#  @andrew1corpora1 andrew1corporate
andrew1corporate posts on X about $wbd, shanghai, debt, $dq the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
### Engagements: [--] [#](/creator/twitter::1241124052695232515/interactions)
- [--] Week [---] -69%
- [--] Month [-----] -24%
- [--] Months [------] -31%
- [--] Year [------] +44%
### Mentions: [--] [#](/creator/twitter::1241124052695232515/posts_active)
- [--] Months [--] -54%
- [--] Year [---] +0.97%
### Followers: [---] [#](/creator/twitter::1241124052695232515/followers)
- [--] Week [---] no change
- [--] Month [---] +0.32%
- [--] Months [---] +2.60%
- [--] Year [---] +27%
### CreatorRank: undefined [#](/creator/twitter::1241124052695232515/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) [stocks](/list/stocks) [travel destinations](/list/travel-destinations) [technology brands](/list/technology-brands) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [currencies](/list/currencies)
**Social topic influence**
[$wbd](/topic/$wbd), [shanghai](/topic/shanghai), [debt](/topic/debt), [$dq](/topic/$dq), [stocks](/topic/stocks), [cash flow](/topic/cash-flow), [$nflx](/topic/$nflx), [what are](/topic/what-are), [nba](/topic/nba), [$untc](/topic/$untc)
**Top assets mentioned**
[Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Netflix Inc (NFLX)](/topic/$nflx) [PolkaBridge (PBR)](/topic/$pbr) [SONM (SNM)](/topic/sonm) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [Danaos Corporation (DAC)](/topic/$dac) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Stellantis N.V. (STLA)](/topic/$stla) [Ecopetrol S.A (EC)](/topic/$ec) [Bank of America (BAC)](/topic/bank-of-america) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alibaba Group (BABA)](/topic/$baba) [Crocs, Inc. (CROX)](/topic/$crox) [Paramount Global (PARA)](/topic/$para) [Paramount Global Class A Common Stock (PARAA)](/topic/$paraa) [NVIDIA Corp. (NVDA)](/topic/$nvda) [DisChain (DIS)](/topic/$dis)
### Top Social Posts
Top posts by engagements in the last [--] hours
"what is the pitch for aoiff i like it more than kos kos has -300mn$ fcf now but in [--] year analysts suggest 540mn$ fcf quiet bad asa they have 2.2bn$ in lt debt [--]. Whats the pitch for aoiff this one looks better [--] p/e stock I have 15% wb and 13% pdd pdd is like [--] p/e growing 40% in next year. cheapr than baba and jd wb is more cash than mkt cap [---] p/e stock advertising twitter of china. im 50% in wbd [---] p/fcf stock vs [--] p/fcf netflix. they own hbo even on ev to fcf they are 3x cheaper than netflix not 10x. Plus have great growth to come in subscribe rnumbers as they are only in 300mn"
[X Link](https://x.com/andrew1corpora1/status/1866588176317342192) 2024-12-10T20:57Z [---] followers, [---] engagements
"$WBD So dtc ebitda will be lower in Q3 and Q4 [----] I do not think so as subscribers are 125mn up from 100mn in [----] q1 why is this deal in shared in the letter so important also who is this Michael Ng analyst guy *check photo for HBO max distribution deal cancelled* I do not understand what distribution deal this is it comcast and why does it end q3 q4 [----] Was it not ending [----] q1 allowing us to enter finally with HBO max which has no app in U.k italy Germany Spain I do not understand what is market on about thx to anyone explaining earnings call bellow in photo"
[X Link](https://x.com/andrew1corpora1/status/1953512859532447807) 2025-08-07T17:45Z [---] followers, [---] engagements
"$wbd WHO is this distribution deal which went away in q2 and will affect q3 and q4 HBO max revenue / dtc / streaming what is this Is it AT&T Direct tv January [----] news that they don't give HBO max for Direct tv customers no more or [--]. Is it Comcast q1 [----] deal ending although that's a big plus as U.k Ireland [--]. Who is the distributor what is this"
[X Link](https://x.com/andrew1corpora1/status/1953524852524044430) 2025-08-07T18:33Z [---] followers, [---] engagements
"$WBD Distribution thing is so bad I am done ebitda growth is same even with this new news "of lost distributor" they even specified in shareholder letter 2.4bn$ ebitda [----] guidance studios 1.3bn$ ebitda [----] guidance DTC 125mn sub q2 [--] [----] bn$ ebitda [----] studios [-----] ebitda dtc [----] [-----] sub nr q4 [----] [----] bn$ studios [----] [----] bn$ dtc ebitda [----] [----] mn subscribers q4 [----] 2.75bn$ studio ebitda [----] (pro forma as when you separate numbers they are weird warner studios had 1.75bn$ and 1bn$ for discovery seems a lot 1bn$ for discovery studios. really [-----] bn$ ebitda pro forma dtc"
[X Link](https://x.com/andrew1corpora1/status/1953530312363061540) 2025-08-07T18:54Z [---] followers, [---] engagements
"$WBD letters state ebitda growth is same even with this new news "of lost distributor" they even specified in shareholder letter 2.4bn$ ebitda [----] guidance studios 1.3bn$ ebitda [----] guidance DTC 125mn sub q2 [--] [----] bn$ ebitda [----] studios [-----] ebitda dtc [----] [-----] sub nr q4 [----] [----] bn$ studios [----] [----] bn$ dtc ebitda [----] [----] mn subscribers q4 [----] 2.75bn$ studio ebitda [----] (pro forma as when you separate numbers they are weird warner studios had 1.75bn$ and 1bn$ for discovery seems a lot 1bn$ for discovery studios. really [-----] bn$ ebitda pro forma dtc ebitda compared to 1.3bn$ now"
[X Link](https://x.com/andrew1corpora1/status/1953530499894317499) 2025-08-07T18:55Z [---] followers, [---] engagements
"@StanphylCap What else are you buying Same i have most Stla in portofolio synergies playing also. From what i see p/e stays at 2.5-3 even in [----] [----] according to estimates. Here is what im buying [--]. Stla [--]. Wbd streaming [--] p/e [----] bit indebted yet have a 4.5% interest rate on all 50bn"
[X Link](https://x.com/andrew1corpora1/status/1581009853241520129) 2022-10-14T19:51Z [---] followers, [--] engagements
"@StanphylCap .of debt they paid 6bn already Warnerbros amazing content/ hbo. $Crox 8-10 p/e growing at 15-20% $PBR.A preferred petrol company [--] p/e paid 40% dividend. $GSL a shipping stock worth 700mn at [--] p/e which had a 360mn contract for [--] yrs locked. Could u tell me your top too"
[X Link](https://x.com/andrew1corpora1/status/1581010591095087105) 2022-10-14T19:54Z [---] followers, [--] engagements
"@sismanis_n @christankerfund [----] bn [---] years backlog vs 1.9bn [---] years last quarter including options [---] years vs [---] check photos 1st is from this quarter second from last"
[X Link](https://x.com/andrew1corpora1/status/1590336778309095424) 2022-11-09T13:33Z [---] followers, [--] engagements
"@sismanis_n @christankerfund $DAC btw dac had 2.3bn [---] years contracted revenue in june quarter and [---] bn [---] years in september quarter/ yesterdays results so i guess $GSL management is clearly supperior at finding deals remember the 360mn deal with $HLAG in august [--]. Idk anything bearish on GSL"
[X Link](https://x.com/andrew1corpora1/status/1590346813315305472) 2022-11-09T14:13Z [---] followers, [--] engagements
"@mintzmyer @Eidentwitt @Wallstreetrtard ye but they fixed 300mn more and increased duration even in the past [--] months. On top of the august $HLAG 360mn contract. Compared to DAC staying at [---] bn both quarters contracted revenue. So i guess $GSL's management is quiet the best/ finding the deals"
[X Link](https://x.com/andrew1corpora1/status/1590351421286715392) 2022-11-09T14:31Z [---] followers, [--] engagements
"@early_esc What are ur top stocks u would buy today will research abnb. Give me ticker symbols i give u some of mine wbd mpcc baba yal ec but small"
[X Link](https://x.com/andrew1corpora1/status/1625832332115468288) 2023-02-15T12:20Z [---] followers, [--] engagements
"@mintzmyer @calvinfroedge @lzab1453 @Yeag98601093 @Shipping_VIE 25mn vs "contracted rev $425mn" So until now contracts from the backlogs of $GSL $DAC $MPCC $ESEA only esea had one of 25mn which will go to court and maybe they will win & get the 25mn 2.Thats it in the past [--] months / [--] year right Only this [--] Esea is being renegotiated"
[X Link](https://x.com/andrew1corpora1/status/1626204232515825664) 2023-02-16T12:57Z [---] followers, [---] engagements
"I do not like to hear my own echo chamber of thoughts. $mpcc is superior to any of $Dac $Esea $Gsl $Tgh $trtn $hafnia I always criticize my thesis im my worst enemy &best friend So people which think contrary to mpcc having 40% dividend this year & 30% next yr please rise up"
[X Link](https://x.com/andrew1corpora1/status/1626518699434811393) 2023-02-17T09:47Z [---] followers, [----] engagements
"Free substack done by me. Shows my entire reason for investing 19% in $mpcc & great presentation + transcript notes 40% Dividend [----] And 30% Dividend [----] With [---] P/E 748mn$ Mkt cap [---] bn ebitda to come supports Dividend "MPCC THE KING OF SHIPPING" https://andrewcorporate.substack.com/p/a-40-dividend-2023-and-30-dividend https://andrewcorporate.substack.com/p/a-40-dividend-2023-and-30-dividend"
[X Link](https://x.com/andrew1corpora1/status/1634638673193967619) 2023-03-11T19:33Z [---] followers, [---] engagements
"Am I retarded to do this Brent Crude versus $EC $PBR $PBR.A chart comparison Like from [----] till today gap is biggest now also EC had 26$ price not long ago 2018-2019 indeed it was healthier then [-----] bn Lt term debt vs 92900bn now 3x paying 2x more interest payments"
[X Link](https://x.com/andrew1corpora1/status/1637739333976223744) 2023-03-20T08:54Z [---] followers, 26.5K engagements
"@olaharaldmoen1 @Johansson11111 I just put mpccs mkt cap 750mn$*0.65*0.8 35% div this year and 20% dividend next year It got me a 390mn $ mkt cap for 60mn net income would be only [---] p/e $mpcc But i guess the 360mn$ paid in dividend this year and next year could be reinvested by owners so p/e is [----] 2025"
[X Link](https://x.com/andrew1corpora1/status/1638556179403005952) 2023-03-22T15:00Z [---] followers, [---] engagements
"@olaharaldmoen1 @Johansson11111 Wait Ola how can [----] have so small net income when projected ebitda which is contracted ebitda is already 1117mn$ 375mn$ come [----] lets say 250-300mn$ come [----] as 57% is fixed Then 400mn$ is left for 2025-2026 so 200mn $ for each [--]. Unchartered ebitda is 900mn$ $MPCC"
[X Link](https://x.com/andrew1corpora1/status/1638635833245696000) 2023-03-22T20:16Z [---] followers, [---] engagements
"@catabrit @HortzVan 73mn$ 36% up from [----] of adjusted free cash flow is that metric even good normal free cash flow gives me p/fcf of [--] not of [--]. P/e [---] gaap at least even though adjusted profit was 36mn$"
[X Link](https://x.com/andrew1corpora1/status/1638639949804077056) 2023-03-22T20:33Z [---] followers, [--] engagements
"I think $PBR annual report LEAKED the dividend yield.drum roll.20% dividend for the next [--] years. it was released today [--] mar [----] & it states: "65-70bn $ dividends vs 65bn mkt cap$ for 2023-2027= 20% dividend" According to photo [--] the government owns 32% of div PBR= 20bn$"
[X Link](https://x.com/andrew1corpora1/status/1641250590926708739) 2023-03-30T01:26Z [---] followers, 74.7K engagements
"@OtterMarket @MaverickValue what about $UNTC is it going to have a decrease in Free cash flow or Net profit in 2024-2025 Why they had insane free cash flow last quarter and trade at [---] p/e [--] p/fcf with 35% yield 25% dividend +8-10% buybacks"
[X Link](https://x.com/andrew1corpora1/status/1658511088164405251) 2023-05-16T16:33Z [---] followers, [---] engagements
"@brandonjcarl price to sales is [---] again EV is tricking your eyes last time ev was showing me vs net income that it was better than AT&T yet $LUMN yet by doing a simple Long term debt to net profit or free cash flow at&t had better meterics. EV sucks I never hear WB talk about EV"
[X Link](https://x.com/andrew1corpora1/status/1659647863712784384) 2023-05-19T19:51Z [---] followers, [--] engagements
"@GuptaStock yup. i am in it from 2.2$ but avg price is 2.6$ bought some more at 3.7-3.9$ Curious what other companies are like this $untc but i started only seeing it. Your favourite picks gupta best buys I can also buy at your avg price or lower than for me wbd mpcc stla EC PBR"
[X Link](https://x.com/andrew1corpora1/status/1660020588134449153) 2023-05-20T20:32Z [---] followers, [---] engagements
"@danielpnoonan @MaverickValue what about untc they return 20% to shareholders and trade at [--] p/fcf will they have decreasing free cash flow and [---] p/e or decreasing oil production next years how much Do you dislike $UNTC also why"
[X Link](https://x.com/andrew1corpora1/status/1660623112327647234) 2023-05-22T12:26Z [---] followers, [---] engagements
"@karlsson_tommi @olaharaldmoen1 By [----] we might exit on a nice profit curious where I trim 23nok 25nok or I let it go to [--] yield from todays 42% dividend yield or so [----] check $untc similar stuff Or ec and pbr"
[X Link](https://x.com/andrew1corpora1/status/1662086981025779719) 2023-05-26T13:23Z [---] followers, [---] engagements
"Ladies and Gentleman today I wanted to suggest to Buy $NVDA I am joking"
[X Link](https://x.com/andrew1corpora1/status/1662199105404416001) 2023-05-26T20:48Z [---] followers, [--] engagements
"@majgeoinvesting [--] my question to you is what are you buying and has fallen in price for me $WBD and $BABA. 34% own and 18% own baba. I was in MPCC 15% yet sold off to 5% after 43% price rise in [--] months. STLAP is also a darling 24% of portfolio in it recommend first [--] and last: pbr.a 11.5%"
[X Link](https://x.com/andrew1corpora1/status/1666807796921409538) 2023-06-08T14:02Z [---] followers, [--] engagements
"This makes me want to trim my 15% percentage of my portofolio in ($pbr $pbr.a) on monday to 7-10%. @Tonyforever2003 @G_A_Wilson check photo [--]. Also the gas price move "giving the state more taxes yet petrobras less profits" from [--] june [--] days ago. @calvinfroedge"
[X Link](https://x.com/andrew1corpora1/status/1675455880085504000) 2023-07-02T10:46Z [---] followers, [----] engagements
"@doctorslernon what is your opinion on $UNTC [--] p/e [---] p/fcf"
[X Link](https://x.com/andrew1corpora1/status/1676230177930584065) 2023-07-04T14:03Z [---] followers, [---] engagements
"$pbr petrobras bull here I am viewing [--] bad news in past [--] hour: Dividend for q2 according to cfo "based as peers" dividend (oxy are peers.) wind farms are viable (before they were not in most viable category) Natural gas prices are 7% lower/ cut I sold @Tonyforever2003"
[X Link](https://x.com/andrew1corpora1/status/1681701999035678735) 2023-07-19T16:26Z [---] followers, [----] engagements
"@seethetrees1 @Tonyforever2003 @Anssi_A Who are the peers giving 20% per year Only $ec i dont think ypf is giving idk are there any other petrol companies above 15% yet 20%"
[X Link](https://x.com/andrew1corpora1/status/1681938979669569538) 2023-07-29T08:07Z [---] followers, [---] engagements
"@pserk14 @aivainvesting @theyhatemetoo @Anthony74247166 @G_A_Wilson @malananah is it expensive with [--] p/e ntm and two big dividends worth 16-18% from todays stock price left ex-date for [----] december for all [----] 28% yield is it expensive dividend is higher than what pbr is paying and they have the fepc which decreases net profit @Tonyforever2003"
[X Link](https://x.com/andrew1corpora1/status/1689231565933457408) 2023-08-09T11:06Z [---] followers, [---] engagements
"@spybear180 @backdoo03130461 What other catalysts is it expensive with [--] p/e ntm and two big dividends worth 16-18% from todays stock price left ex-date for [----] december for all [----] 28% yield is it expensive dividend is higher than what pbr is paying and they have the fepc which decreases net profit"
[X Link](https://x.com/andrew1corpora1/status/1689260836932452352) 2023-08-09T13:02Z [---] followers, [--] engagements
"@chongusu @DeckoDeck903 @kingdomcapadv how many warrants are there and what are this warrants a long term liability Why do they exist what is their strike price also [--]. UNTC warrants are how many millions and if they get to a certain price levels what happens us UNTC common stock holders are diluted"
[X Link](https://x.com/andrew1corpora1/status/1690001675652612097) 2023-08-11T14:06Z [---] followers, [---] engagements
"@kingdomcapadv @MV__Capital $UNTC you say higher free cash flow or net profits next quarters or lower Kingdom I thought hedges helped them gain net profit & they're gone What is the [----] p/e next [--] months and price to free cash flow (trailling is currently [--] and 1.5) what is [----] p/e & p/fcf & 2025"
[X Link](https://x.com/andrew1corpora1/status/1690002393943941120) 2023-08-11T14:09Z [---] followers, [---] engagements
"@eriksen_tim What are you on about I picked reserves from companies bellow and $UNTC is cheaper than $PBR.A & $EC "63 million barrels of oil equivalent (BOE) in reserves" unit corporation [--] mn/452 mn mkt cap [----] Petrobras [-----] mn boe reserves/ [-----] mn mkt cap = [-----] proved reserves"
[X Link](https://x.com/andrew1corpora1/status/1690003331840712704) 2023-08-11T14:12Z [---] followers, [---] engagements
"@eriksen_tim *all are proved reserves I think Ecopetrol [----] mn / [-----] mn market cap = [------------] $OXY vs $UNTC (untc is cheaper [--] times on this metric) Occidental 3800/52700 mn [-----] Chevron [-----] million barrels / [------] mn mkt cap = 0.044"
[X Link](https://x.com/andrew1corpora1/status/1690003525391048705) 2023-08-11T14:13Z [---] followers, [---] engagements
"$UNTC p/e is [----] next twelve months according to the last quarterly report: [--] mn Net profit *4 calculation and past [--] months fcf was [--] mn so for full [----] a 120mn $ free cash flow is not a far stretch so we have 10% dividend next [--] quarters/ next [--] months 20% per year"
[X Link](https://x.com/andrew1corpora1/status/1690045834488958976) 2023-08-11T17:01Z [---] followers, [---] engagements
"@joeriwestland @freightmarket @ed_fin Well mpcc has [----] left only with high net profit backlog $gsl dac also [----] maybe So [--] year and that is it. So not much risk left Joeri would you buy more mpcc today for the 8.5% dividend and 20-25% dividend in [----]. Which would drop to 6% dividend in [----] according to dnb"
[X Link](https://x.com/andrew1corpora1/status/1693914090836508803) 2023-08-22T09:12Z [---] followers, [---] engagements
"@MasaSonCap Is $wbd affected by this or are they actually advantaged as they already have a charter deal from what I read/ i think Maybe disney replaces their 25% in disney with someone else a competitor Idk Market reaction justified"
[X Link](https://x.com/andrew1corpora1/status/1697914778243441021) 2023-09-02T10:10Z [---] followers, [---] engagements
"@benbakhshi [--]. on their business side how is their moat are they a good nursing course i did not watch reviews just started looking at $apei [--]. They have some one time restructuring costs without does i guess they are free cash flow positive curious how much were merger costs @ben"
[X Link](https://x.com/andrew1corpora1/status/1701996599650443596) 2023-09-13T16:29Z [---] followers, [--] engagements
