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[@accrued_int](/creator/twitter/accrued_int)
"For some holiday reading this has interesting details on the distribution deals Disney is cutting with media players when they launch the new ESPN streamer $DIS $VZ $TMUS $FUBO - this will have ramification for lots of companies"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1941168746489688231) 2025-07-04 16:14:28 UTC 1935 followers, XXX engagements


"I forgot who said it but I recall some analyst saying "It's easy to look like a genius inside the cable bundle 📺" And they were correct #HBO benefitted since they don't have a full slate of shows for XX months (4-5 tentpoles year) $WBD $PARA $DIS"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942944274535834080) 2025-07-09 13:49:47 UTC 1942 followers, 1329 engagements


"Check out @Sunrisecap168 latest piece on $APP - Always happy to highlight others doing work on #AppLovin. I think this company will be a case study in business schools in less than X years 🔖📑🧑🎓👨🎓👩🎓"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1940423168336048317) 2025-07-02 14:51:49 UTC 1940 followers, 1857 engagements


"@DGretta_Author I'm also starting to look at $CPRT agree it's a great business they talk about it in business schools for a reason Just curious why would you say only call options @DGretta_Author"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944815488779084103) 2025-07-14 17:45:20 UTC 1950 followers, XXX engagements


"Check out my coverage of $PINS as we head into Q2 earnings season. On my substack you can see how I lay out my valuation model and all the insights that come out of it. Going forward Ill be updating these models weekly. So please subscribe if you find these helpful $GOOGL $META $APP $TTD $SNAP $NFLX $DIS $WBD $PARA $LION $STRZ $NXST $GTN $TGNA $SBGI $SSP"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945483378515423385) 2025-07-16 13:59:17 UTC 1951 followers, XXX engagements


"After #AppLovin selloff pls compare $APP and $META. $APP trading at 25x 2026 FCF and 21x 2027 FCF. Meta trading at 38x '26 FCF and 28x '27FCF.If AppLovin eCommerce pilot is already doing BILLIONS estimates are too low for '26/'27 🛍🛒 Higher EBITDA to FCF conversion than Meta too. Long @AppLovin"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1937185397357916359) 2025-06-23 16:26:04 UTC 1940 followers, 2128 engagements


"Let me remind $WBD bulls of their own long thesis.#SupermanMovie is being judged against a low-bar. lol The last decade of DC movies was such a failure they make jokes about it on $WBD shows 😂. Long or short this "reboot" will move the stock. Remember Iron Man It only takes just X to change everything"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942263695905563012) 2025-07-07 16:45:25 UTC 1939 followers, 2848 engagements


"Was glad to see Gabelli call out Fox Corp ( $FOX $FOXA) which I had called out as being cheap in this weeks tracker breakdown - Gabelli: Fox can capture additional subscribers outside of its current base. The company has low leverage and continues to buy back shares.""  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944457772340236732) 2025-07-13 18:03:53 UTC 1940 followers, XXX engagements


"@themattharbaugh Yeah those guys really have quite a track record over at constellation $CSU"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945117371749867861) 2025-07-15 13:44:54 UTC 1951 followers, XX engagements


"If you enjoy my content here please sign up for my free substack - my investment notes are much more organized there 🤑 More to come as we get ready for Q2 earnings season coming up. link in bio 🔗 $DIS $WBD $NFLX $APP $PINS $STRZ $NXST $FOXA $GOOGL"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944941939263955368) 2025-07-15 02:07:48 UTC 1951 followers, XXX engagements


"$APP down a little bit in the after hours on not being added to the s&p XXX. I don't care this company is creating value and growing its free cash flow. so index or not it's going higher.#AppLovin"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944885215228518905) 2025-07-14 22:22:24 UTC 1950 followers, 1707 engagements


"$GOOGL out here throwing money at random States like it's running for president 🦅"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945118835130163553) 2025-07-15 13:50:43 UTC 1945 followers, XXX engagements


"@Variety In investing this is what they call "management lowering street estimates" 😂Gunn's job is safe but $WBD needs #SupermanMovie to do well to validate their thesis. Others want to raise valuations for their respective studios too $DIS $PARA $LION"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942236985059352831) 2025-07-07 14:59:16 UTC 1934 followers, 1302 engagements


