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[@longriverCM](/creator/twitter/longriverCM)
"📌 Why Im watching Ally Financial ($ALLY): $ALLY Auto originations rose QonQ but prime loan supply is scarce. To keep volumes up Ally is pushing into subprime & deep subprimecharging higher rates but shouldering rising delinquency risk as defaults approach 2008 levels. This risk is amplified by its Carvana backstop: $3.6B in Carvana-originated auto loans sold to Ally in 2023 XX% of total originations. That volume fell in Sept XX now XX% signaling stress in underwriting and partnership friction. The return on tangible assets is improvingthanks to rising yieldsbut theres no rate advantage vs."  
[X Link](https://x.com/longriverCM/status/1949576831394328893) [@longriverCM](/creator/x/longriverCM) 2025-07-27T21:05Z XXX followers, XX engagements


"@unusual_whales @grok can you look up official sources and tell us if this is accurate Where does the money come from And whats the trend of foreign investment in china"  
[X Link](https://x.com/longriverCM/status/1978854570668216704) [@longriverCM](/creator/x/longriverCM) 2025-10-16T16:04Z XXX followers, XXX engagements


"$SIRI A good day for Sirius XM Stockholders. :)"  
[X Link](https://x.com/longriverCM/status/1974144849034293630) [@longriverCM](/creator/x/longriverCM) 2025-10-03T16:09Z XXX followers, XXX engagements


"$SIRI has Hard Assets and Real Moat: Nationwide satellite infrastructure billions in sunk cost. Exclusive transmission spectrum. Thousands of proprietary broadcast agreements. You cant just start another SiriusXM its capital-intensive and takes decades to build"  
[X Link](https://x.com/longriverCM/status/1977874122190278810) [@longriverCM](/creator/x/longriverCM) 2025-10-13T23:08Z XXX followers, XXX engagements


"🧪 Moderna Inc. ($MRNA) Q2 2025 Free Cash Flow: -$2.08 billion TTM Free Cash Flow: -$3.5 billion Free Cash Flow Yield: -XXXXX% Revenue (Q2 2025): $XXX million Market Cap: $XXXX billion Price-to-Book (P/B) Ratio: XXXX Book Value per Share: $XXXX Analysis: Moderna is grappling with significant financial challenges. The company reported a substantial negative free cash flow in Q2 2025 indicating that its operational cash generation is insufficient to cover capital expenditures. This trend is consistent with the companys declining revenue primarily due to reduced demand for its COVID-19 vaccine"  
[X Link](https://x.com/longriverCM/status/1966961724650893409) [@longriverCM](/creator/x/longriverCM) 2025-09-13T20:26Z XXX followers, XX engagements


"💊 Pfizer Inc. ($PFE) Q2 2025 Free Cash Flow: -$1.20 billion Operating Cash Flow (Q2 2025): -$582 million Capital Expenditures (Q2 2025): -$618 million Revenue (Q2 2025): $XXXX billion Adjusted EPS (Q2 2025): $XXXX Market Cap: $XXXX billion Price-to-Book (P/B) Ratio: XXXX Book Value per Share: $XXXX Analysis: Pfizers Q2 2025 financials reveal a negative free cash flow primarily due to a decline in operating cash flow and significant capital expenditures. The company is facing challenges related to the waning demand for its COVID-19 products and increased competition in the pharmaceutical"  
[X Link](https://x.com/longriverCM/status/1966962120064483700) [@longriverCM](/creator/x/longriverCM) 2025-09-13T20:28Z XXX followers, XXX engagements


"$As of October XX 2025 stock is trading at $XXXXX reflecting a slight decline of XXXXXXX% from the previous close. The company is navigating through a phase of strategic investments aimed at long-term growth with a focus on diversifying its business portfolio and expanding its global footprint. Richard Liu is a business guy. I have mad respects for him. $JD"  
[X Link](https://x.com/longriverCM/status/1977180660302332128) [@longriverCM](/creator/x/longriverCM) 2025-10-12T01:12Z XXX followers, XXX engagements


"$SIRI is undervalued. Its full-year 2025 FCF guidance = $1.15B but H1 delivered $458M (implied $0.92B run-rate). With a market cap of $7.6B thats 1315% FCF yield. If execution holds this could be a high-return play masked by cautious market pricing"  
[X Link](https://x.com/longriverCM/status/1977872879405408565) [@longriverCM](/creator/x/longriverCM) 2025-10-13T23:03Z XXX followers, XXX engagements


