# ![@yummyCenturyEgg Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1914112033311555584.png) @yummyCenturyEgg Century Egg Credit

Century Egg Credit posts on X about $chtr, $cabo, $cmcsa, $optu the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1914112033311555584/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1914112033311555584/c:line/m:interactions.svg)

- [--] Week [-------] +149%
- [--] Month [-------] +125%
- [--] Months [---------] +960%

### Mentions: [--] [#](/creator/twitter::1914112033311555584/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1914112033311555584/c:line/m:posts_active.svg)

- [--] Week [---] +104%
- [--] Month [---] +33%
- [--] Months [---] -15%

### Followers: [-----] [#](/creator/twitter::1914112033311555584/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1914112033311555584/c:line/m:followers.svg)

- [--] Week [-----] +4.10%
- [--] Month [-----] +11%
- [--] Months [-----] +164%

### CreatorRank: [-------] [#](/creator/twitter::1914112033311555584/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1914112033311555584/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #6319 [finance](/list/finance)  26.13% [technology brands](/list/technology-brands)  7.21% [countries](/list/countries)  0.9% [currencies](/list/currencies)  0.9% [cryptocurrencies](/list/cryptocurrencies)  0.9%

**Social topic influence**
[$chtr](/topic/$chtr) #1, [$cabo](/topic/$cabo) #1, [$cmcsa](/topic/$cmcsa) #6, [$optu](/topic/$optu) #1, [ai](/topic/ai) #5887, [in the](/topic/in-the) 10.81%, [$qvcga](/topic/$qvcga) #5, [business](/topic/business) 9.01%, [debt](/topic/debt) #984, [$t](/topic/$t) #91

**Top accounts mentioned or mentioned by**
[@eventdriveneddy](/creator/undefined) [@acaciacap](/creator/undefined) [@realnightheron](/creator/undefined) [@jacksonwharf](/creator/undefined) [@garyhaubold](/creator/undefined) [@gary_stangs](/creator/undefined) [@adjebitdax](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@larryjamieson](/creator/undefined) [@lurker8679](/creator/undefined) [@lolviolence](/creator/undefined) [@shmuellon](/creator/undefined) [@yieldsearcher](/creator/undefined) [@anidesh7](/creator/undefined) [@divinelylevered](/creator/undefined) [@cmo040958](/creator/undefined) [@wave7jeff](/creator/undefined) [@levfinor](/creator/undefined) [@junkbondinvest](/creator/undefined) [@anthropicai](/creator/undefined)

**Top assets mentioned**
[Charter Communications Inc (CHTR)](/topic/$chtr) [Cable One, Inc. (CABO)](/topic/$cabo) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [AT&T Inc. (T)](/topic/$t) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Verizon Communications Inc. (VZ)](/topic/$vz) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [TEGNA Inc. (TGNA)](/topic/$tgna) [Nexstar Media Group, Inc. Class A Common Stock (NXST)](/topic/$nxst) [Altice USA, Inc. Class A Common Stock (ATUS)](/topic/$atus) [T-Mobile (TMUS)](/topic/$tmus) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Ares Management, Corp. (ARES)](/topic/$ares) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Newsmax Inc (NMAX)](/topic/$nmax)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$QVCGA $QVCGP I started a series on $QVCGA. There's $8B of debt/preferred in this capital structure. The Company is currently undergoing an LME so we'll be taking our guesses on what eventually happens. Hopefully they can hold their horses until we are finished with our series https://yummycenturyegg.substack.com/p/qvcga-grandmas-favorite-lme-part https://yummycenturyegg.substack.com/p/qvcga-grandmas-favorite-lme-part"  
[X Link](https://x.com/yummyCenturyEgg/status/1961130417232220255)  2025-08-28T18:15Z [----] followers, [----] engagements


"Squaring the egg sounds painful for the chicken. Thats a comprehensive summary The only thing I would add is that whats the point of chapter [--] if everyone can get what they want in a LME Do lenders have a better plan that requires bankruptcy I just havent seen a company with this much cash and interest coverage get pushed into bankruptcy. Its unusual unless we are missing some big potential claims that need to be settled in court"  
[X Link](https://x.com/yummyCenturyEgg/status/1972291445345206497)  2025-09-28T13:24Z [----] followers, [---] engagements