"Reminder the TAM (total addressable market) for movie theaters is structurally lower so you can't put the same pre-2019 earnings multiple on a studio business. Logic says it must be lower. $WBD $DIS $PARA $LION.h/t chart from @TSOH_Investing 🎥📽🍿"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942239238487191707) 2025-07-07 15:08:14 UTC 1934 followers, XXX engagements


"FOX news will never have a problem getting into any digital video package they want. $FOX is a must watch channel. However viewers consume TV in the future 📺 Fox news will be there. I don't think you can say that about any other channel lol I would never short"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942592727457435965) 2025-07-08 14:32:52 UTC 1937 followers, XXX engagements


"Here are the consensus earnings figures I had in my model - avg as of July 14th. Subscribe and you'll get this and other models sent to you. Internet / Communication Services includes Google ( $GOOGL / $GOOG) Meta Platforms ($META) AppLovin ( $APP) The Trade Desk ( $TTD) Reddit ( $RDDT) Pinterest ( $PINS) and Snap ( $SNAP). Diversified Media + Streaming Netflix ( $NFLX) Walt Disney ( $DIS) Warner Bros. Discovery ( $WBD) Fox Corporation ( $FOX / $FOXA) Paramount Global ( $PARA) Lionsgate Studios ( $LION) and Starz Entertainment ( $STRZ). Broadcast / Local Television Nexstar Media Group ("  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945496897931633001) 2025-07-16 14:53:00 UTC 1951 followers, XXX engagements


"Hello Im making Accrued Interest into a media/tech stock research service. Thanks for your support and let me know what stocks you want to read about Link in bio - no paywall yet so sign-up today. $DIS $NFLX $DIS $WBD $FOX $PARA $NXST $GTN $TGNA $SBGI $SSP"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942962180531331091) 2025-07-09 15:00:56 UTC 1950 followers, XXX engagements


"Thanks for reading my $UBER pitch Now $LYFT is cheaper - trading at X 2026E EV / FCF and X 2027E. Mr. Market is warning us that Lyft NOT Uber is more at risk of losing share as AV's arrive 🚖🚕I think $LYFT can lose share in 2-3 years.I can't buy 🙅♂"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942670352930464236) 2025-07-08 19:41:19 UTC 1945 followers, XXX engagements


"Im trying to form an opinion on $WPP stock and these organic growth declines seem structural. Im not sure how much new management changes thisIs there something to the long case that Im missing.🤔🛍🛒 $OMC $IPG - h/t @Digiday"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944763740366221503) 2025-07-14 14:19:42 UTC 1950 followers, XXX engagements


"As I expand my stock coverage I'm often surprised which names are most read. My articles on $STRZ $PINS $UBER and $NXST have gotten the most reads.I'm expanding my coverage to about XX companies.Which TMT (tech media and telecom) names do you want to hear about Link in bio 🔗"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942962953038315771) 2025-07-09 15:04:01 UTC 1950 followers, XXX engagements


"We have $NFLX reporting earnings tomorrow. I have it at about 34x 2027 adjusted EPS and about 40x EV/FCF for 2027. #NFLX is expensive but like what I said above on #AppLovin you cant ignore how they owned their category with impressive financial results. In the latest Nielsen figures for the month of June viewership was up XXXX% vs. May 2025. According to Nielsen Netflixs performance was so strong it accounted for XX% of streamings total monthly gain"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945510540761055554) 2025-07-16 15:47:13 UTC 1950 followers, XXX engagements


"I regret I didn't write about the idea of shorting / avoiding advertising agency holding companies like $WPP due to #AI because I thought "nah too obvious" but man - maybe it really was just that simple 🤖These used to be roll-up machines"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942946942385865208) 2025-07-09 14:00:23 UTC 1945 followers, XXX engagements


"@wallstengine this was surprising to me - "For $MA we expect to see it create new growth opportunities in crypto via partnering".I guess it shouldn't be.Mastercard and $V seem like cheat codes when it comes to boring profitable stocks"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944764285558628632) 2025-07-14 14:21:52 UTC 1928 followers, XX engagements


"@MrJulius007 haha always happy to talk fundamentals.let me know what others stocks you want to hear (or hear more) about"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1940423655063990517) 2025-07-02 14:53:45 UTC 1940 followers, XX engagements


