# ![@andrewcoye Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::225993181.png) @andrewcoye Andrew Coye

Andrew Coye posts on X about $siri, $aer, business, debt the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::225993181/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::225993181/c:line/m:interactions.svg)

- [--] Week [------] +54%
- [--] Month [------] -77%
- [--] Months [-------] +64%
- [--] Year [-------] -83%

### Mentions: [--] [#](/creator/twitter::225993181/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::225993181/c:line/m:posts_active.svg)

- [--] Week [--] +1.90%
- [--] Month [---] +5.20%
- [--] Months [---] +22%
- [--] Year [---] -4%

### Followers: [-----] [#](/creator/twitter::225993181/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::225993181/c:line/m:followers.svg)

- [--] Week [-----] +0.69%
- [--] Month [-----] +1.40%
- [--] Months [-----] +10%
- [--] Year [-----] +34%

### CreatorRank: [-------] [#](/creator/twitter::225993181/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::225993181/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  67.5% [finance](/list/finance)  43.33% [cryptocurrencies](/list/cryptocurrencies)  13.33% [technology brands](/list/technology-brands)  9.17% [countries](/list/countries)  3.33% [financial services](/list/financial-services)  3.33% [social networks](/list/social-networks)  3.33% [automotive brands](/list/automotive-brands)  2.5% [fashion brands](/list/fashion-brands)  1.67% [mlb](/list/mlb)  0.83%

**Social topic influence**
[$siri](/topic/$siri) #1, [$aer](/topic/$aer) #2, [business](/topic/business) 14.17%, [debt](/topic/debt) #1415, [$deck](/topic/$deck) #1, [$gtx](/topic/$gtx) #1, [$lsxmk](/topic/$lsxmk) #1, [$qvcga](/topic/$qvcga) #11, [$brkb](/topic/$brkb) #39, [ceo](/topic/ceo) #4250

**Top accounts mentioned or mentioned by**
[@jmwvdmeer](/creator/undefined) [@stonetoldsteve](/creator/undefined) [@ryancohen](/creator/undefined) [@berkelkip](/creator/undefined) [@michaeljburry](/creator/undefined) [@dunbelievable](/creator/undefined) [@joeysylvio](/creator/undefined) [@tjdetweiler](/creator/undefined) [@goodhousecap](/creator/undefined) [@adjebitdax](/creator/undefined) [@zachchmael](/creator/undefined) [@real_mikebarnes](/creator/undefined) [@ragingventures](/creator/undefined) [@eppleycapital](/creator/undefined) [@qwqiao](/creator/undefined) [@dgrettaauthor](/creator/undefined) [@crudechronicle](/creator/undefined) [@midascabal](/creator/undefined) [@riskhtoishqh](/creator/undefined) [@davidein](/creator/undefined)

**Top assets mentioned**
[Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Aercap Holdings N.V. (AER)](/topic/$aer) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Garrett Motion Inc. Common Stock (GTX)](/topic/$gtx) [Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK)](/topic/$lsxmk) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [GameStop, Corp. (GME)](/topic/$gme) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Wells Fargo & Co (WFC)](/topic/$wfc) [Exxon Mobil (XOM)](/topic/$xom) [Netflix Inc (NFLX)](/topic/$nflx) [Charter Communications Inc (CHTR)](/topic/$chtr) [Tesla, Inc. (TSLA)](/topic/$tsla) [JPMorgan Chase (JPM)](/topic/$jpm) [Target Corporation (TGT)](/topic/$tgt) [Convex Finance (CVX)](/topic/$cvx) [Diamondback Energy Inc (FANG)](/topic/$fang) [Oxygen (OXY)](/topic/$oxy) [Nike Inc (NKE)](/topic/$nke) [SATS (Ordinals) (SATS)](/topic/$sats) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [QVC Group, Inc. (QVCGB)](/topic/$qvcgb) [Costco Wholesale Corporation (COST)](/topic/costco) [Noble Corporation (NE)](/topic/$ne) [UNIPOLY (UNP)](/topic/$unp) [CSX Corporation (CSX)](/topic/$csx) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Blackstone, Inc. (BX)](/topic/$bx) [PPG Industries, Inc. (PPG)](/topic/$ppg) [Pioneer Natural Resources Co (PXD)](/topic/$pxd) [Spotify Technology (SPOT)](/topic/$spot) [Davita Inc (DVA)](/topic/$dva) [Kroger Co (KR)](/topic/$kr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"If it's somehow true then this old table might be helpful for folks calculating the potential value of $QVCGA https://x.com/andrewcoye/status/1978819939076034841s=46 https://x.com/andrewcoye/status/1978819939076034841s=46"  
[X Link](https://x.com/andrewcoye/status/2021670844356079679)  2026-02-11T19:41Z [----] followers, [----] engagements