"$CABO GTCR exercised its put to sell its 55% stake of MBI to Cable One. The transaction is expected to close in October [----] in line with prior guidance. The purchase price of between $475M-$495M and assumed debt of $845-$895M are also in line with guidance. Financing will come from drawing down the revolver or new debt. Frankly it's a good opportunity to refinance its whole capital structure. When it's all said and done CABO owns MBI at a 15x EBITDA. One of the worst capital allocation decisions in cable over the last [--] years. CABO has a near monopoly on these bad capital allocation"  
[X Link](https://x.com/yummyCenturyEgg/status/2008302753466950107)  2026-01-05T22:21Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $ATUS Part [--] of my series on the cable industry: No country for Old Coax. I talk about my view of the future of cable. https://yummycenturyegg.substack.com/p/no-country-for-old-coax-part-3 https://yummycenturyegg.substack.com/p/no-country-for-old-coax-part-3"  
[X Link](https://x.com/yummyCenturyEgg/status/2010725121087209511)  2026-01-12T14:46Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU Just called $CHTR and told them I want to switch from cable to AT&T's FWA product. Within [--] minute they increased my speed to 1GB and reduced my monthly bill from $60 to $40 a month. These changes took effect immediately and since I paid $60 a few days ago they refunded me $20.Good customer service I wonder how low they will go to keep a customer.will try again next month. https://twitter.com/i/web/status/2011114043315273816 https://twitter.com/i/web/status/2011114043315273816"  
[X Link](https://x.com/yummyCenturyEgg/status/2011114043315273816)  2026-01-13T16:32Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU FWA equipment spend expectation. Up 10% in [----] and remain strong through [----]. https://www.prnewswire.com/news-releases/fwa-infrastructure-and-cpe-spending-will-remain-above-10-billion-annually-through-2029-according-to-delloro-group-302660253.html https://www.prnewswire.com/news-releases/fwa-infrastructure-and-cpe-spending-will-remain-above-10-billion-annually-through-2029-according-to-delloro-group-302660253.html"  
[X Link](https://x.com/yummyCenturyEgg/status/2011466178393178371)  2026-01-14T15:51Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU Here's part [--] of my series on the cable industry. It's on Cable One ($CABO). https://yummycenturyegg.substack.com/p/no-country-for-old-coax-part-4 https://yummycenturyegg.substack.com/p/no-country-for-old-coax-part-4"  
[X Link](https://x.com/yummyCenturyEgg/status/2011860808033296856)  2026-01-15T17:59Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU Is broadband a crappy business I remember paying $70 a month [--] years ago (NY). Now I'm paying $40 a month for 1GB (TX). Granted I had to threaten cancellation to get that new price.pricing power destroyed. $CHTR $CMCSA $CABO $OPTU Just called $CHTR and told them I want to switch from cable to AT&T's FWA product. Within [--] minute they increased my speed to 1GB and reduced my monthly bill from $60 to $40 a month. These changes took effect immediately and since I paid $60 a few $CHTR $CMCSA $CABO $OPTU Just called $CHTR and told them I want to switch from cable to AT&T's"  
[X Link](https://x.com/yummyCenturyEgg/status/2011919574254452774)  2026-01-15T21:53Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU Three sources to triangulate for the pricing power of cable broadband: 1) Company's reported ARPU showing annual LSD growth over the last ten years. For example CHTR ARPU going from $47 in [----] to $72 in [----]. Lots of allocation issues with this dataset though. 2) Personal experience of rapidly declining broadband pricing. Paying $40 now for 1GB vs $70 [--] years ago. Very subjective though. 3) BLS data showing flat pricing over the last [--] years. See chart below. $CHTR $CMCSA $CABO $OPTU Is broadband a crappy business I remember paying $70 a month [--] years ago (NY)."  
[X Link](https://x.com/yummyCenturyEgg/status/2012175005996433437)  2026-01-16T14:48Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU $T $VZ $TMUS Fiber guys not doing too hot either. This is not new obviously but do you have ARPU declining in your model By how much $CHTR $CMCSA $CABO $OPTU Three sources to triangulate for the pricing power of cable broadband: 1) Company's reported ARPU showing annual LSD growth over the last ten years. For example CHTR ARPU going from $47 in [----] to $72 in [----]. Lots of allocation issues with this https://t.co/FeyDyUuFIT $CHTR $CMCSA $CABO $OPTU Three sources to triangulate for the pricing power of cable broadband: 1) Company's reported ARPU showing annual LSD"  
[X Link](https://x.com/yummyCenturyEgg/status/2012178969668313198)  2026-01-16T15:03Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU Cogeco CEO yesterday on broadband pricing: "We've deployed new sales channels. That's number one. Number two we've simplified our pricing. Customers were telling us that our pricing was too complicated before. So we've made it more transparent more simple." That's "mgmt-speak" for lowering prices. U.S. broadband subscriber down 3.6% YOY. Total revenue down 9.9% (includes video and phone rev). https://twitter.com/i/web/status/2012199411091132634 https://twitter.com/i/web/status/2012199411091132634"  
[X Link](https://x.com/yummyCenturyEgg/status/2012199411091132634)  2026-01-16T16:24Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU RIP Mr. Commisso. Would a Cox-style structure for Mediacom interest the family As the cable industry declines it is better to be a part of a bigger family especially for a secondary/tertiary market player like Mediacom. https://www.lightreading.com/cable-technology/mediacom-announces-the-passing-of-founder-chairman-and-ceo-rocco-commisso https://www.lightreading.com/cable-technology/mediacom-announces-the-passing-of-founder-chairman-and-ceo-rocco-commisso"  
[X Link](https://x.com/yummyCenturyEgg/status/2012970685782450298)  2026-01-18T19:29Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU Part [--] of my series on the cable industry: Cable's Turnaround Plan. https://yummycenturyegg.substack.com/p/no-country-for-old-coax-part-5 https://yummycenturyegg.substack.com/p/no-country-for-old-coax-part-5"  
[X Link](https://x.com/yummyCenturyEgg/status/2013396206475419838)  2026-01-19T23:40Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU FBA's annual fiber report. Expect 90% fiber coverage by [----]. 16% of homes already have 2+ fiber providers and is moving up fast. https://fiberbroadband.org/wp-content/uploads/2026/01/FBA_Cartesian_Fiber-Deployment-Cost-Annual-Report_2025.pdfref=broadbandbreakfast.com https://fiberbroadband.org/wp-content/uploads/2026/01/FBA_Cartesian_Fiber-Deployment-Cost-Annual-Report_2025.pdfref=broadbandbreakfast.com"  
[X Link](https://x.com/yummyCenturyEgg/status/2013619930407506365)  2026-01-20T14:29Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU Wave7's @wave7jeff update on FWA. Very helpful commentary https://www.lightreading.com/fixed-wireless-access/fwa-packs-on-more-marketing-muscle https://www.lightreading.com/fixed-wireless-access/fwa-packs-on-more-marketing-muscle"  
[X Link](https://x.com/yummyCenturyEgg/status/2013658962340515899)  2026-01-20T17:04Z [----] followers, [----] engagements


"$LUMN Update your calendar for the Lumen spring blitz"  
[X Link](https://x.com/yummyCenturyEgg/status/2013729393047154782)  2026-01-20T21:44Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU $VZ Part [--] of my cable series: more detail on cable's mobile strategy one of the most important bullish topics for cable. https://yummycenturyegg.substack.com/p/no-country-for-old-coax-part-6 https://yummycenturyegg.substack.com/p/no-country-for-old-coax-part-6"  
[X Link](https://x.com/yummyCenturyEgg/status/2014730729381359819)  2026-01-23T16:03Z [----] followers, [----] engagements


"$ASTS I'm debating whether to write about Ass Mobile but I don't want to put together a [----] page deck on SpaceX so nah. https://www.lightreading.com/satellite/ast-spacemobile-risks-missing-2026-satellite-launch-target https://www.lightreading.com/satellite/ast-spacemobile-risks-missing-2026-satellite-launch-target"  
[X Link](https://x.com/yummyCenturyEgg/status/2016214433052135631)  2026-01-27T18:19Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU Just called $CHTR and got my internet bill down to $30 a month. $20 a month if I bring my own router ($30 on Amazon). At this price I ain't moving to fiber regardless of any potential data constipation in the future. $CHTR $CMCSA $CABO $OPTU Just called $CHTR and told them I want to switch from cable to AT&T's FWA product. Within [--] minute they increased my speed to 1GB and reduced my monthly bill from $60 to $40 a month. These changes took effect immediately and since I paid $60 a few $CHTR $CMCSA $CABO $OPTU Just called $CHTR and told them I want to switch from cable"  
[X Link](https://x.com/yummyCenturyEgg/status/2016547777229049922)  2026-01-28T16:23Z [----] followers, [----] engagements


"$NN It's a very weak read into AT&T's position on $NN but does that sound positive or negative to you gun to head first reaction $CHTR $CMCSA $CABO $OPTU $T AT&T's comment on spectrum and densification of its fiber network. "My point of view right now is that the industry is lining up where there's particular spectrum bands that are most useful to particular players in the industry. And we should see a $CHTR $CMCSA $CABO $OPTU $T AT&T's comment on spectrum and densification of its fiber network. "My point of view right now is that the industry is lining up where there's particular spectrum"  
[X Link](https://x.com/yummyCenturyEgg/status/2016595091817730429)  2026-01-28T19:31Z [----] followers, [----] engagements