"On this week's tracker I called out $FOXA / $FOXA - trading at 12.6x 2027 EV/FCF. Low debt unique TV assets mvp of the 📺 bundle owns XXX% of #Tubi and XX% of FanDuel. $NFLX is expensive but I always like them as best-in-class execution"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945315282471337997) 2025-07-16 02:51:20 UTC 1950 followers, XXX engagements


"Okay that's good to know so $WPP is a laggard and $IPG and $OMC are better on AI. But I think long term the whole industry will suffer as $META $GOOG/ $GOOGL can basically take over and optimize the marketing function"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943333077813473373) 2025-07-10 15:34:45 UTC 1939 followers, XXX engagements


"So the @Digiday + Media Buying Briefing was not pulling any punches in this AM Are the holding companies turning the corner or rearranging the deck chairs Im wondering if $WPP and $OMC $IPG are structural shorts or very cheap Hmmm.🤔🛍🛒"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944762099030257725) 2025-07-14 14:13:10 UTC 1944 followers, XXX engagements


"@AppLovin @shapermint @trafilea Congratulations on the success @AppLovin It's a huge win for the entire DTC community when they have a new paid channel that they can scale"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943341111134556193) 2025-07-10 16:06:41 UTC 1944 followers, XXX engagements


"@Variety the theme parks and cruises at $DIS are some of the most reliable parts of the business. It makes sense that investors are ok spending more capex"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945500147384820192) 2025-07-16 15:05:55 UTC 1947 followers, XX engagements


"@Variety Wow I didn't realize this was their first ad supported plan $SIRI"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945144341296451961) 2025-07-15 15:32:04 UTC 1940 followers, XX engagements


"Thanks for the reminder that #IAA was acquired. I remember it being a separate stock sort of perfect case study for business schools with copart. 🚗🪚"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944835908903297028) 2025-07-14 19:06:28 UTC 1950 followers, XXX engagements


"Idea - look at $FOXA $FOX.Fox is trading cheaper than $WBD if you look at EV / FCF but I think Fox's assets are more unique and their strategy of live news + sports is very smart. Has upside from owning XXX% of @Tubi and XX% of @FanDuel ( $FLUT).thoughts🤔"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942994155514319057) 2025-07-09 17:08:00 UTC 1939 followers, 1546 engagements


"me discussing EBITDA add-backs with @PUSHA_T @clipse 😂🤑🔊💵"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944468539227914273) 2025-07-13 18:46:40 UTC 1940 followers, XXX engagements


"I love how all of the factual reporting of the #Superman box office reminds you just how many movies $WBD had bomb 💣under the last regime 🍿🎟🎦"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944965174164693136) 2025-07-15 03:40:07 UTC 1939 followers, XXX engagements


"I'm catching up on the mid-year Barron's @barronsonline roundtable Saturday article. I see a lot of media tickers were mentioned $TGNA $SBGI $FOX $FOXA. What stocks from the article do you guys like"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944045170242003131) 2025-07-12 14:44:21 UTC 1939 followers, XXX engagements


"@Variety I think this really shows how strong Lilo & Stitch was.that movie was not the best $DIS characters and they still did better than #Superman for $WBD"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944425906052719084) 2025-07-13 15:57:16 UTC 1939 followers, XXX engagements


"OK so looks like Unity $U is up on @Jefferies upgrade to $XX (from $29). Stock at $XX now. I still like $APP more in my latest tracker I show it is now trading at about 22x 2027 EV/FCF. I would note that the company is growing Free cash flow like crazy. I think they can beat the FCF estimate. fwiw"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945510252218069168) 2025-07-16 15:46:04 UTC 1950 followers, XXX engagements


"lina khan watching $META and $GOOGL spend billions 💰 acquiring the employees👨💼👩💼🧑💼👨🏾💼 of competitors they can't get through regular m&a #OpenAI"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944835271675261438) 2025-07-14 19:03:56 UTC 1951 followers, XXX engagements


"Ignore 🎥🍿narratives - audiences speak with their dollars - 1) people don't have sequel fatigue for franchises 2) they don't care about "originals" 3) "hit" movies make less 💲💰 each year. $WBD $DIS $PARA $LION"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1940791297100730808) 2025-07-03 15:14:38 UTC 1939 followers, XXX engagements


"Good read in the Sunday New York times - this is why I talk about #YouTube so much The brutal truth is that YouTube is indeed the biggest competitor of Netflix at this point. $GOOGL $GOOG"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944417374767132914) 2025-07-13 15:23:22 UTC 1939 followers, XXX engagements