"Details on QVC $QRTEA [--] Sept. exchange offer: Below please find an illustrative debt maturity profile that shows the impact of today's proposed bond exchange offer (assuming 100% acceptance). By using cash to partially repay the [----] and then extending the [----] QVC creates a significant runway to operate its business and generating free cash flow (FCF). Why is this important Let's review the chart sequentially: The [----] bond maturity is not an issue because will be repaid with existing cash FCF and/or the existing revolver (RCF) capacity. So the next hump is refinancing the [----] RCF. This"  
[X Link](https://x.com/andrewcoye/status/1833890566569971758)  2024-09-11T15:29Z [----] followers, [----] 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." $DECK 3Q25 (FY3Q25) Earnings Thoughts Headline: Stock down -12% to $90 per share. Alternative: Continued strong performance and conservative guidance business as usual. 3Q25 results: +9% Revenue +14% EPS y/y of $1.82 and well ahead of guidance of $1.5-$1.55 HOKA https://t.co/WfVdLFhiZt $DECK 3Q25 (FY3Q25) Earnings Thoughts Headline: Stock down -12% to $90 per share. Alternative: Continued strong performance and conservative guidance business as"  
[X Link](https://x.com/andrewcoye/status/1990400999446704218)  2025-11-17T12:45Z [----] followers, [----] 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 [----] followers, [----] engagements


"Prior "Top Ideas" threads: $GTX Garrett Motion $AER Aercap $SIRI SiriusXM https://x.com/andrewcoye/status/1742920537356341484 https://x.com/andrewcoye/status/1608334738988695552 https://x.com/andrewcoye/status/1876257446127190377 Shall we contribute to top ideas for [----] Assuming that you own $BRK.B & held on to $AER (2023): $LSXMK Liberty SiriusXM Tracking stock with 84% ownership of $SIRI SiriusXM Radio the best business model in music with 50% potential upside from current price of $30 https://x.com/andrewcoye/status/1742920537356341484 https://x.com/andrewcoye/status/1608334738988695552"  
[X Link](https://x.com/andrewcoye/status/2007098437830062320)  2026-01-02T14:35Z [----] followers, [----] engagements


"Don't miss the [----] Top Idea $DECK Deckers Outdoor. NotebookLM infographic below - but full details in the original post. Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK was one of the worst performers in the S&P https://t.co/vBBnkSJyGm Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top"  
[X Link](https://x.com/andrewcoye/status/2007445576275616005)  2026-01-03T13:34Z [----] followers, [----] engagements


"NotebookLM infographic for [----] Top Idea $DECK Deckers Outdoor:"  
[X Link](https://x.com/andrewcoye/status/2007445800830546109)  2026-01-03T13:35Z [----] followers, [---] engagements