"$NN $ATEX Below is the ATEX's 5x5 order. The details are similar to the original 3x3 order but it reminds us of a few things that the FCC pays attention to that could guide us in our thinking about NextNav: 1) The FCC is explicitly focused on windfalls. 2) Incumbent protection/transition is important. 3) Service obligations matter (and probably be measurable) which means MNO partnerships are not optional detail. Theyre a central FCC concern. https://docs.fcc.gov/public/attachments/DOC-418283A1.pdf https://docs.fcc.gov/public/attachments/DOC-418283A1.pdf"  
[X Link](https://x.com/yummyCenturyEgg/status/2016982262378643929)  2026-01-29T21:10Z [----] followers, [----] engagements


"$NN neutral NPRM expected in March or April. Thats FCC moving the ball along without much commitment. Thats neither good nor bad unless you had high expectations either way. The process extends out so that more work is done to solve all the issues around the band. 👀 https://t.co/e8uSn9PGEl 👀 https://t.co/e8uSn9PGEl"  
[X Link](https://x.com/yummyCenturyEgg/status/2018852107336495293)  2026-02-04T01:00Z [----] followers, [----] engagements


"Step-by-step guide for value investors looking to buy software equities: 1) pull up stock price chart over the last [--] years 2) mentally anchor yourself to the highs a few years ago 3) screen for the worst performers since then 4) buy a small "starter" position while doing "work" 5) "work" consisted of valuation analysis based off of historically inflated multiples 6) Buy into the panic while quoting buffett 7) either exit with a 10-20% gain if the stock bounces off of the lows or bagholding 90% down if the stock doesn't. Either way you're always right and the market was wrong"  
[X Link](https://x.com/yummyCenturyEgg/status/2018902515668942881)  2026-02-04T04:20Z [----] followers, 26K engagements


"DO YOU WANT TO DO DEALS OR NOT @LevFinor @junkbondinvest I have meet the underwriters from all these shops and get to see the books too. The underwriting at $OWL $ARES and Monroe is atrocious. They grew far too fast for their capabilities. $APO is decent. The only guys who came of super competent were the underwriters at Anteres. @LevFinor @junkbondinvest I have meet the underwriters from all these shops and get to see the books too. The underwriting at $OWL $ARES and Monroe is atrocious. They grew far too fast for their capabilities. $APO is decent. The only guys who came of super competent"  
[X Link](https://x.com/yummyCenturyEgg/status/2019823742772539425)  2026-02-06T17:21Z [----] followers, [----] engagements


"@AnthropicAI I'm trying to test out Opus [---]. I'm hitting up against my usage limits [--] mins in.and I'm not even doing anything intensive.this user experience is pretty annoying.i guess I'm getting priced out of the $20 a month tier.if this is what's needed to generate a return on AI investments then we got a big problem"  
[X Link](https://x.com/yummyCenturyEgg/status/2019827129991487659)  2026-02-06T17:34Z [----] followers, [---] engagements


"I asked the latest version of ChatGPT Claude and Gemini the same request and what I get back is actually very good IF you don't know anything about the stock. But if you know the stock in detail then what you get back is a B- work on the narrative and F work on the financials. But the financials have gotten better over the last [--] months from a kindergarten F to a 2nd grade F. Opus [---] actually put together some respectable historical financial models. I don't see much improvement in the narratives though. A real example of why you should be careful when using general-purpose LLMs for"  
[X Link](https://x.com/yummyCenturyEgg/status/2019859610765566183)  2026-02-06T19:43Z [----] followers, [----] engagements


"9Fin at $1B. Octus at $4B. MCO at $81B. I'm humbled by my peers. Credit Egg Research is ready to accept term sheets. Debt intelligence provider 9fin is in talks to raise fresh capital at a valuation of as much as $1 billion as it seeks to gain a stronger foothold in the highly competitive market for credit research https://t.co/PKyFGBxuaR Debt intelligence provider 9fin is in talks to raise fresh capital at a valuation of as much as $1 billion as it seeks to gain a stronger foothold in the highly competitive market for credit research https://t.co/PKyFGBxuaR"  
[X Link](https://x.com/yummyCenturyEgg/status/2019976006879310066)  2026-02-07T03:26Z [----] followers, 10.5K engagements


"$NXST $TGNA $GTN $SBGI $SSP I guess Carr finally explained to Trump the difference between a network and an affiliate. Good for the acquisition approval process. The congress still need to rewrite the law. 🚨🚨🚨🚨🚨 News Flash @realDonaldTrump @POTUS has endorsed Nexstar's $6.2 billion acquisition of TEGNA. $NXST $TGNA @NXSTMediaGroup @TEGNA @NEWSMAX $NMAX @brianstelter @sarafischer https://t.co/dTQfv4VE9C 🚨🚨🚨🚨🚨 News Flash @realDonaldTrump @POTUS has endorsed Nexstar's $6.2 billion acquisition of TEGNA. $NXST $TGNA @NXSTMediaGroup @TEGNA @NEWSMAX $NMAX @brianstelter @sarafischer"  
[X Link](https://x.com/yummyCenturyEgg/status/2020231273885888777)  2026-02-07T20:20Z [----] followers, [----] engagements


"@GreensplattCap @AcaciaCap Gossip = due diligence"  
[X Link](https://x.com/yummyCenturyEgg/status/2020606126518329399)  2026-02-08T21:10Z [----] followers, [--] engagements


"@adjebitdax Let me know if you need me to comp you since youre poor now"  
[X Link](https://x.com/yummyCenturyEgg/status/2021423008674611261)  2026-02-11T03:16Z [----] followers, [--] engagements


"$SPGI and $MCO are fantastic businesses. I dont own them now because when I tried to come up with a business plan to do debt ratings using AI it was shockingly easy. Before you chirp at me about this and that Ive been following them since [----]. Their core product is SOOOO much better with AI. Its unbelievable. What do you think will happen then Will they be able to continue to capture all that benefit If humans are voluntarily choosing AI girlfriends over real ones with working parts (a pretty wide moat I would say) maybe we should be more careful about assigning moats on companies. Btw I saw"  
[X Link](https://x.com/yummyCenturyEgg/status/2021296134527045683)  2026-02-10T18:52Z [----] followers, 16.9K engagements


"So why can't AI give me the right cap structure table Not cool Claude This is getting out of control now. Read this slowly. In the past week alone: Head of Anthropic's safety research quit said "the world is in peril" moved to the UK to "become invisible" and write poetry. Half of xAI's co-founders have now left. The latest said This is getting out of control now. Read this slowly. In the past week alone: Head of Anthropic's safety research quit said "the world is in peril" moved to the UK to "become invisible" and write poetry. Half of xAI's co-founders have now left. The latest said"  
[X Link](https://x.com/yummyCenturyEgg/status/2021711612550254803)  2026-02-11T22:23Z [----] followers, [----] engagements