"So @Digiday had an excellent piece out today on my favorite topic #YouTube. Here are some highlights of the article but I suggest you read it in full. "Googles YouTube overtures gain traction among marketers refocusing on brand investments" $GOOGL $GOOG"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945495446949876089) 2025-07-16 14:47:14 UTC 1950 followers, XXX engagements


"Every Mon I'll update my media multiple tracking model and sharing it with subscribers. I went over top XX media stocks. I explain why $NFLX trades at a premium and you shouldnt ignore debt in valuations. $DIS $WBD $FOX $PARA $NXST $GTN $TGNA $SBGI $SSP Link in bio 🔗"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942586468561739842) 2025-07-08 14:08:00 UTC 1944 followers, XXX engagements


"Heres my model to compare media valuations I use EV/ FCF not EBITDA. I don't ignore debt to make stocks look cheaperSee substack for individual company commentary $NFLX $DIS $WBD $FOX $PARA $NXST $GTN $TGNA $SBGI $SSP"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942345019161039219) 2025-07-07 22:08:34 UTC 1944 followers, 1217 engagements


"I think the Murdoch family has been literally the OPPOSITE of the Redstones in every way. Selling most of FOX to $DIS in 2017 was the opposite of $PARA running it into the ground. I'll be watching earnings and will see but apples and oranges imo"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942609819078414375) 2025-07-08 15:40:47 UTC 1944 followers, XXX engagements


"The 7/14 Accrued Interest Valuation tracker is here I update my model each week so you can see the EV / Consensus FCF for media stocks I cover. My X favorites now are $GOOGL $APP $PINS $NFLX and $FOXA. Will post more later - subscribe in bio 🔗Let me know your thoughts"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945168742259847332) 2025-07-15 17:09:02 UTC 1950 followers, 1428 engagements


"Ok time for #AppLovin for #MultipleMonday Feel free to share - here is my valuation math for $APP. After the sell-off I have APP trading at about 21x 2027 FCF and 23x 2027 P/E. I think you must use Enterprise Value to Free Cash Flow because they convert XX% of EBITDA to cash. $META trades at 28x 2027 FCF. I like"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1937180129060352408) 2025-06-23 16:05:08 UTC 1944 followers, 4205 engagements


"@MMoney642 lol me too this is how I feel seeing everyone talk about $OSCR while I wait for them to get to my tickers @MMoney642"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942591647906410816) 2025-07-08 14:28:35 UTC 1945 followers, 1331 engagements


"Everyone says they're done with $GOOG / $GOOGL but old habits die hard. Yes yes 😈"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945111288968868187) 2025-07-15 13:20:44 UTC 1950 followers, 1105 engagements


"Just for the record I think $FOX has the most valuable TV network in America in Fox News. Its a cable channel that is basically a must-carry broadcast network. 📺Also Fox has #Tubi - not profitable but growing share in streaming TV under the radar. See substack for model"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942591351348191400) 2025-07-08 14:27:24 UTC 1937 followers, XXX engagements


"I think it would stand to reason that if $GOOGL is taking many of OpenAI's best people then $GOOG's moat is safer from disruption because the company can acqui-hire their competition.great point @RihardJarc"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944766081182077154) 2025-07-14 14:29:00 UTC 1945 followers, XXX engagements


"this is a common sentiment and I'm OK with that. Many don't appreciate $FOX / $FOXA dominance. #1 in news they have "must-carry" status. Plus high ratings / must-buy for advertisers. Plus #Tubi growing 20%-25% with ads so very scalable longer term plus XX% of FanDuel"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944463677756944719) 2025-07-13 18:27:21 UTC 1944 followers, XXX engagements


"@MrJulius007 But but everyone told me that $UBER was dead at $60.haha 😂 thank u @MrJulius007"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945111537896522158) 2025-07-15 13:21:43 UTC 1941 followers, XX engagements


"Well this clearly could be a win for $APO and $BX." Institutional investors such as pension funds have largely maxed out on private markets leading firms to look to individual investors for new sources of growth." No position - something to watch"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945492022263001264) 2025-07-16 14:33:38 UTC 1950 followers, XXX engagements