"Incredible [----] delivered by the Aercap $AER team Strong year-end deliveries with [--] new 320neos and [--] 737MAX received and even stronger sales with [--] A320s and [--] 737NGs sold. Expect $300 million insurance proceeds ($1.5 billion for the year) and $300 million gain on sale (GOS) to result in an excellent 4Q P&L. [---] million shares bought back at $127 demonstrates disciplined capital allocation. Estimate $AER ends the year with a BVPS $112 for +23% gain in BVPS in [----] (including dividends). Now trading at 1.28x BVPS. Double-digit compounding in tact. AerCap has announced its major business"  
[X Link](https://x.com/andrewcoye/status/2008150952768164271)  2026-01-05T12:17Z [----] followers, [----] engagements


"@QwQiao Charlie surely wouldn't buy Comcast with $100 billion of debt and all forms of emerging broadband competition or a Fiserve turnaround. He'd also almost undoubtedly have BRK over Chubb Costco and some China exposure. But other than not bad and thanks for sharing. Keep going"  
[X Link](https://x.com/andrewcoye/status/2008903034156548197)  2026-01-07T14:06Z [----] followers, [---] engagements


""I dont see much downside in oil prices from here (geopolitics providing a floor) and I believe energy stocks remain attractive on the cycle." -George Noble $XOM $CVX $FANG I JUST CRUNCHED THE NUMBERS ON TRUMP'S VENEZUELA OIL PLAN And there's a huge problem. Everyone's expecting Venezuela to pump 3M+ barrels per day and crash oil prices. But here's what nobody's talking about: The infrastructure is DEAD. [--] years of socialist mismanagement https://t.co/wHIx2y3htR I JUST CRUNCHED THE NUMBERS ON TRUMP'S VENEZUELA OIL PLAN And there's a huge problem. Everyone's expecting Venezuela to pump 3M+"  
[X Link](https://x.com/andrewcoye/status/2010978646761296227)  2026-01-13T07:34Z [----] followers, [---] engagements


"$AER capital deployment off to a good start in 2026: "Aercap today announced it has signed purchase and leaseback agreements with Virgin Atlantic for [--] new Airbus A330-900 aircraft." $1.0 billion+ asset value over next [--] years $0.3 billion of equity. Incredible [----] delivered by the Aercap $AER team Strong year-end deliveries with [--] new 320neos and [--] 737MAX received and even stronger sales with [--] A320s and [--] 737NGs sold. Expect $300 million insurance proceeds ($1.5 billion for the year) and $300 million gain on sale Incredible [----] delivered by the Aercap $AER team Strong year-end"  
[X Link](https://x.com/andrewcoye/status/2011053887613255747)  2026-01-13T12:33Z [----] followers, [----] engagements


"$WFC Wells Fargo [----] Results Does valuation growth + efficiency opportunity make $WFC the bank to own in 2026+ [----] $20.3 billion net income +9% y/y $6.26 EPS +17% 12.4% ROE $53 BVPS +5% NII [----] forecast +2% expense growth = operating leverage Mid-single-digit loan + deposit growth 100% net profit returned to shareholders [---] billion shares O/S -(6)% y/y Valuation 1.75x P/B 15x P/E https://twitter.com/i/web/status/2011427927964184750 https://twitter.com/i/web/status/2011427927964184750"  
[X Link](https://x.com/andrewcoye/status/2011427927964184750)  2026-01-14T13:19Z [----] followers, [---] engagements


"$BRK.B's BNSF continues to advocate against the $UNP $NSC merger. IMO out of both public- and self-interest. The merger would likely put BNSF at a competitive disadvantage without itself tying up with $CSX. And that level of consolidation would then someday invite further regulatory scruntiny and potentially (lower) capped / regulated returns. They seem to prefer today's comfortable oligopoly. "BNSFs CEO Katie Farmer made comments the industry should question whether its an accurate premise that $UNPs proposed $72 billion takeover of $NSC will lead eventually to double-digit growth in"  
[X Link](https://x.com/andrewcoye/status/2011676984817172500)  2026-01-15T05:49Z [----] followers, [----] engagements