"@HiddenValueGems Warren buffett ebitda is garbage earnings But yea even with net profit which is 1/3rd or more than half ebitda it is a good stock. What about in [--] years forward net profit [--] years from 60mn ebitda to what . can they scale Nice moat business"
[X Link](https://x.com/andrew1corpora1/status/1702331938919551134) 2023-09-14T14:42Z [---] followers, [--] engagements
"@PetrynaAndriy @ed_fin what else are u investing now I have YRD [---] quick ratio with 700mn $ cash and equivalents vs 200mn $ mkt cap 80-85% owned by ceo and management and 7% buyback. UNTC with [---] p/e in america petrol n. gas 20% dividend on OTC 35% owned by CEO I have WBD down 40% what about you"
[X Link](https://x.com/andrew1corpora1/status/1707354840261697820) 2023-09-28T11:21Z [---] followers, [---] engagements
"@mintzmyer @ZenMinded1 @Shipping_VIE yes I was thinking today of subscribing yet wouldn't subscribe as I do not know exactly what picks make money for your fund are your trading from time to time Maybe you give a free trial or a once a month great idea/ trade which made that 40% returns from [----] onwards per year"
[X Link](https://x.com/andrew1corpora1/status/1708585527555879392) 2023-10-01T20:51Z [---] followers, [---] engagements
"Hey $DQ & OR $Baba $9988 investors DQ is nyse & on Shanghai yet shares trade 3x. Baba does not trade differently than [----] hkg same mkt cap right So $BABA adrs are not perceived worthless by the financial world as they would trade lower than honk kong shares otherwise no"
[X Link](https://x.com/andrew1corpora1/status/1710991693997093130) 2023-10-08T12:13Z [---] followers, [---] engagements
"So $dq has an arbitrage which even the management/ Ceo stated in the August [--] [----] earnings call whilst baba vs [----] hkg does not. [--]. Is $dq discounted on nyse due to the Xinjang forced labour charges yet shanghai people don't know of the allegations due to China's firewall"
[X Link](https://x.com/andrew1corpora1/status/1710993182433972651) 2023-10-08T12:18Z [---] followers, [---] engagements
"@karlsson_tommi @olaharaldmoen1 [--]. What is fwd p/e [----] [----] [----] fwd is [--] p/e [--]. Joeri states $Dac & $Gsl are less expensive I disagree once more (dividend yield is 33% for $mpcc but is 5-7% for gsl & dac u must put a management discount on the price to book @olaharaldmoen1 @joeriwestland @karlsson_tommi"
[X Link](https://x.com/andrew1corpora1/status/1717843338957652232) 2023-10-27T09:59Z [---] followers, [---] engagements
"@FrisoAlenus $DQ listen to earnings call they do 220-250mn $ next quarter so [--] months they buy back 220/1800 shares 12% also management said [------] shares will be issued as share based compensation next quarter read transcript on koyfin"
[X Link](https://x.com/andrew1corpora1/status/1718977928996757672) 2023-10-30T13:07Z [---] followers, [---] engagements
"@mvarela1980 pos they do 220-250mn $ next quarter so [--] months they buy back 220/1800 shares 12% also management said [------] shares will be issued as share based compensation next quarter read transcript on koyfin"
[X Link](https://x.com/andrew1corpora1/status/1718978037746667827) 2023-10-30T13:07Z [---] followers, [--] engagements
"$DQ management stated 220mn even 250mn $ will be done by q4 end so another 12% lower share "Management further stated SHARES ARE CHEAP" in earnings call And if I understood in earnings call correctly shares outstanding should decrease 10-11% at least with this 12% buyback in"
[X Link](https://x.com/andrew1corpora1/status/1718985359038529802) 2023-10-30T13:37Z [---] followers, [----] engagements
"@FrisoAlenus $dq earnings call "Cancelation of shares repurchased wtf is this""
[X Link](https://x.com/andrew1corpora1/status/1719043873912000610) 2023-10-30T17:29Z [---] followers, [---] engagements
"@antoniovelardo_ @quwieo12 Were you in crox in [----] may-september were you buying I remember you Like 48-85$ back then and it went to 120-150 $ even in feb [----] Or are you a recent crox investor how many shares you own today"
[X Link](https://x.com/andrew1corpora1/status/1720236827875897373) 2023-11-03T00:29Z [---] followers, [--] engagements
"@FrisoAlenus Btw as a value investor which you are never stop doubling down on sure plays. Now I do not want to tell you to double down on crox i own 2.5% ok my portfolio but at 48$ last year i had an average price of 65$ at [--] p/e with growth and great quarters. I want to say is long term"
[X Link](https://x.com/andrew1corpora1/status/1720241979366178856) 2023-11-03T00:50Z [---] followers, [--] engagements
"@FrisoAlenus Invest long term value invest find arbitrages like $Dq. Btw let me throw you a candy of a stock $yrd it has 3.5x more cash than mkt cap [---] quick ratio thank me later its dq but with [---] p/e own 7% of porto Last time i owned only 7% in crox now 2.5% Also wbd 52% in 5p/fcf"
[X Link](https://x.com/andrew1corpora1/status/1720242398914048413) 2023-11-03T00:52Z [---] followers, [---] engagements
"@DV_Situations do you have any stock picks that I can check :) I have the [--] i sent you bellow both arbitrage plays. DQ will for example starting in [----] june: list shares in shanghai and buyback in nyse. Also it already has 220mn $ buyback plan out of 350mn $ approved 11% buyback in next 3mths"
[X Link](https://x.com/andrew1corpora1/status/1721902482862043605) 2023-11-07T14:48Z [---] followers, [---] engagements
"@JoeDoeKnowsGuy but last year i see it was free cash flow negative"
[X Link](https://x.com/andrew1corpora1/status/1730698677973356790) 2023-12-01T21:21Z [---] followers, [--] engagements
"@kingdomcapadv @winsteadscap Do you think $untc will drop as nt gas is down from [---] to 2.4$ and brent is 70$"
[X Link](https://x.com/andrew1corpora1/status/1732704926965387607) 2023-12-07T10:13Z [---] followers, [---] engagements
"@FrisoAlenus @Xenani Or with the 6bn$ equity I personally do not know this industry hope they do not invest just for the richness of the ceo=through his LTD companies. its huge amounts of capex 1.5-2bn$ in nxt 1-2 yrs the earnings call transcript you can find it on koyfin google it thank me later"
[X Link](https://x.com/andrew1corpora1/status/1736798248449228997) 2023-12-18T17:19Z [---] followers, [--] engagements
"@case4prez @eraz00r @gurgavin what about NAI 10% ownership for 2bn $ wbd cost which is 2x premium/ or 100% premium on todays 10bn$ $para mkt cap. $WBD shareholders what you say on this buying redstone's shares"
[X Link](https://x.com/andrew1corpora1/status/1737617588933533965) 2023-12-20T23:34Z [---] followers, [---] engagements
"@EconomyApp Do it with free cash vs market cap"
[X Link](https://x.com/andrew1corpora1/status/1737768320928006217) 2023-12-21T09:33Z [---] followers, [---] engagements
"@Stonefoxcapital My 2nd question for you stonefox is Bellow Fox is stating 2bn$ offer for Redstone stakez granting control to $wbd . @Stonefoxcapital what would happen to $parab considering $paraa would skyrocket yet Para might loose their assets for cheap to wbd https://x.com/CGasparino/status/1737592554013839867t=K5EB9xv_g2mNxLWkPxkWbQ&s=19 Breaking: @wbd is talks to buy Shari Redstones majority stake in National Amusements which would give it control of @paramountco but would cost be considerably less than if it bought PARAs assets outrightsources tell @FoxBusiness. The price tag around $2"
[X Link](https://x.com/andrew1corpora1/status/1737770604202217500) 2023-12-21T09:42Z [---] followers, [---] engagements
"@HedgeFundTips During the quarter ended December [--] [----] net cash provided by operating activities was RMB64716 million (US$9115 million) a decrease of 26% compared to RMB87370 why is your free cash flow number so high 8bn $ it fell from [--] last year to 63bn RMB free cash"
[X Link](https://x.com/andrew1corpora1/status/1755214449198116991) 2024-02-07T12:58Z [---] followers, [----] engagements
"@Tonyforever2003 @G_A_Wilson How is ecopetrol any other stocks u bought tony past [--] months. Recommend wbd have 70% if porto in it [---] p/fcf and dq it owns [--] bn in shanghai equities yet [---] bn mkt cap and [---] bn in cash"
[X Link](https://x.com/andrew1corpora1/status/1759200093549277208) 2024-02-18T12:56Z [---] followers, [--] engagements
"@Tonyforever2003 @SS80747419 @calvinfroedge . Free cashflow for $pxt went sharply down"
[X Link](https://x.com/andrew1corpora1/status/1760232248920486277) 2024-02-21T09:17Z [---] followers, [---] engagements
"@JakePillard @ultradeepa What other things you have jake pillard I have 12% dq 80-90% wbd baba 10% Last [--] recommend [---] p/fcf for wbd. they own hbo and april [--] [----] they can sell and be bought after lockup. Similar to june [----] dq lockup of shanghai shares. What other ticker symbols is ur portfolio"
[X Link](https://x.com/andrew1corpora1/status/1769663983164784701) 2024-03-18T09:55Z [---] followers, [---] engagements
"@Stockspy1 didn't see you on this [---] p/e stock $Yrd growing 40% so p/e is [---] by end of year with [---] quick ratio and [---] mn $ in cash vs mkt cap of 400mn$ curious 80% of shares are owned by Ceo. Company guided 28-40% in [----]. They have 2000+ employees. Why not short $nvda"
[X Link](https://x.com/andrew1corpora1/status/1771497269998592169) 2024-03-23T11:20Z [---] followers, [--] engagements
"@DotyBilly So what percentage of daqo shares dont care about voting power did he buy 6.5% [--]. Fascinating that this guy which owns $amr / is a director also buys 6.5% of dq total market cap"
[X Link](https://x.com/andrew1corpora1/status/1773770423382966583) 2024-03-29T17:53Z [---] followers, [--] engagements
"$DQ Daqo cash of 3bn$ takes is 90%+ cash in Shanghai listed [------] company. They are consolidating ballance sheet so cash is not in U.S. first graph is $688303 Daqo on shanghai second is $DQ on NYSE [--]. That means its 2.1bn$ mkt cap vs 5bn$ of shanghai listed shares. Not+cash"
[X Link](https://x.com/andrew1corpora1/status/1774852773474926924) 2024-04-01T17:34Z [---] followers, [----] engagements
"@AnalystEgg is it actually 55% to commons did you take into account $PARAA / preffereds trading at 22$"
[X Link](https://x.com/andrew1corpora1/status/1775713157073215735) 2024-04-04T02:33Z [---] followers, [---] engagements
"@AimarNils This was in april care have no longer a position. As forward p/e is likely 5-6 or even more in [----]. And [----] can be much larger"
[X Link](https://x.com/andrew1corpora1/status/1778864068146741565) 2024-04-12T19:13Z [---] followers, [--] engagements
"@MemoryRealAsset @mvarela1980 @JTT20222021 @Sumeet2692 but man Management in ER stated: that after capex cash and equivalents would drop from 3bn$ to 2.5bn$ roughly cash and equivalents on ballance sheet if poly prices are the same as in last quarter for all year. So management answered in Earnings c. So your calculation is wrong"
[X Link](https://x.com/andrew1corpora1/status/1779872318853882330) 2024-04-15T14:00Z [---] followers, [--] engagements
"@MuizDweller @FrisoAlenus @MuizDweller Anything about july Shanghai shares [--] lockup should end [--]. Curious how jinko can give 280mn$ back to 1.2bn $ mkt cap investors @FrisoAlenus i guess Jinko did increase long term debt [---] quick ratio vs daqo which has a [---] quick ratio and negative 2.5bn$ net debt"
[X Link](https://x.com/andrew1corpora1/status/1784954455177195661) 2024-04-29T14:34Z [---] followers, [--] engagements
"@MasaSonCap Do you think para sony deal will go through You saw recent news only started reading I dont own para fk the freecashflow negative junk rating just a 90% of porto owner in $wbd"
[X Link](https://x.com/andrew1corpora1/status/1787365065576132655) 2024-05-06T06:13Z [---] followers, [---] engagements
"@MatthewKeysLive Are you sure dune2 would be available to be played on Hulu or disney+ Like from the Hulu or disney + app (or sopranos or Hbo shows) $wbd"
[X Link](https://x.com/andrew1corpora1/status/1788412905559670958) 2024-05-09T03:37Z [---] followers, [--] engagements
"@ryanthawks Are you in wbd ryan for more than a year do you remember q2 [----] max rollout in america We had overlap and reduced subscribers $wbd @anyone Correct me if I am wrong but lat am did not have Discovery + so no overlap should happen"
[X Link](https://x.com/andrew1corpora1/status/1788414504608702573) 2024-05-09T03:43Z [---] followers, [---] engagements
"@WaystarCroixCo @MasaSonCap Didnt they sell something last quarter for 500mn$ Divesture equals positive fcf. What is guidance for [----] in fcf So I do fcf to debt ratio i remember net debt is [--] or 14bn$ for $para lets use Free cash flow which includes interest payments I hope right Thx masa way"
[X Link](https://x.com/andrew1corpora1/status/1788483636804694523) 2024-05-09T08:18Z [---] followers, [---] engagements
"@MatthewKeysLive $wbd $dis the bundle means if they pay for max they can use Disney + or Max app and they will see all content on one app together right [--]. How is this different from current hulu add-on of Max for 15.99$ so you can watch hbo shows on Hulu for 16$ Thx➡1"
[X Link](https://x.com/andrew1corpora1/status/1788488530500497573) 2024-05-09T08:37Z [---] followers, [---] engagements
"@MatthewKeysLive So for 15.99$ addon hullu already now has the possibility of paying 16$ and adding HBO shows to be watched inside the app right now $dis Or now you just buy Max app from Hullu [--]. Does this mean that this is not that huge of a news or is bundling with Hulu different than add-on"
[X Link](https://x.com/andrew1corpora1/status/1788490961196102069) 2024-05-09T08:47Z [---] followers, [--] engagements
"@RichLightShed @Caseybloys @A24films_ @wbd can i watch the $WBD upfront online Where"
[X Link](https://x.com/andrew1corpora1/status/1790747382461669601) 2024-05-15T14:13Z [---] followers, [---] engagements
"Where do I pay taxes for realized profit on $STLA which is on NYSE Where do i pay taxes for Paris stellantis and Stellantis milan stock also which is in euros #stellantis taxes"
[X Link](https://x.com/andrew1corpora1/status/1791887140491608486) 2024-05-18T17:42Z [---] followers, [---] engagements
"Do i pay in Netherlands as headquarters is there for all or do I pay in France Italy and Newyork for each"
[X Link](https://x.com/andrew1corpora1/status/1791887171382583714) 2024-05-18T17:42Z [---] followers, [--] engagements
"@Anssi_A What about STLA i have nyse $ shares with realized profit STLA.MI milano Italy shares in euros and Paris ones yet headquarters seems to be Netherlands. I pay in Netherlands OR France Italy and U.s for each Could you check if it is Netherlands is where it is domiciled"
[X Link](https://x.com/andrew1corpora1/status/1791887664444031033) 2024-05-18T17:44Z [---] followers, [--] engagements
"@Anssi_A Thanks man you are right the ISIN is NL But the $pbr isin is Petroleo Brasileiro SA Petrobras ADR - WKN [------] ISIN US71654V4086 So us you sure i do not out for my european tax authorities america as the country of the realized profit on selling the $pbr shares its us ISIN"
[X Link](https://x.com/andrew1corpora1/status/1791967618569580916) 2024-05-18T23:02Z [---] followers, [--] engagements
"@antoniovelardo_ but look for $9988 or $baba i have both Do i put in my accounting documents Cayman Islands and America or Honk kong and america both are same company alibaba one hkg shares other america"
[X Link](https://x.com/andrew1corpora1/status/1792497444548120813) 2024-05-20T10:07Z [---] followers, [--] engagements
"@sosacapital @knauserino is it ridicously valued even though total liabilities increased now in Q1 [----] so the price to book of [---] deteriorated How can you measure if weibo will remain in trend i dont really like social media. Snapchat for example decreased user base no Indeed multiples are v low"
[X Link](https://x.com/andrew1corpora1/status/1793613529742000577) 2024-05-23T12:02Z [---] followers, [---] engagements
"@HertzBarry are you sure isn't this just linear tv stuff"
[X Link](https://x.com/andrew1corpora1/status/1800277800500527583) 2024-06-10T21:24Z [---] followers, [--] engagements
"@MasaSonCap wait masa are you suggesting/ thinking linear goes [--] bn$ for $wbd in [--] years or was he/ the green icon guy u screenshoted suggesting wbd goes 0bn$ ebitda from linear in [--] years"
[X Link](https://x.com/andrew1corpora1/status/1803430211565826065) 2024-06-19T14:10Z [---] followers, [---] engagements
"@MasaSonCap Curious when comcast charter or spectrum renewal but comcast linear negotiations for $wbd are Anyone can state when the contracts will start negotiating for renewal"
[X Link](https://x.com/andrew1corpora1/status/1804908937373761958) 2024-06-23T16:06Z [---] followers, [---] engagements
"$wbd Curious when comcast charter or spectrum renewal but comcast linear negotiations for Wbd are Anyone can state when the contracts will start negotiating for renewal"
[X Link](https://x.com/andrew1corpora1/status/1804909046652195055) 2024-06-23T16:07Z [---] followers, [---] engagements
"@Tomas60340801 we at 1.09$ curious why btw do you know when is next q report / [--] Nov [----] [--] amEST earnings whisper does nt tell me it tells me [--] march [----]. yahoo finance says nov [--] [----]. [--]. Want to subscribe to their email alerts but cant find on their page hope they get cash to u.s"
[X Link](https://x.com/andrew1corpora1/status/1805628366583738618) 2024-06-25T15:45Z [---] followers, [--] engagements
"@mvarela1980 @JTT20222021 @JTT20222021 i would keep quiet on forums till july 23rd [--] years from ipo. And even until august [--] no sep [--] so they have time like [--] months to sell"
[X Link](https://x.com/andrew1corpora1/status/1806704340020732039) 2024-06-28T15:00Z [---] followers, [--] engagements
"@FrisoAlenus Crox i was in [----] jun to [----] jan 2x it was [--] p/e now at [--] not as enticing care Friso. Also check google trends and search crocs on it if u see 10% higher numbers year on year u guchi I entered a bit at 90$ agn in 2022-2023 was best nasdaq performing stock had 7% of portofol"
[X Link](https://x.com/andrew1corpora1/status/1808241659358204117) 2024-07-02T20:49Z [---] followers, [--] engagements
"@MasaSonCap Isnt class b buying or class a good its 12.08$ and 15$ buyout for 48% of shares Also [--] day period of better deals is great"
[X Link](https://x.com/andrew1corpora1/status/1810272162021884364) 2024-07-08T11:18Z [---] followers, [--] engagements
"@DavidCareyMStar wtf is this -74% for both wbd and paramount such a shity way the stock moves from q2 [----] ipo of wbd to now Its like $para is the same company as $wbd. damn"
[X Link](https://x.com/andrew1corpora1/status/1810863329256014105) 2024-07-10T02:27Z [---] followers, [---] engagements
"@MasaSonCap @banana_capital_ this graph bellow -74% for both wbd and paramount such a shity way the stock moves from q2 [----] ipo of wbd to now Its like $para is the same company as $wbd. damn Does this make sense for them to be down by the same amount whilst the same stock"
[X Link](https://x.com/andrew1corpora1/status/1810863915275866619) 2024-07-10T02:29Z [---] followers, [---] engagements