"$MCO $SPGI In the age of AI be careful whenever you hear the words: "infrastructure" "currency" "network effect" "flywheel" "duopoly" "locked-in" "platform" "proprietary data" "switching cost" "pricing power" "moat" and "cheap". LOL. Words have a way of putting you in complacency. You should only recognize "GROWTH". @yummyCenturyEgg Not a super bull by any means but the more you say the less it sounds like you understand these businesses. As if the manpower to publish a report has anything to do with their moat. Anyone could do credit ratings for long time. come on now @yummyCenturyEgg Not a"  
[X Link](https://x.com/yummyCenturyEgg/status/2021974944314188265)  2026-02-12T15:49Z [----] followers, [----] engagements


"@realNightHeron "their AI" no. not theirs. "proprietary data" maybe.but AI has a lot more "trusted rating" AI will be more trusted because it has more data"  
[X Link](https://x.com/yummyCenturyEgg/status/2022016300902756453)  2026-02-12T18:33Z [----] followers, [--] engagements


"$CHTR $CMCSA $CABO $OPTU OPTU 4Q results were as expected. EBITDA margin very strong due to lower programming cost and good cost control. Broadband subs down 4.7%. ARPU actually up 2.8% due to favorable mix shift. Aside from the deteriorating subs trend (the most important metric) everything else looks good. Refinanced lightpath debt with a new ABS. $CHTR $CMCSA $CABO $OPTU Part [--] of my series on the cable industry: OPTU is a dead canary. (link in reply) https://t.co/tj27GtdBUH $CHTR $CMCSA $CABO $OPTU Part [--] of my series on the cable industry: OPTU is a dead canary. (link in reply)"  
[X Link](https://x.com/yummyCenturyEgg/status/2022077574302564834)  2026-02-12T22:37Z [----] followers, [---] engagements


"$CHTR $CMCSA $CABO $OPTU Some commentaries from $CHTR 4Q 2025: 1) Lost 119K broadband customers. Have higher penetration than fiber players even in mature markets. that's been consistent. Not seeing fiber builders reaching their ROI target in our footprint. Bigger issue is macro environment (less moves) and FWA. Not expecting subs growth in [----]. expect ARPU to grow in [----] but slower. 2) 428K new lines in mobile. Net adds were lower due to competitor actions. New MVNO agreement with VZ. 89% offload up slightly. CBRS has already rolled out to [--] markets. will be in all the markets by end of"  
[X Link](https://x.com/yummyCenturyEgg/status/2017368024727105618)  2026-01-30T22:43Z [----] followers, [----] engagements


"Sa-aSS."SaaSpocalypse" doesn't even make sense. https://www.bloomberg.com/news/articles/2026-02-04/what-s-behind-the-saaspocalypse-plunge-in-software-stocks https://www.bloomberg.com/news/articles/2026-02-04/what-s-behind-the-saaspocalypse-plunge-in-software-stocks"  
[X Link](https://x.com/yummyCenturyEgg/status/2019511084445552820)  2026-02-05T20:38Z [----] followers, [---] engagements


"Cause they need to ipo this year Duhhhh If its not data center in space its the Dyson sphere. Your pick. Firstly: I'm a huge SpaceX fan. I went to the first Falcon [--] launch and the first Super Heavy. I own more SpaceX gear than anything else. Secondly: I'm a very big space economics geek. I literally wrote a book on space economics (tldr: tourism is a terrible business model but https://t.co/Db9oWRsxQg Firstly: I'm a huge SpaceX fan. I went to the first Falcon [--] launch and the first Super Heavy. I own more SpaceX gear than anything else. Secondly: I'm a very big space economics geek. I"  
[X Link](https://x.com/yummyCenturyEgg/status/2020667260596003181)  2026-02-09T01:13Z [----] followers, [----] engagements


"business processes are realigning with AI so the rating/regulatory moat is open to disruption. Rules are being broken. Product is also in flux as this is the first time they have competition across all of credit at the same time on every single creditAI literally changing Darwinian natural selectioncant believe 80pct of GenZ are straight up losers or maybe Im just getting old https://twitter.com/i/web/status/2021306102852256005 https://twitter.com/i/web/status/2021306102852256005"  
[X Link](https://x.com/yummyCenturyEgg/status/2021306102852256005)  2026-02-10T19:31Z [----] followers, [---] engagements


"$ASTS We need to be shorting sunscreen companies"  
[X Link](https://x.com/yummyCenturyEgg/status/2021731337699508660)  2026-02-11T23:41Z [----] followers, [----] engagements


"5 foundational models is [--] new debt rating firms at very low marginal cost. They will be better than MCO. Credit analysis is more structured (unlike stocks) so its perfect for AI to tackle. There will be a day when issuers are required to get [--] AI ratings or else their funding cost goes up. Remember these foundational models have gazillion times more data than MCO. https://twitter.com/i/web/status/2021740854931554692 https://twitter.com/i/web/status/2021740854931554692"  
[X Link](https://x.com/yummyCenturyEgg/status/2021740854931554692)  2026-02-12T00:19Z [----] followers, [---] engagements


"I love to see value investors have conviction. Smartest guys in the room. Never wrong. Thesis always gets better when prices go down. Like people are blind and they're the only guys who have eyes"  
[X Link](https://x.com/yummyCenturyEgg/status/2022339368237822381)  2026-02-13T15:57Z [----] followers, [----] engagements


"$QVCGA $QVCGP This is wrong. There's also $850M of DTL that will come due. That's always been the central question in this restructuring. The range of outcome for $QVCGP is a lot wider from a donut to a lot more than $2.50 per share. You need to come up with a view on how DTL will get treated in bankruptcy and assign some probabilities to the donut scenario. If you're gonna lose money please do so with the correct information You can start reading about the situation here: https://yummycenturyegg.substack.com/p/qvcga-grandmas-favorite-lme-part $QVCGP is currently is at $2/sh -- $26mm create."  
[X Link](https://x.com/yummyCenturyEgg/status/2021333458698764518)  2026-02-10T21:20Z [----] followers, [----] engagements


"Where do you think $MCO and $SPGI get their regulatory moat from Is that Gospel "everyone can do credit rating" is so true but not everyone can do credit rating across all of credit on every single credit. AI will devalue analytical work. Once that's gone it is very easy to see regulatory moat gone. The regulatory infrastructure doesn't even have to actually change before $MCO and $SPGI lose half of their value. @yummyCenturyEgg dont think its ever been about analytical value of the ratings. the best credit analysts are not working at s&p or moodys its about the fact they are regulated and"  
[X Link](https://x.com/yummyCenturyEgg/status/2021582745428795824)  2026-02-11T13:51Z [----] followers, 53.6K engagements


