[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @andrewcoye Andrew Coye Andrew Coye posts on X about $xom, cvx, $cvx, $brkb the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::225993181/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +10% - X Months XXXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::225993181/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX no change - X Year XXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::225993181/followers)  - X Week XXXXX +0.38% - X Month XXXXX +1.30% - X Months XXXXX +12% - X Year XXXXX +38% ### CreatorRank: XXXXXXX [#](/creator/twitter::225993181/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) #4289 [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [exchanges](/list/exchanges) XXXX% [social networks](/list/social-networks) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [$xom](/topic/$xom) #8, [cvx](/topic/cvx) #7, [$cvx](/topic/$cvx) #3, [$brkb](/topic/$brkb) #9, [$gtx](/topic/$gtx) 10.53%, [$oxy](/topic/$oxy) #2, [$qvcga](/topic/$qvcga) #2, [$aer](/topic/$aer) 7.89%, [$siri](/topic/$siri) #1, [exxon mobil](/topic/exxon-mobil) #20 **Top accounts mentioned or mentioned by** [@bigideascapital](/creator/undefined) [@victaurs](/creator/undefined) [@dunbelievable](/creator/undefined) [@wabuffo](/creator/undefined) [@thecinesthetic](/creator/undefined) [@randolphduke7](/creator/undefined) [@robertclarkewm](/creator/undefined) [@war527](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@dadinvest](/creator/undefined) [@shivamkashan](/creator/undefined) [@andrewhfx](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@goodhousecap](/creator/undefined) [@lundeen_ne](/creator/undefined) [@value_screener](/creator/undefined) [@jackson_jo96163](/creator/undefined) [@capitalops](/creator/undefined) **Top assets mentioned** [Exxon Mobil (XOM)](/topic/$xom) [Convex Finance (CVX)](/topic/$cvx) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Gigantix Wallet (GTX)](/topic/$gtx) [Oxygen (OXY)](/topic/$oxy) [Aercap Holdings N.V. (AER)](/topic/$aer) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Wells Fargo & Co (WFC)](/topic/$wfc) [Charter Communications Inc (CHTR)](/topic/$chtr) [FANG Token (FANG)](/topic/$fang) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Garrett Motion Inc. Common Stock (GTX)](/topic/gtx-garrett-motion-inc) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK)](/topic/$lsxmk) [Cheeseball (CB)](/topic/$cb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Novartis AG (NVS)](/topic/novartis) [Eli Lilly and Company (LLY)](/topic/$lly) [HP Inc (HPQ)](/topic/$hpq) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [CarMax, Inc (KMX)](/topic/$kmx) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Compound (COMP)](/topic/$comp) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [Capital One Financial Corp. (COF)](/topic/$cof) [TaskBunny (BNY)](/topic/$bny) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Liberty Media Corporation Series C Liberty Live Common Stock (LLYVK)](/topic/$llyvk) [Live Nation Entertainment, Inc. (LYV)](/topic/$lyv) [Liberty Media, Corp. (FWONK)](/topic/$fwonk) [Western Midstream Partners, LP. (WES)](/topic/$wes) ### Top Social Posts Top posts by engagements in the last XX hours "Shall we contribute to top ideas for 2025 Recap*: 2023: $AER AerCap Holdings +27% +29%; +66% total $BRK.B Berkshire Hathaway +15% +27%; +46% total 2024: $LSXMK Liberty SiriusXM (as-converted into $SIRI) -XX% decline (work in progress potential value trap) 2025: $GTX Garrett Motion Inc Garrett is a differentiated automotive supplier that engineers and manufacturers turbochargers for engines in light and commercial vehicles and other industrial applications (including datacenter backup generators). It is the #1 supplier of light vehicle turbochargers and operates in an oligopoly market" [X Link](https://x.com/andrewcoye/status/1876257446127190377) 2025-01-06T13:20Z 2381 followers, 44.7K engagements "Chubb $CB out with an updated investor presentation (When $BRK.B buys an insurer - its worth paying attention - reference Alleghany $Y 2022): Forecasts: +Double-digit EPS growth +ROE increasing to 14%+ XX% capital returns