"@MasaSonCap @banana_capital_ and it is warranted for para vs wbd when wbd has 7.47bn$ fcf and para has [---] Amcx common Masa it refianced 2-3 months ago at 10% or even 12% took debt to buy back 6% debt. so dumb Wbd has 4.5% fixed debt at 25-30% discount to face value so you can buy it fast. 36.7bn debt"
[X Link](https://x.com/andrew1corpora1/status/1811052929765257700) 2024-07-10T15:00Z [---] followers, [--] engagements
"@MatthewKeysLive @RichLightShed yea you are smarter than Rich Matthew he is a nflx lover. Hbo and wbd is [---] p/fcf nflx is 45/ 18x 1800% return you make Matthew I have a question will NBA do a 4th deal for WBD or B) NBA sues wbd C) Amazon sues $wbd D) allow WBD to stream on MAX only no simulcast on TNT"
[X Link](https://x.com/andrew1corpora1/status/1815481207528005728) 2024-07-22T20:17Z [---] followers, [---] engagements
"I have a question smart [---] p/fcf $WBD holders will NBA do a 4th deal for WBD or WBD replaces amazon or B) NBA sues wbd C) Amazon sues $wbd D) NBA allows the deal and WBD will stream on MAX only no simulcast on TNT E) WBD uses the "streaming deal" of amazon for TNT sports"
[X Link](https://x.com/andrew1corpora1/status/1815481763973501198) 2024-07-22T20:19Z [---] followers, [---] engagements
"@CGasparino @DavidZaslav @wbd Charles I love your followage i agree. Question: will NBA do a 4th deal for WBD or WBD replaces amazon or B) NBA sues wbd C) Amazon sues $wbd D) NBA allows the deal and WBD will stream on MAX only no simulcast on TNT E) WBD uses the "streaming deal" of amazon for TNT sports"
[X Link](https://x.com/andrew1corpora1/status/1815485153667383799) 2024-07-22T20:32Z [---] followers, [---] engagements
"@SportsTVRatings will NBA do a 4th deal for WBD or WBD replaces amazon or B) NBA sues wbd C) Amazon sues $wbd D) NBA allows the deal and WBD will stream on MAX only no simulcast on TNT E) WBD uses the "streaming deal" of amazon for TNT sports"
[X Link](https://x.com/andrew1corpora1/status/1815485896445112526) 2024-07-22T20:35Z [---] followers, [---] engagements
"@AndrewBaydala will NBA do a 4th deal for WBD or WBD replaces amazon or B) NBA sues wbd C) Amazon sues $wbd D) NBA allows the deal and WBD will stream on MAX only no simulcast on TNT E) WBD uses the "streaming deal" of amazon for TNT sports"
[X Link](https://x.com/andrew1corpora1/status/1815491970480881773) 2024-07-22T20:59Z [---] followers, [---] engagements
"@mcuban @RichLightShed @SportsTVRatings Arbitrage: Also check dq 1.2bn$ mkt cap in nyse vs they own 3.9bn$ in shanghai which they are selling now. No net debt They bought back 18% of newyork at 30$ now its 17$ and they announced 10% buyback pennies they have 3bn$ cash on balance sheet vs 1.2bn$ mkt cap also"
[X Link](https://x.com/andrew1corpora1/status/1815717990068859075) 2024-07-23T11:57Z [---] followers, [---] engagements
"@B__Digs @dmytro_petryna I didn't really understand how olympics 140% up on ad revenue would not benefit fcf widely in q3 [----]. Are they paying the olympic games for 2028/2032 already"
[X Link](https://x.com/andrew1corpora1/status/1821362021897527701) 2024-08-08T01:45Z [---] followers, [--] engagements
"@lundeen_ne Didn't they do 850mn$ fcf"
[X Link](https://x.com/andrew1corpora1/status/1821452084312486362) 2024-08-08T07:43Z [---] followers, [--] engagements
"$DQ when is the earnings report for dq What date Or for shanghai daqo 60883"
[X Link](https://x.com/andrew1corpora1/status/1821566024807788713) 2024-08-08T15:15Z [---] followers, [---] engagements
"@Gubben89 what other stocks you like throw your best mine: DQ and YRD yrd. 80% ceo ownership dq it has 4bn$ in shanghai ownership yet 1bn$ in new york mkt cap. 10% buyback till may 2025"
[X Link](https://x.com/andrew1corpora1/status/1823158395576148381) 2024-08-13T00:43Z [---] followers, [--] engagements
"@MultiverseHld @joecarlsonshow what other stocks you like throw your best mine: DQ and YRD yrd. 80% ceo ownership dq it has 4bn$ in shanghai ownership yet 1bn$ in new york mkt cap. 10% buyback till may 2025"
[X Link](https://x.com/andrew1corpora1/status/1823158423602557296) 2024-08-13T00:43Z [---] followers, [--] engagements
"anyone has a $dash pass subscription annual already & got MAX / hbo $wbd for free How is the u.i how easy was it to make an account is it available for existing annual subscribers"
[X Link](https://x.com/andrew1corpora1/status/1823501086881149235) 2024-08-13T23:25Z [---] followers, [---] engagements
"@mvarela1980 @HappyDays528 @Sumeet2692 Daquan Energy announced that the restricted shares for sale this time are part of the company's first public offering of restricted shares. period lasting [--] months from the date of the company's stock listing. this portion is [----] million shares. http://688303.SH http://688303.SH"
[X Link](https://x.com/andrew1corpora1/status/1823784981086527755) 2024-08-14T18:13Z [---] followers, [--] engagements
"@mvarela1980 @HappyDays528 @Sumeet2692 https://www.moomoo.com/news/post/41554395futusource=news_stock_stockpagenews&ns_stock_id=80792631493359&report_id=37355094&report_type=stock&src=2&main_broker=WzEwMDdd&client_hour_clock=24&us_cid=72709564&channel=4&skintype=1&level=1&global_content=%7B%22promote_content%22%3A%22mm%3Apost%3A41554395%22%2C%22invite%22%3A72709564%7D&data_ticket=ef83f02acac27e2a5b7fb8b900c111b4"
[X Link](https://x.com/andrew1corpora1/status/1823785091492876448) 2024-08-14T18:13Z [---] followers, [---] engagements
"@KylerJohnson411 so you have sold your small position in recent months How much of wbd do you own currently or think of owning what % of your portfolio Check dq and jd i think dq 4bn$ shares yet 1bn$ mkt cap"
[X Link](https://x.com/andrew1corpora1/status/1824155652572451180) 2024-08-15T18:46Z [---] followers, [---] engagements
"@benmillerMKE @WALLACHLEGAL Did you even read all the photos and quotes it took me 10-20 minutes to finish reading Nba has a strong case I think"
[X Link](https://x.com/andrew1corpora1/status/1827363423224520903) 2024-08-24T15:12Z [---] followers, [--] engagements
"@StepByStep_42 is this 600mn$ additional capex or minus H1 [----] capex like only half of this will be capex in 2024"
[X Link](https://x.com/andrew1corpora1/status/1828803326424600924) 2024-08-28T14:34Z [---] followers, [--] engagements
"@StepByStep_42 260-310mn$ left for H2 so -130-150mn$ per quarter"
[X Link](https://x.com/andrew1corpora1/status/1828805039349187026) 2024-08-28T14:41Z [---] followers, [--] engagements
"@OilinvestorAl @Riccardino999 @PeterJa79608388 what are your favourite sstocks if you would buy today dq has 1bn$ mkt cap 3.8bn$ owns shanghai shares no debt yet operational cash flow negative for 1-1.5 years still best producer of polysilicon what are your favourites to buy today"
[X Link](https://x.com/andrew1corpora1/status/1831107273273315518) 2024-09-03T23:09Z [---] followers, [--] engagements
"how much of your portofolio do you have now versus [----] was looking at petro tal just now what are your favourite stocks if you would buy today dq has 1bn$ mkt cap 3.8bn$ owns shanghai shares no debt yet operational cash flow negative for 1-1.5 years still best producer of polysilicon what are your favourites to buy today"
[X Link](https://x.com/andrew1corpora1/status/1831107421915304007) 2024-09-03T23:10Z [---] followers, [--] engagements
"the oral argument on [----] oct [--] can it provide faster resolution from the court for wbd and nba than the march-april [----] hearing date like it is not an appeal or an injuction similar to venu court case which was injucted so they maybe can appeal Fubo [--]. What is your opinion on Venu Fubo case and more importantly when you think we can hear if venu can be allowed to start operations when are hearings/ final conclusion / when you think it will likely happen cheers Daniel and have a wonderful day"
[X Link](https://x.com/andrew1corpora1/status/1831438394792071327) 2024-09-04T21:05Z [---] followers, [--] engagements
"@oneworld82a @FrisoAlenus [--]. can't a stock increase with high rsi did you catch [----] may raly from covid or [----] emerging market rally"
[X Link](https://x.com/andrew1corpora1/status/1840888524066693289) 2024-09-30T22:56Z [---] followers, [--] engagements
"@liqian_ren what do you mean so no more buybacks"
[X Link](https://x.com/andrew1corpora1/status/1843493085927612847) 2024-10-08T03:26Z [---] followers, [--] engagements
"@Sino_Market so the swap facilities the pboc announced on [--] september "to buy equities or sequrities so [--] risk buybacks almost" are no longer implemented"
[X Link](https://x.com/andrew1corpora1/status/1843494753926820178) 2024-10-08T03:32Z [---] followers, [----] engagements
"How did they all [--] ipo there at so high valuations in [----] for dq [----] for jks $csiq $jks $dq [--]. anyone knows when the lockdown period ends for $jks can find it for csiq it ends next year for $dq it ended in july [--] [----] yet they extended it to jan 2025"
[X Link](https://x.com/andrew1corpora1/status/1843659665160450179) 2024-10-08T14:28Z [---] followers, [---] engagements
"@EdwardR02184224 @Sino_Market Is it big news for realestate stocks Chinese policies & levers pulled are so hard for me to understand there are [--] interest rates not [--] And so many options in fiscal compared to simple american "helicopter money" and tax decreases for Smes Med bs in Covid cris @Sino_Market"
[X Link](https://x.com/andrew1corpora1/status/1846744420843970589) 2024-10-17T02:45Z [---] followers, [---] engagements
"@mvarela1980 He should sell something at least from the 5.5-6bn$ we own in shanghai [--]. How much should he sell maybe 10% per day of shanghai volume every day in open market Volume is like 0.4% of the 6bn$ in shanghai per day even with 25% float. [--]. January [--] [----] lockup period ends"
[X Link](https://x.com/andrew1corpora1/status/1848019047775973652) 2024-10-20T15:10Z [---] followers, [--] engagements
"@GlobalCollapse @mvarela1980 @AllVentured What are your favourite tickers to buy now. Consider sharing which fell in price as maybe entry price is nice [--]. Regarding dq i am curious they are trading at a very low price to book And very important allventured they own 6bn$ worth of Shanghai versus 1.3bn$ new york mkt cap"
[X Link](https://x.com/andrew1corpora1/status/1849099783446692114) 2024-10-23T14:45Z [---] followers, [--] engagements
"@GlobalCollapse @mvarela1980 @AllVentured [--]. If you would not be satisfied by the 4.3x arbitrage the difference between new york owning shanghai at a 4.3x discount You can think seperately that dq has 2.5bn$ of negative debt or cash and equivalents [--] debt And mkt cap 1.3bn$"
[X Link](https://x.com/andrew1corpora1/status/1849100362256404710) 2024-10-23T14:47Z [---] followers, [--] engagements
"@brandonjcarl @StepByStep_42 @FrisoAlenus you sure of [-----] cny and [--] years have to pass after jan [----] I read it was [--] years from [----] july ipo which ended [----] july then [----] july they added 6months of voluntary expansion. even though some directors sold their restricted shares 1.8% of Shanghai mkt cap aprox"
[X Link](https://x.com/andrew1corpora1/status/1850715487753138537) 2024-10-28T01:45Z [---] followers, [--] engagements
"@brandonjcarl @StepByStep_42 @FrisoAlenus Thx for your response Brandon but they ipoed at [-----] rmb so even today at 35rmb in shanghai its above ipo price. Indeed it rose 160% or to the 55rmb you stated in the first days of trading but they raised money at 21.49rmb Did you explicitly see the 55rmb/cny above ipo price"
[X Link](https://x.com/andrew1corpora1/status/1850725826666348824) 2024-10-28T02:26Z [---] followers, [--] engagements
"@brandonjcarl @StepByStep_42 @FrisoAlenus Now price has risen what is clause one/ no further [--] month time added They might be able to sell something 10% where you saw this rules or link/ photo A doucment [--]. Should I ask management in earnings call if they are constrained by clauses What other questions"
[X Link](https://x.com/andrew1corpora1/status/1850726938047893845) 2024-10-28T02:31Z [---] followers, [--] engagements
"@mvarela1980 @cleanmoney86 @Yotam005 [--]. So i guess not freezing more from january [--] and talking with management should be done tomorrow in earnings call"
[X Link](https://x.com/andrew1corpora1/status/1851332406600491211) 2024-10-29T18:36Z [---] followers, [--] engagements
"@mvarela1980 Btw that late capitalism guy who replied that you do not know to read financial statements and has 3mn$. I did not like his picks at all [--]. Amazon and some other standard [--] p/e stocks. He didnt understand dq owns shanghai nada some people are clouded I tried to talk with him"
[X Link](https://x.com/andrew1corpora1/status/1851351871128023336) 2024-10-29T19:54Z [---] followers, [--] engagements
""Help elon cut a trillion dollar or two" from spending the bond king: billionaire about the U.S debt problem A twitt from Jeffrey Gundlach showing willingness to work with Elon Musk (in cutting deficit spending) is needed. @TruthGundlach @elonmusk https://youtu.be/DAYSDy03Slwsi=WdoD8MVnrNBF_CtT&t=475 https://youtu.be/DAYSDy03Slwsi=WdoD8MVnrNBF_CtT&t=475"
[X Link](https://x.com/andrew1corpora1/status/1855531418635427841) 2024-11-10T08:42Z [---] followers, [--] engagements
"@MasaSonCap how much for a bloomberg terminal cheapest one want just access to fintwit inside bloomberg"
[X Link](https://x.com/andrew1corpora1/status/1855814167178920138) 2024-11-11T03:25Z [---] followers, [--] engagements
"Reasons for drop today is it due to rfk possibly banning pharma advertising which will affect wbd $wbd Other motives anyone can answer"
[X Link](https://x.com/andrew1corpora1/status/1857474393896603857) 2024-11-15T17:23Z [---] followers, [---] engagements
"@Quartr_App @jennablan @RampCapitalLLC @IFB_podcast @Jack_Raines @waitbutwhy @LiebermanAustin @LucDupont @StockMKTNewz @TSOH_Investing @ThierryBorgeat @Quartr_App Could you find earnings call transcripts for [----] ganglong china property text or audio is fine. Also any honk kong specialised site which has many earnings calls from shanghai or honk kong stock exchanges Thank you kindly"
[X Link](https://x.com/andrew1corpora1/status/1861860727872438364) 2024-11-27T19:52Z [---] followers, [--] engagements
"Where to find Transcripts for Honk kong or Shanghai small-medium caps audio works also = Earning calls apps for Shanghai or HKG I was researching $PITA and found the transcript which was not available on my paid I found this on Idea is that for [----] ganglong china property I do not find transcript anywhere curious what apps record transcript they can be paid for Shanghai or Honk kong stocks thank you. http://quartr.com http://koyfin.com http://koyfin.com http://quartr.com http://koyfin.com http://koyfin.com"
[X Link](https://x.com/andrew1corpora1/status/1861863601989980261) 2024-11-27T20:04Z [---] followers, [---] engagements
"3 favourite stocks now or how is ur portfolio looking I am 14% pdd 14% wb (weibo) 48% wbd Dq 25% 3% caas (4 p/e stock makes steering wheels for BYD buyild your dreams tesla competitor and Stellantis and other autos) (would make dq 35-40% but IBKR is so sh*t with Daqo especially they do not count my $DQ shares as colatteral If I buy 10k$ worth of DQ my excess liquidity decreases by 9k$s ("how much my portofolio can decrease until I am margin called: / how much my portofolio decreases until they automatically selling stocks). Whilst if I buy 10k$ of WBD WB or PDD or anything else my excess"
[X Link](https://x.com/andrew1corpora1/status/1864961034479431697) 2024-12-06T09:12Z [---] followers, [---] engagements
"$WBD anyone saw the form released opinions dm in private and I can show you it if you want it is important. zaslav"
[X Link](https://x.com/andrew1corpora1/status/1868947089784541399) 2024-12-17T09:11Z [---] followers, [---] engagements
"$wbd Zaslav sells 32.8mn$ of shares no news yet saying this it is his stock option based compensation he had 6mn shares and made it 3mn shares but he did a form [---] compared to what i posted bellow which are shares being disposed when Acquired He did sell in [----] jan and [----] february in [----] he did not really sell in [----] [----] jan sold 20mn$ from 3mn shares to 1.2mn shares [----] sold from 3mn shares to 2.878mn shares (but at 51$ he sold [--] mn$ more in [----] february at 8.55$"
[X Link](https://x.com/andrew1corpora1/status/1869029546890015080) 2024-12-17T14:39Z [---] followers, [----] engagements
"why did it fall to 3.8-3.88 is it because of stellantis falling considering or other reasons or no reasons Stellantis is a large customer for their stearing I do not know how much as a % of net profit or sales is from stellantis and how much is BYD $STLA which is doing quiet badly from 24$ to 12$ this year. $CAAS"
[X Link](https://x.com/andrew1corpora1/status/1869794076276514878) 2024-12-19T17:17Z [---] followers, [--] engagements
"why did $CAAS fall to 3.8-3.88 is it because of stellantis falling considering or other reasons or no reasons Stellantis is a large customer for their stearing I do not know how much as a % of net profit or sales is from stellantis and how much is BYD $STLA which is doing quiet badly from 24$ to 12$ this year. $CAAS q3 was strongish I liked that they implemented the 5mn$ buyback on top a couple of weeks before 2-4 weeks no its like 3.5-4 p/e i think great balance sheet nice to shareholders more dividends coming in july-august next year like this year maybe"
[X Link](https://x.com/andrew1corpora1/status/1869794355973599282) 2024-12-19T17:18Z [---] followers, [---] engagements
"@JoeDoeKnowsGuy @banana_capital_ No way he got 16.4mn$ not 32.8mn$ joe Zaslav. Why would you have the residency in new york with this 50% capital gains/ stock market gains from share based compensation . Going to nyc now have a flight if anyone there"
[X Link](https://x.com/andrew1corpora1/status/1871091300142858676) 2024-12-23T07:11Z [---] followers, [--] engagements
"didnt $WBD management say or insinuate they expect 3-5 mn subs or more in q4 [----] (in the earnings call or in the conferences did I imagine it / dream Perette or Zeiler or Zaslav in earnings call or maybe gunnar [--]. Bank of america clients numbers on $WBD but SE Asia entrance might skew numbers of MAU"
[X Link](https://x.com/andrew1corpora1/status/1875786552434921495) 2025-01-05T06:08Z [---] followers, [---] engagements
"@jcoh11 @awolk why is it going to close in 12-18 months Lawsuit was withdrawn launch of Venu was supposed to be in September what am i missing"
[X Link](https://x.com/andrew1corpora1/status/1876299507803267539) 2025-01-06T16:07Z [---] followers, [--] engagements
"both are in dq how much is your porto in nmm and ten I still have 35% of porto in dq 55% in WBd 5-6 p/fcf vs [--] for netflix they have hbo. WB 10% and pdd 12% although wb i mightve been tricked did not look at net debt minus mkt cap/ ev but used cash and sht investments. ehh its still 4.5-5 p/e pdd great stock might put wb in pdd caas 2.5% 0.3% gure [--]. Whats your porto [--]. I was in mpcc in [----] not gsl or dac although had them a bit why you like shipping have you had any shipping stocks in [----] or in [----] or 2015-2020 for [--] years they did nothing/ shipping is so cyclical. Mintzmyer for .e.g."