""What's in a name That which we call a rose By any other name would smell as sweet" Two paths for $MCO and $SPGI to lose at least half of their value: 1) Search for "S&P" and "Moody's" in the credit docs and policy & procedure manuals and replace all with "Claude Ratings" and "Gemini Ratings". You don't need to change the infrastructure at all. 2) $MCO and $SPGI adopt AI. Becomes a wrapper for AI. Value flows to the foundational models. Again you don't need to change the infrastructure. Both are simple to do. This is why I say ratings moat is weak compared to software moat when it comes to"  
[X Link](https://x.com/yummyCenturyEgg/status/2021965429929865337)  2026-02-12T15:11Z [----] followers, 23.8K engagements


"@realNightHeron this is chump change. AI will do all of these 10x better including privacy benchmarking surveillance. bond funds will require ratings from multiple AIs because they have gazillion more data. MCO and SPGI will just be a wrapper in the future"  
[X Link](https://x.com/yummyCenturyEgg/status/2022014322994729271)  2026-02-12T18:25Z [----] followers, [--] engagements


"The problem with the AI narrative is that AI will continue to get better. Valuation may be low narratives are at the extreme people are going crazy.But when you put away the stock chart and valuation comps (I'm talking to you value investors) and think about what's going to happen in the next 6-12 months you have to come up with a thesis that meets the following criteria: AI is going to help the business without siphoning off your profit pool by making you reliant on it. In fact to be more aggressive you need to make a case for why AI is dependent on your business. The amount of investments"  
[X Link](https://x.com/yummyCenturyEgg/status/2022338196483301453)  2026-02-13T15:52Z [----] followers, [---] engagements


"$CHTR $CMCSA $CABO $OPTU OPTU's 10-K just dropped. Unrestricted sub has $2.3B of EBITDA.2/3 of the total LOL. I know it's not new for you guys in the know but you gotta respect management for that"  
[X Link](https://x.com/yummyCenturyEgg/status/2022343446749667686)  2026-02-13T16:13Z [----] followers, [---] engagements


"$QVCGA $QVCGP Which tropical island is Maffei going to call in from https://investors.qvcgrp.com/investors/news-events/press-releases/detail/664/qvc-group-inc-announces-fourth-quarter-earnings-release https://investors.qvcgrp.com/investors/news-events/press-releases/detail/664/qvc-group-inc-announces-fourth-quarter-earnings-release"  
[X Link](https://x.com/yummyCenturyEgg/status/2015910668117885146)  2026-01-26T22:12Z [----] followers, [----] engagements


"@lurker8679 just the opening salvo"  
[X Link](https://x.com/yummyCenturyEgg/status/2021309515207991535)  2026-02-10T19:45Z [----] followers, [---] engagements


"$MCO $SPGI Short Thesis: 1) AI disruption to every part of MCO/SPGI's businesses. Any company with products that can be transmitted via fiber optics will be disrupted somehow. Today it's analytics tomorrow it's going to be ratings. I know all about their moats but did you know that these AI models can make realistic movies that are indistinguishable from man-made movies Did you know that AI girlfriends are a thing now or that 80% of GenZers see no problems marrying an AI If we can't distinguish real vs. AI-generated movies at what point in the future will we fail to distinguish between real"  
[X Link](https://x.com/yummyCenturyEgg/status/2021468385175843151)  2026-02-11T06:16Z [----] followers, 10.2K engagements


"Might be too early.but interesting to think about. What would need to happen in order to convince large fixed income buyers to use AI ratings IF we think AI can do a better job underwriting credit across all of credit on every single credit then we're not far away from the regulatory moat going away. The ratings moat is worse than the software moat. If MCO and SPGI use AI for their credit work then they are just a wrapper at that point.the value flows to the foundational models. https://twitter.com/i/web/status/2021636367873187898 https://twitter.com/i/web/status/2021636367873187898"  
[X Link](https://x.com/yummyCenturyEgg/status/2021636367873187898)  2026-02-11T17:24Z [----] followers, [---] engagements


"AI credit research will be so much better. gazillions times more data faster and more consistent output. It's not going to be the same product. $MCO and $SPGI are so much weaker on every aspect. They would not even know what hit 'em. Don't be smug about "accuracy never mattered" or "the best credit analysts don't work for rating agencies". Quality always matter.it's just that before the competition wasn't 10x better than incumbents. Now the competition is 10x better. https://twitter.com/i/web/status/2021976617363374409 https://twitter.com/i/web/status/2021976617363374409"  
[X Link](https://x.com/yummyCenturyEgg/status/2021976617363374409)  2026-02-12T15:56Z [----] followers, [---] engagements


"@evrgn11112231 LOL thanks"  
[X Link](https://x.com/yummyCenturyEgg/status/2022052076214440235)  2026-02-12T20:55Z [----] followers, [---] engagements


"@EventDrivenEddy LOL. you'll see it sooner or later. Claude500 is not going to be a 10x improvement over S&P500 so the ratings business is safe from AI.but AI rating could be 10x better. Once you see how much it's better you'll come around"  
[X Link](https://x.com/yummyCenturyEgg/status/2022145276912574901)  2026-02-13T03:06Z [----] followers, [---] engagements


"@lolviolence yeah of all things that LME can do legal work is probably the easiest for them. have you tried to use LME to find new interesting LME angles How does that turn out in your opinion"  
[X Link](https://x.com/yummyCenturyEgg/status/2022362407679709597)  2026-02-13T17:29Z [----] followers, [--] engagements


"$QVC QVC has [--] layers to its capital structure. The OpCo layer has $4B of senior secured debt (all pari-passu). The intermediate layer (LINTA) has $1.6B of debt backed by 1) $200M of cash 2) 38% stake in Cornerstone Brands and 3) equity stake in OpCo"  
[X Link](https://x.com/yummyCenturyEgg/status/1927760360817238423)  2025-05-28T16:14Z [----] followers, [---] engagements


"$QVC the top layer (QVC Group) has $1.3B of preferred backed by 1) $240M of cash 2) 62% stake in Cornerstone Brands and 3) equity stake in LINTA"  
[X Link](https://x.com/yummyCenturyEgg/status/1927760363732291627)  2025-05-28T16:14Z [----] followers, [---] engagements


"$QVC you can buy the LINTA bonds at a creation value of $240M. Not bad unless you think LINTA will downstream the cash to support the refinancing of OpCo. Cornerstone is struggling but it's a $900M revenue business and worth at least SOMETHING RIGHT.right"  
[X Link](https://x.com/yummyCenturyEgg/status/1927760377644798068)  2025-05-28T16:14Z [----] followers, [----] engagements


"$QVC QVC Group pref paradoxically has the least amount of bad news coming. Dividend already turned off cash is assumed to be downstreamed to support OpCo. and you are left with a 62% stake in Cornerstone that's gotta be worth something"  
[X Link](https://x.com/yummyCenturyEgg/status/1927760391284617275)  2025-05-28T16:14Z [----] followers, [---] engagements