"The pace at which $GOOG / $GOOGL keeps pushing out new AI features and @GeminiApp models continues to impress me"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945528597097205921) 2025-07-16 16:58:58 UTC 1950 followers, XXX engagements


"Using my Media Multiple Tracker I want to do more work on $FOXA $FOX. It trades at EV/FCF discount to $WBD. And consensus is Fox has higher 1) revenue growth 2) #EBITDA margins EBITDA to FCF conversion and FCF margins.This is part of my process. Link in bio 🔗"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943146535019061498) 2025-07-10 03:13:30 UTC 1944 followers, XXX engagements


"This Harry Potter show has the potential to be a bigger needle mover for @hbomax and $WBD in general then even #Superman because it's going to have to generate at least seven seasons of programming that can sell all over the world 🌎"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944778354152124444) 2025-07-14 15:17:46 UTC 1944 followers, XXX engagements


"I swear everyday I literally have no idea what #AppLovin's stock price is going to do 😂🤷♂I think $APP just bounces around like a random-number generator in-between earnings calls 💰☎🎙"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944780246831501444) 2025-07-14 15:25:17 UTC 1950 followers, 2307 engagements


"In investing this is what they call "management lowering street estimates" 😂Gunn's job is safe but $WBD needs #SupermanMovie to do well to validate their thesis. Others want to raise valuations for their respective studios too $DIS $PARA $LION"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942237051392610692) 2025-07-07 14:59:32 UTC 1944 followers, XXX engagements


"something to keep in mind as we debate what the new "normal" pace of inflation is in this post #tariff world"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945134255811568038) 2025-07-15 14:52:00 UTC 1944 followers, XXX engagements


"More positive catalysts are ahead for $UBER. All of the "value" managers who were too afraid at $XX are going to be buying this stock when it's over $XXX and for a while to come 🚕🚖"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945113627465335174) 2025-07-15 13:30:01 UTC 1950 followers, XXX engagements


"So just a reminder $WBD does not YET have a global footprint due to obligations from HBO to int'l cable providers. They are just now launching more Euro / Asian countries. $NFLX has a huge head start"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943388739083923875) 2025-07-10 19:15:56 UTC 1939 followers, 1074 engagements


"I have a strong preference for companies that convert more than XX% of their #EBITDA to #FCF. $FOXA $FOX is able to generate more free cash flow because they did not waste billions trying to support a streaming competitor to $NFLX like $WBD $DIS and $PARA"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943145595411009716) 2025-07-10 03:09:46 UTC 1950 followers, 1325 engagements


"@B__Digs @BigIdeasCapital @TSOH_Investing @TMTAnalystANON The movie 📽🍿business is an important signal /leading indicator for the health of $WBD studio business. Box office receipts are used to price other business deals too. #SupermanMovie is a big deal. It's opening weekend will impact how investors view $DIS $PARA and others"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942245467632377859) 2025-07-07 15:32:59 UTC 1944 followers, XXX engagements


"Check out on my Substack I walk through the financial KPIs that I built into my Media Multiple Tracker. I use valuation vs. consensus estimates to get ideas for new trades.Subs will get the new tracker each Monday. Link in bio 🔗Will post highlights now. $DIS $NFLX $WBD $PARA $NXST $GTN $FOX"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943143866460242414) 2025-07-10 03:02:54 UTC 1939 followers, 1443 engagements


"It's Monday so I'm updating my custom-valuation tracker.Subscribe (for free) at In this next update I'll walk through new thoughts on media stocks $NFLX $DIS $WBD $FOX $PARA $NXST $GTN $TGNA $SBGI $SSP and more before Q2 earnings"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944790110836298001) 2025-07-14 16:04:29 UTC 1947 followers, 1627 engagements


"Interesting TIL that the Newhouse family who had a $XXX Bn stake in $WBD has $6.4Bn of $RDDT and $8Bn in $CHTR. 📺🔍. @theinformation. I can see why they sold half their stake in $WBD"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1940960360200393089) 2025-07-04 02:26:25 UTC 1940 followers, 1162 engagements


"More and more realizing $UBER is a solid play and price targets are going higher. They will continue to head higher🚕🚖. Check out my sub stack for my piece on this still applies"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944768744225464479) 2025-07-14 14:39:35 UTC 1951 followers, 2005 engagements