"Blackstone $BX BREIT (non-traded REIT for individuals) $54 billion assets 20% data centers +8.4% in '25 (public REITs +2.4% +2.0% in '24 -(0.5)% in '23 [----] acquisition of QTS (datacenters) changed the trajectory vis-a-vis peers (office residential). Hats off to a job well done in a tough sector. https://twitter.com/i/web/status/2011727769672044600 https://twitter.com/i/web/status/2011727769672044600"  
[X Link](https://x.com/andrewcoye/status/2011727769672044600)  2026-01-15T09:10Z [----] followers, [---] engagements


""Scientists at paint manufacturer $PPG built a database containing the properties of all of their products overlaid with the laws of chemistry. Then about a year ago they asked the system to create something newa fast-drying clear coat that body shops could apply after repainting a car. Within minutes the system suggested a combination of chemicals PPGs scientists hadnt thought of. Real-world testing proved that it worked and last spring the clear coat which cuts drying time by more than half went on sale." -Early days of AI. Productivity will come from many dimensions beyond cost cuts."  
[X Link](https://x.com/andrewcoye/status/2015289259549511734)  2026-01-25T05:02Z [----] followers, [----] engagements


"Given the latest Permian deal chat how long until Chevroxy $CVX $OXY merger announced Feels like [----] could be the year. $XOM- $FANG to immediately follow. Synergies that will even exceed $XOM $PXD. Chevron "interest" in an Occidental merger in early [----] speculated / confirmed by WSJ. $CVX + $OXY A no brainer given complementary adjacent checker-board acreage positions in Delaware basin GOM & Algeria operations. Question is probably Price. $BRK WEB consent likely https://t.co/vsGUeu0Y7y Chevron "interest" in an Occidental merger in early [----] speculated / confirmed by WSJ. $CVX + $OXY A no"  
[X Link](https://x.com/andrewcoye/status/2016956112663433329)  2026-01-29T19:26Z [----] followers, [---] engagements


"2025 Idea of the Year $DECK Deckers Outdoor off to a good start Is it too late No. Strong 4Q across all channels and regions demonstrated demand for HOKA and UGG brands remain strong and both are in growth mode. Profits and EPS growing faster than sales confirms operating leverage model in tact. Worth your attention to dive in and study a really exceptional (nonAI) business. Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK"  
[X Link](https://x.com/andrewcoye/status/2017448372656124189)  2026-01-31T04:02Z [----] followers, [----] engagements


"@DGretta_Author It can be quite taxing but usually pays to just wait if the company is still doing well fundamentally. $DECK spent over $1 billion (100% of net income) buying back its own shares over the last year so the opportunity wasn't wasted"  
[X Link](https://x.com/andrewcoye/status/2017524118120518121)  2026-01-31T09:03Z [----] followers, [--] engagements


"@crudechronicle $XOM just reported a 5-year trailing Return on Capital of 9% and they're in a "league of their own". When you achieve an extraordinary ROC like $GOOG reinvesting 100% of CFOA into growth is a lot more valuable buybacks. Am an O&G fan but your framing seemed incomplete"  
[X Link](https://x.com/andrewcoye/status/2019244384458514820)  2026-02-05T02:59Z [----] followers, [----] engagements


""To illustrate YouTube's popularity in October [----] viewers watched over [---] million hours of podcasts on living room devices up 75% from just a year prior." - $GOOG CEO Sundar Pichai $SPOT co-exclusives with $NFLX Will $SIRI sign an expanded video pod pact with YouTube https://twitter.com/i/web/status/2019354467708387446 https://twitter.com/i/web/status/2019354467708387446"  
[X Link](https://x.com/andrewcoye/status/2019354467708387446)  2026-02-05T10:16Z [----] followers, [---] engagements


""Viewers trust product and brand recommendations from YouTube creators and we are focused on making YouTube a premier shopping destination. Innovations like shoppable ad formats are improving advertiser return on investment." - $GOOG CBO Philipp Schindler Back-to-the-future TV-shopping fusion ala $QVCGA https://twitter.com/i/web/status/2019357358892413054 https://twitter.com/i/web/status/2019357358892413054"  
[X Link](https://x.com/andrewcoye/status/2019357358892413054)  2026-02-05T10:28Z [----] followers, [---] engagements