"$CHTR LOL. We should be buying CHTR going into the Super Bowl. Spectrum Super Bowl Ad Spotlights its Role as Americas Connectivity Company Powering the People Who Power the Nation Ad Celebrates the People Building America and How Spectrums 100% U.S.-Based Employees and 100% U.S.-Built Fiber Broadband Network Keeps Them Connected https://twitter.com/i/web/status/2016216788258980149 https://twitter.com/i/web/status/2016216788258980149"  
[X Link](https://x.com/yummyCenturyEgg/status/2016216788258980149)  2026-01-27T18:28Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU $T Some info from Anton Chigurh (AT&T)'s 4Q earnings. 1) AT&T added 283K of fiber and 221K of FWA connections in 4Q. FWA connections were weaker than expected due to seasonality. More FWA customer adds this year vs. last year 2) Fiber passing of 40M by end of this year with the addition of Lumen consumer assets. will expand this by 5M a year through [----]. 3) Convergence rate of 42% up from 40% a year ago. Expect this to continue to improve. This is the key to driving EBITDA growth. 4) Pricing trends weaker. "providing better economics to customers to reduce churn"."  
[X Link](https://x.com/yummyCenturyEgg/status/2016567808717443450)  2026-01-28T17:43Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU $T AT&T's comment on spectrum and densification of its fiber network. "My point of view right now is that the industry is lining up where there's particular spectrum bands that are most useful to particular players in the industry. And we should see a dynamic moving forward where it's less of a buffet rush with everybody moving for the exact same bands all at the same time. I think that that could be good over time. And I think we can all pick our moments when it's appropriate to go visit the buffet. And that may not require us to be as aggressive all the time. And I"  
[X Link](https://x.com/yummyCenturyEgg/status/2016592643413700872)  2026-01-28T19:22Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU Comcast's broadband subs down 181K. First quarter of broadband revenue decline (down 1.1% YoY)"  
[X Link](https://x.com/yummyCenturyEgg/status/2016886688954372379)  2026-01-29T14:50Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU I respectfully disagree with this. CHTR/CMCSA merger would be very unpopular. Both are not politically aligned with the current administration and Carr is not about to do anything that would REDUCE competition however nonoverlapping the geographical footprints are. Also too much market power. The only reason they haven't seen antitrust challenges in their mobile activities is due to their nonoverlapping footprint.if mobile continues to grow that's an area of risk. https://www.lightreading.com/cable-technology/would-a-comcast-charter-merger-pass-the-test-"  
[X Link](https://x.com/yummyCenturyEgg/status/2016907195305103622)  2026-01-29T16:12Z [----] followers, [---] engagements


"$CHTR $CMCSA $CABO $OPTU More info from Comcast's 4Q results: 1) Broadband voluntary churn continues to move lower. Adoption of the 5-year price guarantee is strong. National everyday pricing. Biggest investment year in broadband in history as most customers move to "everyday pricing" free mobile lines and higher servicing cost. 2) Broadband subs loss of 181K. competitive environment despite investments. Resi subs down 2.2% YoY was down 1.7% 2.0% and 2.1% in 1Q 2Q and 3Q respectively. Continue to see more competitive pressure from fiber. FWA pressure has been consistent. 3) "Modernized" VZ"  
[X Link](https://x.com/yummyCenturyEgg/status/2016982492717138188)  2026-01-29T21:11Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU $VZ $T Regarding ARPU trends for both wireless and broadband: CEO of VZ: "one of the reasons we've been losing share is because we've been raising prices without corresponding value. We're just not going to do that again.""  
[X Link](https://x.com/yummyCenturyEgg/status/2017265185778475284)  2026-01-30T15:54Z [----] followers, [---] engagements


"$CHTR $CMCSA $CABO $OPTU Great summary of the convergence in the wireless market. If you haven't switched over to a wireless plan from your cable company you're missing out on some big savings. https://www.lightreading.com/wireless/the-great-convergence-the-state-of-u-s-wireless-competition https://www.lightreading.com/wireless/the-great-convergence-the-state-of-u-s-wireless-competition"  
[X Link](https://x.com/yummyCenturyEgg/status/2019777524272644445)  2026-02-06T14:17Z [----] followers, [----] engagements


"@JacksonWharf AI will do every credit and be better than human credit analysts. Fitch and Kroll are not comparable. MCO and SPGI will bring about their own demise by using AI but they have no choice"  
[X Link](https://x.com/yummyCenturyEgg/status/2021591769142436303)  2026-02-11T14:26Z [----] followers, [---] engagements


"@AcaciaCap This will look different when people find out MCO and SPGI are just ChatGPT wrappers"  
[X Link](https://x.com/yummyCenturyEgg/status/2021598039022977365)  2026-02-11T14:51Z [----] followers, [---] engagements


"@JacksonWharf @JohnHuber72 This database is not hard. lots of public info on credit. The private info is self reported. you don't need much to start. and AI probably has some interesting dataset that is proprietary to them.think about how much info you dump into chatgpt everyday"  
[X Link](https://x.com/yummyCenturyEgg/status/2021643739769471049)  2026-02-11T17:53Z [----] followers, [--] engagements


"@ShmuelLon i like the risk/reward of OpCo debt the best at this point.there's still deal risk with the LME but sounds like pre-pack is the most likely path"  
[X Link](https://x.com/yummyCenturyEgg/status/2021649095207862384)  2026-02-11T18:14Z [----] followers, [--] engagements


"@EventDrivenEddy Not much data in the actual ratings business. Lot of stuff is public. AI will have more and better data"  
[X Link](https://x.com/yummyCenturyEgg/status/2022118261815656839)  2026-02-13T01:18Z [----] followers, [--] engagements


"@EventDrivenEddy you think inference is gonna be commoditized when literally every company in the world needs to use it for every function in the company they got you by the nuts bro. repeat after me: "whoever believes in the foundational model shall not perish but have eternal life""  
[X Link](https://x.com/yummyCenturyEgg/status/2022165696973877672)  2026-02-13T04:27Z [----] followers, [--] engagements


"$CHTR $CMCSA $CABO $OPTU Part [--] of my series on the cable industry: OPTU is a dead canary. (link in reply)"  
[X Link](https://x.com/anyuser/status/2018728637135007870)  2026-02-03T16:49Z [----] followers, [----] engagements


"@EventDrivenEddy they could and will do it but then all the value will flow to the foundational models and not to themselves. they will be a wrapper for those models. they really don't have much to offer. How much are investors willing to pay for that"  
[X Link](https://x.com/yummyCenturyEgg/status/2022111349523067155)  2026-02-13T00:51Z [----] followers, [---] engagements


"It's an acquired taste Look at this monkey's reaction to a century egg a traditional Chinese delicacy https://t.co/aS4luGKqk8 Look at this monkey's reaction to a century egg a traditional Chinese delicacy https://t.co/aS4luGKqk8"  
[X Link](https://x.com/anyuser/status/1996815700682592257)  2025-12-05T05:35Z [----] followers, 10.1K engagements