[X Link](https://x.com/andrew1corpora1/status/1876371904787095714) 2025-01-06T20:54Z [---] followers, [--] engagements
"$GMM why would it be a dilution scam Indeed need to find their cash flow statement but they issued from september [----] to september 2024/ what they reported on Jan [--] [----] [------] shares lets say in [----] at 10$ its 1.3mn $ only Whilst they have 12mn $ net profit. growing so big [--]. Is their product a scam I looked at it seems borderline marketing company faking numbers or Crypto / NFT although its Ai in animations from what I understood. Did not really understand their company Why is it a scam Business finances the private placement at 2.5$ and 69mn$ fund to invest into ai is a scam maybe"
[X Link](https://x.com/andrew1corpora1/status/1876755521128272009) 2025-01-07T22:19Z [---] followers, [---] engagements
"@Kohenteam @FrisoAlenus @Sumeet2692 think he sold out after spectacular rise to 27-29$ maybe IDK maybe he came back in plus remind he did not buy at 14-17$ he bought at 17-20$ if I remember @FrisoAlenus"
[X Link](https://x.com/andrew1corpora1/status/1876761176882745838) 2025-01-07T22:41Z [---] followers, [--] engagements
"$Dq i hope to god they dont extend [--] more months That was a voluntary not mandatory extension right"
[X Link](https://x.com/andrew1corpora1/status/1878793545219539045) 2025-01-13T13:17Z [---] followers, [---] engagements
"@FrisoAlenus @other dq Daqo new energy people"
[X Link](https://x.com/andrew1corpora1/status/1878793547618640216) 2025-01-13T13:17Z [---] followers, [---] engagements
"@JSE_Invest The shanghai [----] july to july [----] lockup period Due to bellow [-----] rmb in [----] july they did a voluntary extension dont u know of it it ends jan [--] [----]. Send me your tickers Ssl to much debt for me but [---] p/b is nice but 4.5bn$ net debt 30% return is possible"
[X Link](https://x.com/andrew1corpora1/status/1879922708533907758) 2025-01-16T16:04Z [---] followers, [--] engagements
"in your opinion is AFD full of smart people or dumb people I dont care if it is Right or left or center just what are the people in it great uncorrupt politicians maybe pro nuclear energy so Germany stops burning coal or being reliant on Gas (green party stopped nuclear) Are they like RFK Bernie Sanders or Trump (although trump i like the least out of the 3) but they seem to be great people Trump went down in my book after crypto 80% ownership in his coin (but I guess better get money from that than from bribes) Germans compare AFD to other parties in Germany the people are they hard working"
[X Link](https://x.com/andrew1corpora1/status/1883203160900239405) 2025-01-25T17:19Z [---] followers, [--] engagements
"So what is the difference between's GCL $451 $3800 granular polysilicon and the Rod-shaped polysicon and n-type p-type polysilicon of daqo $DQ . GCL is producing at [--] cny 3.87$ according to an article from yesterday down 15% from [--] CNY Daqo is selling at [--] CNY Source: Chinas GCL Slashes Silicon Production Costs by 15% in Fourth Quarter So is GCL the best producer out there with best price what is difference between Rod and Granular Any Polysilicon masters https://www.yicaiglobal.com/news/chinas-gcl-slashes-silicon-production-costs-by-15-in-fourth-quarter"
[X Link](https://x.com/andrew1corpora1/status/1884698378551820479) 2025-01-29T20:21Z [---] followers, [----] engagements
"they are at [----] bn$ lt debt from 3bn$ lt debt in [----] march after acquisition so they did pay a lot of the debt price to earnings was indeed [---] trailling at 50$ in [----] and [---] ntm now its [---] trailling [---] next twelve months Still lets say [---] p/e stock indeed not bottoms of [----] july stock market / s&p500 crash but @TidefallCapital why would you like crox to start now a positon (not in yet) contemplating Deckers is [--] p/e ntm Skechers is [--] p/e ntm when skechers was 7-8 p/e ntm in [----] july. Nke is [--] p/e ntm but recently was 23-25 p/e ntm I guess they will have a bad one year [--] p/e is"
[X Link](https://x.com/andrew1corpora1/status/1889078621127741927) 2025-02-10T22:26Z [---] followers, [--] engagements
"@JSE_Invest idk why seeking alpha says beat on eps also weird how cash cost is lower than q3 but total production cost is higher DAQO New Energy beats top-line and bottom-line estimates; initiates FY25 outlook Seeking Alpha [----] eps for q4 is beat :)) anal ists"
[X Link](https://x.com/andrew1corpora1/status/1895065131467329693) 2025-02-27T10:55Z [---] followers, [---] engagements
"@JSE_Invest it was saying [-----] eps consensus why seeking alpha says [----] eps is beat for q4 DAQO New Energy beats top-line and bottom-line estimates; initiates FY25 outlook Seeking Alpha $DQ https://www.earningswhispers.com/stocks/dq https://www.earningswhispers.com/stocks/dq"
[X Link](https://x.com/andrew1corpora1/status/1895066930517610800) 2025-02-27T11:02Z [---] followers, [---] engagements
"$WBD soo 400mn$ in q4 alone from dtc :)) thats 1.6bn$ annualized WOW or 20x that is 35bn$ mkt cap only from HBO Max Ofcs we beat [----] dtc metrics of 1bn$ [--]. also y on y growth in adjusted ebitda [--]. MAUs (users) in q1 [----] where good according to bank of america so 3-4mn subs also in q1 nice 1.6bn$ annualized ebitda 400mn$ per quarter [--] growth at 20x not 60x like netflix is [--] bn$ mkt cap from Max alone $nflx $PARA [---] mn sub ads in one quarter and 400mn$ dtc = annualized 1.6bn$ with no growth we can expect maybe 1.8-2bn$ ebitda from dtc not 1bn$ target or q4 is stronger than other quarters"
[X Link](https://x.com/andrew1corpora1/status/1895095593954902317) 2025-02-27T12:56Z [---] followers, [---] engagements
"$DQ Couldnt ask my question someone did ask it though but to aggressively/ please shhh/ dont talk dont use words such as A-shares or shanghai or you destroy the 4x difference. Be sly/ ambiguous/ sneaky as anyways management knows of this (but they are greedy and it can be to their detriment if they do not capitalize on any [-----] rmb or above when they own 2% of Shanghai only but 28% of nyse) Do not use terms which can arrise to an "al go" or to a "he f und" please we DQ shareholders want to benefit. [--]. Did they just say that they extended the voluntary extension or made a new one to that"
[X Link](https://x.com/andrew1corpora1/status/1895117390272245862) 2025-02-27T14:22Z [---] followers, [---] engagements
"$DQ its up 5% ehh wbd up 11% also Why is DQ up what did they say in earnings call can someone please sumarize @JSE_Invest @mvarela1980 @friso friso maybe we fellow crox investors also i have 8% up from 93$ on it love that p/fcf maybe pdd investor also with u :o what did DQ say in earnings call Didn't they lock up again sh shares like [----] july-2025 january 22"
[X Link](https://x.com/andrew1corpora1/status/1895124528977563658) 2025-02-27T14:51Z [---] followers, [---] engagements
"$WBD all analysts held price targets lmao we will see some rating ups Or whatever who cares of analists when its 28bn$ with 4.4bn$ free cash flow and it could be 5bn$ or more idk [--] like in [----] Wbd is at 5.7x price to free cash flow and netflix 55x right Same analysts put 5.3-5.5bn $ fcf in1-2 years from [---] bn$ trailling the 5.7x p/fcf trailling we are trading today for Game of thrones batman minecraft barbie Superman Lord of the rings [----] q2 and harry potter season [--] in [----] q2 on Hbo. 150mn subs by [----] from 117mn we are at now 20mn increase over [----] q4 add hogwarts legacy also in 2026"
[X Link](https://x.com/andrew1corpora1/status/1895578456391377109) 2025-02-28T20:54Z [---] followers, [---] engagements
"@NicodemusCap @DeepValueStonks You couldve 2.3xed on stla sold at [---] p/e or [---] at [--] euros As saq deteriorations i inventory and guidance for [----] was [--] or slightly negtive [---] [---] It was best stock of [----] stellantis second best after unicredit 74% alone in 2024"
[X Link](https://x.com/andrew1corpora1/status/1897292770592837643) 2025-03-05T14:27Z [---] followers, [--] engagements
"@JohnDoeKnowsGuy hmm i think $wbd fell due to comcast 3bn$ extension But they / comcast didnt even let wbd bid on this they extended we have until [----] international rights right"
[X Link](https://x.com/andrew1corpora1/status/1900338251111571857) 2025-03-14T00:08Z [---] followers, [--] engagements
"What are your eps or netprofit estimates for q1-q4 [----] 10% growth 20% or more [--]. Do you have baidu / chinese baidu account as u would be able to see on baidu.index a sort of google trends for Pinduduo in china/ baidu. Where as I am only able to search Temu on google trends [--]. If you could tag me / @ me with screenshots of what baidu.index shows"
[X Link](https://x.com/andrew1corpora1/status/1903168525113397582) 2025-03-21T19:35Z [---] followers, [--] engagements
"Anyone has an app to see all *consensus of analysts* so I save them and see if they move them up or down for any stock Fact set like I dont have money for a bloomberg terminal :( Also consensus free cash flow or cash from operations I never see only if someone posts on twitter. An app looking at fact set or something I can pay the subscription help me. Will donate 200-500$ to charity in the name of whoever gives me a consensus eps/ revenue and cash flow great app/ site e.g. $PDD had [----] eps consensus on earnings whispers then 2-3 weeks ago when I checked earnings whispers was [----] eps which"
[X Link](https://x.com/andrew1corpora1/status/1903192353730433380) 2025-03-21T21:09Z [---] followers, [---] engagements
"agree what are your favourite stocks right now had 30% in pdd sold like a fool timing the market 60% in wbd [---] p/fcf smaller: 3.5% crox 7.5-8 p/e buying back 16% maybe this year 1bn$/6bn$ buyback caas 3.5-4 p/e gave a special div last year maybe no more but it provides BYD with wheels Missed $cyd which made 2x in a couple of months $yrd made a 3x jfin same 2.5-3x couldve made 6x if I held. but moved profits from jfin to yrd and added on top What are your favourite stocks @The_5P"
[X Link](https://x.com/andrew1corpora1/status/1903195644099002711) 2025-03-21T21:22Z [---] followers, [--] engagements
"Anyone who knows options can read the following photo bellow/ insider report on #LSE London stock exchange experts where are you Asos Fraser Group Mi Did he sell puts so its like a call $ASC.L went from [---] GBP to [---] GBP even in [--] weeks :)) Own this from [---] p/s have a small position could double-triple as mister Fraser/ Michael Ashley sold puts i think from what i undertand like he is increasing and increasing his position right I dont know who made stock price move so down past month though who exited Fraser seems to have increased a bit their position right any fellow asos #asos stock"
[X Link](https://x.com/andrew1corpora1/status/1903231817479598531) 2025-03-21T23:46Z [---] followers, [--] engagements
"bing bong we flat on year fk me also why i say bing bong [--]. Divy comming tendies sry I am friday brain fried its very late worked all day/ analyzed stocks [--]. What other stocks u having caas [--] p/e pdd now 15% dq decreased position as thye dont wanna sell shanghai wbd in my opinion doing well adding subs on hbo max have 70% of porto how are u looking [---] % in crox 2.5% caas and 3% WB 15% in pdd crox buying 16% buy back maybe this year 1/6bn$ 1bn$ buyback. or more they did 330mn$ q4 alone :))"
[X Link](https://x.com/andrew1corpora1/status/1903241397764825299) 2025-03-22T00:24Z [---] followers, [--] engagements
"Why is non-gaap net income of Weibo $WB smaller this year (I see they are counting convertible notes but those where issued in [----] november 300mn$ of them shouldn't you count them in [----] also) [--]. Any weibo expert have any idea why Fcf is so good and Non-gaap net income has so many investment related impairments did you go through what did they impair/ write off what assets did they overstate/ invest when [--]. Should we calculate weibo on a cash from operations / free cash flow metric or on this non-gaap net income which is still smaller 130mn$ (450mn$ vs 580mn$) then fcf (indeed the lady in"
[X Link](https://x.com/andrew1corpora1/status/1903251055195869348) 2025-03-22T01:03Z [---] followers, [--] engagements
"@SixSigmaCapital @RklbsFan What other stocks u own Holder for a while have 0.7% in asos Pdd 20% wbd 60% 4% in crox and weibo 3.5% caas what about you"
[X Link](https://x.com/andrew1corpora1/status/1904205423755841652) 2025-03-24T16:15Z [---] followers, [--] engagements
"I care what other tickers u looking at. Caas tmrw earnings [--] p/e missed xyf boat still wb pdd wb added so i get divy down from when i added 6-8% of porto wbd still 6.5-8mn subs in q1 [----] will report i see in MAUs for jan -feb will [---] p/fcf HBO. whats ur porto dq 8% of porto now"
[X Link](https://x.com/andrew1corpora1/status/1905297959807332402) 2025-03-27T16:36Z [---] followers, [--] engagements
"I think the target was 150mn subsby q4 [----] so in [--] years from 117mn subs Bac Maus suggest 6.45mn sub ads in q1 [----] so we good 6.45+117= [------] [----] ebitda for dtc seems low when they made 350-400mn$ in q4 alone from dtc if they repeat 400mn$ dtc ebitda in q4 for all quarters in [----] *i do not know seasonality of this q4 high dtc ebitda is it seasonal* curious what you think You can answer with small confidence do they make more in q4 from dtc ebitda it was 250-270mn$ in q3 [----] from my head all year 600-620 for [----] all made in q3 and q4 if i remember"
[X Link](https://x.com/andrew1corpora1/status/1908645191663104275) 2025-04-05T22:17Z [---] followers, [--] engagements
"@mr_deepvalue @Ascendtech Terminal shows me [---] mn$ fcf higher than net profit And 1.34bn$ mkt cap 12mn"
[X Link](https://x.com/andrew1corpora1/status/1908846867267354961) 2025-04-06T11:38Z [---] followers, [--] engagements
"@BigIdeasCapital @Lucas_Shaw @RichLightShed @MattBelloni @DavidZaslav ye 90mn$ budget somehow variety says 180mn$ break even lower than 2.5x The dicapio movie is 350mn$ break even"
[X Link](https://x.com/andrew1corpora1/status/1908994063073939556) 2025-04-06T21:23Z [---] followers, [--] engagements
"1. if 20-25% tarrifs are placed on U.S imports and exports are tariffed 15% in retaliation: 700bn$ of imported goods tariff would be the impact whilst 300bn$ of exports might be tarrifed in retaliation this is only goods trade no services (a 1trn$ tariff on 5trn$ U.s Trade = 3.1trn$+1.95trn$ of U.s imports + exports) [--]. This is data together with Mexico and Canada which are 32% of U.S trade and a tariff was not placed yet only lumber a bit for the Stronger Border. Imports are $3.104 trillion USD [----] according to trading economics Exports are $1.956 trillion USD [----] according to trading"
[X Link](https://x.com/andrew1corpora1/status/1909228588164866436) 2025-04-07T12:55Z [---] followers, [---] engagements
"@birdshire @RedshirtInsight @AJButton2 @FX_Button Idk what we can do for PDD as it has no Chinese counterpart I guess it will become otc how is $TCEHY so traded as an otc stock Tencent. when $pdd is nyse alone why is tencent otc let me ask grok or others"
[X Link](https://x.com/andrew1corpora1/status/1910667535726633328) 2025-04-11T12:13Z [---] followers, [---] engagements
"@TBinkowski44570 opinion on $CNTM 57% or 52% idk exactly [--] owners with 50mn$ revenue businesses all of them [--] want to take it private to 1.6$ if you dislike it say what u dislike"
[X Link](https://x.com/andrew1corpora1/status/1910669133857120497) 2025-04-11T12:19Z [---] followers, [--] engagements
"@FrisoAlenus Will dq fall more than considering tongwei might collapse. When could tongwei collapse or not likely as lt debt will take some time to happen so 2-3 years + tongwei could fall making $dq beneficial"
[X Link](https://x.com/andrew1corpora1/status/1911729436321526227) 2025-04-14T10:33Z [---] followers, [---] engagements
"What's $5p I was sarcastic btw i am extra long wbd even though ev / ebitda is 12x But agn 80bn$ was mkt cap [----] for netflix vs 700mn$ dtc ebitda same as [----] ebitda of warner bros And netflix doubled it $nflx to 1.4bn$ ebitda in [----] and mkt cap went to 180bn$ wbd will do the same in 2025"
[X Link](https://x.com/andrew1corpora1/status/1912051189270847651) 2025-04-15T07:51Z [---] followers, [--] engagements
"@LuisAntonV [--]. I guess it's positive 13d they filed on april [--] showed still 30.7% ownership so no pump and dump for orbic / ajp right $sonm"
[X Link](https://x.com/andrew1corpora1/status/1912749910371315871) 2025-04-17T06:08Z [---] followers, [---] engagements
"$sonm Could current board dilute shareholders Is there any such motion for the annual general meeting I saw the proxy did not see any issuance in it. [--]. Did the entrenched board also file a document of what they want to vote on at annual general meeting not just Ajp/ orbic $SONM"
[X Link](https://x.com/andrew1corpora1/status/1912823634751594725) 2025-04-17T11:01Z [---] followers, [---] engagements
"@B__Digs But explain 2017-2018 netflix valuation with 700bn$ ebitda [----] and then 1.4bn$ ebitda [----] Mkt cpa went from 80bn$ to 180bn$ so max alone is worth now 80bn$ considering same ebitda expansion will happen 2024-2025 no"
[X Link](https://x.com/andrew1corpora1/status/1914120113915076642) 2025-04-21T00:52Z [---] followers, [---] engagements
"What is your opinion on $cntm and $sonm cntm has [--] shareholders which want to take it pricate at 1.6$ non binding those [--] are 50mn$ revenue owners Siri info owner Siri health coo and their friend i guess mr xu who makes garments for indian woman/ dresses i think expensive. All 50mn$ revenue businesses ltd what am I missing Can they pump and dump if they did not sell and actually accumulated according to schedule 13g"
[X Link](https://x.com/andrew1corpora1/status/1914991948131139935) 2025-04-23T10:37Z [---] followers, [---] engagements
"Did any $DQ investor enter their earnings call and was able to put questions I pressed *1 this time and last time and I could not put questions for management. Anyone had the same thing happen pressing *1 and not being chosen for questions"
[X Link](https://x.com/andrew1corpora1/status/1917198195047731252) 2025-04-29T12:44Z [---] followers, [---] engagements
"Hello investors anyone know of a website like which shows filling so nicely and also which might send email alerts but for Chinese stocks Shanghai or HKG stocks [--]. Any other tools I maybe don't use now thanks I can give you some great ones also. Cause otherwise I need to go on each investor relations every day and it's also faster to read in Capedge for U.S stocks then opening investor relations page of each stock I want to read about . any suggestion anything is widely appreciated thanks #capedge #koyfin #tikrterminal #ycharts @capedge @investor_feed @KoyfinCharts @theTIKR @ any X user/"
[X Link](https://x.com/andrew1corpora1/status/1917244309725684160) 2025-04-29T15:47Z [---] followers, [--] engagements
"@HappyDays528 when you said Shanghai is somewhat manipulated / low float you meant other stocks not only the polysilicon sector right [--]. Btw whats your opinion on DQ now and cisq jks and gcl polysilicon [--]. still in dq"
[X Link](https://x.com/andrew1corpora1/status/1917245341252091957) 2025-04-29T15:51Z [---] followers, [--] engagements
"3. Anyone know of an an earnings call transcript website in Chinese even for Chinese stocks which do not appear on Quartr or Koyfin for Chinese companies as for example I can not see $6968 $0184 ganglong china property or keck seng or Playmates toys or many shanghai or hkg stocks I can not see earnings calls/ webcast @quartr @Quartr_App @KoyfinCharts @KoyfinCharts_ none of you have many Chinese stocks anyone know of your equivalent in china/ like on Chinese websites @Xueqiu users snow flake #finxueqiu"
[X Link](https://x.com/andrew1corpora1/status/1917245892874363195) 2025-04-29T15:53Z [---] followers, [--] engagements
"@NOTFOMO @grok is he right you can deepsearch also did SONM approve at a board meeting 2- check all $SONM proxies maybe you find something"
[X Link](https://x.com/andrew1corpora1/status/1917246524532363609) 2025-04-29T15:56Z [---] followers, [--] engagements
"@stock1320 @OracleNYSE thanks and is he a smart person or what reading it now $pdd temu is 20% of revenue for PDD "
[X Link](https://x.com/andrew1corpora1/status/1917629744968819066) 2025-04-30T17:18Z [---] followers, [--] engagements
"Although bloomberg estimates suggested temu is 20% of revenue and not profitable Profitable cash cow is Chinese business $pdd Also it is wierd how you focus on specificities growth was not 60% but actually 4pts lower: just 56% as they have taken out Incentives I do not understand how you do not see the bigger picture $baba is at [--] p/e or p/fcf growing your [--] pts revenue y on y 4% Pdd will grow 25-30% next years maybe and is at 9p/fcf furthermore baba once had double its sht investments and cash and produced 18bn$ in fcf or more Now pdd produces most fcf out of jd and pdd and has 54bn$ in sht"
[X Link](https://x.com/andrew1corpora1/status/1920288225924378701) 2025-05-08T01:22Z [---] followers, [--] engagements
"$WBD whats your opinion on S&P downgrading to bb+ or junk and if moodys or fitch does that also it moves from I shares/ bond etf of credit rating to junk rating one and wbd debt in junk rating one will be most of that index [--]. apparently S&P global did not even consider the spinoff as a downgrade just weakness in [----] ebitda and said by end of [----] they expect [---] leverage far from 3.7x leverage they want for good rating I would like to see their ebitda for networks and studios and dtc estimations (maybe they did not use 1.3bn$ ebitda for DTC anyone has S&P estimates for [----] for $WBD they"
[X Link](https://x.com/andrew1corpora1/status/1926035865744167172) 2025-05-23T22:01Z [---] followers, [---] engagements
"hey Julian thx for this. But unfortunately I can not see anything due to this "75-125% zoom box" If I adjust the zoom it shows what should be shown for a quick second could you remove the warning can not access anything on your website Anyways good luck check cntm and sonm if you want idk am new to spinoff's / mergers but I did a dd on cntm and buyers seemed to be okish but they might have shorted heavily in some hidden way although their 13gs kept increasing both cases cntm and sonm had private takeovers offers at much higher premiums. Cntm has [--] owners which did the offer and those [--] seem"
[X Link](https://x.com/andrew1corpora1/status/1926072049035886829) 2025-05-24T00:25Z [---] followers, [--] engagements
"@OracleEarnings Might buy if i see fcf estimates/ fcf consensus. what are you using factset"
[X Link](https://x.com/andrew1corpora1/status/1927078658734211499) 2025-05-26T19:05Z [---] followers, [---] engagements
"$WBD about the bank of america analyst Rating 14$ they viewed downgrade to junk as good as from what I understand by analysing their text: pretty much wbd has a covenant in their debt that "an early repayment" of debt is triggered when [--]. their is a change of control and [--]. followed by rating downgrade triggering an early repayment of debt. But as downgrade was done already before change of control it is positive actually fascinating would have never expected this *See analysis second photo*"
[X Link](https://x.com/andrew1corpora1/status/1929633339087954022) 2025-06-02T20:16Z [---] followers, [----] engagements
"also cash flow must no longer be focused on debt repayment due to this covenant being nullified by the credit downgrade. Only positives I do not understand how it is so positive [--]. Also I see some long dated debt for $WBD I put bonds in Trading view they traded down to 60% face value [----] [----] and [----] ones that means if I understand correctly that [---] bn$ [----] debt for example they can pay 60% of that. [--]. what you stated might mean buybacks no one said that I think If anyone can correct me if not. As they do not need to repay bondholders that much after junk rating downgrade I think 2."