with increasing buybacks XX% headcount reduction through digitization and AI investments over next 3-4 years. Highly diversified franchises: Fantastic underwriting (North America CR pictured) Growing performing fixed income portfolio" [X Link](https://x.com/andrewcoye/status/1998331945529303544) 2025-12-09T10:00Z 2381 followers, XXX engagements "" $GOOGL DeepMind has spun-off a sister company called Isomorphic that is using AlphaFold X and other tools to design drugs. It has partnerships with Novartis and $LLY although it has not yet publicly announced the drug candidates on which it is working."" [X Link](https://x.com/andrewcoye/status/1995907062900118001) 2025-12-02T17:25Z 2378 followers, XXX engagements "Two part answer: 1) superior quality company with declining capital intensity per barrel. 2) "oil & GAS" with the long worthless molecules becoming increasing valuable" [X Link](https://x.com/andrewcoye/status/1998423547702837543) 2025-12-09T16:04Z 2381 followers, XX engagements "Charter $CHTR CEO Chris Winfrey on capital allocation and Terminal Value: "So I'm not going to knock that but the biggest issue we have right now isn't the allocation of the free cash flow (FCF) or even I gather convincing people that FCF is going to be there. Our biggest issue is people don't believe that we're going to have a terminal growth. And so when I think about capital allocation I say well that's great we'll do that as well. But the biggest thing that we're focused on the biggest thing I'm focused on is making sure that we can convince investors appropriately and do the right things" [X Link](https://x.com/andrewcoye/status/1998340458880389186) 2025-12-09T10:34Z 2380 followers, 3116 engagements "I think it's already self-evident that $XOMs execution prospects and capital allocation exceed its peers. But it will be off the charts if/when $XOM merges with $FANG Diamondback to create a contiguous position in Midland rivaled only by some of the most prolific basins on Earth" [X Link](https://x.com/andrewcoye/status/1998442779358437734) 2025-12-09T17:21Z 2381 followers, XXX engagements "Permian end game still logically ends with Chevr-OXY and ExxonMobil-Back $XOM + $FANG $CVX + $OXY But that's been obvious since OXY outbid for Anadarko in '19 and Exxon bought Pioneer in '23" [X Link](https://x.com/andrewcoye/status/1998443673634353299) 2025-12-09T17:24Z 2381 followers, XXX engagements "For the avid Berkshire $BRK.B followers can anyone explain why Warren settled on $OXY and $CVX when $XOM ExxonMobil was/is available for sale each day on the NYSE He knows it intimately - it was his 7th largest equity holding pre-shale revolution back in 2013/14. Offering best-in-class geology execution scale ROIC and cash flow generation. Management is good (so is Mike Wirth tbh). Capital allocation makes sense. It's not too late to change horses. From Exxon's 2025 investor update: "Earnings growth is projected to average XX% per year through 2030 with double-digit cash-flow growth while" [X Link](https://x.com/andrewcoye/status/1998432592564203713) 2025-12-09T16:40Z 2381 followers, 2038 engagements "@victaurs $WFC Wells Fargo but it's been crickets since 2020 ($20 per share lol) when Berkshire sold out" [X Link](https://x.com/andrewcoye/status/1998451730758185092) 2025-12-09T17:56Z 2381 followers, XXX engagements "@dunbelievable Yep I agree. Check the feed - $QVCGA is a hobby not a strategy. $WFC $GTX $AER" [X Link](https://x.com/andrewcoye/status/1986624585647730854) 2025-11-07T02:39Z 2374 followers, XXX engagements "$GTX Garrett Motion's buybacks continue with XXX million more shares repurchased from Oaktree per 13D at $XXXXX ($40 million for XXX% of the shares O/S). @wabuffo @DadInvest Receipts:" [X Link](https://x.com/andrewcoye/status/1987139964514304268) 2025-11-08T12:47Z 2374 followers, 3136 engagements "$DECK Deckers Outdoor Black Friday prices for the HOKA & UGG owner. "At 14x P/E and 12.5x P/E net of cash $DECK remains a profitable grow engine."" [X Link](https://x.com/andrewcoye/status/1990400999446704218) 2025-11-17T12:45Z 2375 followers, 5858 engagements "$HPQ CEO confirms the impact of higher memory prices on PCs: "Now let me address the trend