"Sure @FabGonz1_ - $CPRT lost mkt share to #IAA because IAA is a major customer of Progressive Insurance who has been gaining share. There are several Dynamics at play as to why Copart gains or losses share. Hope that answered your question"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945121795897467345) 2025-07-15 14:02:29 UTC 1947 followers, XXX engagements


"This was a good box office so $WBD can make it easier to pitch the S&S spinoff. Stock probably opens higher on Monday. However on an absolute basis $122M isn't huge and frankly makes $DIS look stronger now that they beat #Superman with #LiloAndStitch"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944434839639232699) 2025-07-13 16:32:46 UTC 1940 followers, XXX engagements


"Next on this week's tracker 7/14 I called out X more favorites $GOOGL / $GOOG at 16x 2027 EPS #YouTube taking share in 📺 #Waymo Gemini - all cheap then I also like $PINS at 12x 2027 EV/FCF I think AI can improve monetization / lift margins stock is cheap"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945315977689747613) 2025-07-16 02:54:05 UTC 1950 followers, XXX engagements


"$NFLX stands out with both the highest revenue growth as well as the highest EBITDA margins. After years of having one of the weakest financial profiles in the media industry today it has arguably the strongest. Street expecting double-digit growth. $DIS $WBD $FOX $GTN"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943145274420900265) 2025-07-10 03:08:29 UTC 1939 followers, XXX engagements


"And this was the link to the article from @theinformation"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944927680354209812) 2025-07-15 01:11:08 UTC 1939 followers, XXX engagements


"Interesting.had not realized $CPRT hit XX week low.I'm stale on the name and need to do more research but #Copart is a dominant company always on my watchlist.not "cheap" but almost never is.Anyone going long on this pullback 🚗🪚🚗. $RBA"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944810619405803649) 2025-07-14 17:25:59 UTC 1947 followers, XXX engagements


"FYI - Im surprised that $FOX does not come up more often when talking about attractive media 📺stocks. I think Fox a better risk-adj trade than $WBD which trades at a similar EV/FCF multiple by my math. And Fox has much less leverage"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942481757128839592) 2025-07-08 07:11:55 UTC 1950 followers, XXX engagements


"@nytimes This is definitely going to have a positive effect and other tech stocks tomorrow"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944967294477594848) 2025-07-15 03:48:33 UTC 1950 followers, 3132 engagements


"So $WBD stock is outperforming today up +3% (rotten tomatoes is easily gamed so I ignore it lol).my point that investors are reacting positively to #Superman reviews still stands. Let's relax and wait until Monday to get see box the final office 🎥🍿"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942668530547101862) 2025-07-08 19:34:05 UTC 1939 followers, 1101 engagements


"Feels like that is just the Buffett premium coming out of the stock $BRK $BRK.B. No position but one could argue that without Warren a lot of these businesses have no business being together 🤷♂. Will see what happens"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942573438511513616) 2025-07-08 13:16:13 UTC 1945 followers, XXX engagements


"What do others think of the bull case here for $IPG / $OMC that @BSMdeltas laid out below I have no position right now but will be watching action in the ad agencies this Q2"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943340010914136449) 2025-07-10 16:02:18 UTC 1939 followers, XXX engagements


"TikTok's parent ByteDance is working on a lightweight mixed reality device that resembles a pair of goggles according to three people with direct knowledge of the project. I like this idea better than the bulky metaverse headset but not sure if tiktok should be investing elsewhere to catch up with $META. I still think wearables have a long way to go before they get to mass market adoption"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944927438942667185) 2025-07-15 01:10:11 UTC 1940 followers, XXX engagements


"Yes you just made the $FUBO bear case - "Cox has a linear cable bundle and is in talks to merge with $CHTR. Charter recently made a deal to offer #Hulu. Why do they need to offer Hulu+Live" This is my concern they will struggle to add new subs post-deal close 📺"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942240585441763656) 2025-07-07 15:13:35 UTC 1940 followers, XXX engagements


"Before you vacay 🏖🌭🎆 happy to share I was interviewed by @stockspinoffss on his podcast Stock Spin-Off Investing (Subscribers check inbox) We talk all things media $WBD $STRZ $CMCSA $LION.see next post for YouTube @Spotify and @ApplePodcasts links.(1/2)"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1940810610213851272) 2025-07-03 16:31:22 UTC 1940 followers, 1255 engagements


