prequels. Lionsgate got it right with the recent Hunger Games movie"  
[X Link](https://x.com/brodiesattva/status/1795114037128163704)  2024-05-27T15:25Z [--] followers, [--] engagements


"Although in decline what if the remaining core linear TV audience (Gen-X & Boomers) stay with cable TV longer than the market expects Also the ad spots (like pharma) may get more expensive over time to reach those demographics. Those linear networks may have more value"  
[X Link](https://x.com/brodiesattva/status/1795635733115584639)  2024-05-29T01:58Z [--] followers, [--] engagements


"The best gift Sumner Redstone couldve given to Paramount shareholders wouldve been to have better succession planning and not allow his successor to assume his voting control. He did neither so here we are. $PARA"  
[X Link](https://x.com/brodiesattva/status/1797079206054260737)  2024-06-02T01:34Z [--] followers, [---] engagements


"Investing in media stocks $LGF.A $LION $PARA $WBD $AMCX"  
[X Link](https://x.com/brodiesattva/status/1803968572299038944)  2024-06-21T01:49Z [---] followers, [---] engagements


"Brodies Top [--] holdings as of Q2-24: $LGF.A 12.1% $AMCX 4.7% $K 4.6% $GO 4.5% $SPNT 3.9% $T 3.8% $PARA 3.7% $WBD 3.5% $NEM 3.3% $NTR 3.1% Eat drink & be entertained"  
[X Link](https://x.com/brodiesattva/status/1807161205439738248)  2024-06-29T21:16Z [---] followers, [---] engagements


"@PhillipsRelic @MarioGabelli $WBD is already there and $LGF will be this fall so the associated valuation discounts should fade over time in theory. Theres a lot of negative sentiment currently priced in to these stocks IMO"  
[X Link](https://x.com/brodiesattva/status/1812644262221422626)  2024-07-15T00:24Z [---] followers, [---] engagements


"David Zaslav right now. $WBD"  
[X Link](https://x.com/brodiesattva/status/1821377374535172513)  2024-08-08T02:46Z [---] followers, [---] engagements


"Most of $NVDA revenues represent a capital expenditure by their customers. Whats the ROIC going to be on those investments Prob not at levels required to make this AI boom sustainable IMO. Nvidia $NVDA - what's going on here https://t.co/Hq2HoRCz2I Nvidia $NVDA - what's going on here https://t.co/Hq2HoRCz2I"  
[X Link](https://x.com/brodiesattva/status/1829958001668866254)  2024-08-31T19:02Z [---] followers, [---] engagements


"@ERCboxoffice Dont forget to also give them credit when their results turn around again. Their longer-term record speaks for itself. $LGF.A $LION"  
[X Link](https://x.com/brodiesattva/status/1837954591096558025)  2024-09-22T20:38Z [---] followers, [---] engagements


"@loneelmcapital New bear case for $WBD ;)"  
[X Link](https://x.com/brodiesattva/status/1842398471397232796)  2024-10-05T02:56Z [---] followers, [---] engagements


"@Variety She was amazing in the recent Hunger Games prequel and made a significant impact on the films commercial success not easy to pull off with a back storyvery talented"  
[X Link](https://x.com/brodiesattva/status/1842409276213780852)  2024-10-05T03:39Z [---] followers, [--] engagements


"Saw is among Lionsgates most profitable franchises. $LGF $LION The scary truth about horror movies: They offer a pretty good return on investment https://t.co/Q8t7TFENTN The scary truth about horror movies: They offer a pretty good return on investment https://t.co/Q8t7TFENTN"  
[X Link](https://x.com/brodiesattva/status/1848131427470389495)  2024-10-20T22:37Z [---] followers, [---] engagements


"What has Netflix produced thats worth watching a 2nd time The answer is nothing. That says all you need to know about the quality of their content. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1851391392809173326)  2024-10-29T22:31Z [---] followers, [---] engagements


"@KobeissiLetter Even more ETF inclusion for $NVDA when it eventually becomes a Dog of the Dow"  
[X Link](https://x.com/brodiesattva/status/1852747792747532730)  2024-11-02T16:21Z [---] followers, [--] engagements


"The Bureau of Labor Statistics could add the Costco dog to their Consumer Price Index (CPI) basket of goods to help reduce the reported rate of inflationproblem solved 🌭 The price of a Costco $COST hot dog over the years 2003: $1.5 2004: $1.5 2005: $1.5 2006: $1.5 2007: $1.5 2008: $1.5 2009: $1.5 2010: $1.5 2011: $1.5 2012: $1.5 2013: $1.5 2014: $1.5 2015: $1.5 2016: $1.5 2017: $1.5 2018: $1.5 2019: $1.5 2020: $1.5 2021: $1.5 2022: $1.5 2023: https://t.co/3cTEzSWUOV The price of a Costco $COST hot dog over the years 2003: $1.5 2004: $1.5 2005: $1.5 2006: $1.5 2007: $1.5 2008: $1.5 2009: $1.5"  
[X Link](https://x.com/brodiesattva/status/1853617944435245364)  2024-11-05T01:58Z [---] followers, [--] engagements


"Currently watching on HBOlibrary sharing is caring. $WBD $DIS"  
[X Link](https://x.com/brodiesattva/status/1855073642788667728)  2024-11-09T02:23Z [---] followers, [---] engagements


"Gale from Hunger Games saves the day again but gets the girl this time"  
[X Link](https://x.com/brodiesattva/status/1855115275731190099)  2024-11-09T05:08Z [---] followers, [--] engagements


"@ATRightMovies This is a fantastic film and result of a successful collaboration between Paramount & Warner Bros. Perhaps they should work together more often. $PARA $WBD"  
[X Link](https://x.com/brodiesattva/status/1855643564434501691)  2024-11-10T16:07Z [---] followers, [---] engagements


"@Variety Disney and their legacy media counterparts that have been in the business of selling ads via broadcast/cable TV networks are in the best position to compete with ad-supported streaming services. $DIS $WBD $PARA $AMCX"  
[X Link](https://x.com/brodiesattva/status/1857105108582166922)  2024-11-14T16:55Z [---] followers, [---] engagements