[X Link](https://x.com/andrew1corpora1/status/1929633770736394427) 2025-06-02T20:18Z [---] followers, [---] engagements
"I am perplexed that their debt was trading at a discount 2048-55 even at 60% to face value and they take 17.5bn$ to pay it back wtfff for 14.6bn$ tender offer are we good $wbd Opinions of twitter/ any smart people on this"
[X Link](https://x.com/andrew1corpora1/status/1932106439017001305) 2025-06-09T16:04Z [---] followers, [---] engagements
"@B__Digs why 70.7bn$ ev are they ok net debt is 31bn$ after tender + 27bn$ mkt cap = [--] at most"
[X Link](https://x.com/andrew1corpora1/status/1940467326299918538) 2025-07-02T17:47Z [---] followers, [--] engagements
"Billions of dollars are in the pipeline. The solar panels installed on our roofs and powering our businesses and communities will come from China threatening our national security limiting our ability to power the A.I. race and setting back the re-industrialization of critical parts ofoureconomy. $dq $jks $csiq gcl tongwei Does this mean china [--] cny polysilicon will be sold more to u.s or something as it is selling at 19cny or 3x @ anyone Opinions on polysicon producing companies / which will be affected Can they even export dq and csiq and jks and tongwei can they export to u.s tariffs and"
[X Link](https://x.com/andrew1corpora1/status/1940481135546716542) 2025-07-02T18:42Z [---] followers, [---] engagements
"What discords you hang out in I am in none I use seeking alpha only again I am a value investor check $dq if u want have 5% now in it as market and management doesnt want to buyback/ are in conservation mode but they own 2.2bn$ cash mkt cap is 1.2bn$ on nyse Or 1.2bn$ nyse owns 5.4bn$ shanghai 4.5x difference :)) [--]. You seem very smart I hate this people which joinned my value stocks pumped gure so many times but are not real investors I would like to talk with you (discord whatsapp) love that you snorkel maybe you mentorship me on trading / other stuff and I show you how I stock pick medium"
[X Link](https://x.com/andrew1corpora1/status/1943071628340138477) 2025-07-09T22:15Z [---] followers, [--] engagements
"ill type comment i gave to a hater as I like your profile pic and comments although I love talking with contrarian people "idk what you said above that wbd can not compete with $nflx it does not have to nflx is 400-600bn$ idk idc wbd is measely 28bn$ p/fcf is [---] nflx is [--] so 12x more expensive 1200% Nflx in [----] ebitda was 700mn$ same as [----] streaming ebitda alone not studios not networks mkt cap [----] 80bn$ wbd / HBO same sub numbers in [----] as nflx same ebitda revenue also same in [----] dec as [----] dec will have nflx ebitda [----] dec was 1.4bn$ ebitda 2x wbd will have 1.3bn$ ebitda 2x from"
[X Link](https://x.com/andrew1corpora1/status/1943489692978012488) 2025-07-11T01:57Z [---] followers, [--] engagements
"letssssssss goooooooooooooooooo 60bn$ valuation is 3x cheaper than [----] dec nflx and what i say bellow is wbd ill type comment i gave to a hater as I like your profile pic and comments although I love talking with contrarian people "idk what you said above that wbd can not compete with $nflx it does not have to nflx is 400-600bn$ idk idc wbd is measely 28bn$ p/fcf is [---] nflx is [--] so 12x more expensive 1200% Nflx in [----] ebitda was 700mn$ same as [----] streaming ebitda alone not studios not networks mkt cap [----] 80bn$ wbd / HBO same sub numbers in [----] as nflx same ebitda revenue also same in"
[X Link](https://x.com/andrew1corpora1/status/1943489937120035221) 2025-07-11T01:58Z [---] followers, [--] engagements
"@LiloStitchLA hey is lilo and stitch on disney + now"
[X Link](https://x.com/andrew1corpora1/status/1948104974061163004) 2025-07-23T19:36Z [---] followers, [---] engagements
"$WBD I am a bit not relaxed as I was logged out from max .com when Hbomax .com changed. And I still have not logged back as I forgot email and password. I am scared of neg. sub growth due to this only apr 1-31 we have added 4.5mn subscribers know hope that not is negative may and june pls pls pls ( I am so scared as idk how Max did in may and june. Fortunately we entered Turkey in mar [--] and Australia in apr [--] so q2 might be strong even with friction july [--] [----] entered [--] countries these: Albania Armenia Cyprus Estonia Georgia Iceland Kazakhstan Kyrgyzstan Latvia Lithuania Malta and"
[X Link](https://x.com/andrew1corpora1/status/1949522622808531093) 2025-07-27T17:29Z [---] followers, [---] engagements
"$wbd what you think might happen on ipo day 20bn$ worth SS / streaming goes up 10% or even 20% as it will be at 10x ebitda and going to 11x ebitda when netflix is at [--] is not that bad especially as we have cinema +studio +gaming+ parks/ ancilliary and GN now named Discovery Global worth 10-14bn$ goes down 10% so overall market boosts us"
[X Link](https://x.com/andrew1corpora1/status/1950264871091626275) 2025-07-29T18:39Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@andrew1corpora1 andrew1corporate
andrew1corporate posts on X about $wbd, shanghai, debt, $dq the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [---] -69%
- [--] Month [-----] -24%
- [--] Months [------] -31%
- [--] Year [------] +44%
Mentions: [--] #
- [--] Months [--] -54%
- [--] Year [---] +0.97%
Followers: [---] #
- [--] Week [---] no change
- [--] Month [---] +0.32%
- [--] Months [---] +2.60%
- [--] Year [---] +27%
CreatorRank: undefined #
Social Influence
Social category influence finance stocks travel destinations technology brands countries cryptocurrencies exchanges automotive brands social networks currencies
Social topic influence $wbd, shanghai, debt, $dq, stocks, cash flow, $nflx, what are, nba, $untc
Top assets mentioned Warner Bros Discovery, Inc. (WBD) Netflix Inc (NFLX) PolkaBridge (PBR) SONM (SNM) Petroleo Brasileiro S.A.-Petrobras (PBR.A) Danaos Corporation (DAC) Alphabet Inc Class A (GOOGL) Stellantis N.V. (STLA) Ecopetrol S.A (EC) Bank of America (BAC) Paramount Skydance Corporation Class B Common Stock (PSKY) Amazon.com, Inc. (AMZN) Alibaba Group (BABA) Crocs, Inc. (CROX) Paramount Global (PARA) Paramount Global Class A Common Stock (PARAA) NVIDIA Corp. (NVDA) DisChain (DIS)
Top Social Posts
Top posts by engagements in the last [--] hours
"what is the pitch for aoiff i like it more than kos kos has -300mn$ fcf now but in [--] year analysts suggest 540mn$ fcf quiet bad asa they have 2.2bn$ in lt debt [--]. Whats the pitch for aoiff this one looks better [--] p/e stock I have 15% wb and 13% pdd pdd is like [--] p/e growing 40% in next year. cheapr than baba and jd wb is more cash than mkt cap [---] p/e stock advertising twitter of china. im 50% in wbd [---] p/fcf stock vs [--] p/fcf netflix. they own hbo even on ev to fcf they are 3x cheaper than netflix not 10x. Plus have great growth to come in subscribe rnumbers as they are only in 300mn"
X Link 2024-12-10T20:57Z [---] followers, [---] engagements
"$WBD So dtc ebitda will be lower in Q3 and Q4 [----] I do not think so as subscribers are 125mn up from 100mn in [----] q1 why is this deal in shared in the letter so important also who is this Michael Ng analyst guy check photo for HBO max distribution deal cancelled I do not understand what distribution deal this is it comcast and why does it end q3 q4 [----] Was it not ending [----] q1 allowing us to enter finally with HBO max which has no app in U.k italy Germany Spain I do not understand what is market on about thx to anyone explaining earnings call bellow in photo"
X Link 2025-08-07T17:45Z [---] followers, [---] engagements
"$wbd WHO is this distribution deal which went away in q2 and will affect q3 and q4 HBO max revenue / dtc / streaming what is this Is it AT&T Direct tv January [----] news that they don't give HBO max for Direct tv customers no more or [--]. Is it Comcast q1 [----] deal ending although that's a big plus as U.k Ireland [--]. Who is the distributor what is this"
X Link 2025-08-07T18:33Z [---] followers, [---] engagements
"$WBD Distribution thing is so bad I am done ebitda growth is same even with this new news "of lost distributor" they even specified in shareholder letter 2.4bn$ ebitda [----] guidance studios 1.3bn$ ebitda [----] guidance DTC 125mn sub q2 [--] [----] bn$ ebitda [----] studios [-----] ebitda dtc [----] [-----] sub nr q4 [----] [----] bn$ studios [----] [----] bn$ dtc ebitda [----] [----] mn subscribers q4 [----] 2.75bn$ studio ebitda [----] (pro forma as when you separate numbers they are weird warner studios had 1.75bn$ and 1bn$ for discovery seems a lot 1bn$ for discovery studios. really [-----] bn$ ebitda pro forma dtc"
X Link 2025-08-07T18:54Z [---] followers, [---] engagements
"$WBD letters state ebitda growth is same even with this new news "of lost distributor" they even specified in shareholder letter 2.4bn$ ebitda [----] guidance studios 1.3bn$ ebitda [----] guidance DTC 125mn sub q2 [--] [----] bn$ ebitda [----] studios [-----] ebitda dtc [----] [-----] sub nr q4 [----] [----] bn$ studios [----] [----] bn$ dtc ebitda [----] [----] mn subscribers q4 [----] 2.75bn$ studio ebitda [----] (pro forma as when you separate numbers they are weird warner studios had 1.75bn$ and 1bn$ for discovery seems a lot 1bn$ for discovery studios. really [-----] bn$ ebitda pro forma dtc ebitda compared to 1.3bn$ now"
X Link 2025-08-07T18:55Z [---] followers, [---] engagements
"@StanphylCap What else are you buying Same i have most Stla in portofolio synergies playing also. From what i see p/e stays at 2.5-3 even in [----] [----] according to estimates. Here is what im buying [--]. Stla [--]. Wbd streaming [--] p/e [----] bit indebted yet have a 4.5% interest rate on all 50bn"
X Link 2022-10-14T19:51Z [---] followers, [--] engagements
"@StanphylCap .of debt they paid 6bn already Warnerbros amazing content/ hbo. $Crox 8-10 p/e growing at 15-20% $PBR.A preferred petrol company [--] p/e paid 40% dividend. $GSL a shipping stock worth 700mn at [--] p/e which had a 360mn contract for [--] yrs locked. Could u tell me your top too"
X Link 2022-10-14T19:54Z [---] followers, [--] engagements
"@sismanis_n @christankerfund [----] bn [---] years backlog vs 1.9bn [---] years last quarter including options [---] years vs [---] check photos 1st is from this quarter second from last"
X Link 2022-11-09T13:33Z [---] followers, [--] engagements
"@sismanis_n @christankerfund $DAC btw dac had 2.3bn [---] years contracted revenue in june quarter and [---] bn [---] years in september quarter/ yesterdays results so i guess $GSL management is clearly supperior at finding deals remember the 360mn deal with $HLAG in august [--]. Idk anything bearish on GSL"
X Link 2022-11-09T14:13Z [---] followers, [--] engagements
"@mintzmyer @Eidentwitt @Wallstreetrtard ye but they fixed 300mn more and increased duration even in the past [--] months. On top of the august $HLAG 360mn contract. Compared to DAC staying at [---] bn both quarters contracted revenue. So i guess $GSL's management is quiet the best/ finding the deals"
X Link 2022-11-09T14:31Z [---] followers, [--] engagements
"@early_esc What are ur top stocks u would buy today will research abnb. Give me ticker symbols i give u some of mine wbd mpcc baba yal ec but small"
X Link 2023-02-15T12:20Z [---] followers, [--] engagements
"@mintzmyer @calvinfroedge @lzab1453 @Yeag98601093 @Shipping_VIE 25mn vs "contracted rev $425mn" So until now contracts from the backlogs of $GSL $DAC $MPCC $ESEA only esea had one of 25mn which will go to court and maybe they will win & get the 25mn 2.Thats it in the past [--] months / [--] year right Only this [--] Esea is being renegotiated"
X Link 2023-02-16T12:57Z [---] followers, [---] engagements
"I do not like to hear my own echo chamber of thoughts. $mpcc is superior to any of $Dac $Esea $Gsl $Tgh $trtn $hafnia I always criticize my thesis im my worst enemy &best friend So people which think contrary to mpcc having 40% dividend this year & 30% next yr please rise up"
X Link 2023-02-17T09:47Z [---] followers, [----] engagements
"Free substack done by me. Shows my entire reason for investing 19% in $mpcc & great presentation + transcript notes 40% Dividend [----] And 30% Dividend [----] With [---] P/E 748mn$ Mkt cap [---] bn ebitda to come supports Dividend "MPCC THE KING OF SHIPPING" https://andrewcorporate.substack.com/p/a-40-dividend-2023-and-30-dividend https://andrewcorporate.substack.com/p/a-40-dividend-2023-and-30-dividend"
X Link 2023-03-11T19:33Z [---] followers, [---] engagements
"Am I retarded to do this Brent Crude versus $EC $PBR $PBR.A chart comparison Like from [----] till today gap is biggest now also EC had 26$ price not long ago 2018-2019 indeed it was healthier then [-----] bn Lt term debt vs 92900bn now 3x paying 2x more interest payments"
X Link 2023-03-20T08:54Z [---] followers, 26.5K engagements
"@olaharaldmoen1 @Johansson11111 I just put mpccs mkt cap 750mn$0.650.8 35% div this year and 20% dividend next year It got me a 390mn $ mkt cap for 60mn net income would be only [---] p/e $mpcc But i guess the 360mn$ paid in dividend this year and next year could be reinvested by owners so p/e is [----] 2025"
X Link 2023-03-22T15:00Z [---] followers, [---] engagements
"@olaharaldmoen1 @Johansson11111 Wait Ola how can [----] have so small net income when projected ebitda which is contracted ebitda is already 1117mn$ 375mn$ come [----] lets say 250-300mn$ come [----] as 57% is fixed Then 400mn$ is left for 2025-2026 so 200mn $ for each [--]. Unchartered ebitda is 900mn$ $MPCC"
X Link 2023-03-22T20:16Z [---] followers, [---] engagements
"@catabrit @HortzVan 73mn$ 36% up from [----] of adjusted free cash flow is that metric even good normal free cash flow gives me p/fcf of [--] not of [--]. P/e [---] gaap at least even though adjusted profit was 36mn$"
X Link 2023-03-22T20:33Z [---] followers, [--] engagements
"I think $PBR annual report LEAKED the dividend yield.drum roll.20% dividend for the next [--] years. it was released today [--] mar [----] & it states: "65-70bn $ dividends vs 65bn mkt cap$ for 2023-2027= 20% dividend" According to photo [--] the government owns 32% of div PBR= 20bn$"
X Link 2023-03-30T01:26Z [---] followers, 74.7K engagements
"@OtterMarket @MaverickValue what about $UNTC is it going to have a decrease in Free cash flow or Net profit in 2024-2025 Why they had insane free cash flow last quarter and trade at [---] p/e [--] p/fcf with 35% yield 25% dividend +8-10% buybacks"
X Link 2023-05-16T16:33Z [---] followers, [---] engagements
"@brandonjcarl price to sales is [---] again EV is tricking your eyes last time ev was showing me vs net income that it was better than AT&T yet $LUMN yet by doing a simple Long term debt to net profit or free cash flow at&t had better meterics. EV sucks I never hear WB talk about EV"
X Link 2023-05-19T19:51Z [---] followers, [--] engagements
"@GuptaStock yup. i am in it from 2.2$ but avg price is 2.6$ bought some more at 3.7-3.9$ Curious what other companies are like this $untc but i started only seeing it. Your favourite picks gupta best buys I can also buy at your avg price or lower than for me wbd mpcc stla EC PBR"
X Link 2023-05-20T20:32Z [---] followers, [---] engagements
"@danielpnoonan @MaverickValue what about untc they return 20% to shareholders and trade at [--] p/fcf will they have decreasing free cash flow and [---] p/e or decreasing oil production next years how much Do you dislike $UNTC also why"
X Link 2023-05-22T12:26Z [---] followers, [---] engagements
"@karlsson_tommi @olaharaldmoen1 By [----] we might exit on a nice profit curious where I trim 23nok 25nok or I let it go to [--] yield from todays 42% dividend yield or so [----] check $untc similar stuff Or ec and pbr"
X Link 2023-05-26T13:23Z [---] followers, [---] engagements
"Ladies and Gentleman today I wanted to suggest to Buy $NVDA I am joking"
X Link 2023-05-26T20:48Z [---] followers, [--] engagements
"@majgeoinvesting [--] my question to you is what are you buying and has fallen in price for me $WBD and $BABA. 34% own and 18% own baba. I was in MPCC 15% yet sold off to 5% after 43% price rise in [--] months. STLAP is also a darling 24% of portfolio in it recommend first [--] and last: pbr.a 11.5%"
X Link 2023-06-08T14:02Z [---] followers, [--] engagements
"This makes me want to trim my 15% percentage of my portofolio in ($pbr $pbr.a) on monday to 7-10%. @Tonyforever2003 @G_A_Wilson check photo [--]. Also the gas price move "giving the state more taxes yet petrobras less profits" from [--] june [--] days ago. @calvinfroedge"
X Link 2023-07-02T10:46Z [---] followers, [----] engagements
"@doctorslernon what is your opinion on $UNTC [--] p/e [---] p/fcf"
X Link 2023-07-04T14:03Z [---] followers, [---] engagements
"$pbr petrobras bull here I am viewing [--] bad news in past [--] hour: Dividend for q2 according to cfo "based as peers" dividend (oxy are peers.) wind farms are viable (before they were not in most viable category) Natural gas prices are 7% lower/ cut I sold @Tonyforever2003"
X Link 2023-07-19T16:26Z [---] followers, [----] engagements
"@seethetrees1 @Tonyforever2003 @Anssi_A Who are the peers giving 20% per year Only $ec i dont think ypf is giving idk are there any other petrol companies above 15% yet 20%"
X Link 2023-07-29T08:07Z [---] followers, [---] engagements
"@pserk14 @aivainvesting @theyhatemetoo @Anthony74247166 @G_A_Wilson @malananah is it expensive with [--] p/e ntm and two big dividends worth 16-18% from todays stock price left ex-date for [----] december for all [----] 28% yield is it expensive dividend is higher than what pbr is paying and they have the fepc which decreases net profit @Tonyforever2003"