of rising memory costs and its implications for our business. Memory costs are currently XX% to XX% of the cost of a typical PC. And while an increase was expected its rate has accelerated in the last few weeks. . We expect to mitigate the impact of these cost headwinds in the first half of our fiscal year with our inventory on hand and a set of actions across our portfolio and basket of commodities. . For the second half of the year we expect Personal Systems margins to be impacted. Therefore we are" [X Link](https://x.com/andrewcoye/status/1993557384883847680) 2025-11-26T05:48Z 2374 followers, 1004 engagements "QVC x Tiktok is a unicorn-in-the-making supported by the declining linear infrastructure and trapped inside of the debt-burdened shell of Liberty Interactive. Liability management tax and financial engineering work scope outstanding. $QVCGA $QVCPA Pretty binary: 🚀or☠" [X Link](https://x.com/andrewcoye/status/1994037342622101876) 2025-11-27T13:35Z 2374 followers, XXX engagements "@AndrewhFX Good news for 2025. But a year from now there are several names on this list that you may wish you had owned. For example $DECK: $BRBR $KMX $LULU some very good companies facing challenges. Cyclical or secular is the question" [X Link](https://x.com/andrewcoye/status/1994435154165805299) 2025-11-28T15:56Z 2374 followers, XXX engagements "$HOUS $COMP DEFM14A Projections: XXX million FDSO after all-stock merger $XXXX billion market cap (at $XX per share) $XXX billion net debt 10.3x EV/adj. EBITDA '27E $XXXX per share uFCF in '27E ($0.80 per share FCF) Additional growth and synergies thereafter from both Compass and Anywhere (real estate market / mortgage rate dependent)" [X Link](https://x.com/andrewcoye/status/1996134672687075592) 2025-12-03T08:29Z 2378 followers, XXX engagements "Happy buyback announcement day. The buyback cannibals continue to shrink their share counts at attractive valuations 👏🏻 Aercap $AER Garrett Motion $GTX" [X Link](https://x.com/andrewcoye/status/1996214499859407290) 2025-12-03T13:46Z 2374 followers, 1956 engagements "$QVCGA investors will have already taken note of three very aggressive LME moves taken by Altice: Altice USA 1) "Optimum formerly Altice USA alleged the firms formed a cooperative that controls nearly all of its outstanding loans and bonds effectively locking the company out of the U.S. leveraged-finance market." The complaint said the alleged cartel is now threatening to starve Optimum of capital until it has to capitulate and waive debt-management flexibility. 2) Borrowed $XXX billion at X% fixed with an unrestricted subsidiary from $JPM to repay leveraged loans with the strictest covenants" [X Link](https://x.com/andrewcoye/status/1994705538009973066) 2025-11-29T09:50Z 2378 followers, 1427 engagements "If you liked buyback announcement day wait for index addition announcement day. $SIRI to be added to the S&P Small Cap XXX or Mid Cap XXX Once again profitable on a trailing XX basis. $UNFI Who else" [X Link](https://x.com/andrewcoye/status/1996898791660941510) 2025-12-05T11:05Z 2381 followers, 1995 engagements "Exxon Mobil $XOM investor day coming up later today. Some interesting pre-meeting deals: 1) West Qurna X oil in Iraq We are encouraged by the Iraqi Ministry of Oils initial agreements with $XOM and $CVX the recent commitment to transition West Qurna-2 to a US operator a U.S. State Department spokesperson said in answer to questions from Bloomberg. The United States will continue to champion the interests of American companies in Iraq. The move follows Lukoils declaration of force majeure in November after Western sanctions disrupted its ability to manage operations. Lukoil holds a XX% stake" [X Link](https://x.com/andrewcoye/status/1998292536922894768) 2025-12-09T07:24Z 2381 followers, XXX engagements "The preferred stock in OXY was a classic Buffett and a good investment - even if it looked hairy in 2020 and the warrants expire out of the money ($59 strike). But that doesn't explain the additional $8ish billion of $OXY common he's bought in the last few years. He also got an excellent deal on Oxychem with zero legacy liabilities" [X Link](https://x.com/andrewcoye/status/1998441858444443771) 