"@MattBelloni You dont need to know the release date"  
[X Link](https://x.com/brodiesattva/status/1857565487468818890)  2024-11-15T23:24Z [---] followers, [---] engagements


"Disney & Warner Bros will be the top two in streaming in a few years. Amazon & Paramount will also be in mix. Netflix will eventually lose its allure. The time for honoring themselves will soon be at an end $DIS $WBD $AMZN $PARA $NFLX"  
[X Link](https://x.com/brodiesattva/status/1858334045605937504)  2024-11-18T02:18Z [---] followers, [----] engagements


"Starz subscribers about to get a boost from the new season of Outlander $LGF"  
[X Link](https://x.com/brodiesattva/status/1859772020520779948)  2024-11-22T01:32Z [---] followers, [---] engagements


"@ATRightMovies Tough decision here but have to go with Johnny Utah & the Bodiesattva"  
[X Link](https://x.com/brodiesattva/status/1861542185143054746)  2024-11-26T22:46Z [---] followers, [--] engagements


"This is yet another example of their existing IP earnings power. Dont sleep on the house of mouse. Most valuable collection of assets in entertainment bar none. $DIS Box Office: 'Moana 2' Shatters Records With $13.8M in Previews Biggest Ever for Walt Disney Animation https://t.co/ZLyIIzPqGU Box Office: 'Moana 2' Shatters Records With $13.8M in Previews Biggest Ever for Walt Disney Animation https://t.co/ZLyIIzPqGU"  
[X Link](https://x.com/brodiesattva/status/1861872142910149023)  2024-11-27T20:38Z [---] followers, [---] engagements


"This is the time of year annually that I marvel at how many people are shopping at Macys & wonder about the potential value of their real estate. Then I take a look at their balance sheet & realize why I passed on it in prior years. $M"  
[X Link](https://x.com/brodiesattva/status/1862925689441464782)  2024-11-30T18:24Z [--] followers, [---] engagements


"@PhillipsRelic $DIS is specialstill the most valuable collection of assets & [---] pound gorilla in entertainment despite how much value the market is currently assigning to that other company"  
[X Link](https://x.com/brodiesattva/status/1862946190532493435)  2024-11-30T19:45Z [---] followers, [--] engagements


"@meulman_paul Amazon may want ittheyre already working with them"  
[X Link](https://x.com/brodiesattva/status/1862978301767430631)  2024-11-30T21:53Z [---] followers, [---] engagements


"@BattleCattleFan Bronco is the Al Dunlap of college football"  
[X Link](https://x.com/brodiesattva/status/1864103897159356474)  2024-12-04T00:26Z [---] followers, [---] engagements


"@GeoffGrammer @lenaweereider Bronco Mendenhall is the Al Dunlap of college football"  
[X Link](https://x.com/brodiesattva/status/1864263966933098778)  2024-12-04T11:02Z [--] followers, [---] engagements


"This can be my testimony I'm your sledgehammer Let there be no doubt about it. $LGF $LION Ana de Armas promoting BALLERINA in So Paulo. https://t.co/WYU0qPjBpN Ana de Armas promoting BALLERINA in So Paulo. https://t.co/WYU0qPjBpN"  
[X Link](https://x.com/brodiesattva/status/1865431195145974195)  2024-12-07T16:20Z [---] followers, [---] engagements


"@RandolphDuke7 Great point. The HSY Trust should consider taking it private so they dont have to keep fighting off these acquisition attempts"  
[X Link](https://x.com/brodiesattva/status/1866907467701162423)  2024-12-11T18:06Z [--] followers, [--] engagements


"@Great_Katzby @EntStrategyGuy @observer I dont understand why Squid Games was popular. We watched the first couple of episodes & lost interest quickly. Netflix somehow has a way of convincing their subscribers that their content is good but most of it just isnt. Hulu & Max are both better its not even a contest"  
[X Link](https://x.com/brodiesattva/status/1867422601720869075)  2024-12-13T04:13Z [--] followers, [--] engagements


"@GolfDigest [----] Scottie ate [----] Tiger"  
[X Link](https://x.com/brodiesattva/status/1867964662907838474)  2024-12-14T16:07Z [--] followers, [--] engagements


"@kakashiii111 Have you ever embraced a bubble sire No but if you keep buying overvalued momentum-driven stocks I assure you that you will"  
[X Link](https://x.com/brodiesattva/status/1868068332618084447)  2024-12-14T22:59Z [--] followers, [--] engagements


"@PhillipsRelic So whats the basis of their claimSounds more like an act of desperation. Perhaps the fund is facing other issues. Wont be a good look for the legal system if this doesnt get tossed"  
[X Link](https://x.com/brodiesattva/status/1868305785232720275)  2024-12-15T14:43Z [--] followers, [--] engagements


"@Luiz_Fernando_J May not be the year-end close they anticipated but Disney + 20th Century is the clear box office leader this year. Their content library is the gift that keeps on giving. $DIS"  
[X Link](https://x.com/brodiesattva/status/1870510500813156514)  2024-12-21T16:43Z [--] followers, [---] engagements


"Singaporea wide selection from different cultures and the best street food youll ever eat. 😋 What country has the best food What country has the best food"  
[X Link](https://x.com/brodiesattva/status/1870842729091215687)  2024-12-22T14:43Z [--] followers, [---] engagements


"Shari Redstone has no value to add whatsoever for PARA shareholders by not going away entirely. In fact shes done the opposite and is now selling the company her Father built from a drive-in movie theater to another privileged rich kid at a deeply discounted valuation. $PARA Lots of scoops in my latest on Paramount: -Skydance is eying over $2 billion in cost cuts --As part of deal Skydance is paying for Shari Redstone's apt and private jet -George Cheeks expected to head TV Shari Redstone is preparing to hand the reins of Paramount to a new owner in Lots of scoops in my latest on Paramount:"  
[X Link](https://x.com/brodiesattva/status/1870892269768958088)  2024-12-22T18:00Z [--] followers, [---] engagements


