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# ![@SouthernValue95 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1142421861176942592.png) @SouthernValue95 SouthernValue

SouthernValue posts on X about what is, business, $dis, $chtr the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1142421861176942592/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1142421861176942592/c:line/m:interactions.svg)

- X Week XXXXXX +53%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +98%
- X Year XXXXXXXXX +30%

### Mentions: X [#](/creator/twitter::1142421861176942592/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1142421861176942592/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XX -XX%
- X Months XXX +210%
- X Year XXX +61%

### Followers: XXXXXX [#](/creator/twitter::1142421861176942592/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1142421861176942592/c:line/m:followers.svg)

- X Week XXXXXX +0.21%
- X Month XXXXXX +0.80%
- X Months XXXXXX +9.60%
- X Year XXXXXX +24%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1142421861176942592/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1142421861176942592/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance) 

**Social topic influence**
[what is](/topic/what-is), [business](/topic/business), [$dis](/topic/$dis) #37, [$chtr](/topic/$chtr), [$wday](/topic/$wday), [$atkr](/topic/$atkr), [$iac](/topic/$iac), [$abnb](/topic/$abnb), [$it](/topic/$it), [$cert](/topic/$cert)

**Top accounts mentioned or mentioned by**
[@revcap](/creator/undefined) [@pythiar](/creator/undefined) [@masasoncap](/creator/undefined) [@satyanadella](/creator/undefined) [@borrowedideas](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@prefshares](/creator/undefined) [@thetoewsera](/creator/undefined) [@forwardcap](/creator/undefined) [@metacriticcap](/creator/undefined) [@blueduckcap](/creator/undefined) [@joriol96](/creator/undefined) [@northerngrowth8](/creator/undefined) [@sinstockpapi](/creator/undefined) [@elliotturn](/creator/undefined) [@mratable](/creator/undefined) [@nuancerocket](/creator/undefined) [@bizalmanac](/creator/undefined) [@pekwat](/creator/undefined) [@tsohinvesting](/creator/undefined)

**Top assets mentioned**
[DisChain (DIS)](/topic/$dis) [Charter Communications Inc (CHTR)](/topic/$chtr) [Workday Inc (WDAY)](/topic/$wday) [Atkore Inc. (ATKR)](/topic/$atkr) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [Airbnb Inc (ABNB)](/topic/$abnb) [Gartner Inc (IT)](/topic/$it) [Certara, Inc. Common Stock (CERT)](/topic/$cert) [Cream (CRM)](/topic/$crm) [Global Payments Inc (GPN)](/topic/$gpn) [MGM Resorts International (MGM)](/topic/$mgm) [CarMax, Inc (KMX)](/topic/$kmx) [Adobe, Inc. (ADBE)](/topic/$adbe) [WillScot Mobile Mini Holdings, Corp. (WSC)](/topic/$wsc) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Netflix Inc (NFLX)](/topic/$nflx) [Copart, Inc. (CPRT)](/topic/$cprt) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) [Stacks (STX)](/topic/$stx) [Western Digital Corp (WDC)](/topic/$wdc) [Microsoft Corp. (MSFT)](/topic/$msft) [Ally Financial, Inc. (ALLY)](/topic/$ally)
### Top Social Posts
Top posts by engagements in the last XX hours

"What is a stock that has a legitimate bear case or hasnt executed perfectly and the stock price is just completely dislocated from historical and relative norms bc its extremely hated (Not saying all will work obv but interesting pile to dig through). Things like: - $CHTR - $WDAY - $CRM - $GPN - $ATKR - $IAC - $MGM - $ABNB - $KMX - $IT - $ADBE - $CERT - $WSC"  
[X Link](https://x.com/SouthernValue95/status/1994103268142690372)  2025-11-27T17:57Z 14.6K followers, 31.1K engagements


"$WBD sells studio and streaming business for $27.75/sh to $NFLX when its wholeco was trading at $7/sh 18mo ago. Almost everyone hated this stock at $X. What was happening at linear was clear and very bad - but there was still value at HBO and at Warner Brothers. IMO when the company resegmented into separate Linear and Studios & Streaming segments it was the signal they'd go down the path of separating the businesses to realize the value of S&S (even if linear was worth $0.) and the r/r changed. Rare case where a SOTP worked. But there had to be the catalyst of a sale. It is unlikely that the"  
[X Link](https://x.com/SouthernValue95/status/1996932672954745280)  2025-12-05T13:20Z 14.6K followers, 37.9K engagements


"$CPRT has been an awesome business but the tailwinds just wont be what they were in the 2010s. You had frequency and severity tailwinds to the industry and taking share from IAA. Now just severity as a tailwind and share leveling out possibly giving some back to $RBA. Not sure why this should be a premium growth business prospectively worth its still premium multiple"  
[X Link](https://x.com/SouthernValue95/status/1991708045911449651)  2025-11-21T03:19Z 14.6K followers, 1028 engagements


"@Benioff Have you seen the HDD stocks lately If LLMs are $STX $WDC get long Marc"  
[X Link](https://x.com/SouthernValue95/status/1996748416974459038)  2025-12-05T01:08Z 14.6K followers, 6506 engagements


"Best moment from the @dylan522p and @dwarkesh_sp podcast with $MSFT CEO @satyanadella:"  
[X Link](https://x.com/SouthernValue95/status/1988739993431666831)  2025-11-12T22:45Z 14.6K followers, 276.1K engagements


"@TSOH_Investing Almost included $DIS. Very cheap"  
[X Link](https://x.com/SouthernValue95/status/1994115066552098854)  2025-11-27T18:44Z 14.6K followers, 1774 engagements


"@TSOH_Investing What is the pitch on $ALLY"  
[X Link](https://x.com/SouthernValue95/status/1994115184160592001)  2025-11-27T18:44Z 14.6K followers, XXX engagements


"$DIS has built yet another real tentpole franchise in Zootopia. From MS: Zootopia X opened to $556M globally (on-track for $1B+) for the highest global animated opening box of all-time the 4th highest global open ever and the highest global debut of 2025 w/ $156M domestically (2nd biggest Thanksgiving gross ever after Moana 2) vs Variety $135-150M and a massive $400M internationally including $272M in China (2nd biggest foreign movie ever after Avengers: Endgame)"  
[X Link](https://x.com/SouthernValue95/status/1996242940948017587)  2025-12-03T15:39Z 14.6K followers, 6670 engagements


"@PythiaR Low end substitution already exists in the other WFE categories so this is objectively true. I'd imagine the Q for ASML is if DUV at risk"  
[X Link](https://x.com/SouthernValue95/status/1998036898607219053)  2025-12-08T14:28Z 14.6K followers, XXX engagements