2025-12-09T17:17Z 2381 followers, XXX engagements "Sure you can think of it that way and $CVX is a good steady company. Time has simply shown that $XOM is executing better both organically and inorganically which will create a better stream of future dividends. Why would he settle when he can buy best of breed in the industry at a modest premium" [X Link](https://x.com/andrewcoye/status/1998442268622205064) 2025-12-09T17:19Z 2381 followers, XX engagements "@victaurs And based on how Charlie Scharf was talking today at GS conference about m&a - it's not impossible to imagine them considering merging with a massive credit card issuer / network or custody / asset management franchise like $COF $AMEX $BNY 🤯" [X Link](https://x.com/andrewcoye/status/1998452652951457988) 2025-12-09T18:00Z 2381 followers, XX engagements "Is John Malone receiving XX million * $XXXXX = $XXX million pre-tax cash proceeds for his $WBD stake from $NFLX ( $WFC bridge financing) a net positive for the Liberty Constellation - $QVCGA (distressed) - $CHTR (new focus on $CMSCA Charter-Cast merger post Cox - $GLIBK (backstopped rights offering) - $SIRI - $LBYTK - $BATRK (acquiring XX% hard control) - $LYV $LLYVK - $FWONK etc" [X Link](https://x.com/andrewcoye/status/1996925250937016376) 2025-12-05T12:50Z 2381 followers, 1413 engagements "@RandolphDuke7 $OXY doesn't directly own much midstream and has no power assets. They do own about half of $WES which contains their midstream (pipelines and water disposal) assets but that is a seperate company than OXY if Warren specifically wanted the midstream assets" [X Link](https://x.com/andrewcoye/status/1998575730742145443) 2025-12-10T02:09Z 2381 followers, XX engagements "What's the point of a cleaner way to play Permian if it generates returns well below CVX and XOM. By production it is actually much smaller producer in Permian than either. It also has continued below average capital allocation. Exxon bought Danbury and owned the largest CO2 network in TX/LA. If CO2 injection (which OXY calls EOR) becomes the driver then Exxon is better positioned. IIRC OXY has been doing EOR for a very long time at about 140MBOE or about XX% of their daily production" [X Link](https://x.com/andrewcoye/status/1998576868971446282) 2025-12-10T02:13Z 2381 followers, XX engagements "You sure about that Chevron and Exxon are each doing more than 1mm boepd from the Permian. Oxys total production is 1.4mm and they have GOM DJ and some Middle East exposure. Nothing wrong with the Anadarko acquisition except timing and debt load which are fixed. But then they went out and overpaid again for Crownrock forcing them to sell Oxychem for a song because they were again over indebted and overpaid. Seems to be a pattern developing" [X Link](https://x.com/andrewcoye/status/1998623747801231746) 2025-12-10T05:20Z 2381 followers, XX engagements "Exxon doing just fine with their innovations to recover more from shale including their petcoke strategy (20% claimed uplift). If EOR and CO2 injection becomes the way then I'd bet on Exxon to scale it successfully. I'm not negative on Permian oil/gas or OXY - I just feel that $XOM Exxon and Chevron $CVX represent a better bet for Berkshire. $BRK.B OXY has disappointed on many fronts while Chevron and Exxon are executing well and continue to outperform. $OXY is selling Crown Jewels at basement prices and is in year X of debt pay down mode" [X Link](https://x.com/andrewcoye/status/1998625045707632753) 2025-12-10T05:25Z 2381 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@andrewcoye Andrew Coye
Andrew Coye posts on X about $xom, cvx, $cvx, $brkb the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX +10%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX no change
- X Year XXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +0.38%
- X Month XXXXX +1.30%
- X Months XXXXX +12%
- X Year XXXXX +38%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% cryptocurrencies #4289 finance XXXXX% technology brands XXXX% countries XXXX% exchanges XXXX% social networks XXXX% fashion brands XXXX%
Social topic influence $xom #8, cvx #7, $cvx #3, $brkb #9, $gtx 10.53%, $oxy #2, $qvcga #2, $aer 7.89%, $siri #1, exxon mobil #20