"We took a shopping break to see Gladiator [--] today. The plot was a bit messy & seemed forced together to create a sequel that prob didnt need to be made. At least its making money due to curiosity about where the story goes. The first installment set a pretty high bar. $PARA"  
[X Link](https://x.com/brodiesattva/status/1871033667629515152)  2024-12-23T03:22Z [--] followers, [---] engagements


"Just saw the trailer for Flight Risk watching the Fiesta Bowl on @espn Lionsgate stepping up their game promoting this film. $LGF.A $LION"  
[X Link](https://x.com/brodiesattva/status/1874289119842754832)  2025-01-01T02:58Z [--] followers, [---] engagements


"@barstoolsports Ill give them that but their red zone play calling is way too predictable. They need to run something the Texas D isnt expectingplay-action pass anything else"  
[X Link](https://x.com/brodiesattva/status/1874554322559910284)  2025-01-01T20:32Z [--] followers, [--] engagements


"Sony expressed interest in Paramount so theyre likely to pursue another studio target. Warner Bros separation could open up possibilities for M&A. Content production capability + library acquisitions are the gift that keeps on giving. Media M&A in 2025: Table Set for More Deal Activity This Year https://t.co/lSLdTa2lo9 Media M&A in 2025: Table Set for More Deal Activity This Year https://t.co/lSLdTa2lo9"  
[X Link](https://x.com/brodiesattva/status/1875241781589373097)  2025-01-03T18:04Z [--] followers, [---] engagements


"It took Demi Moore getting on the substance to no longer be a popcorn actress 🍿"  
[X Link](https://x.com/brodiesattva/status/1876095727967039681)  2025-01-06T02:37Z [--] followers, [--] engagements


"@espn It took him a couple years to get the Niners & Wolverines rolling after taking those jobsnow getting the Chargers turned around & prepared for a deeper playoff run next season"  
[X Link](https://x.com/brodiesattva/status/1878261244534431744)  2025-01-12T02:02Z [--] followers, [--] engagements


"@BORReport Lionsgate so far this year $LGF $LION"  
[X Link](https://x.com/brodiesattva/status/1883553006769279126)  2025-01-26T16:30Z [--] followers, [--] engagements


"Disney+/Hulu/Max bundle has better subscriber retention than Netflix. Source: Guggenheim TMT Research. $DIS $WBD $NFLX"  
[X Link](https://x.com/brodiesattva/status/1894201728578228599)  2025-02-25T01:44Z [--] followers, [---] engagements


"Warner Bros. Discovery added [---] million global streaming subscribers in Q4 for a total of [-----] million subscribers. $WBD #WhiteLotus3 https://apple.news/AbOW-VJ9cRcePoJPmFDJDcQ https://apple.news/AbOW-VJ9cRcePoJPmFDJDcQ"  
[X Link](https://x.com/brodiesattva/status/1895301274364715212)  2025-02-28T02:33Z [--] followers, [--] engagements


"@Variety This category has always been a mystery to me. How can anyone evaluate film editing without seeing the original version"  
[X Link](https://x.com/brodiesattva/status/1896379019303796753)  2025-03-03T01:56Z [--] followers, [--] engagements


"@PhillipsRelic Good day for him to pick up some more $LGF"  
[X Link](https://x.com/brodiesattva/status/1907819566933356720)  2025-04-03T15:36Z [---] followers, [---] engagements


"@EmpireCityBO @Lucas_Shaw Good for Warner Bros for finding the right combination of Jack Black and a film based on a video game"  
[X Link](https://x.com/brodiesattva/status/1908577805824381364)  2025-04-05T17:49Z [--] followers, [---] engagements


"Warner Bros had a good weekend with a strong opening for their Minecraft film & record viewership for the White Lotus season finale. $WBD"  
[X Link](https://x.com/brodiesattva/status/1909376707074965915)  2025-04-07T22:44Z [--] followers, [---] engagements


"@Variety They should just cut out the subjectivity altogether and give the Oscar for best picture to the one that generated the most box office gross. Problem solved"  
[X Link](https://x.com/brodiesattva/status/1914463316879286779)  2025-04-21T23:36Z [--] followers, [---] engagements


"@PhillipsRelic Despite overcoming all of these issues the market chooses to invest elsewhere (for now). Those willing to take a longer-term view could be rewarded with potential value recovery from the separation. This guy continues to accumulate shares with minimal price impact. $LGF $LION"  
[X Link](https://x.com/brodiesattva/status/1915789027141390374)  2025-04-25T15:24Z [---] followers, [---] engagements


"@CinemaTweets1 This film is a great example of why content libraries are so valuable. Any cable network could drop it on their programming schedule and have no problem selling ad spots. People will continue to watch and also stream it on demand. Top shelf content at its finest"  
[X Link](https://x.com/brodiesattva/status/1917007181091901688)  2025-04-29T00:05Z [--] followers, [---] engagements


"@PhillipsRelic First line of defense for project-level returns and risk assessment"  
[X Link](https://x.com/brodiesattva/status/1917267380377641102)  2025-04-29T17:18Z [--] followers, [--] engagements


"@ERCboxoffice Every day for Warner Bros films so far this year $WBD"  
[X Link](https://x.com/brodiesattva/status/1917350051531350320)  2025-04-29T22:47Z [--] followers, [--] engagements


"@screenrant Its never about any one franchise or film with studios of this size. Thats why they always have multiple projects in development. Some do very well others not so much. DC could be an additional significant revenue source but WB is doing just fine regardless. $WBD"  
[X Link](https://x.com/brodiesattva/status/1919026302658424903)  2025-05-04T13:48Z [--] followers, [---] engagements


"@CNBC Thats why they recently stopped reporting subscriber counts. It wont take long for people to figure out the content is better on Disney+/Hulu HBO Max and other streaming options"  
[X Link](https://x.com/brodiesattva/status/1924565481325023362)  2025-05-19T20:39Z [--] followers, [--] engagements


"@DEADLINE Lionsgate went through a rough stretch over the past few years but now looks ready to be like Bob Seger and turn the page. Past performance is not indicative of future results"  
[X Link](https://x.com/brodiesattva/status/1925737531930251488)  2025-05-23T02:16Z [--] followers, [--] engagements