"$SIRI isnt just a subscription business its embedded into the hardware of over 150M vehicles in North America. Every major automaker pre-installs SiriusXM receivers. Thats an unrivaled distribution network no streaming app can replicate"  
[X Link](https://x.com/longriverCM/status/1977873997019664872) [@longriverCM](/creator/x/longriverCM) 2025-10-13T23:08Z XXX followers, XXX engagements


"$CHRD Price to Free Cash Flow (P/FCF): XXX as of mid-2025 (free cash flow per share $XXXXX share price $90.16) Free Cash Flow margin XX% of revenue Dividend yield 5.2%6.9% (depending on share price) Capital expenditure guidance (pro-forma) for 2025-27: $XXX billion/year to maintain oil volumes 152153 MBO/D"  
[X Link](https://x.com/longriverCM/status/1980062122261295131) [@longriverCM](/creator/x/longriverCM) 2025-10-20T00:02Z XXX followers, XX engagements


"$CHRD Why Chord might be a compelling investment: High cash-flow yield / low valuation: With P/FCF XXX the market appears to under-price Chords cash generation potential. Operational efficiency upside: The move to 4-mile laterals (versus shorter drillateral lengths) and wider spacing promise better returns per dollar invested. Asset quality in a leading basin: Williston Basin remains one of the better-quality U.S. unconventional plays giving Chord differentiation against higher-cost peers"  
[X Link](https://x.com/longriverCM/status/1980062244131225817) [@longriverCM](/creator/x/longriverCM) 2025-10-20T00:03Z XXX followers, XX engagements


"$CHRD Although Chord is relatively efficient upstream E&P remains tied to oil/NGL/gas price cycles. A downturn would compress margins quickly. Production/inventory risk: Maintaining flat volumes at $XXX billion cap-ex is guidance; execution risk in drilling wells lateral length spacing. Leverage & capital discipline: While balance sheet metrics are reasonable future drilling may require more investment if inventory depletes. Natural gas/NGL exposure: Although oil-weighted portions of Chords business are exposed to NGL/gas prices which are volatile and infrastructure-dependent"  
[X Link](https://x.com/longriverCM/status/1980062488344535110) [@longriverCM](/creator/x/longriverCM) 2025-10-20T00:04Z XXX followers, XX engagements


"In short: Chord offers exposure to upstream oil/NGL/gas with a differentiated asset base and capital-return focus. The thesis is attractive if you believe drilling efficiency will improve commodity prices stay adequate and return of cash remains disciplined. $CHRD"  
[X Link](https://x.com/longriverCM/status/1980062598583181428) [@longriverCM](/creator/x/longriverCM) 2025-10-20T00:04Z XXX followers, XX engagements


"@teechongyen I think he mentioned liberty media in his last letter before he closed out his hedge fund. Ted is truly an awesome investor. I came across one of his podcast and was immediately impressed"  
[X Link](https://x.com/longriverCM/status/1980110947130949755) [@longriverCM](/creator/x/longriverCM) 2025-10-20T03:16Z XXX followers, XX engagements


"$CHRD Chord Energy is a U.S. independent oil & gas producer focused on the Williston Basin (North Dakota & Montana) with operations spanning crude oil natural gas liquids (NGLs) and gas. The company has posted solid free-cash-flow (FCF) generation recently trades at relatively low multiples (P/FCF 5.6) and emphasizes returning cash to shareholders. Key recent events include the acquisition of Enerplus Corporation (creating a scale operator) and execution of longer-lateral drilling techniques"  
[X Link](https://x.com/longriverCM/status/1980061946121482679) [@longriverCM](/creator/x/longriverCM) 2025-10-20T00:02Z XXX followers, XX engagements


"@teechongyen I like him more than Jack Ma. there was an interview of him coming out lately about his vision and five-year plans for They are making moves in hotel & hospitality managemenr delivery service stable coin and oversea operations. Should be interesting"  
[X Link](https://x.com/longriverCM/status/1980136820848386213) [@longriverCM](/creator/x/longriverCM) 2025-10-20T04:59Z XXX followers, XX engagements


"@teechongyen Did not know that i guess i am X% closer becoming the next Charlie munger lol. Jack Mas comment on Ant Financial and government ruined him for good"  
[X Link](https://x.com/longriverCM/status/1980145311675974047) [@longriverCM](/creator/x/longriverCM) 2025-10-20T05:33Z XXX followers, XX engagements