X Link 2023-08-09T11:06Z [---] followers, [---] engagements
"@spybear180 @backdoo03130461 What other catalysts is it expensive with [--] p/e ntm and two big dividends worth 16-18% from todays stock price left ex-date for [----] december for all [----] 28% yield is it expensive dividend is higher than what pbr is paying and they have the fepc which decreases net profit"
X Link 2023-08-09T13:02Z [---] followers, [--] engagements
"@chongusu @DeckoDeck903 @kingdomcapadv how many warrants are there and what are this warrants a long term liability Why do they exist what is their strike price also [--]. UNTC warrants are how many millions and if they get to a certain price levels what happens us UNTC common stock holders are diluted"
X Link 2023-08-11T14:06Z [---] followers, [---] engagements
"@kingdomcapadv @MV__Capital $UNTC you say higher free cash flow or net profits next quarters or lower Kingdom I thought hedges helped them gain net profit & they're gone What is the [----] p/e next [--] months and price to free cash flow (trailling is currently [--] and 1.5) what is [----] p/e & p/fcf & 2025"
X Link 2023-08-11T14:09Z [---] followers, [---] engagements
"@eriksen_tim What are you on about I picked reserves from companies bellow and $UNTC is cheaper than $PBR.A & $EC "63 million barrels of oil equivalent (BOE) in reserves" unit corporation [--] mn/452 mn mkt cap [----] Petrobras [-----] mn boe reserves/ [-----] mn mkt cap = [-----] proved reserves"
X Link 2023-08-11T14:12Z [---] followers, [---] engagements
"@eriksen_tim *all are proved reserves I think Ecopetrol [----] mn / [-----] mn market cap = [------------] $OXY vs $UNTC (untc is cheaper [--] times on this metric) Occidental 3800/52700 mn [-----] Chevron [-----] million barrels / [------] mn mkt cap = 0.044"
X Link 2023-08-11T14:13Z [---] followers, [---] engagements
"$UNTC p/e is [----] next twelve months according to the last quarterly report: [--] mn Net profit *4 calculation and past [--] months fcf was [--] mn so for full [----] a 120mn $ free cash flow is not a far stretch so we have 10% dividend next [--] quarters/ next [--] months 20% per year"
X Link 2023-08-11T17:01Z [---] followers, [---] engagements
"@joeriwestland @freightmarket @ed_fin Well mpcc has [----] left only with high net profit backlog $gsl dac also [----] maybe So [--] year and that is it. So not much risk left Joeri would you buy more mpcc today for the 8.5% dividend and 20-25% dividend in [----]. Which would drop to 6% dividend in [----] according to dnb"
X Link 2023-08-22T09:12Z [---] followers, [---] engagements
"@MasaSonCap Is $wbd affected by this or are they actually advantaged as they already have a charter deal from what I read/ i think Maybe disney replaces their 25% in disney with someone else a competitor Idk Market reaction justified"
X Link 2023-09-02T10:10Z [---] followers, [---] engagements
"@benbakhshi [--]. on their business side how is their moat are they a good nursing course i did not watch reviews just started looking at $apei [--]. They have some one time restructuring costs without does i guess they are free cash flow positive curious how much were merger costs @ben"
X Link 2023-09-13T16:29Z [---] followers, [--] engagements
"@HiddenValueGems Warren buffett ebitda is garbage earnings But yea even with net profit which is 1/3rd or more than half ebitda it is a good stock. What about in [--] years forward net profit [--] years from 60mn ebitda to what . can they scale Nice moat business"
X Link 2023-09-14T14:42Z [---] followers, [--] engagements
"@PetrynaAndriy @ed_fin what else are u investing now I have YRD [---] quick ratio with 700mn $ cash and equivalents vs 200mn $ mkt cap 80-85% owned by ceo and management and 7% buyback. UNTC with [---] p/e in america petrol n. gas 20% dividend on OTC 35% owned by CEO I have WBD down 40% what about you"
X Link 2023-09-28T11:21Z [---] followers, [---] engagements
"@mintzmyer @ZenMinded1 @Shipping_VIE yes I was thinking today of subscribing yet wouldn't subscribe as I do not know exactly what picks make money for your fund are your trading from time to time Maybe you give a free trial or a once a month great idea/ trade which made that 40% returns from [----] onwards per year"
X Link 2023-10-01T20:51Z [---] followers, [---] engagements
"Hey $DQ & OR $Baba $9988 investors DQ is nyse & on Shanghai yet shares trade 3x. Baba does not trade differently than [----] hkg same mkt cap right So $BABA adrs are not perceived worthless by the financial world as they would trade lower than honk kong shares otherwise no"
X Link 2023-10-08T12:13Z [---] followers, [---] engagements
"So $dq has an arbitrage which even the management/ Ceo stated in the August [--] [----] earnings call whilst baba vs [----] hkg does not. [--]. Is $dq discounted on nyse due to the Xinjang forced labour charges yet shanghai people don't know of the allegations due to China's firewall"
X Link 2023-10-08T12:18Z [---] followers, [---] engagements
"@karlsson_tommi @olaharaldmoen1 [--]. What is fwd p/e [----] [----] [----] fwd is [--] p/e [--]. Joeri states $Dac & $Gsl are less expensive I disagree once more (dividend yield is 33% for $mpcc but is 5-7% for gsl & dac u must put a management discount on the price to book @olaharaldmoen1 @joeriwestland @karlsson_tommi"
X Link 2023-10-27T09:59Z [---] followers, [---] engagements
"@FrisoAlenus $DQ listen to earnings call they do 220-250mn $ next quarter so [--] months they buy back 220/1800 shares 12% also management said [------] shares will be issued as share based compensation next quarter read transcript on koyfin"
X Link 2023-10-30T13:07Z [---] followers, [---] engagements
"@mvarela1980 pos they do 220-250mn $ next quarter so [--] months they buy back 220/1800 shares 12% also management said [------] shares will be issued as share based compensation next quarter read transcript on koyfin"
X Link 2023-10-30T13:07Z [---] followers, [--] engagements
"$DQ management stated 220mn even 250mn $ will be done by q4 end so another 12% lower share "Management further stated SHARES ARE CHEAP" in earnings call And if I understood in earnings call correctly shares outstanding should decrease 10-11% at least with this 12% buyback in"
X Link 2023-10-30T13:37Z [---] followers, [----] engagements
"@FrisoAlenus $dq earnings call "Cancelation of shares repurchased wtf is this""
X Link 2023-10-30T17:29Z [---] followers, [---] engagements
"@antoniovelardo_ @quwieo12 Were you in crox in [----] may-september were you buying I remember you Like 48-85$ back then and it went to 120-150 $ even in feb [----] Or are you a recent crox investor how many shares you own today"
X Link 2023-11-03T00:29Z [---] followers, [--] engagements
"@FrisoAlenus Btw as a value investor which you are never stop doubling down on sure plays. Now I do not want to tell you to double down on crox i own 2.5% ok my portfolio but at 48$ last year i had an average price of 65$ at [--] p/e with growth and great quarters. I want to say is long term"
X Link 2023-11-03T00:50Z [---] followers, [--] engagements
"@FrisoAlenus Invest long term value invest find arbitrages like $Dq. Btw let me throw you a candy of a stock $yrd it has 3.5x more cash than mkt cap [---] quick ratio thank me later its dq but with [---] p/e own 7% of porto Last time i owned only 7% in crox now 2.5% Also wbd 52% in 5p/fcf"
X Link 2023-11-03T00:52Z [---] followers, [---] engagements
"@DV_Situations do you have any stock picks that I can check :) I have the [--] i sent you bellow both arbitrage plays. DQ will for example starting in [----] june: list shares in shanghai and buyback in nyse. Also it already has 220mn $ buyback plan out of 350mn $ approved 11% buyback in next 3mths"
X Link 2023-11-07T14:48Z [---] followers, [---] engagements
"@JoeDoeKnowsGuy but last year i see it was free cash flow negative"
X Link 2023-12-01T21:21Z [---] followers, [--] engagements
"@kingdomcapadv @winsteadscap Do you think $untc will drop as nt gas is down from [---] to 2.4$ and brent is 70$"
X Link 2023-12-07T10:13Z [---] followers, [---] engagements
"@FrisoAlenus @Xenani Or with the 6bn$ equity I personally do not know this industry hope they do not invest just for the richness of the ceo=through his LTD companies. its huge amounts of capex 1.5-2bn$ in nxt 1-2 yrs the earnings call transcript you can find it on koyfin google it thank me later"
X Link 2023-12-18T17:19Z [---] followers, [--] engagements
"@case4prez @eraz00r @gurgavin what about NAI 10% ownership for 2bn $ wbd cost which is 2x premium/ or 100% premium on todays 10bn$ $para mkt cap. $WBD shareholders what you say on this buying redstone's shares"
X Link 2023-12-20T23:34Z [---] followers, [---] engagements
"@EconomyApp Do it with free cash vs market cap"
X Link 2023-12-21T09:33Z [---] followers, [---] engagements
"@Stonefoxcapital My 2nd question for you stonefox is Bellow Fox is stating 2bn$ offer for Redstone stakez granting control to $wbd . @Stonefoxcapital what would happen to $parab considering $paraa would skyrocket yet Para might loose their assets for cheap to wbd https://x.com/CGasparino/status/1737592554013839867t=K5EB9xv_g2mNxLWkPxkWbQ&s=19 Breaking: @wbd is talks to buy Shari Redstones majority stake in National Amusements which would give it control of @paramountco but would cost be considerably less than if it bought PARAs assets outrightsources tell @FoxBusiness. The price tag around $2"
X Link 2023-12-21T09:42Z [---] followers, [---] engagements
"@HedgeFundTips During the quarter ended December [--] [----] net cash provided by operating activities was RMB64716 million (US$9115 million) a decrease of 26% compared to RMB87370 why is your free cash flow number so high 8bn $ it fell from [--] last year to 63bn RMB free cash"
X Link 2024-02-07T12:58Z [---] followers, [----] engagements
"@Tonyforever2003 @G_A_Wilson How is ecopetrol any other stocks u bought tony past [--] months. Recommend wbd have 70% if porto in it [---] p/fcf and dq it owns [--] bn in shanghai equities yet [---] bn mkt cap and [---] bn in cash"
X Link 2024-02-18T12:56Z [---] followers, [--] engagements
"@Tonyforever2003 @SS80747419 @calvinfroedge . Free cashflow for $pxt went sharply down"
X Link 2024-02-21T09:17Z [---] followers, [---] engagements
"@JakePillard @ultradeepa What other things you have jake pillard I have 12% dq 80-90% wbd baba 10% Last [--] recommend [---] p/fcf for wbd. they own hbo and april [--] [----] they can sell and be bought after lockup. Similar to june [----] dq lockup of shanghai shares. What other ticker symbols is ur portfolio"
X Link 2024-03-18T09:55Z [---] followers, [---] engagements
"@Stockspy1 didn't see you on this [---] p/e stock $Yrd growing 40% so p/e is [---] by end of year with [---] quick ratio and [---] mn $ in cash vs mkt cap of 400mn$ curious 80% of shares are owned by Ceo. Company guided 28-40% in [----]. They have 2000+ employees. Why not short $nvda"
X Link 2024-03-23T11:20Z [---] followers, [--] engagements
"@DotyBilly So what percentage of daqo shares dont care about voting power did he buy 6.5% [--]. Fascinating that this guy which owns $amr / is a director also buys 6.5% of dq total market cap"
X Link 2024-03-29T17:53Z [---] followers, [--] engagements
"$DQ Daqo cash of 3bn$ takes is 90%+ cash in Shanghai listed [------] company. They are consolidating ballance sheet so cash is not in U.S. first graph is $688303 Daqo on shanghai second is $DQ on NYSE [--]. That means its 2.1bn$ mkt cap vs 5bn$ of shanghai listed shares. Not+cash"
X Link 2024-04-01T17:34Z [---] followers, [----] engagements
"@AnalystEgg is it actually 55% to commons did you take into account $PARAA / preffereds trading at 22$"
X Link 2024-04-04T02:33Z [---] followers, [---] engagements
"@AimarNils This was in april care have no longer a position. As forward p/e is likely 5-6 or even more in [----]. And [----] can be much larger"
X Link 2024-04-12T19:13Z [---] followers, [--] engagements
"@MemoryRealAsset @mvarela1980 @JTT20222021 @Sumeet2692 but man Management in ER stated: that after capex cash and equivalents would drop from 3bn$ to 2.5bn$ roughly cash and equivalents on ballance sheet if poly prices are the same as in last quarter for all year. So management answered in Earnings c. So your calculation is wrong"
X Link 2024-04-15T14:00Z [---] followers, [--] engagements
"@MuizDweller @FrisoAlenus @MuizDweller Anything about july Shanghai shares [--] lockup should end [--]. Curious how jinko can give 280mn$ back to 1.2bn $ mkt cap investors @FrisoAlenus i guess Jinko did increase long term debt [---] quick ratio vs daqo which has a [---] quick ratio and negative 2.5bn$ net debt"
X Link 2024-04-29T14:34Z [---] followers, [--] engagements
"@MasaSonCap Do you think para sony deal will go through You saw recent news only started reading I dont own para fk the freecashflow negative junk rating just a 90% of porto owner in $wbd"
X Link 2024-05-06T06:13Z [---] followers, [---] engagements
"@MatthewKeysLive Are you sure dune2 would be available to be played on Hulu or disney+ Like from the Hulu or disney + app (or sopranos or Hbo shows) $wbd"
X Link 2024-05-09T03:37Z [---] followers, [--] engagements
"@ryanthawks Are you in wbd ryan for more than a year do you remember q2 [----] max rollout in america We had overlap and reduced subscribers $wbd @anyone Correct me if I am wrong but lat am did not have Discovery + so no overlap should happen"
X Link 2024-05-09T03:43Z [---] followers, [---] engagements
"@WaystarCroixCo @MasaSonCap Didnt they sell something last quarter for 500mn$ Divesture equals positive fcf. What is guidance for [----] in fcf So I do fcf to debt ratio i remember net debt is [--] or 14bn$ for $para lets use Free cash flow which includes interest payments I hope right Thx masa way"
X Link 2024-05-09T08:18Z [---] followers, [---] engagements
"@MatthewKeysLive $wbd $dis the bundle means if they pay for max they can use Disney + or Max app and they will see all content on one app together right [--]. How is this different from current hulu add-on of Max for 15.99$ so you can watch hbo shows on Hulu for 16$ Thx➡1"
X Link 2024-05-09T08:37Z [---] followers, [---] engagements
"@MatthewKeysLive So for 15.99$ addon hullu already now has the possibility of paying 16$ and adding HBO shows to be watched inside the app right now $dis Or now you just buy Max app from Hullu [--]. Does this mean that this is not that huge of a news or is bundling with Hulu different than add-on"
X Link 2024-05-09T08:47Z [---] followers, [--] engagements
"@RichLightShed @Caseybloys @A24films_ @wbd can i watch the $WBD upfront online Where"
X Link 2024-05-15T14:13Z [---] followers, [---] engagements
"Where do I pay taxes for realized profit on $STLA which is on NYSE Where do i pay taxes for Paris stellantis and Stellantis milan stock also which is in euros #stellantis taxes"
X Link 2024-05-18T17:42Z [---] followers, [---] engagements
"Do i pay in Netherlands as headquarters is there for all or do I pay in France Italy and Newyork for each"
X Link 2024-05-18T17:42Z [---] followers, [--] engagements
"@Anssi_A What about STLA i have nyse $ shares with realized profit STLA.MI milano Italy shares in euros and Paris ones yet headquarters seems to be Netherlands. I pay in Netherlands OR France Italy and U.s for each Could you check if it is Netherlands is where it is domiciled"
X Link 2024-05-18T17:44Z [---] followers, [--] engagements
"@Anssi_A Thanks man you are right the ISIN is NL But the $pbr isin is Petroleo Brasileiro SA Petrobras ADR - WKN [------] ISIN US71654V4086 So us you sure i do not out for my european tax authorities america as the country of the realized profit on selling the $pbr shares its us ISIN"
X Link 2024-05-18T23:02Z [---] followers, [--] engagements
"@antoniovelardo_ but look for $9988 or $baba i have both Do i put in my accounting documents Cayman Islands and America or Honk kong and america both are same company alibaba one hkg shares other america"
X Link 2024-05-20T10:07Z [---] followers, [--] engagements
"@sosacapital @knauserino is it ridicously valued even though total liabilities increased now in Q1 [----] so the price to book of [---] deteriorated How can you measure if weibo will remain in trend i dont really like social media. Snapchat for example decreased user base no Indeed multiples are v low"
X Link 2024-05-23T12:02Z [---] followers, [---] engagements
"@HertzBarry are you sure isn't this just linear tv stuff"
X Link 2024-06-10T21:24Z [---] followers, [--] engagements
"@MasaSonCap wait masa are you suggesting/ thinking linear goes [--] bn$ for $wbd in [--] years or was he/ the green icon guy u screenshoted suggesting wbd goes 0bn$ ebitda from linear in [--] years"
X Link 2024-06-19T14:10Z [---] followers, [---] engagements
"@MasaSonCap Curious when comcast charter or spectrum renewal but comcast linear negotiations for $wbd are Anyone can state when the contracts will start negotiating for renewal"
X Link 2024-06-23T16:06Z [---] followers, [---] engagements
"$wbd Curious when comcast charter or spectrum renewal but comcast linear negotiations for Wbd are Anyone can state when the contracts will start negotiating for renewal"
X Link 2024-06-23T16:07Z [---] followers, [---] engagements
"@Tomas60340801 we at 1.09$ curious why btw do you know when is next q report / [--] Nov [----] [--] amEST earnings whisper does nt tell me it tells me [--] march [----]. yahoo finance says nov [--] [----]. [--]. Want to subscribe to their email alerts but cant find on their page hope they get cash to u.s"
X Link 2024-06-25T15:45Z [---] followers, [--] engagements