"Disney: Revenue $94B EBITDA $19B Market Cap $200B Forward P/E 19X Netflix: Revenue $40B EBITDA $11B Market Cap $500B Forward P/E 47X Both offer streaming platforms but only one is a diversified entertainment co with quality assets. The wrong one is getting a premium valuation"  
[X Link](https://x.com/brodiesattva/status/1926282616929505467)  2025-05-24T14:22Z [--] followers, [---] engagements


"@FantasyManDan WB has a solid collection of assets (and debt) but I wouldnt put it ahead of Disney in those terms. However I also wouldnt be surprised to see it outperform both over the next few years since its currently out of favor at the other end of the valuation spectrum"  
[X Link](https://x.com/brodiesattva/status/1926303570212581426)  2025-05-24T15:45Z [--] followers, [--] engagements


"@FantasyManDan Both have tremendous IP. Im biased toward Disney because they seem to consistently extract more incremental value from theirs. Agree $WBD is under appreciated with a lot of potential. I own both"  
[X Link](https://x.com/brodiesattva/status/1926320691831328968)  2025-05-24T16:53Z [--] followers, [--] engagements


"@Variety @ZSharf Moving on from Netflix is trending"  
[X Link](https://x.com/brodiesattva/status/1927572938758197267)  2025-05-28T03:49Z [--] followers, [---] engagements


"Disney expanding perks for their streaming subscribers that include park discounts. This is among their competitive advantages over Netflix due to owning superior assets. $DIS $NFLX https://apple.news/AhKmbEbi-R3OlMUpwWGSUlg https://apple.news/AhKmbEbi-R3OlMUpwWGSUlg"  
[X Link](https://x.com/brodiesattva/status/1928661452769968560)  2025-05-31T03:54Z [--] followers, [---] engagements


"Netflix has an opportunity to utilize their valuable capital to transform the company by acquiring quality content and the capability to create more in addition to theatrical distribution. Otherwise their best days are behind them if they stay with their current strategy. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1928948343230636423)  2025-05-31T22:54Z [--] followers, [---] engagements


"I can already see the headline: Ballerina dances her way to #1 at the box office $LION The Wick franchise is known for the act of action. #BallerinaMovie hits theaters June [--]. Early shows June [--]. https://t.co/V158eouv7X https://t.co/2cNIOPLUhH The Wick franchise is known for the act of action. #BallerinaMovie hits theaters June [--]. Early shows June [--]. https://t.co/V158eouv7X https://t.co/2cNIOPLUhH"  
[X Link](https://x.com/brodiesattva/status/1929956995421110559)  2025-06-03T17:42Z [---] followers, [---] engagements


"@EmpireCityBO @F1Movie Its not about any one film for studios successful or not. Thats why they release several per year to spread out the risk. A film that breaks even at the BO can still become profitable PVOD then continues to make $ over time in their library. ROIC over time is what matters"  
[X Link](https://x.com/brodiesattva/status/1931802693695328276)  2025-06-08T19:57Z [--] followers, [---] engagements


"Disney is sitting on a treasure trove of expanding IP and they keep finding ways to make more money from it. The best managed entertainment company year in and year out without question. $DIS Estimated Weekend #BoxOffice Top [--] for June [--] - June [--] [----] [--]. #LiloAndStitch - $32.50M [--]. #BallerinaMovie - $25.00M [--]. #MissionImpossible - $15.00M [--]. #KarateKidLegends - $8.70M [--]. #FinalDestinationBloodlines - $6.50M [--]. #ThePhoenicianScheme - $6.25M [--]. #BringHerBack - $3.53M https://t.co/yz2FQPJAPg Estimated Weekend #BoxOffice Top [--] for June [--] - June [--] [----] [--]. #LiloAndStitch - $32.50M 2."  
[X Link](https://x.com/brodiesattva/status/1931818010551206033)  2025-06-08T20:57Z [--] followers, [---] engagements


"The media sector is upside down right now in terms of where the underlying value resides. Netflix is getting most of the capital flows despite being extremely overvalued. Just wait until reality sets inthe mean reversion in valuations is going to shock a lot of people. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1932548737739743560)  2025-06-10T21:21Z [--] followers, [--] engagements


"@GolfDigest Its snowing at Oakmont ⛄"  
[X Link](https://x.com/brodiesattva/status/1932592296887005647)  2025-06-11T00:14Z [--] followers, [---] engagements


"@GolfDigest Players are going to need capital reserves to piss in the tall weeds with the big dogs this week at Oakmont"  
[X Link](https://x.com/brodiesattva/status/1932594302238277972)  2025-06-11T00:22Z [--] followers, [----] engagements


"Amazon committed to theatrical with $1B slate planned for next year. Meanwhile Netflix does the bare minimum to get Oscar consideration for films that arent even worthy of it. $AMZN $NFLX Amazon MGM Talks $1B Slate And Says We Are Heavily Invested In Theatrical & Were Not Holding Any Content Back https://t.co/B7CIXzXOz6 Amazon MGM Talks $1B Slate And Says We Are Heavily Invested In Theatrical & Were Not Holding Any Content Back https://t.co/B7CIXzXOz6"  
[X Link](https://x.com/brodiesattva/status/1932797634424734007)  2025-06-11T13:50Z [--] followers, [---] engagements


"WB studios + HBO Max unburdened by debt could be the next major studio acquisition target since the Ellisons are buying Paramount. It would be a nice prize for a company that wants to be a significant player with valuable content in the entertainment business. $WBD NBCUniversal and Warner Bros. Discovery are racing to offload their ailing linear TV channels. But just one of the new SpinCos is unburdened by billions in debt. https://t.co/E37URWZmtX NBCUniversal and Warner Bros. Discovery are racing to offload their ailing linear TV channels. But just one of the new SpinCos is unburdened by"  
[X Link](https://x.com/brodiesattva/status/1932848572053213564)  2025-06-11T17:13Z [--] followers, [---] engagements