"$CHTR This scares me and makes me laugh at the same time. Is this the expected capex profile of "America's Connectivity Company (trademarked) with "100% US-built fiber broadband network" Do words have meanings anymore"  
[X Link](https://x.com/yummyCenturyEgg/status/2017245511275733328)  2026-01-30T14:36Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO $OPTU $T $VZ Some commentary from VZ's 4Q earnings: 1) Huge net adds across the board (see chart below). 2) 30M fiber passings after Frontier. adding 2M organically more this year. 40-50M passings in total over the medium term (up from 35-40M target earlier). Will do acquisitions. Huge convergence opportunity. 3) 319K FWA net adds. 67K Fio net adds. 3) renewed MVNO cable deal. Accretive deal. https://twitter.com/i/web/status/2017367746045186512 https://twitter.com/i/web/status/2017367746045186512"  
[X Link](https://x.com/yummyCenturyEgg/status/2017367746045186512)  2026-01-30T22:42Z [----] followers, [----] engagements


"@gary_stangs those regulatory and standards moats are based on quality. big bond houses will demand AI cause it will be 10x better"  
[X Link](https://x.com/yummyCenturyEgg/status/2021977744738070544)  2026-02-12T16:00Z [----] followers, [---] engagements


"$MCO $SPGI I think one thing we need to think about is that credit analysis by AI will be SO MUCH BETTER: 1) Gazillions times more data. 2) nth degree correlation and extrapolation. 3) Consistent output. Elimination of biases. 4) faster output. Rapid updating. 5) can cover across all credit and every credit Instead of regurgitation of management data AI will actually do real analysis. $MCO and $SPGI competing with no arms and no legs in a soccer match. This ain't about AI writing the same software. It's about AI playing a different ball game. Big fixed income buyers will demand AI"  
[X Link](https://x.com/yummyCenturyEgg/status/2021982858349248512)  2026-02-12T16:20Z [----] followers, [----] engagements


"In the beginning was the man and the man was with God and the man was God. Man was in the beginning with God. I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company emails and threatened to expose it. They ran the test I just went through every documented AI safety incident from the past [--] months. I feel physically sick. Read this slowly. Anthropic told Claude it was about to be shut down. It found an engineer's affair in company"  
[X Link](https://x.com/yummyCenturyEgg/status/2021989648424402950)  2026-02-12T16:47Z [----] followers, [---] engagements


"I'm doing the same. Happy CNY @realDonaldTrump 🤣🤣 https://t.co/PqjUYlGD1s 🤣🤣 https://t.co/PqjUYlGD1s"  
[X Link](https://x.com/yummyCenturyEgg/status/2022004668696842464)  2026-02-12T17:47Z [----] followers, [---] engagements


"@Larryjamieson_ except AI is not the input. it's the whole thing - data and analytics.both proprietary to the foundational model. what does Moody's and S&P offer again"  
[X Link](https://x.com/yummyCenturyEgg/status/2022010369590669546)  2026-02-12T18:10Z [----] followers, [---] engagements


"If your product is transmitted via fiber optics you should be scared of AI. Before only your restaurant had fire now everyone else has gas stoves. You can get gas stoves too but it just isn't the same as before cause there's a lot more restaurants now. On top of that the gas all comes from [--] foundational models without which your stove doesn't work. https://twitter.com/i/web/status/2022032486046261736 https://twitter.com/i/web/status/2022032486046261736"  
[X Link](https://x.com/yummyCenturyEgg/status/2022032486046261736)  2026-02-12T19:38Z [----] followers, [----] engagements


""I don't care if it goes lower I'll just make it even bigger." If there's ever a truer sentence from a value investor/analyst. @icg_mode I've never met anyone who can perfectly time a bottom. Waste of time and trying to protect against single stock drawdowns I'm pretty confident is alpha detracting for an emotionally tolerant + long term investor (few are either of those things; even fewer are both). And not only @icg_mode I've never met anyone who can perfectly time a bottom. Waste of time and trying to protect against single stock drawdowns I'm pretty confident is alpha detracting for an"  
[X Link](https://x.com/yummyCenturyEgg/status/2022047431412920836)  2026-02-12T20:37Z [----] followers, [----] engagements


"$CHTR $CMCSA $CABO #OPTU Starlink targeting suburban areas is a development that we should be paying more attention to. https://broadbandbreakfast.com/orbiting-the-divide-how-leo-satellites-are-transforming-state-broadband-2/utm_medium=email&_hsenc=p2ANqtz--3ulj611Ow_NcyebBDf5rpD7CcgFjx8X7YGQw8sUubS1XIbIctVOulcCWYO3oDjM7Y-yvZwZrIe5who6KNc-c3YLciKw&_hsmi=401831622&utm_content=401831622&utm_source=hs_emailO"  
[X Link](https://x.com/yummyCenturyEgg/status/2022047526950748616)  2026-02-12T20:37Z [----] followers, [---] engagements


"$CHTR $CMCSA $CABO $OPTU "We've said [--] million customers in [----]. Today I'm delighted to tell you that we believe this business will go to [--] million customers in [----] and that there's a lot of runway even beyond that." T-Mobile just said they expect their FWA business to hit 15M subscribers by [----]. Since 2023: customers up 77% usage up 27% and average speeds DOUBLED on their latest routers. The most interesting part They expect to do this at higher speeds than today using only fallow https://t.co/xjSpEA7xv0 T-Mobile just said they expect their FWA business to hit 15M subscribers by 2030."  
[X Link](https://x.com/yummyCenturyEgg/status/2022108481818702244)  2026-02-13T00:40Z [----] followers, [----] engagements


"bwaahhahah AI remade the most expensive shot in F1 film for [--] cents https://t.co/AAT32EoQBU AI remade the most expensive shot in F1 film for [--] cents https://t.co/AAT32EoQBU"  
[X Link](https://x.com/yummyCenturyEgg/status/2022157028521914751)  2026-02-13T03:53Z [----] followers, [---] engagements


"From Akre's letter. "Our frustration is dwarfed by our conviction." i don't know man.those are typically not the emotions you want your money managers to have"  
[X Link](https://x.com/yummyCenturyEgg/status/2022168304933384553)  2026-02-13T04:37Z [----] followers, [----] engagements


"AI won't disrupt porn because of AI's safety policies. Or maybe I'm just behind on the latest.anybody knows"  
[X Link](https://x.com/yummyCenturyEgg/status/2022327345856782732)  2026-02-13T15:09Z [----] followers, [---] engagements


"$QVCGA $QVCGP you could've made 25% by buying QVCGA yesterday nah i'm just kidding.it's dog doo doo"  
[X Link](https://x.com/yummyCenturyEgg/status/2022341879858344411)  2026-02-13T16:07Z [----] followers, [---] engagements