"@mvarela1980 @JTT20222021 @JTT20222021 i would keep quiet on forums till july 23rd [--] years from ipo. And even until august [--] no sep [--] so they have time like [--] months to sell"
X Link 2024-06-28T15:00Z [---] followers, [--] engagements
"@FrisoAlenus Crox i was in [----] jun to [----] jan 2x it was [--] p/e now at [--] not as enticing care Friso. Also check google trends and search crocs on it if u see 10% higher numbers year on year u guchi I entered a bit at 90$ agn in 2022-2023 was best nasdaq performing stock had 7% of portofol"
X Link 2024-07-02T20:49Z [---] followers, [--] engagements
"@MasaSonCap Isnt class b buying or class a good its 12.08$ and 15$ buyout for 48% of shares Also [--] day period of better deals is great"
X Link 2024-07-08T11:18Z [---] followers, [--] engagements
"@DavidCareyMStar wtf is this -74% for both wbd and paramount such a shity way the stock moves from q2 [----] ipo of wbd to now Its like $para is the same company as $wbd. damn"
X Link 2024-07-10T02:27Z [---] followers, [---] engagements
"@MasaSonCap @banana_capital_ this graph bellow -74% for both wbd and paramount such a shity way the stock moves from q2 [----] ipo of wbd to now Its like $para is the same company as $wbd. damn Does this make sense for them to be down by the same amount whilst the same stock"
X Link 2024-07-10T02:29Z [---] followers, [---] engagements
"@MasaSonCap @banana_capital_ and it is warranted for para vs wbd when wbd has 7.47bn$ fcf and para has [---] Amcx common Masa it refianced 2-3 months ago at 10% or even 12% took debt to buy back 6% debt. so dumb Wbd has 4.5% fixed debt at 25-30% discount to face value so you can buy it fast. 36.7bn debt"
X Link 2024-07-10T15:00Z [---] followers, [--] engagements
"@MatthewKeysLive @RichLightShed yea you are smarter than Rich Matthew he is a nflx lover. Hbo and wbd is [---] p/fcf nflx is 45/ 18x 1800% return you make Matthew I have a question will NBA do a 4th deal for WBD or B) NBA sues wbd C) Amazon sues $wbd D) allow WBD to stream on MAX only no simulcast on TNT"
X Link 2024-07-22T20:17Z [---] followers, [---] engagements
"I have a question smart [---] p/fcf $WBD holders will NBA do a 4th deal for WBD or WBD replaces amazon or B) NBA sues wbd C) Amazon sues $wbd D) NBA allows the deal and WBD will stream on MAX only no simulcast on TNT E) WBD uses the "streaming deal" of amazon for TNT sports"
X Link 2024-07-22T20:19Z [---] followers, [---] engagements
"@CGasparino @DavidZaslav @wbd Charles I love your followage i agree. Question: will NBA do a 4th deal for WBD or WBD replaces amazon or B) NBA sues wbd C) Amazon sues $wbd D) NBA allows the deal and WBD will stream on MAX only no simulcast on TNT E) WBD uses the "streaming deal" of amazon for TNT sports"
X Link 2024-07-22T20:32Z [---] followers, [---] engagements
"@SportsTVRatings will NBA do a 4th deal for WBD or WBD replaces amazon or B) NBA sues wbd C) Amazon sues $wbd D) NBA allows the deal and WBD will stream on MAX only no simulcast on TNT E) WBD uses the "streaming deal" of amazon for TNT sports"
X Link 2024-07-22T20:35Z [---] followers, [---] engagements
"@AndrewBaydala will NBA do a 4th deal for WBD or WBD replaces amazon or B) NBA sues wbd C) Amazon sues $wbd D) NBA allows the deal and WBD will stream on MAX only no simulcast on TNT E) WBD uses the "streaming deal" of amazon for TNT sports"
X Link 2024-07-22T20:59Z [---] followers, [---] engagements
"@mcuban @RichLightShed @SportsTVRatings Arbitrage: Also check dq 1.2bn$ mkt cap in nyse vs they own 3.9bn$ in shanghai which they are selling now. No net debt They bought back 18% of newyork at 30$ now its 17$ and they announced 10% buyback pennies they have 3bn$ cash on balance sheet vs 1.2bn$ mkt cap also"
X Link 2024-07-23T11:57Z [---] followers, [---] engagements
"@B__Digs @dmytro_petryna I didn't really understand how olympics 140% up on ad revenue would not benefit fcf widely in q3 [----]. Are they paying the olympic games for 2028/2032 already"
X Link 2024-08-08T01:45Z [---] followers, [--] engagements
"@lundeen_ne Didn't they do 850mn$ fcf"
X Link 2024-08-08T07:43Z [---] followers, [--] engagements
"$DQ when is the earnings report for dq What date Or for shanghai daqo 60883"
X Link 2024-08-08T15:15Z [---] followers, [---] engagements
"@Gubben89 what other stocks you like throw your best mine: DQ and YRD yrd. 80% ceo ownership dq it has 4bn$ in shanghai ownership yet 1bn$ in new york mkt cap. 10% buyback till may 2025"
X Link 2024-08-13T00:43Z [---] followers, [--] engagements
"@MultiverseHld @joecarlsonshow what other stocks you like throw your best mine: DQ and YRD yrd. 80% ceo ownership dq it has 4bn$ in shanghai ownership yet 1bn$ in new york mkt cap. 10% buyback till may 2025"
X Link 2024-08-13T00:43Z [---] followers, [--] engagements
"anyone has a $dash pass subscription annual already & got MAX / hbo $wbd for free How is the u.i how easy was it to make an account is it available for existing annual subscribers"
X Link 2024-08-13T23:25Z [---] followers, [---] engagements
"@mvarela1980 @HappyDays528 @Sumeet2692 Daquan Energy announced that the restricted shares for sale this time are part of the company's first public offering of restricted shares. period lasting [--] months from the date of the company's stock listing. this portion is [----] million shares. http://688303.SH http://688303.SH"
X Link 2024-08-14T18:13Z [---] followers, [--] engagements
"@mvarela1980 @HappyDays528 @Sumeet2692 https://www.moomoo.com/news/post/41554395futusource=news_stock_stockpagenews&ns_stock_id=80792631493359&report_id=37355094&report_type=stock&src=2&main_broker=WzEwMDdd&client_hour_clock=24&us_cid=72709564&channel=4&skintype=1&level=1&global_content=%7B%22promote_content%22%3A%22mm%3Apost%3A41554395%22%2C%22invite%22%3A72709564%7D&data_ticket=ef83f02acac27e2a5b7fb8b900c111b4"
X Link 2024-08-14T18:13Z [---] followers, [---] engagements
"@KylerJohnson411 so you have sold your small position in recent months How much of wbd do you own currently or think of owning what % of your portfolio Check dq and jd i think dq 4bn$ shares yet 1bn$ mkt cap"
X Link 2024-08-15T18:46Z [---] followers, [---] engagements
"@benmillerMKE @WALLACHLEGAL Did you even read all the photos and quotes it took me 10-20 minutes to finish reading Nba has a strong case I think"
X Link 2024-08-24T15:12Z [---] followers, [--] engagements
"@StepByStep_42 is this 600mn$ additional capex or minus H1 [----] capex like only half of this will be capex in 2024"
X Link 2024-08-28T14:34Z [---] followers, [--] engagements
"@StepByStep_42 260-310mn$ left for H2 so -130-150mn$ per quarter"
X Link 2024-08-28T14:41Z [---] followers, [--] engagements
"@OilinvestorAl @Riccardino999 @PeterJa79608388 what are your favourite sstocks if you would buy today dq has 1bn$ mkt cap 3.8bn$ owns shanghai shares no debt yet operational cash flow negative for 1-1.5 years still best producer of polysilicon what are your favourites to buy today"
X Link 2024-09-03T23:09Z [---] followers, [--] engagements
"how much of your portofolio do you have now versus [----] was looking at petro tal just now what are your favourite stocks if you would buy today dq has 1bn$ mkt cap 3.8bn$ owns shanghai shares no debt yet operational cash flow negative for 1-1.5 years still best producer of polysilicon what are your favourites to buy today"
X Link 2024-09-03T23:10Z [---] followers, [--] engagements
"the oral argument on [----] oct [--] can it provide faster resolution from the court for wbd and nba than the march-april [----] hearing date like it is not an appeal or an injuction similar to venu court case which was injucted so they maybe can appeal Fubo [--]. What is your opinion on Venu Fubo case and more importantly when you think we can hear if venu can be allowed to start operations when are hearings/ final conclusion / when you think it will likely happen cheers Daniel and have a wonderful day"
X Link 2024-09-04T21:05Z [---] followers, [--] engagements
"@oneworld82a @FrisoAlenus [--]. can't a stock increase with high rsi did you catch [----] may raly from covid or [----] emerging market rally"
X Link 2024-09-30T22:56Z [---] followers, [--] engagements
"@liqian_ren what do you mean so no more buybacks"
X Link 2024-10-08T03:26Z [---] followers, [--] engagements
"@Sino_Market so the swap facilities the pboc announced on [--] september "to buy equities or sequrities so [--] risk buybacks almost" are no longer implemented"
X Link 2024-10-08T03:32Z [---] followers, [----] engagements
"How did they all [--] ipo there at so high valuations in [----] for dq [----] for jks $csiq $jks $dq [--]. anyone knows when the lockdown period ends for $jks can find it for csiq it ends next year for $dq it ended in july [--] [----] yet they extended it to jan 2025"
X Link 2024-10-08T14:28Z [---] followers, [---] engagements
"@EdwardR02184224 @Sino_Market Is it big news for realestate stocks Chinese policies & levers pulled are so hard for me to understand there are [--] interest rates not [--] And so many options in fiscal compared to simple american "helicopter money" and tax decreases for Smes Med bs in Covid cris @Sino_Market"
X Link 2024-10-17T02:45Z [---] followers, [---] engagements
"@mvarela1980 He should sell something at least from the 5.5-6bn$ we own in shanghai [--]. How much should he sell maybe 10% per day of shanghai volume every day in open market Volume is like 0.4% of the 6bn$ in shanghai per day even with 25% float. [--]. January [--] [----] lockup period ends"
X Link 2024-10-20T15:10Z [---] followers, [--] engagements
"@GlobalCollapse @mvarela1980 @AllVentured What are your favourite tickers to buy now. Consider sharing which fell in price as maybe entry price is nice [--]. Regarding dq i am curious they are trading at a very low price to book And very important allventured they own 6bn$ worth of Shanghai versus 1.3bn$ new york mkt cap"
X Link 2024-10-23T14:45Z [---] followers, [--] engagements
"@GlobalCollapse @mvarela1980 @AllVentured [--]. If you would not be satisfied by the 4.3x arbitrage the difference between new york owning shanghai at a 4.3x discount You can think seperately that dq has 2.5bn$ of negative debt or cash and equivalents [--] debt And mkt cap 1.3bn$"
X Link 2024-10-23T14:47Z [---] followers, [--] engagements
"@brandonjcarl @StepByStep_42 @FrisoAlenus you sure of [-----] cny and [--] years have to pass after jan [----] I read it was [--] years from [----] july ipo which ended [----] july then [----] july they added 6months of voluntary expansion. even though some directors sold their restricted shares 1.8% of Shanghai mkt cap aprox"
X Link 2024-10-28T01:45Z [---] followers, [--] engagements
"@brandonjcarl @StepByStep_42 @FrisoAlenus Thx for your response Brandon but they ipoed at [-----] rmb so even today at 35rmb in shanghai its above ipo price. Indeed it rose 160% or to the 55rmb you stated in the first days of trading but they raised money at 21.49rmb Did you explicitly see the 55rmb/cny above ipo price"
X Link 2024-10-28T02:26Z [---] followers, [--] engagements
"@brandonjcarl @StepByStep_42 @FrisoAlenus Now price has risen what is clause one/ no further [--] month time added They might be able to sell something 10% where you saw this rules or link/ photo A doucment [--]. Should I ask management in earnings call if they are constrained by clauses What other questions"
X Link 2024-10-28T02:31Z [---] followers, [--] engagements
"@mvarela1980 @cleanmoney86 @Yotam005 [--]. So i guess not freezing more from january [--] and talking with management should be done tomorrow in earnings call"
X Link 2024-10-29T18:36Z [---] followers, [--] engagements
"@mvarela1980 Btw that late capitalism guy who replied that you do not know to read financial statements and has 3mn$. I did not like his picks at all [--]. Amazon and some other standard [--] p/e stocks. He didnt understand dq owns shanghai nada some people are clouded I tried to talk with him"
X Link 2024-10-29T19:54Z [---] followers, [--] engagements
""Help elon cut a trillion dollar or two" from spending the bond king: billionaire about the U.S debt problem A twitt from Jeffrey Gundlach showing willingness to work with Elon Musk (in cutting deficit spending) is needed. @TruthGundlach @elonmusk https://youtu.be/DAYSDy03Slwsi=WdoD8MVnrNBF_CtT&t=475 https://youtu.be/DAYSDy03Slwsi=WdoD8MVnrNBF_CtT&t=475"
X Link 2024-11-10T08:42Z [---] followers, [--] engagements
"@MasaSonCap how much for a bloomberg terminal cheapest one want just access to fintwit inside bloomberg"
X Link 2024-11-11T03:25Z [---] followers, [--] engagements
"Reasons for drop today is it due to rfk possibly banning pharma advertising which will affect wbd $wbd Other motives anyone can answer"
X Link 2024-11-15T17:23Z [---] followers, [---] engagements
"@Quartr_App @jennablan @RampCapitalLLC @IFB_podcast @Jack_Raines @waitbutwhy @LiebermanAustin @LucDupont @StockMKTNewz @TSOH_Investing @ThierryBorgeat @Quartr_App Could you find earnings call transcripts for [----] ganglong china property text or audio is fine. Also any honk kong specialised site which has many earnings calls from shanghai or honk kong stock exchanges Thank you kindly"
X Link 2024-11-27T19:52Z [---] followers, [--] engagements
"Where to find Transcripts for Honk kong or Shanghai small-medium caps audio works also = Earning calls apps for Shanghai or HKG I was researching $PITA and found the transcript which was not available on my paid I found this on Idea is that for [----] ganglong china property I do not find transcript anywhere curious what apps record transcript they can be paid for Shanghai or Honk kong stocks thank you. http://quartr.com http://koyfin.com http://koyfin.com http://quartr.com http://koyfin.com http://koyfin.com"
X Link 2024-11-27T20:04Z [---] followers, [---] engagements
"3 favourite stocks now or how is ur portfolio looking I am 14% pdd 14% wb (weibo) 48% wbd Dq 25% 3% caas (4 p/e stock makes steering wheels for BYD buyild your dreams tesla competitor and Stellantis and other autos) (would make dq 35-40% but IBKR is so sh*t with Daqo especially they do not count my $DQ shares as colatteral If I buy 10k$ worth of DQ my excess liquidity decreases by 9k$s ("how much my portofolio can decrease until I am margin called: / how much my portofolio decreases until they automatically selling stocks). Whilst if I buy 10k$ of WBD WB or PDD or anything else my excess"
X Link 2024-12-06T09:12Z [---] followers, [---] engagements
"$WBD anyone saw the form released opinions dm in private and I can show you it if you want it is important. zaslav"
X Link 2024-12-17T09:11Z [---] followers, [---] engagements
"$wbd Zaslav sells 32.8mn$ of shares no news yet saying this it is his stock option based compensation he had 6mn shares and made it 3mn shares but he did a form [---] compared to what i posted bellow which are shares being disposed when Acquired He did sell in [----] jan and [----] february in [----] he did not really sell in [----] [----] jan sold 20mn$ from 3mn shares to 1.2mn shares [----] sold from 3mn shares to 2.878mn shares (but at 51$ he sold [--] mn$ more in [----] february at 8.55$"
X Link 2024-12-17T14:39Z [---] followers, [----] engagements
"why did it fall to 3.8-3.88 is it because of stellantis falling considering or other reasons or no reasons Stellantis is a large customer for their stearing I do not know how much as a % of net profit or sales is from stellantis and how much is BYD $STLA which is doing quiet badly from 24$ to 12$ this year. $CAAS"
X Link 2024-12-19T17:17Z [---] followers, [--] engagements
"why did $CAAS fall to 3.8-3.88 is it because of stellantis falling considering or other reasons or no reasons Stellantis is a large customer for their stearing I do not know how much as a % of net profit or sales is from stellantis and how much is BYD $STLA which is doing quiet badly from 24$ to 12$ this year. $CAAS q3 was strongish I liked that they implemented the 5mn$ buyback on top a couple of weeks before 2-4 weeks no its like 3.5-4 p/e i think great balance sheet nice to shareholders more dividends coming in july-august next year like this year maybe"
X Link 2024-12-19T17:18Z [---] followers, [---] engagements
"@JoeDoeKnowsGuy @banana_capital_ No way he got 16.4mn$ not 32.8mn$ joe Zaslav. Why would you have the residency in new york with this 50% capital gains/ stock market gains from share based compensation . Going to nyc now have a flight if anyone there"
X Link 2024-12-23T07:11Z [---] followers, [--] engagements
"didnt $WBD management say or insinuate they expect 3-5 mn subs or more in q4 [----] (in the earnings call or in the conferences did I imagine it / dream Perette or Zeiler or Zaslav in earnings call or maybe gunnar [--]. Bank of america clients numbers on $WBD but SE Asia entrance might skew numbers of MAU"
X Link 2025-01-05T06:08Z [---] followers, [---] engagements
"@jcoh11 @awolk why is it going to close in 12-18 months Lawsuit was withdrawn launch of Venu was supposed to be in September what am i missing"
X Link 2025-01-06T16:07Z [---] followers, [--] engagements
"both are in dq how much is your porto in nmm and ten I still have 35% of porto in dq 55% in WBd 5-6 p/fcf vs [--] for netflix they have hbo. WB 10% and pdd 12% although wb i mightve been tricked did not look at net debt minus mkt cap/ ev but used cash and sht investments. ehh its still 4.5-5 p/e pdd great stock might put wb in pdd caas 2.5% 0.3% gure [--]. Whats your porto [--]. I was in mpcc in [----] not gsl or dac although had them a bit why you like shipping have you had any shipping stocks in [----] or in [----] or 2015-2020 for [--] years they did nothing/ shipping is so cyclical. Mintzmyer for .e.g."