"@NUCLRGOLF Min Woo Lees caddy looks like the Santa Claus from Miracle on 34th street"  
[X Link](https://x.com/brodiesattva/status/1933255866423390334)  2025-06-12T20:11Z [---] followers, [---] engagements


"Appearing in The White Lotus led to doing highly visible prime-time commercials for Jennifer Coolidge & Walton Goggins. Good content with character development hours viewed $WBD $NFLX"  
[X Link](https://x.com/brodiesattva/status/1933586201749172689)  2025-06-13T18:04Z [--] followers, [---] engagements


"@PhillipsRelic Larger film studio Lionsgate valued at $1.9B following [---] million shares publicly traded today. $LION"  
[X Link](https://x.com/brodiesattva/status/1933624895960985932)  2025-06-13T20:37Z [---] followers, [---] engagements


"@NUCLRGOLF @GolfDigest @TrackingRory The media better not piss him off with his illegal driver in his hands. That tee marker learned the hard way"  
[X Link](https://x.com/brodiesattva/status/1933732508673482890)  2025-06-14T03:45Z [--] followers, [--] engagements


"@MLB @Dodgers flipped the script on the @SFGiants in tonights game. Looks like a Fathers Day rubber match tomorrow for the series and a Michelob Ultra 🍺"  
[X Link](https://x.com/brodiesattva/status/1934091163247734952)  2025-06-15T03:30Z [---] followers, [---] engagements


"@paul_meul12345_ @PhillipsRelic Thanks for sharing this. You have to appreciate the honesty. The next few years for Lionsgate could resemble those leading up to the Starz acquisition in terms of financial results and share price performance. $LION"  
[X Link](https://x.com/brodiesattva/status/1934306302706286872)  2025-06-15T17:45Z [---] followers, [--] engagements


"@MLB @Dodgers More like Pages of RBIs in his stats for the series"  
[X Link](https://x.com/brodiesattva/status/1934448676992426298)  2025-06-16T03:11Z [---] followers, [--] engagements


"@EmpireCityBO Spielberg admitted he was in constant fear of getting fired filming Jaws and having panic attacks up until the release. Many films have been made with finished scripts and no production issues that bombed at the BO. Greatness often results from setbacks and perseverance"  
[X Link](https://x.com/brodiesattva/status/1934975366587945083)  2025-06-17T14:04Z [---] followers, [---] engagements


"@Variety Most of Amazons revenues come from personal consumption (about 70% of U.S. Gross Domestic Product) which is driven by employment levels. Thus these AI efficiencies talked about likely wont offset potentially lower consumer spending resulting from job losses. #Maths"  
[X Link](https://x.com/brodiesattva/status/1935088018731450778)  2025-06-17T21:31Z [---] followers, [---] engagements


"@MLB @newbalance Cool jacket and pants. Too bad they didnt have his size"  
[X Link](https://x.com/brodiesattva/status/1935535777146126427)  2025-06-19T03:11Z [---] followers, [--] engagements


"@GolfDigest Travelers should find a way to insure against having to pay players regardless of finishing the tournament"  
[X Link](https://x.com/brodiesattva/status/1935825676504043940)  2025-06-19T22:23Z [---] followers, [---] engagements


"@PGATOUR Let me take a look at that. Hmmm that could be a strained Trapezius. Im afraid you forfeit Dr. Beeper"  
[X Link](https://x.com/brodiesattva/status/1935846433703461260)  2025-06-19T23:45Z [---] followers, [---] engagements


"@Variety Dont call it Frisbee golf in front of the serious players or may get a Disc to the head"  
[X Link](https://x.com/brodiesattva/status/1935931322180288669)  2025-06-20T05:22Z [---] followers, [--] engagements


"Happy 50th anniversary to JAWS If youre a fan of this film (among my all-time favorites) this thread is well worth your time. So many challenges had to be overcome for it to get made. The result is one of the most iconic and successful films in history. 🦈 JAWS was released [--] years ago today. Regarded the first summer blockbuster and a landmark of Hollywood the making of story is so crazy it begs the question of how it was ever made 1/47 https://t.co/67t19zbuuG JAWS was released [--] years ago today. Regarded the first summer blockbuster and a landmark of Hollywood the making of story is so"  
[X Link](https://x.com/brodiesattva/status/1936076121562661095)  2025-06-20T14:58Z [---] followers, [---] engagements


"@nbc Its inconceivable to think Universal considered pulling the plug on this production due to delays and cost overruns. [--] years later theyre still promoting it and extracting value from one of the most iconic films ever made. Great content lives forever. H/t: @PhillipsRelic 🦈"  
[X Link](https://x.com/brodiesattva/status/1936444382896611485)  2025-06-21T15:21Z [---] followers, [--] engagements


"Quint was colorful Porkers You talkin about Porkers Here lies the body of Mary Lee died at the age of [---]. For [--] years she kept her viginity; not a bad record for this vicinity. Heres to swimmin with bow-legged women Farewell and adieu to you fair Spanish ladies"  
[X Link](https://x.com/brodiesattva/status/1936645253513236601)  2025-06-22T04:39Z [---] followers, [--] engagements


"@paul_meul12345_ The years leading up to the Starz acquisition are a good indicator of the studio earnings power as a stand alone business. Prepare for mean reversion. Theyve also added library at attractive valuations since then which will continue to be accretive. $LION"  
[X Link](https://x.com/brodiesattva/status/1936840013184106521)  2025-06-22T17:33Z [---] followers, [--] engagements


"All of the buzz from Netflix #TUDUM sure faded quickly. Hope the hours viewed pays for all of the promotional spending because they wont make it back in subscriber growth. Netflix and Shill. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1936869882660020435)  2025-06-22T19:32Z [---] followers, [--] engagements


"Netflix has reached the point of diminishing marginal returns. Their subscriber growth is near an end and more likely to contract considering the growing list of streaming options with better content. Working with other studios is their most viable strategy to keep subscribers"  
[X Link](https://x.com/brodiesattva/status/1936875167772475466)  2025-06-22T19:53Z [---] followers, [---] engagements