Top accounts mentioned or mentioned by @bigideascapital @victaurs @dunbelievable @wabuffo @thecinesthetic @randolphduke7 @robertclarkewm @war527 @aggiecapitalist @dadinvest @shivamkashan @andrewhfx @k3ithmccullough @goodhousecap @lundeen_ne @value_screener @jackson_jo96163 @capitalops
Top assets mentioned Exxon Mobil (XOM) Convex Finance (CVX) Berkshire Hathaway Inc Class B (BRK.B) Gigantix Wallet (GTX) Oxygen (OXY) Aercap Holdings N.V. (AER) Sirius XM Holdings Inc (SIRI) Wells Fargo & Co (WFC) Charter Communications Inc (CHTR) FANG Token (FANG) Deckers Outdoor, Corp. (DECK) Garrett Motion Inc. Common Stock (GTX) Berkshire Hathaway Inc. (BRK.A) Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) Cheeseball (CB) Alphabet Inc Class A (GOOGL) Novartis AG (NVS) Eli Lilly and Company (LLY) HP Inc (HPQ) BellRing Brands, Inc. (BRBR) CarMax, Inc (KMX) Lululemon Athletica Inc (LULU) Compound (COMP) Unifi Protocol DAO (UNFI) Capital One Financial Corp. (COF) TaskBunny (BNY) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Liberty Media Corporation Series C Liberty Live Common Stock (LLYVK) Live Nation Entertainment, Inc. (LYV) Liberty Media, Corp. (FWONK) Western Midstream Partners, LP. (WES)
Top Social Posts
Top posts by engagements in the last XX hours
"Shall we contribute to top ideas for 2025 Recap*: 2023: $AER AerCap Holdings +27% +29%; +66% total $BRK.B Berkshire Hathaway +15% +27%; +46% total 2024: $LSXMK Liberty SiriusXM (as-converted into $SIRI) -XX% decline (work in progress potential value trap) 2025: $GTX Garrett Motion Inc Garrett is a differentiated automotive supplier that engineers and manufacturers turbochargers for engines in light and commercial vehicles and other industrial applications (including datacenter backup generators). It is the #1 supplier of light vehicle turbochargers and operates in an oligopoly market"
X Link 2025-01-06T13:20Z 2381 followers, 44.7K engagements
"Chubb $CB out with an updated investor presentation (When $BRK.B buys an insurer - its worth paying attention - reference Alleghany $Y 2022): Forecasts: +Double-digit EPS growth +ROE increasing to 14%+ XX% capital returns with increasing buybacks XX% headcount reduction through digitization and AI investments over next 3-4 years. Highly diversified franchises: Fantastic underwriting (North America CR pictured) Growing performing fixed income portfolio"
X Link 2025-12-09T10:00Z 2381 followers, XXX engagements
"" $GOOGL DeepMind has spun-off a sister company called Isomorphic that is using AlphaFold X and other tools to design drugs. It has partnerships with Novartis and $LLY although it has not yet publicly announced the drug candidates on which it is working.""
X Link 2025-12-02T17:25Z 2378 followers, XXX engagements
"Two part answer: 1) superior quality company with declining capital intensity per barrel. 2) "oil & GAS" with the long worthless molecules becoming increasing valuable"
X Link 2025-12-09T16:04Z 2381 followers, XX engagements
"Charter $CHTR CEO Chris Winfrey on capital allocation and Terminal Value: "So I'm not going to knock that but the biggest issue we have right now isn't the allocation of the free cash flow (FCF) or even I gather convincing people that FCF is going to be there. Our biggest issue is people don't believe that we're going to have a terminal growth. And so when I think about capital allocation I say well that's great we'll do that as well. But the biggest thing that we're focused on the biggest thing I'm focused on is making sure that we can convince investors appropriately and do the right things"
X Link 2025-12-09T10:34Z 2380 followers, 3116 engagements
"I think it's already self-evident that $XOMs execution prospects and capital allocation exceed its peers. But it will be off the charts if/when $XOM merges with $FANG Diamondback to create a contiguous position in Midland rivaled only by some of the most prolific basins on Earth"
X Link 2025-12-09T17:21Z 2381 followers, XXX engagements
"Permian end game still logically ends with Chevr-OXY and ExxonMobil-Back $XOM + $FANG $CVX + $OXY But that's been obvious since OXY outbid for Anadarko in '19 and Exxon bought Pioneer in '23"