X Link 2025-01-06T20:54Z [---] followers, [--] engagements
"$GMM why would it be a dilution scam Indeed need to find their cash flow statement but they issued from september [----] to september 2024/ what they reported on Jan [--] [----] [------] shares lets say in [----] at 10$ its 1.3mn $ only Whilst they have 12mn $ net profit. growing so big [--]. Is their product a scam I looked at it seems borderline marketing company faking numbers or Crypto / NFT although its Ai in animations from what I understood. Did not really understand their company Why is it a scam Business finances the private placement at 2.5$ and 69mn$ fund to invest into ai is a scam maybe"
X Link 2025-01-07T22:19Z [---] followers, [---] engagements
"@Kohenteam @FrisoAlenus @Sumeet2692 think he sold out after spectacular rise to 27-29$ maybe IDK maybe he came back in plus remind he did not buy at 14-17$ he bought at 17-20$ if I remember @FrisoAlenus"
X Link 2025-01-07T22:41Z [---] followers, [--] engagements
"$Dq i hope to god they dont extend [--] more months That was a voluntary not mandatory extension right"
X Link 2025-01-13T13:17Z [---] followers, [---] engagements
"@FrisoAlenus @other dq Daqo new energy people"
X Link 2025-01-13T13:17Z [---] followers, [---] engagements
"@JSE_Invest The shanghai [----] july to july [----] lockup period Due to bellow [-----] rmb in [----] july they did a voluntary extension dont u know of it it ends jan [--] [----]. Send me your tickers Ssl to much debt for me but [---] p/b is nice but 4.5bn$ net debt 30% return is possible"
X Link 2025-01-16T16:04Z [---] followers, [--] engagements
"in your opinion is AFD full of smart people or dumb people I dont care if it is Right or left or center just what are the people in it great uncorrupt politicians maybe pro nuclear energy so Germany stops burning coal or being reliant on Gas (green party stopped nuclear) Are they like RFK Bernie Sanders or Trump (although trump i like the least out of the 3) but they seem to be great people Trump went down in my book after crypto 80% ownership in his coin (but I guess better get money from that than from bribes) Germans compare AFD to other parties in Germany the people are they hard working"
X Link 2025-01-25T17:19Z [---] followers, [--] engagements
"So what is the difference between's GCL $451 $3800 granular polysilicon and the Rod-shaped polysicon and n-type p-type polysilicon of daqo $DQ . GCL is producing at [--] cny 3.87$ according to an article from yesterday down 15% from [--] CNY Daqo is selling at [--] CNY Source: Chinas GCL Slashes Silicon Production Costs by 15% in Fourth Quarter So is GCL the best producer out there with best price what is difference between Rod and Granular Any Polysilicon masters https://www.yicaiglobal.com/news/chinas-gcl-slashes-silicon-production-costs-by-15-in-fourth-quarter"
X Link 2025-01-29T20:21Z [---] followers, [----] engagements
"they are at [----] bn$ lt debt from 3bn$ lt debt in [----] march after acquisition so they did pay a lot of the debt price to earnings was indeed [---] trailling at 50$ in [----] and [---] ntm now its [---] trailling [---] next twelve months Still lets say [---] p/e stock indeed not bottoms of [----] july stock market / s&p500 crash but @TidefallCapital why would you like crox to start now a positon (not in yet) contemplating Deckers is [--] p/e ntm Skechers is [--] p/e ntm when skechers was 7-8 p/e ntm in [----] july. Nke is [--] p/e ntm but recently was 23-25 p/e ntm I guess they will have a bad one year [--] p/e is"
X Link 2025-02-10T22:26Z [---] followers, [--] engagements
"@JSE_Invest idk why seeking alpha says beat on eps also weird how cash cost is lower than q3 but total production cost is higher DAQO New Energy beats top-line and bottom-line estimates; initiates FY25 outlook Seeking Alpha [----] eps for q4 is beat :)) anal ists"
X Link 2025-02-27T10:55Z [---] followers, [---] engagements
"@JSE_Invest it was saying [-----] eps consensus why seeking alpha says [----] eps is beat for q4 DAQO New Energy beats top-line and bottom-line estimates; initiates FY25 outlook Seeking Alpha $DQ https://www.earningswhispers.com/stocks/dq https://www.earningswhispers.com/stocks/dq"
X Link 2025-02-27T11:02Z [---] followers, [---] engagements
"$WBD soo 400mn$ in q4 alone from dtc :)) thats 1.6bn$ annualized WOW or 20x that is 35bn$ mkt cap only from HBO Max Ofcs we beat [----] dtc metrics of 1bn$ [--]. also y on y growth in adjusted ebitda [--]. MAUs (users) in q1 [----] where good according to bank of america so 3-4mn subs also in q1 nice 1.6bn$ annualized ebitda 400mn$ per quarter [--] growth at 20x not 60x like netflix is [--] bn$ mkt cap from Max alone $nflx $PARA [---] mn sub ads in one quarter and 400mn$ dtc = annualized 1.6bn$ with no growth we can expect maybe 1.8-2bn$ ebitda from dtc not 1bn$ target or q4 is stronger than other quarters"
X Link 2025-02-27T12:56Z [---] followers, [---] engagements
"$DQ Couldnt ask my question someone did ask it though but to aggressively/ please shhh/ dont talk dont use words such as A-shares or shanghai or you destroy the 4x difference. Be sly/ ambiguous/ sneaky as anyways management knows of this (but they are greedy and it can be to their detriment if they do not capitalize on any [-----] rmb or above when they own 2% of Shanghai only but 28% of nyse) Do not use terms which can arrise to an "al go" or to a "he f und" please we DQ shareholders want to benefit. [--]. Did they just say that they extended the voluntary extension or made a new one to that"
X Link 2025-02-27T14:22Z [---] followers, [---] engagements
"$DQ its up 5% ehh wbd up 11% also Why is DQ up what did they say in earnings call can someone please sumarize @JSE_Invest @mvarela1980 @friso friso maybe we fellow crox investors also i have 8% up from 93$ on it love that p/fcf maybe pdd investor also with u :o what did DQ say in earnings call Didn't they lock up again sh shares like [----] july-2025 january 22"
X Link 2025-02-27T14:51Z [---] followers, [---] engagements
"$WBD all analysts held price targets lmao we will see some rating ups Or whatever who cares of analists when its 28bn$ with 4.4bn$ free cash flow and it could be 5bn$ or more idk [--] like in [----] Wbd is at 5.7x price to free cash flow and netflix 55x right Same analysts put 5.3-5.5bn $ fcf in1-2 years from [---] bn$ trailling the 5.7x p/fcf trailling we are trading today for Game of thrones batman minecraft barbie Superman Lord of the rings [----] q2 and harry potter season [--] in [----] q2 on Hbo. 150mn subs by [----] from 117mn we are at now 20mn increase over [----] q4 add hogwarts legacy also in 2026"
X Link 2025-02-28T20:54Z [---] followers, [---] engagements
"@NicodemusCap @DeepValueStonks You couldve 2.3xed on stla sold at [---] p/e or [---] at [--] euros As saq deteriorations i inventory and guidance for [----] was [--] or slightly negtive [---] [---] It was best stock of [----] stellantis second best after unicredit 74% alone in 2024"
X Link 2025-03-05T14:27Z [---] followers, [--] engagements
"@JohnDoeKnowsGuy hmm i think $wbd fell due to comcast 3bn$ extension But they / comcast didnt even let wbd bid on this they extended we have until [----] international rights right"
X Link 2025-03-14T00:08Z [---] followers, [--] engagements
"What are your eps or netprofit estimates for q1-q4 [----] 10% growth 20% or more [--]. Do you have baidu / chinese baidu account as u would be able to see on baidu.index a sort of google trends for Pinduduo in china/ baidu. Where as I am only able to search Temu on google trends [--]. If you could tag me / @ me with screenshots of what baidu.index shows"
X Link 2025-03-21T19:35Z [---] followers, [--] engagements
"Anyone has an app to see all consensus of analysts so I save them and see if they move them up or down for any stock Fact set like I dont have money for a bloomberg terminal :( Also consensus free cash flow or cash from operations I never see only if someone posts on twitter. An app looking at fact set or something I can pay the subscription help me. Will donate 200-500$ to charity in the name of whoever gives me a consensus eps/ revenue and cash flow great app/ site e.g. $PDD had [----] eps consensus on earnings whispers then 2-3 weeks ago when I checked earnings whispers was [----] eps which"
X Link 2025-03-21T21:09Z [---] followers, [---] engagements
"agree what are your favourite stocks right now had 30% in pdd sold like a fool timing the market 60% in wbd [---] p/fcf smaller: 3.5% crox 7.5-8 p/e buying back 16% maybe this year 1bn$/6bn$ buyback caas 3.5-4 p/e gave a special div last year maybe no more but it provides BYD with wheels Missed $cyd which made 2x in a couple of months $yrd made a 3x jfin same 2.5-3x couldve made 6x if I held. but moved profits from jfin to yrd and added on top What are your favourite stocks @The_5P"
X Link 2025-03-21T21:22Z [---] followers, [--] engagements
"Anyone who knows options can read the following photo bellow/ insider report on #LSE London stock exchange experts where are you Asos Fraser Group Mi Did he sell puts so its like a call $ASC.L went from [---] GBP to [---] GBP even in [--] weeks :)) Own this from [---] p/s have a small position could double-triple as mister Fraser/ Michael Ashley sold puts i think from what i undertand like he is increasing and increasing his position right I dont know who made stock price move so down past month though who exited Fraser seems to have increased a bit their position right any fellow asos #asos stock"
X Link 2025-03-21T23:46Z [---] followers, [--] engagements
"bing bong we flat on year fk me also why i say bing bong [--]. Divy comming tendies sry I am friday brain fried its very late worked all day/ analyzed stocks [--]. What other stocks u having caas [--] p/e pdd now 15% dq decreased position as thye dont wanna sell shanghai wbd in my opinion doing well adding subs on hbo max have 70% of porto how are u looking [---] % in crox 2.5% caas and 3% WB 15% in pdd crox buying 16% buy back maybe this year 1/6bn$ 1bn$ buyback. or more they did 330mn$ q4 alone :))"
X Link 2025-03-22T00:24Z [---] followers, [--] engagements
"Why is non-gaap net income of Weibo $WB smaller this year (I see they are counting convertible notes but those where issued in [----] november 300mn$ of them shouldn't you count them in [----] also) [--]. Any weibo expert have any idea why Fcf is so good and Non-gaap net income has so many investment related impairments did you go through what did they impair/ write off what assets did they overstate/ invest when [--]. Should we calculate weibo on a cash from operations / free cash flow metric or on this non-gaap net income which is still smaller 130mn$ (450mn$ vs 580mn$) then fcf (indeed the lady in"
X Link 2025-03-22T01:03Z [---] followers, [--] engagements
"@SixSigmaCapital @RklbsFan What other stocks u own Holder for a while have 0.7% in asos Pdd 20% wbd 60% 4% in crox and weibo 3.5% caas what about you"
X Link 2025-03-24T16:15Z [---] followers, [--] engagements
"I care what other tickers u looking at. Caas tmrw earnings [--] p/e missed xyf boat still wb pdd wb added so i get divy down from when i added 6-8% of porto wbd still 6.5-8mn subs in q1 [----] will report i see in MAUs for jan -feb will [---] p/fcf HBO. whats ur porto dq 8% of porto now"
X Link 2025-03-27T16:36Z [---] followers, [--] engagements
"I think the target was 150mn subsby q4 [----] so in [--] years from 117mn subs Bac Maus suggest 6.45mn sub ads in q1 [----] so we good 6.45+117= [------] [----] ebitda for dtc seems low when they made 350-400mn$ in q4 alone from dtc if they repeat 400mn$ dtc ebitda in q4 for all quarters in [----] i do not know seasonality of this q4 high dtc ebitda is it seasonal curious what you think You can answer with small confidence do they make more in q4 from dtc ebitda it was 250-270mn$ in q3 [----] from my head all year 600-620 for [----] all made in q3 and q4 if i remember"
X Link 2025-04-05T22:17Z [---] followers, [--] engagements
"@mr_deepvalue @Ascendtech Terminal shows me [---] mn$ fcf higher than net profit And 1.34bn$ mkt cap 12mn"
X Link 2025-04-06T11:38Z [---] followers, [--] engagements
"@BigIdeasCapital @Lucas_Shaw @RichLightShed @MattBelloni @DavidZaslav ye 90mn$ budget somehow variety says 180mn$ break even lower than 2.5x The dicapio movie is 350mn$ break even"
X Link 2025-04-06T21:23Z [---] followers, [--] engagements
"1. if 20-25% tarrifs are placed on U.S imports and exports are tariffed 15% in retaliation: 700bn$ of imported goods tariff would be the impact whilst 300bn$ of exports might be tarrifed in retaliation this is only goods trade no services (a 1trn$ tariff on 5trn$ U.s Trade = 3.1trn$+1.95trn$ of U.s imports + exports) [--]. This is data together with Mexico and Canada which are 32% of U.S trade and a tariff was not placed yet only lumber a bit for the Stronger Border. Imports are $3.104 trillion USD [----] according to trading economics Exports are $1.956 trillion USD [----] according to trading"
X Link 2025-04-07T12:55Z [---] followers, [---] engagements
"@birdshire @RedshirtInsight @AJButton2 @FX_Button Idk what we can do for PDD as it has no Chinese counterpart I guess it will become otc how is $TCEHY so traded as an otc stock Tencent. when $pdd is nyse alone why is tencent otc let me ask grok or others"
X Link 2025-04-11T12:13Z [---] followers, [---] engagements
"@TBinkowski44570 opinion on $CNTM 57% or 52% idk exactly [--] owners with 50mn$ revenue businesses all of them [--] want to take it private to 1.6$ if you dislike it say what u dislike"
X Link 2025-04-11T12:19Z [---] followers, [--] engagements
"@FrisoAlenus Will dq fall more than considering tongwei might collapse. When could tongwei collapse or not likely as lt debt will take some time to happen so 2-3 years + tongwei could fall making $dq beneficial"
X Link 2025-04-14T10:33Z [---] followers, [---] engagements
"What's $5p I was sarcastic btw i am extra long wbd even though ev / ebitda is 12x But agn 80bn$ was mkt cap [----] for netflix vs 700mn$ dtc ebitda same as [----] ebitda of warner bros And netflix doubled it $nflx to 1.4bn$ ebitda in [----] and mkt cap went to 180bn$ wbd will do the same in 2025"
X Link 2025-04-15T07:51Z [---] followers, [--] engagements
"@LuisAntonV [--]. I guess it's positive 13d they filed on april [--] showed still 30.7% ownership so no pump and dump for orbic / ajp right $sonm"
X Link 2025-04-17T06:08Z [---] followers, [---] engagements
"$sonm Could current board dilute shareholders Is there any such motion for the annual general meeting I saw the proxy did not see any issuance in it. [--]. Did the entrenched board also file a document of what they want to vote on at annual general meeting not just Ajp/ orbic $SONM"
X Link 2025-04-17T11:01Z [---] followers, [---] engagements
"@B__Digs But explain 2017-2018 netflix valuation with 700bn$ ebitda [----] and then 1.4bn$ ebitda [----] Mkt cpa went from 80bn$ to 180bn$ so max alone is worth now 80bn$ considering same ebitda expansion will happen 2024-2025 no"
X Link 2025-04-21T00:52Z [---] followers, [---] engagements
"What is your opinion on $cntm and $sonm cntm has [--] shareholders which want to take it pricate at 1.6$ non binding those [--] are 50mn$ revenue owners Siri info owner Siri health coo and their friend i guess mr xu who makes garments for indian woman/ dresses i think expensive. All 50mn$ revenue businesses ltd what am I missing Can they pump and dump if they did not sell and actually accumulated according to schedule 13g"
X Link 2025-04-23T10:37Z [---] followers, [---] engagements
"Did any $DQ investor enter their earnings call and was able to put questions I pressed *1 this time and last time and I could not put questions for management. Anyone had the same thing happen pressing *1 and not being chosen for questions"
X Link 2025-04-29T12:44Z [---] followers, [---] engagements
"Hello investors anyone know of a website like which shows filling so nicely and also which might send email alerts but for Chinese stocks Shanghai or HKG stocks [--]. Any other tools I maybe don't use now thanks I can give you some great ones also. Cause otherwise I need to go on each investor relations every day and it's also faster to read in Capedge for U.S stocks then opening investor relations page of each stock I want to read about . any suggestion anything is widely appreciated thanks #capedge #koyfin #tikrterminal #ycharts @capedge @investor_feed @KoyfinCharts @theTIKR @ any X user/"
X Link 2025-04-29T15:47Z [---] followers, [--] engagements
"@HappyDays528 when you said Shanghai is somewhat manipulated / low float you meant other stocks not only the polysilicon sector right [--]. Btw whats your opinion on DQ now and cisq jks and gcl polysilicon [--]. still in dq"
X Link 2025-04-29T15:51Z [---] followers, [--] engagements
"3. Anyone know of an an earnings call transcript website in Chinese even for Chinese stocks which do not appear on Quartr or Koyfin for Chinese companies as for example I can not see $6968 $0184 ganglong china property or keck seng or Playmates toys or many shanghai or hkg stocks I can not see earnings calls/ webcast @quartr @Quartr_App @KoyfinCharts @KoyfinCharts_ none of you have many Chinese stocks anyone know of your equivalent in china/ like on Chinese websites @Xueqiu users snow flake #finxueqiu"
X Link 2025-04-29T15:53Z [---] followers, [--] engagements
"@NOTFOMO @grok is he right you can deepsearch also did SONM approve at a board meeting 2- check all $SONM proxies maybe you find something"
X Link 2025-04-29T15:56Z [---] followers, [--] engagements
"@stock1320 @OracleNYSE thanks and is he a smart person or what reading it now $pdd temu is 20% of revenue for PDD "
X Link 2025-04-30T17:18Z [---] followers, [--] engagements
"Although bloomberg estimates suggested temu is 20% of revenue and not profitable Profitable cash cow is Chinese business $pdd Also it is wierd how you focus on specificities growth was not 60% but actually 4pts lower: just 56% as they have taken out Incentives I do not understand how you do not see the bigger picture $baba is at [--] p/e or p/fcf growing your [--] pts revenue y on y 4% Pdd will grow 25-30% next years maybe and is at 9p/fcf furthermore baba once had double its sht investments and cash and produced 18bn$ in fcf or more Now pdd produces most fcf out of jd and pdd and has 54bn$ in sht"
X Link 2025-05-08T01:22Z [---] followers, [--] engagements
"$WBD whats your opinion on S&P downgrading to bb+ or junk and if moodys or fitch does that also it moves from I shares/ bond etf of credit rating to junk rating one and wbd debt in junk rating one will be most of that index [--]. apparently S&P global did not even consider the spinoff as a downgrade just weakness in [----] ebitda and said by end of [----] they expect [---] leverage far from 3.7x leverage they want for good rating I would like to see their ebitda for networks and studios and dtc estimations (maybe they did not use 1.3bn$ ebitda for DTC anyone has S&P estimates for [----] for $WBD they"
X Link 2025-05-23T22:01Z [---] followers, [---] engagements
"hey Julian thx for this. But unfortunately I can not see anything due to this "75-125% zoom box" If I adjust the zoom it shows what should be shown for a quick second could you remove the warning can not access anything on your website Anyways good luck check cntm and sonm if you want idk am new to spinoff's / mergers but I did a dd on cntm and buyers seemed to be okish but they might have shorted heavily in some hidden way although their 13gs kept increasing both cases cntm and sonm had private takeovers offers at much higher premiums. Cntm has [--] owners which did the offer and those [--] seem"
X Link 2025-05-24T00:25Z [---] followers, [--] engagements
"@OracleEarnings Might buy if i see fcf estimates/ fcf consensus. what are you using factset"
X Link 2025-05-26T19:05Z [---] followers, [---] engagements
"$WBD about the bank of america analyst Rating 14$ they viewed downgrade to junk as good as from what I understand by analysing their text: pretty much wbd has a covenant in their debt that "an early repayment" of debt is triggered when [--]. their is a change of control and [--]. followed by rating downgrade triggering an early repayment of debt. But as downgrade was done already before change of control it is positive actually fascinating would have never expected this See analysis second photo"
X Link 2025-06-02T20:16Z [---] followers, [----] engagements
"also cash flow must no longer be focused on debt repayment due to this covenant being nullified by the credit downgrade. Only positives I do not understand how it is so positive [--]. Also I see some long dated debt for $WBD I put bonds in Trading view they traded down to 60% face value [----] [----] and [----] ones that means if I understand correctly that [---] bn$ [----] debt for example they can pay 60% of that. [--]. what you stated might mean buybacks no one said that I think If anyone can correct me if not. As they do not need to repay bondholders that much after junk rating downgrade I think 2."
X Link 2025-06-02T20:18Z [---] followers, [---] engagements
"I am perplexed that their debt was trading at a discount 2048-55 even at 60% to face value and they take 17.5bn$ to pay it back wtfff for 14.6bn$ tender offer are we good $wbd Opinions of twitter/ any smart people on this"
X Link 2025-06-09T16:04Z [---] followers, [---] engagements
"@B__Digs why 70.7bn$ ev are they ok net debt is 31bn$ after tender + 27bn$ mkt cap = [--] at most"
X Link 2025-07-02T17:47Z [---] followers, [--] engagements
"Billions of dollars are in the pipeline. The solar panels installed on our roofs and powering our businesses and communities will come from China threatening our national security limiting our ability to power the A.I. race and setting back the re-industrialization of critical parts ofoureconomy. $dq $jks $csiq gcl tongwei Does this mean china [--] cny polysilicon will be sold more to u.s or something as it is selling at 19cny or 3x @ anyone Opinions on polysicon producing companies / which will be affected Can they even export dq and csiq and jks and tongwei can they export to u.s tariffs and"
X Link 2025-07-02T18:42Z [---] followers, [---] engagements
"What discords you hang out in I am in none I use seeking alpha only again I am a value investor check $dq if u want have 5% now in it as market and management doesnt want to buyback/ are in conservation mode but they own 2.2bn$ cash mkt cap is 1.2bn$ on nyse Or 1.2bn$ nyse owns 5.4bn$ shanghai 4.5x difference :)) [--]. You seem very smart I hate this people which joinned my value stocks pumped gure so many times but are not real investors I would like to talk with you (discord whatsapp) love that you snorkel maybe you mentorship me on trading / other stuff and I show you how I stock pick medium"
X Link 2025-07-09T22:15Z [---] followers, [--] engagements
"ill type comment i gave to a hater as I like your profile pic and comments although I love talking with contrarian people "idk what you said above that wbd can not compete with $nflx it does not have to nflx is 400-600bn$ idk idc wbd is measely 28bn$ p/fcf is [---] nflx is [--] so 12x more expensive 1200% Nflx in [----] ebitda was 700mn$ same as [----] streaming ebitda alone not studios not networks mkt cap [----] 80bn$ wbd / HBO same sub numbers in [----] as nflx same ebitda revenue also same in [----] dec as [----] dec will have nflx ebitda [----] dec was 1.4bn$ ebitda 2x wbd will have 1.3bn$ ebitda 2x from"
X Link 2025-07-11T01:57Z [---] followers, [--] engagements
"letssssssss goooooooooooooooooo 60bn$ valuation is 3x cheaper than [----] dec nflx and what i say bellow is wbd ill type comment i gave to a hater as I like your profile pic and comments although I love talking with contrarian people "idk what you said above that wbd can not compete with $nflx it does not have to nflx is 400-600bn$ idk idc wbd is measely 28bn$ p/fcf is [---] nflx is [--] so 12x more expensive 1200% Nflx in [----] ebitda was 700mn$ same as [----] streaming ebitda alone not studios not networks mkt cap [----] 80bn$ wbd / HBO same sub numbers in [----] as nflx same ebitda revenue also same in"
X Link 2025-07-11T01:58Z [---] followers, [--] engagements
"@LiloStitchLA hey is lilo and stitch on disney + now"
X Link 2025-07-23T19:36Z [---] followers, [---] engagements
"$WBD I am a bit not relaxed as I was logged out from max .com when Hbomax .com changed. And I still have not logged back as I forgot email and password. I am scared of neg. sub growth due to this only apr 1-31 we have added 4.5mn subscribers know hope that not is negative may and june pls pls pls ( I am so scared as idk how Max did in may and june. Fortunately we entered Turkey in mar [--] and Australia in apr [--] so q2 might be strong even with friction july [--] [----] entered [--] countries these: Albania Armenia Cyprus Estonia Georgia Iceland Kazakhstan Kyrgyzstan Latvia Lithuania Malta and"
X Link 2025-07-27T17:29Z [---] followers, [---] engagements
"$wbd what you think might happen on ipo day 20bn$ worth SS / streaming goes up 10% or even 20% as it will be at 10x ebitda and going to 11x ebitda when netflix is at [--] is not that bad especially as we have cinema +studio +gaming+ parks/ ancilliary and GN now named Discovery Global worth 10-14bn$ goes down 10% so overall market boosts us"
X Link 2025-07-29T18:39Z [---] followers, [---] engagements
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