"@screenrant Any future is better than the recent past. So much potential with the IP. It will be highly successful if they only extract a portion of the value Disney did with Marvel. $WBD $DIS"  
[X Link](https://x.com/brodiesattva/status/1937685254086770716)  2025-06-25T01:32Z [---] followers, [---] engagements


"@Earth2Stocks Hope theyre getting paid appropriately for providing Netflix subscribers with some quality content that stands out compared to their other offerings"  
[X Link](https://x.com/brodiesattva/status/1937907428978491471)  2025-06-25T16:15Z [---] followers, [--] engagements


"If Apple really wants to be a player in entertainment they should buy Warner Bros. Its the next trophy studio that could be available at the right price. Refi the debt at lower rates combine HBO Max with Apple TV and add a content library along with distribution. $AAPL $WBD Brad Pitts original racing drama F1 drove to the top of the box office charts collecting a sizable $88.4 million internationally and $144 million globally in its opening weekend. https://t.co/cdRqYQ2BK4 https://t.co/Jc9NC7yN0t Brad Pitts original racing drama F1 drove to the top of the box office charts collecting a"  
[X Link](https://x.com/brodiesattva/status/1939398937032675835)  2025-06-29T19:01Z [---] followers, [---] engagements


"@B__Digs Not a big deal for Apple"  
[X Link](https://x.com/brodiesattva/status/1939431007482159571)  2025-06-29T21:09Z [---] followers, [--] engagements


"The Netflix strategy of funding increasing content spending with subscriber growth and price increases is unsustainable. Their ad-supported tier wont likely replace that decline in revenue growth thus eventually putting pressure on their content budget. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1939722599904563306)  2025-06-30T16:28Z [---] followers, [--] engagements


"Starz having exclusive rights to Lionsgate movies in their first pay television window is worth the cost of a subscription alone not to mention other great movies and series. $STRZ $LION Vengeance comes home. From the World of John Wick: #BallerinaMovie. On Digital and On Demand Tomorrow. https://t.co/82p0A7Uaaz Vengeance comes home. From the World of John Wick: #BallerinaMovie. On Digital and On Demand Tomorrow. https://t.co/82p0A7Uaaz"  
[X Link](https://x.com/brodiesattva/status/1939816544462413947)  2025-06-30T22:41Z [---] followers, [---] engagements


"@sirinvestalot21 @garyHeff @grok Im convinced theres an algo running that buys PARA when any event happens that will eventually remove Shari Redstone from having any more influence on the company. $PARA"  
[X Link](https://x.com/brodiesattva/status/1939859245320872216)  2025-07-01T01:30Z [---] followers, [---] engagements


"@PhillipsRelic Happy Canada Day to you as well and to our favorite studio domiciled up there that spends most of their time in Santa Monica. 😎 $LION"  
[X Link](https://x.com/brodiesattva/status/1940095392085106698)  2025-07-01T17:09Z [---] followers, [--] engagements


"The Netflix hype machine is unparalleled. I can count the number of people I know that actually watch this on one hand but apparently its the best and most popular series in the streaming universe according to them. $NFLX #SquidGame3 earned [----] million views in three days setting a massive new Netflix record. The show's second season earned [--] million views in its first four days setting a weekly record previously held by "Wednesday" (50.1 million views). https://t.co/SDcxoxQHNH https://t.co/E1BnPP6rsJ #SquidGame3 earned [----] million views in three days setting a massive new Netflix record."  
[X Link](https://x.com/brodiesattva/status/1940441771936522327)  2025-07-02T16:05Z [---] followers, [---] engagements


"As a side note its interesting how several White Lotus actors get hired to do commercials during prime-time TV (expensive ad spots). Not the case for anyone from any Netflix series in my observation. Thats a better measure of consumer recognition and popularity IMO. $WBD"  
[X Link](https://x.com/brodiesattva/status/1940446790932967631)  2025-07-02T16:25Z [---] followers, [---] engagements


"@barstoolsports Fun fact: Nathans hot dogs are processed by a Chinese owned company"  
[X Link](https://x.com/brodiesattva/status/1941217498415894879)  2025-07-04T19:28Z [---] followers, [--] engagements


"@PGATOUR @CamiloVillegasR @JDCLASSIC When I tuned in today to check the leaderboard and saw the heavy equipment I thought the course was under construction but then realized John Deere is the sponsor 😎"  
[X Link](https://x.com/brodiesattva/status/1941228736927629545)  2025-07-04T20:12Z [---] followers, [--] engagements


"Ok I saw Post Malone with a guy from a Netflix series in a Bud Light commercial so I stand corrected"  
[X Link](https://x.com/brodiesattva/status/1942002909803409742)  2025-07-06T23:29Z [---] followers, [--] engagements


"@WCCSG_ I dont think New Mexico should be ranked ahead of Utah State since Bronco Mendenhall moved up there and took some players with him. San Diego State should also be in the top 5"  
[X Link](https://x.com/brodiesattva/status/1942007916665663714)  2025-07-06T23:49Z [---] followers, [---] engagements


"@DEADLINE Sumner Redstone built National Amusements from a drive-in movie theater and eventually bought Paramount in a highly contested bidding war. Its sad to see what has become of it. Hopefully the Ellisons will restore some value for shareholders after this deal closes. $PARA"  
[X Link](https://x.com/brodiesattva/status/1942381836531032105)  2025-07-08T00:34Z [---] followers, [---] engagements


"You know summer is here with Shark Week on Discovery and Sharkfest running on Nat Geo. Discovery had first mover advantage here then Disney was like we cant let WB get all of the shark attention Double the content works for me 😎🦈 $WBD $DIS"  
[X Link](https://x.com/brodiesattva/status/1942416818485755919)  2025-07-08T02:53Z [---] followers, [--] engagements


"@Variety The Home Box Office is back and open for business. This should be worth at least a quarter of a point in $WBD shares"  
[X Link](https://x.com/brodiesattva/status/1942767137497702689)  2025-07-09T02:05Z [---] followers, [---] engagements


"@PhillipsRelic @admagazzu @_99Paul99 This is what we wanted to see to pick up more shares. Next week might be good. Watch out for a possible move up on Monday. $LION"  
[X Link](https://x.com/brodiesattva/status/1946585660091199944)  2025-07-19T14:59Z [---] followers, [--] engagements