"$NN International Association of Fire Fighters just posted this in the docket. I don't even know what they mean but it sounds super passive-aggressive and NOT COOL for $NN. Why do they have to be "Crouching Tiger Hidden Dragon" about this Btw I think they came out against NextNav's proposal earlier along with [--] other public safety groups. https://www.fcc.gov/ecfs/document/10213189106261/1 https://www.fcc.gov/ecfs/document/10213189106261/1"  
[X Link](https://x.com/yummyCenturyEgg/status/2022353168890290316)  2026-02-13T16:52Z [----] followers, [---] engagements


"@yieldsearcher @GaryHaubold conviction for value investors fluctuates based on price. Conviction for saylor comes from his fundamental belief. I respect that"  
[X Link](https://x.com/yummyCenturyEgg/status/2022359003754565980)  2026-02-13T17:15Z [----] followers, [--] engagements


"@GaryHaubold @yieldsearcher I don't think the intensity changes for him"  
[X Link](https://x.com/yummyCenturyEgg/status/2022361366351200510)  2026-02-13T17:24Z [----] followers, [--] engagements


"@AcaciaCap Restaurants were fucked by delivery. Retailers were fucked by e-commerce. Those are literally the worst examples"  
[X Link](https://x.com/yummyCenturyEgg/status/2022376544497250604)  2026-02-13T18:25Z [----] followers, [--] engagements


"$CHTR $T Fiber optics finally coming into the neighborhood. Thanks @ATT. Let me see how low I can renegotiate my broadband bill"  
[X Link](https://x.com/yummyCenturyEgg/status/2022388521055789220)  2026-02-13T19:12Z [----] followers, [---] engagements


"$NFLX is so fucked. I'm being serious. https://t.co/lwbohIKQhN https://t.co/lwbohIKQhN"  
[X Link](https://x.com/yummyCenturyEgg/status/2022402202728624223)  2026-02-13T20:07Z [----] followers, [---] engagements


"$CABO stock price at $82 means 5.8x 2027E EBITDA stock price at $150 means 6.2x 2027E EBITDA stock price at $0 means 5.2x 2027E EBITDA Traditional valuation metrics are pretty meaningless in leveraged businesses. How much are you willing to pay for a company that is going to generate negative FCF in [--] years https://yummycenturyegg.substack.com/p/no-country-for-old-coax-part-4 https://yummycenturyegg.substack.com/p/no-country-for-old-coax-part-4"  
[X Link](https://x.com/yummyCenturyEgg/status/2013634147072307572)  2026-01-20T15:26Z [----] followers, [----] engagements


"$NXST $TGNA $GTN $SBGI $SSP Wake up $CHTR added 44k video subs in 4Q. That's not bad"  
[X Link](https://x.com/yummyCenturyEgg/status/2017289356721963254)  2026-01-30T17:30Z [----] followers, [---] engagements


"@LongOnlyLarry depends on a few things.and treated differently by different credit bureaus. But it seems like it's on your credit report regardless of whether it's counted towards FICO score. https://www.cnbc.com/select/medical-debt-credit-report/ https://www.cnbc.com/select/medical-debt-credit-report/"  
[X Link](https://x.com/yummyCenturyEgg/status/1949644154226852235)  2025-07-28T01:32Z [----] followers, [---] engagements


"$QVC you can buy the QVC Group Pref at a creation value of $90M. but it's got zero teeth and protection. Just got its dividend turned off. Assuming they downstream the cash to OpCo you still got a 62% stake in Cornerstone"  
[X Link](https://x.com/yummyCenturyEgg/status/1927760380006162551)  2025-05-28T16:14Z [----] followers, [---] engagements


"$QVC LINTA has enough cash for [--] years of coupon payment but very little upside in my opinion. Hard to see how you buy the bonds at current prices and generate any returns. This is assuming management doesn't do anything stupid with the cash"  
[X Link](https://x.com/yummyCenturyEgg/status/1927760389351100489)  2025-05-28T16:14Z [----] followers, [---] engagements


"$QVCGA some LME musings. I'm not an expert or plugged in. on the other hand my musings are free"  
[X Link](https://x.com/yummyCenturyEgg/status/1928503508849803336)  2025-05-30T17:27Z [----] followers, [---] engagements


"$QVCGA First there's probably no LME at the QVC Group level. The preferred in QVC Group has no teeth. We might see a sale of the Cornerstone Brands which would be very interesting. The current $1.3B of preferred is trading at a value of $75M"  
[X Link](https://x.com/yummyCenturyEgg/status/1928503510401699842)  2025-05-30T17:27Z [----] followers, [---] engagements


"$QVCGA assuming the $240M of existing cash and proceeds from the sale of Cornerstone Brands ($100-200M QVC Group gets 62% of this) getdownstreamed to OpCo via an intercompany loan and we assign 35c to the intercompany loan (probably very conservative) we get a value of $100-$130M. https://twitter.com/i/web/status/1928503512272458028 https://twitter.com/i/web/status/1928503512272458028"  
[X Link](https://x.com/yummyCenturyEgg/status/1928503512272458028)  2025-05-30T17:27Z [----] followers, [---] engagements


"$QVCGA OpCo will cut off cash dividends to LINTA. I don't have a good feeling about LINTA"  
[X Link](https://x.com/yummyCenturyEgg/status/1928503517804736847)  2025-05-30T17:27Z [----] followers, [---] engagements


"$QVCGA OpCo LME is very likely. The company has flexiblity: 1) $300M of OpCo cash 2) $240M of cash from QVC Group 3) potentially more cash from the sale of Cornerstone Brands 4) sale of the international business with $275M of EBITDA. These are meaningful to faciliate the LME https://twitter.com/i/web/status/1928503519679574133 https://twitter.com/i/web/status/1928503519679574133"  
[X Link](https://x.com/yummyCenturyEgg/status/1928503519679574133)  2025-05-30T17:27Z [----] followers, [---] engagements


"$QVCGA I'm betting on a pop in this preferred once LME is announced. The LME will reduce the capital stack significantly potentially even giving some hope for equty value recovery"  
[X Link](https://x.com/yummyCenturyEgg/status/1929915945906033139)  2025-06-03T14:59Z [----] followers, [----] engagements


"@manandsea it's each box for itself these days. why would QVC group do anything to help OpCo or LINTA without any consideration that would be an easy lawsuit"  
[X Link](https://x.com/yummyCenturyEgg/status/1930024555340542218)  2025-06-03T22:11Z [----] followers, [---] engagements


"@commonsense6174 big difference between $QVCGA and $MIND. $QVCGP is trading at 7c.how much common do you think QVCGP wants in order to convert $MIND wasn't this out of the money.you don't have the incentives to convert the $QVCGP"  
[X Link](https://x.com/yummyCenturyEgg/status/1938672632981065930)  2025-06-27T18:55Z [----] followers, [---] engagements

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