"Agree - "We believe that #AppLovin has the potential to fundamentally reshape the landscape of performance advertising as it becomes an indispensable infrastructure layer for digital marketing analogous to how Meta Google and TikTok are regarded" $APP"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942848321711694067) 2025-07-09 07:28:30 UTC 1940 followers, 1476 engagements


"I prefer to use enterprise value and not market cap when evaluating free cash flow because capital structure matters. $PINS has a LOWER EV/FCF multiple trading at 14x 2026 FCF and less than 12x 2027. Check out my Substack for more #ValueInvesting"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1936819765768753608) 2025-06-22 16:13:11 UTC 1940 followers, XXX engagements


"Haha great minds think alike So I tend to stay away from $AZO and $ORLY because I don't think I could forecast the macro aspect of Auto sales / used car sales too well. I liked that $CPRT had barriers to entry with its junkyard business🚗🪚"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945147121252098347) 2025-07-15 15:43:07 UTC 1950 followers, XXX engagements


"I know I have sounded bearish on 📺 but #FOX will grow earnings by taking back reverse retrans dollars from local affiliates $NXST $TGNA $GTN $SSP. Curious to hear other opinions. I would rather own $FOX than $WBD.cheaper lower leverage + harder to disrupt"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942997281579639137) 2025-07-09 17:20:25 UTC 1944 followers, XXX engagements


"@patientinvestt Feels like that is just the Buffett premium coming out of the stock $BRK $BRK.B"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942573120575135783) 2025-07-08 13:14:57 UTC 1945 followers, XXX engagements


"this was surprising to me - "For $MA we expect to see it create new growth opportunities in #crypto via partnering".I guess it shouldn't be.Mastercard and $V seem like cheat codes when it comes to boring profitable stocks. Just great long-term holds since they control the payment rails"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944764496376979476) 2025-07-14 14:22:42 UTC 1950 followers, XXX engagements


"Lastly on this week's tracker I called out $APP #AppLovin - it does not screen "cheap" but when you look at consensus FCF they have high conversion from EBITDA.about 22x 2027 EV/FCF. I think more upside from e-commerce.I'm long into Q2 earnings in X weeks. Subscribe for more"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945316344859115655) 2025-07-16 02:55:33 UTC 1951 followers, XXX engagements


"I think this is a surprisingly effective way to judge studio IP for companies like $CMCSA with Universal and $WBD 🤷♂. sometimes it's not that deep 🤑 h/t @DrewSav"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942643581270872456) 2025-07-08 17:54:57 UTC 1940 followers, XXX engagements


"Now I have XX names on my tracker most of which I have talked about on my Substack Internet / Communication Services New Category Added includes Google ( $GOOGL / $GOOG) Meta Platforms ( $META ) AppLovin ( $APP ) The Trade Desk ( $TTD) Reddit ( $RDDT) Pinterest ( $PINS) and Snap ( $SNAP). Diversified Media + Streaming Netflix ( $NFLX) Walt Disney ( $DIS) Warner Bros. Discovery ( $WBD) Fox Corporation ( $FOX / $FOXA) Paramount Global ( $PARA) Lionsgate Studios ( $LION) and Starz Entertainment ( $STRZ). Broadcast / Local Television Nexstar Media Group ( $NXST) Gray Media ( $GTN) TEGNA ( $TGNA)"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945481174236725672) 2025-07-16 13:50:31 UTC 1950 followers, 1545 engagements


"@FabGonz1_ So I can't speak to $PGR I'm just not familiar enough with insurance. The only point was that $CPRT business is impacted by whoever is winning or losing with auto insurance. But I don't cover the auto insurance industry"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945126916085707114) 2025-07-15 14:22:50 UTC 1944 followers, XXX engagements


"@themattharbaugh This was a great quote I think it is definitely more of an opportunity and glad to see more investors are coming around to this way of thinking on $UBER"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944798124041502766) 2025-07-14 16:36:20 UTC 1945 followers, XXX engagements


"Hello new readers If you like media and tech stocks please subscribe to Accrued Interest Im a former radio/tv exec with a background in equity research who is now sharing my research on substack and investing full time. Check out my latest on $WBD $FOX $STRZ $NXST and $UBER as well as other stocks Let me know how you are getting ready for Q2 earnings season"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944636729421414883) 2025-07-14 05:55:00 UTC 1945 followers, XXX engagements