"@oscarle_x @MAstronomers Everyone knows New York City is the centre of the universe"  
[X Link](https://x.com/brodiesattva/status/1947340645246636327)  2025-07-21T16:59Z [---] followers, [---] engagements


"@EmpireCityBO @ParamountPics They keep moving the merger close date so may as well stay with that theme for their film releases"  
[X Link](https://x.com/brodiesattva/status/1947343655993549020)  2025-07-21T17:11Z [---] followers, [---] engagements


"@PGATOUR @TheOpen @netflix @NetflixIsAJoke This movie needs all of the promotion it can get"  
[X Link](https://x.com/brodiesattva/status/1947459503823458449)  2025-07-22T00:51Z [---] followers, [---] engagements


"@Variety Happy Gilmore [--] may have been written in a few hours by the looks of it"  
[X Link](https://x.com/brodiesattva/status/1947462768678080886)  2025-07-22T01:04Z [---] followers, [---] engagements


"@DEADLINE Outlander helped put Starz on the map. Pretty solid built-in fan base for this series. $STRZ"  
[X Link](https://x.com/brodiesattva/status/1947827778944176352)  2025-07-23T01:15Z [---] followers, [--] engagements


"@TheCinesthetic Bud Fox commuting to his Wall Street job with Fly me to the moon playing. Classic"  
[X Link](https://x.com/brodiesattva/status/1948222170162999596)  2025-07-24T03:22Z [---] followers, [---] engagements


"The entertainment business is currently upside down. Companies with valuable content libraries are valued at a discount while Netflix is valued at a premium despite slowing subscriber growth and uninspiring original content. The mean reversion is going to surprise many. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1948424244179964250)  2025-07-24T16:45Z [---] followers, [---] engagements


"Most Netflix subscribers dont know how bad their content is because they have no point of reference. Anything worth watching is licensed from other studios. People will figure this it out at some point unless Netflix pivots their strategy in the meantime. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1948469748825493982)  2025-07-24T19:46Z [---] followers, [---] engagements


"I cant even recall how many Netflix originals or series Ive started but stopped watching because it was so bad. Yet they record it as hours viewed. I doubt Im the only one with this experience. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1948474674955891025)  2025-07-24T20:05Z [---] followers, [--] engagements


"@DEADLINE The Ellisons and RedBird are getting a pretty good deal here. The other interested parties can now focus their attention on other studios. Consolidation is likely to continue. $WBD $LION"  
[X Link](https://x.com/brodiesattva/status/1948839613797466197)  2025-07-25T20:15Z [---] followers, [--] engagements


"@PhillipsRelic @admagazzu Lets hope Bohemian Rhapsodys box office gross is a good indicator. Would be great if this does even half of that"  
[X Link](https://x.com/brodiesattva/status/1948853938465505328)  2025-07-25T21:12Z [---] followers, [--] engagements


"@AmiriKing The fact he treated Jordan Love the same way Brett Favre treated him when he got drafted says all you need to know about the guy. No class. Good luck this season Steelers fans"  
[X Link](https://x.com/brodiesattva/status/1949142222987055281)  2025-07-26T16:18Z [---] followers, [--] engagements


"@Schultz_Report My sentiments as well. This joins a growing list of Netflix originals as the worst movies ever made. Congrats to Sandler for recycling the same plot with minimal writing and production effort to get his slice of the Netflix content spend pie while theyre still serving it. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1949541046901473716)  2025-07-27T18:43Z [---] followers, [--] engagements


"Netflix has completely ruined the entertainment business by throwing vast amounts of money at poor quality projects without any consequences. Unfortunately it will continue until their subscribers cancel and move to other streaming services with better content. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1949562676482633891)  2025-07-27T20:08Z [---] followers, [---] engagements


"@PhillipsRelic @ERCboxoffice A24 was hoping to avoid Pedro Pascal fatigue with this one"  
[X Link](https://x.com/brodiesattva/status/1949607887392981424)  2025-07-27T23:08Z [---] followers, [--] engagements


"@Variety Disney is the Scottie Scheffler of IP/content licensing. $DIS"  
[X Link](https://x.com/brodiesattva/status/1950938317333131671)  2025-07-31T15:15Z [---] followers, [---] engagements


"@MattBelloni STARZ content trajectory looks good. The Outlander spinoff/final season along with Spartacus should provide a subscriber boost as they continue to invest in new content such as this and leverage their relationship with Lionsgate. $STRZ $LION"  
[X Link](https://x.com/brodiesattva/status/1950957665544511854)  2025-07-31T16:32Z [---] followers, [---] engagements


"@nut_history Charlie: How would you like to manage the Indians next season Lou: Oh I dont know. Let me think about it and get back to you. I got a guy on the other line looking for a set of white walls"  
[X Link](https://x.com/brodiesattva/status/1950983350396875078)  2025-07-31T18:14Z [---] followers, [--] engagements


"Quality Film and TV libraries generally get more valuable over time as they continue to generate returns. Netflix is an exception because they tend to overpay for low quality content. The market will eventually figure this out and adjust their valuation accordingly. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1952906445672071306)  2025-08-06T01:35Z [---] followers, [---] engagements


"@PhillipsRelic @GmwuLocal If youre interested in quality at a reasonable price look at DIS. If youre interested in deep value media go with WBD and/or LION. Not sure if this is worth your time and effort but maybe the Ellisons will make a horse race out of it. Im skeptical"  
[X Link](https://x.com/brodiesattva/status/1953207911477657758)  2025-08-06T21:33Z [---] followers, [--] engagements


"The last good thing I saw on Netflix was Nobody Wants This after extensive browsing. If you start something and stop because its unwatchable does that count as a view Asking for a friend. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1953234743690154084)  2025-08-06T23:20Z [---] followers, [---] engagements


"I also watched an episode of Hunting Wives with my better half to check it out. I can see the allure but Im not the demographic for this show. Guess Ill just have to go back to HBO Max and STARZ. $NFLX $WBD $STRZ"  
[X Link](https://x.com/brodiesattva/status/1953246290328076438)  2025-08-07T00:06Z [---] followers, [---] engagements