X Link 2025-12-09T17:24Z 2381 followers, XXX engagements
"For the avid Berkshire $BRK.B followers can anyone explain why Warren settled on $OXY and $CVX when $XOM ExxonMobil was/is available for sale each day on the NYSE He knows it intimately - it was his 7th largest equity holding pre-shale revolution back in 2013/14. Offering best-in-class geology execution scale ROIC and cash flow generation. Management is good (so is Mike Wirth tbh). Capital allocation makes sense. It's not too late to change horses. From Exxon's 2025 investor update: "Earnings growth is projected to average XX% per year through 2030 with double-digit cash-flow growth while"
X Link 2025-12-09T16:40Z 2381 followers, 2038 engagements
"@victaurs $WFC Wells Fargo but it's been crickets since 2020 ($20 per share lol) when Berkshire sold out"
X Link 2025-12-09T17:56Z 2381 followers, XXX engagements
"@dunbelievable Yep I agree. Check the feed - $QVCGA is a hobby not a strategy. $WFC $GTX $AER"
X Link 2025-11-07T02:39Z 2374 followers, XXX engagements
"$GTX Garrett Motion's buybacks continue with XXX million more shares repurchased from Oaktree per 13D at $XXXXX ($40 million for XXX% of the shares O/S). @wabuffo @DadInvest Receipts:"
X Link 2025-11-08T12:47Z 2374 followers, 3136 engagements
"$DECK Deckers Outdoor Black Friday prices for the HOKA & UGG owner. "At 14x P/E and 12.5x P/E net of cash $DECK remains a profitable grow engine.""
X Link 2025-11-17T12:45Z 2375 followers, 5858 engagements
"$HPQ CEO confirms the impact of higher memory prices on PCs: "Now let me address the trend of rising memory costs and its implications for our business. Memory costs are currently XX% to XX% of the cost of a typical PC. And while an increase was expected its rate has accelerated in the last few weeks. . We expect to mitigate the impact of these cost headwinds in the first half of our fiscal year with our inventory on hand and a set of actions across our portfolio and basket of commodities. . For the second half of the year we expect Personal Systems margins to be impacted. Therefore we are"
X Link 2025-11-26T05:48Z 2374 followers, 1004 engagements
"QVC x Tiktok is a unicorn-in-the-making supported by the declining linear infrastructure and trapped inside of the debt-burdened shell of Liberty Interactive. Liability management tax and financial engineering work scope outstanding. $QVCGA $QVCPA Pretty binary: 🚀or☠"
X Link 2025-11-27T13:35Z 2374 followers, XXX engagements
"@AndrewhFX Good news for 2025. But a year from now there are several names on this list that you may wish you had owned. For example $DECK: $BRBR $KMX $LULU some very good companies facing challenges. Cyclical or secular is the question"
X Link 2025-11-28T15:56Z 2374 followers, XXX engagements
"$HOUS $COMP DEFM14A Projections: XXX million FDSO after all-stock merger $XXXX billion market cap (at $XX per share) $XXX billion net debt 10.3x EV/adj. EBITDA '27E $XXXX per share uFCF in '27E ($0.80 per share FCF) Additional growth and synergies thereafter from both Compass and Anywhere (real estate market / mortgage rate dependent)"
X Link 2025-12-03T08:29Z 2378 followers, XXX engagements
"Happy buyback announcement day. The buyback cannibals continue to shrink their share counts at attractive valuations 👏🏻 Aercap $AER Garrett Motion $GTX"
X Link 2025-12-03T13:46Z 2374 followers, 1956 engagements
"$QVCGA investors will have already taken note of three very aggressive LME moves taken by Altice: Altice USA 1) "Optimum formerly Altice USA alleged the firms formed a cooperative that controls nearly all of its outstanding loans and bonds effectively locking the company out of the U.S. leveraged-finance market." The complaint said the alleged cartel is now threatening to starve Optimum of capital until it has to capitulate and waive debt-management flexibility. 2) Borrowed $XXX billion at X% fixed with an unrestricted subsidiary from $JPM to repay leveraged loans with the strictest covenants"
X Link 2025-11-29T09:50Z 2378 followers, 1427 engagements
"If you liked buyback announcement day wait for index addition announcement day. $SIRI to be added to the S&P Small Cap XXX or Mid Cap XXX Once again profitable on a trailing XX basis. $UNFI Who else"