"Oh look $APP out here creating real value for their customers. This story still has a lot of legs imo 🤷♂. I expect momentum to continually build as we head into the holiday shopping season for #AppLovin"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943343312473051179) 2025-07-10 16:15:25 UTC 1940 followers, 1184 engagements


"This was an interesting read give this guy a follow $APP #AppLovin @exceed_invest"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943429730448863632) 2025-07-10 21:58:49 UTC 1940 followers, XXX engagements


"I can't imagine how difficult it is to value $TSLA because it feels like Tesla is always being combined / merged with another start-up tech company now #xAI .I'm old enough to remember when they acquired $SCTY (SolarCity) ☀🏘"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944767183633953017) 2025-07-14 14:33:23 UTC 1944 followers, XXX engagements


"@DGretta_Author Okay I understand. But "renting" stocks is the opposite of Warren Buffett but I get what you mean 😂 $CPRT"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945146391510048852) 2025-07-15 15:40:13 UTC 1947 followers, XXX engagements


"On second thought I think it was @FundaBottom who pointed out on his substack that $APP share price definitely moves for reasons outside of fundamentals. Anyways we'll have actual data in a few weeks #AppLovin"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944963738714423412) 2025-07-15 03:34:25 UTC 1949 followers, XXX engagements


"Wow I didn't realize this was their first ad supported plan $SIRI is like all other media companies in that eventually all roads lead to ads in terms of monetization (this is why I worry about $STRZ long term too)"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945144677973250428) 2025-07-15 15:33:24 UTC 1949 followers, XXX engagements


"In case you missed in honor of $UBER ATH resharing write-up from before July 4th. Market is slowly realizing robotaxis 🚕🚖wont destroy #Uber earnings powerso the stock is re-rating. I see path to $XXX as multiple expanded so earnings need to do the rest.Link in bio 🔗 and next tweet"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942237900659392810) 2025-07-07 15:02:55 UTC 1938 followers, 1413 engagements


"What few on Fintwit are willing to just say is M&A will not make $WBD $PARA competitive with $NFLX. They all have US-centric subscriber bases so little incremental gain from merging"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1943331786261475466) 2025-07-10 15:29:37 UTC 1942 followers, XXX engagements


"This was a great quote I think it is definitely more of an opportunity and glad to see more investors are coming around to this way of thinking on $UBER h/t @themattharbaugh he always does really good work give his substack a follow too"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944798492012032208) 2025-07-14 16:37:47 UTC 1944 followers, XXX engagements


"This is the reason I talk about #YouTube so much not just with TV stocks - Scholastic ($SCHL) is looking to it to generate ad revenue.difficult task but shows how $GOOG $GOOGL site has become the go-to "neutral" almost like Switzerland - for companies that want to scale their video FAST.faster than $NFLX"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944774344141308240) 2025-07-14 15:01:50 UTC 1951 followers, 1319 engagements


"@Variety This Harry Potter show has the potential to be a bigger needle mover for @hbomax and $WBD in general then even #Superman because it's going to have to generate at least seven seasons of programming that can sell all over the world 🌎"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944778211336073490) 2025-07-14 15:17:12 UTC 1951 followers, 6022 engagements


"@sequentanalyst thanks for that @sequentanalyst - makes sense I will add these to my notes when I look at $CPRT again #IAA"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944814328156209255) 2025-07-14 17:40:43 UTC 1950 followers, XXX engagements


"I think this really shows how strong Lilo & Stitch was.that movie was not the best $DIS characters and they still did better than #Superman for $WBD 🎥. If this is what solo movies are going to do for superheroes expect a lot more superhero team up movies"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1944427630763151789) 2025-07-13 16:04:07 UTC 1928 followers, XXX engagements


"the theme parks and cruises at $DIS are some of the most reliable parts of the business. It makes sense that investors are ok spending more capex"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1945500170977788224) 2025-07-16 15:06:01 UTC 1950 followers, XXX engagements


"I think its likely that $WBD sees some strength here and into the weekend as the initial reviews + word of mouth for the #SupermanMovie are coming in strong. A successful reboot raises valuation potential for both the Studio business and the streamer. Demonstrates strong IP 🎥"  
![@accrued_int Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1858583435377287168.png) [@accrued_int](/creator/x/accrued_int) on [X](/post/tweet/1942584858834002400) 2025-07-08 14:01:36 UTC 1939 followers, XXX engagements