"@THR Translation: Our subscriber growth is coming to an end. Same with Netflix. Now the true underlying economics of streaming will be clear. $DIS $NFLX"  
[X Link](https://x.com/brodiesattva/status/1953275663789769076)  2025-08-07T02:03Z [---] followers, [--] engagements


"@THR Spoiler Alert: Netflix wont be able to maintain a 50+ P/E ratio when their subscriber growth slows to single digits. $NFLX"  
[X Link](https://x.com/brodiesattva/status/1953278739498058048)  2025-08-07T02:15Z [---] followers, [--] engagements


"@admagazzu @PhillipsRelic Netflix subscribers would be better served if the company buys more content from Lionsgate than most of the other garbage theyve been putting out"  
[X Link](https://x.com/brodiesattva/status/1953531633858195467)  2025-08-07T19:00Z [---] followers, [---] engagements


"@PhillipsRelic The few shows worth watching on Netflix are coming from Lionsgate. Youre welcome Netflix subscribers"  
[X Link](https://x.com/brodiesattva/status/1953573569587556555)  2025-08-07T21:46Z [---] followers, [--] engagements


"STARZ earnings on deck next week. Its like their Independence Day now separated from Lionsgate. $STRZ"  
[X Link](https://x.com/brodiesattva/status/1953869278903685615)  2025-08-08T17:21Z [---] followers, [---] engagements


"@BluthCapital Its at least worth MGM money. Amazon could use another studio"  
[X Link](https://x.com/brodiesattva/status/1953877118657736838)  2025-08-08T17:53Z [---] followers, [--] engagements


"@Variety STARZ has a loyal built in audience for this series. I know several Outlander fans that are really looking forward to it. $STRZ"  
[X Link](https://x.com/brodiesattva/status/1953941588704735651)  2025-08-08T22:09Z [---] followers, [--] engagements


"@EmpireCityBO This was last years box office rankings: Disney Universal Warner Bros Sony Paramount MGM (Amazon) Lionsgate A24 Neon Looks like Amazon has their sights set on breaking into the top five"  
[X Link](https://x.com/brodiesattva/status/1953982252955971888)  2025-08-09T00:50Z [---] followers, [---] engagements


"Contrarian view: AI is a glorified search engine powered by faster processors and a tool to generate videos and memes for entertainment purposes that add minimal incremental value. Reality wont measure up to expectations in terms of invested capital getting deployed to it"  
[X Link](https://x.com/brodiesattva/status/1954288316553281946)  2025-08-09T21:06Z [---] followers, [---] engagements


"@WCCSG_ UCLA USC"  
[X Link](https://x.com/brodiesattva/status/1954738333156061654)  2025-08-11T02:55Z [---] followers, [---] engagements


"@garyHeff Seems like theyre a bit late to the game here given all of the existing platforms for mainstream sports betting. Perhaps theres a viable niche with UFC"  
[X Link](https://x.com/brodiesattva/status/1955062767007961355)  2025-08-12T00:24Z [---] followers, [--] engagements


"It seems like a business with these OIBDA margins should trade at 1X EV to revenues or higher. STARZ flying under the radar recently separated from Lionsgate with less than [--] mil subscribers. Perhaps it could get tucked into a larger media co as a niche content streamer. $STRZ"  
[X Link](https://x.com/brodiesattva/status/1955101564701651109)  2025-08-12T02:58Z [---] followers, [---] engagements


"@PhillipsRelic You start adding up the potential value of [--] Arts and their library pretty soon youre talking about real money. $LION"  
[X Link](https://x.com/brodiesattva/status/1955684573872099470)  2025-08-13T17:35Z [---] followers, [--] engagements


"@admagazzu @PhillipsRelic @_99Paul99 Todays move has the look of a short squeeze. May have something to do with PARA shares that were lent out prior to the recent conversion"  
[X Link](https://x.com/brodiesattva/status/1955695110546710579)  2025-08-13T18:17Z [---] followers, [--] engagements


"The market for entertainment stocks is starting to heal when companies that produce and distribute quality content are up and Netflix is down. Many more to come. $DIS $WBD $PSKY $LION $STRZ $NFLX"  
[X Link](https://x.com/brodiesattva/status/1955720780148564126)  2025-08-13T19:59Z [---] followers, [---] engagements


"Outlander got a 40% viewership lift from the recent premiere of Blood of my Blood per todays conf call. Thats a great indicator of audience engagement and bodes well for future subscriber growth. $STRZ"  
[X Link](https://x.com/brodiesattva/status/1956108081936654434)  2025-08-14T21:38Z [---] followers, [---] engagements


"Today looks like a wash out. It wasnt a great quarter but sounds like they expect to gain subs over the next couple of quarters with new content coming. Consolidation among streaming providers is a potential catalyst. $STRZ"  
[X Link](https://x.com/brodiesattva/status/1956432057720295468)  2025-08-15T19:05Z [---] followers, [---] engagements


"@_99Paul99 @accrued_int More likely to be Amazon IMO. Theyre already familiar with STARZ as a reseller and have it bundled with MGM+ $STRZ"  
[X Link](https://x.com/brodiesattva/status/1956685894150172764)  2025-08-16T11:54Z [---] followers, [--] engagements


"@secretos243 @_99Paul99 @valuedontlie Starz has the first pay window for Lionsgate films"  
[X Link](https://x.com/brodiesattva/status/1956873140791103974)  2025-08-17T00:18Z [---] followers, [---] engagements


"@cashedflow9 @LordPos3idon WB giving Disney a run for the top box office spot this year. $WBD $DIS"  
[X Link](https://x.com/brodiesattva/status/1956912995415507363)  2025-08-17T02:56Z [---] followers, [---] engagements


"@EmpireCityBO @SonyPictures @Sony The only way for Sony to recover from this is to buy Lionsgate"  
[X Link](https://x.com/brodiesattva/status/1957124970120990895)  2025-08-17T16:58Z [---] followers, [---] engagements

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