"@StoneToldSteve It's Ted not Warren. He's held Liberty Media $LSXMK since his days running Peninsula"  
[X Link](https://x.com/andrewcoye/status/2019389759261733027)  2026-02-05T12:36Z [----] followers, [--] engagements


"In public interviews Warren previously stated that Ted and Todd had full authority over their allocations and that he would sometimes learn of their positions from the daily holdings reports. That said they've met in person several times a week for a dozen years and would certainly discuss the positions"  
[X Link](https://x.com/andrewcoye/status/2019392336036524255)  2026-02-05T12:47Z [----] followers, [--] engagements


"@StoneToldSteve Ted's a levered FCF investor. $DVA $SIRI $CHTR $KR They've been out of favor but are quite cheap these days and working through capex cycles and delevering. Lots of debate over terminal decline or stabilisation"  
[X Link](https://x.com/andrewcoye/status/2019394633223270919)  2026-02-05T12:56Z [----] followers, [---] engagements


"@StoneToldSteve I like to stick with what I know best. They're worth a look - but right in front of you is $SIRI at 6x '27 FCF and almost done with capex and delevering. After [----] the free cash is really 'free' and will be returnd to shareholders as dividends or buybacks. Assuming BAU"  
[X Link](https://x.com/andrewcoye/status/2019396775766028701)  2026-02-05T13:04Z [----] followers, [---] engagements


"$AER [----] Guidance conservatism is pretty extreme. Not only does it exclude GOS ($3-4) and buybacks impact but they're guiding basic lease rents flat y/y. Despite all the color about substantial post-covid lease increases. there is some "PBH" impact but no way lease rents aren't significantly higher without even higher GOS due to larger fleet sales. https://twitter.com/i/web/status/2019754590049300866 https://twitter.com/i/web/status/2019754590049300866"  
[X Link](https://x.com/andrewcoye/status/2019754590049300866)  2026-02-06T12:46Z [----] followers, [---] engagements


"$SBUX has a cult following of investors who are price anchored and don't care about fundamentals. Demonstrates the power of brand awareness. See also $NKE. Similar to $TSLA but much broader base. https://twitter.com/i/web/status/2019757124646224079 https://twitter.com/i/web/status/2019757124646224079"  
[X Link](https://x.com/andrewcoye/status/2019757124646224079)  2026-02-06T12:56Z [----] followers, [---] engagements


"Spectrum: their core 25Mhz are licensed for Sat radio and cost-benefit probably results in keeping both bands active for radio for a longgg time (millions of loyal low churn subs. They paid $100mm to $T for the surround 5Mhz unpaired blocks and will be interesting to see if anything comes of it. Not ascribing much value until something real develops ( $TSLA or $GM OnStar infomatics) https://twitter.com/i/web/status/2019921344021004329 https://twitter.com/i/web/status/2019921344021004329"  
[X Link](https://x.com/andrewcoye/status/2019921344021004329)  2026-02-06T23:49Z [----] followers, [--] engagements


"@JMWvdMeer @BerkelKip Agree with you - but the market's dim view of $SIRI for the past several years hasn't resulted in that occuring. The debt paydown is good capital allocation IMO"  
[X Link](https://x.com/andrewcoye/status/2021108999702347901)  2026-02-10T06:28Z [----] followers, [---] engagements


"🤣 Fair but the bigger question is could you even trade 100k shares of an [--] cent stock on any other retail platform"  
[X Link](https://x.com/andrewcoye/status/2021210441062756561)  2026-02-10T13:11Z [----] followers, [--] engagements