X Link 2025-12-05T11:05Z 2381 followers, 1995 engagements
"Exxon Mobil $XOM investor day coming up later today. Some interesting pre-meeting deals: 1) West Qurna X oil in Iraq We are encouraged by the Iraqi Ministry of Oils initial agreements with $XOM and $CVX the recent commitment to transition West Qurna-2 to a US operator a U.S. State Department spokesperson said in answer to questions from Bloomberg. The United States will continue to champion the interests of American companies in Iraq. The move follows Lukoils declaration of force majeure in November after Western sanctions disrupted its ability to manage operations. Lukoil holds a XX% stake"
X Link 2025-12-09T07:24Z 2381 followers, XXX engagements
"The preferred stock in OXY was a classic Buffett and a good investment - even if it looked hairy in 2020 and the warrants expire out of the money ($59 strike). But that doesn't explain the additional $8ish billion of $OXY common he's bought in the last few years. He also got an excellent deal on Oxychem with zero legacy liabilities"
X Link 2025-12-09T17:17Z 2381 followers, XXX engagements
"Sure you can think of it that way and $CVX is a good steady company. Time has simply shown that $XOM is executing better both organically and inorganically which will create a better stream of future dividends. Why would he settle when he can buy best of breed in the industry at a modest premium"
X Link 2025-12-09T17:19Z 2381 followers, XX engagements
"@victaurs And based on how Charlie Scharf was talking today at GS conference about m&a - it's not impossible to imagine them considering merging with a massive credit card issuer / network or custody / asset management franchise like $COF $AMEX $BNY 🤯"
X Link 2025-12-09T18:00Z 2381 followers, XX engagements
"Is John Malone receiving XX million * $XXXXX = $XXX million pre-tax cash proceeds for his $WBD stake from $NFLX ( $WFC bridge financing) a net positive for the Liberty Constellation - $QVCGA (distressed) - $CHTR (new focus on $CMSCA Charter-Cast merger post Cox - $GLIBK (backstopped rights offering) - $SIRI - $LBYTK - $BATRK (acquiring XX% hard control) - $LYV $LLYVK - $FWONK etc"
X Link 2025-12-05T12:50Z 2381 followers, 1413 engagements
"@RandolphDuke7 $OXY doesn't directly own much midstream and has no power assets. They do own about half of $WES which contains their midstream (pipelines and water disposal) assets but that is a seperate company than OXY if Warren specifically wanted the midstream assets"
X Link 2025-12-10T02:09Z 2381 followers, XX engagements
"What's the point of a cleaner way to play Permian if it generates returns well below CVX and XOM. By production it is actually much smaller producer in Permian than either. It also has continued below average capital allocation. Exxon bought Danbury and owned the largest CO2 network in TX/LA. If CO2 injection (which OXY calls EOR) becomes the driver then Exxon is better positioned. IIRC OXY has been doing EOR for a very long time at about 140MBOE or about XX% of their daily production"
X Link 2025-12-10T02:13Z 2381 followers, XX engagements
"You sure about that Chevron and Exxon are each doing more than 1mm boepd from the Permian. Oxys total production is 1.4mm and they have GOM DJ and some Middle East exposure. Nothing wrong with the Anadarko acquisition except timing and debt load which are fixed. But then they went out and overpaid again for Crownrock forcing them to sell Oxychem for a song because they were again over indebted and overpaid. Seems to be a pattern developing"
X Link 2025-12-10T05:20Z 2381 followers, XX engagements
"Exxon doing just fine with their innovations to recover more from shale including their petcoke strategy (20% claimed uplift). If EOR and CO2 injection becomes the way then I'd bet on Exxon to scale it successfully. I'm not negative on Permian oil/gas or OXY - I just feel that $XOM Exxon and Chevron $CVX represent a better bet for Berkshire. $BRK.B OXY has disappointed on many fronts while Chevron and Exxon are executing well and continue to outperform. $OXY is selling Crown Jewels at basement prices and is in year X of debt pay down mode"
X Link 2025-12-10T05:25Z 2381 followers, XX engagements