"They bought back $20mm in January. Seems to be a realistic pace this year to pay dividends pay down debt and do modest repurchases. Sep'26. Could be an $AAPL / $BRK.K combo. Could be $SATS Could be a Telco or $AMZN Or they just cannibalize themselves for the next decade and sell their spectrum for 6/7G as the grand finale. https://twitter.com/i/web/status/2021237888902697241 https://twitter.com/i/web/status/2021237888902697241"  
[X Link](https://x.com/andrewcoye/status/2021237888902697241)  2026-02-10T15:00Z [----] followers, [---] engagements


"IMO that's a very bad take. If you researched the people you'd understand the culture they were raised in (hint: 90s GE) and why they were not the right folks to institute a manufacturing turnaround. Look at the incredible job Larry Culp has done at $GE as a counterpoint"  
[X Link](https://x.com/andrewcoye/status/1772263336261910885)  2024-03-25T14:04Z [----] followers, [----] engagements


"Found a beneficiary of the Spirit $SAVE JetBlue $JBLU fiasco: Aercap $AER ended up with [--] more A320neos in '27 and '28 (or whenever they may be delivered). Another $2-2.5 billion deployed. the capital allocation masterclass continues"  
[X Link](https://x.com/andrewcoye/status/1818932285766316449)  2024-08-01T08:50Z [----] followers, [----] engagements


"Thinking about joining in the pain cave $SIRI remains a very sticky subscription business FCF inflects in '26. Currently: No index flows high-ish leverage complicated merger story ugly charts bad comps (cable/media) potentially very large goodwill impairment from LSX in 3Q continued modest sub losses. Very cheap valuation and lots of FCF if "secular decline" story is overstated. Many potential small catalysts on the horizon: Tesla deal sub trends index inclusion modest buyback guidance. Shall we contribute to top ideas for [----] Assuming that you own $BRK.B & held on to $AER (2023): $LSXMK"  
[X Link](https://x.com/andrewcoye/status/1835940134518145085)  2024-09-17T07:13Z [----] followers, [----] engagements


"Happen to be a fan of both sides of #1 $ALSN and $DANA. The rest of the list have too high of a risk of being value traps for my liking (which is to say they may work out great - but the risks feel high and appropriately price in). Charter-cast merger in [----] feels increasing probable. If you like shoes $DECK is the place to study IMO https://twitter.com/i/web/status/1999375756217155707 https://twitter.com/i/web/status/1999375756217155707"  
[X Link](https://x.com/andrewcoye/status/1999375756217155707)  2025-12-12T07:08Z [----] followers, [---] engagements


""The goal is to grow to [--] gigawatts of powerenough to electrify about [--] million homeson Texas Pacific Land acreage." BOLT CEO and former CEO of Google Eric Schmidt. $TPL $GOOG $HKHC $tpl. $lb https://t.co/yaiKkC0kR2 $tpl. $lb https://t.co/yaiKkC0kR2"  
[X Link](https://x.com/andrewcoye/status/2007120856162644103)  2026-01-02T16:04Z [----] followers, [----] engagements


"$JPM is lending Altice USA $OPTU an additional roughly $1.1 billion to refinance debt before an early repayment penalty kicks in a move that may sooth creditors still reeling from a bombshell antitrust lawsuit and controversial debt maneuver. The funds repay a $1 billion asset-backed facility it got from $GS $TPG in July at par value according to people familiar with the matter. $QVCGA take note - $JPM's continuing to underwrite risk - but at a price. $QVCGA investors will have already taken note of three very aggressive LME moves taken by Altice: Altice USA 1) "Optimum formerly Altice USA"  
[X Link](https://x.com/andrewcoye/status/2011026921531064635)  2026-01-13T10:45Z [----] followers, [---] engagements


"$CB Chubb 4Q'25 "We anticipate an excellent [--] with strong growth in operating earnings and double-digit growth in EPS and tangible book value macro conditions notwithstanding." -CEO Evan Greenberg "Per-share book and tangible book value our most important measures of wealth creation grew 18% and 25.7% respectively." ROE 15% P/B 1.67x https://twitter.com/i/web/status/2019032570701467722 https://twitter.com/i/web/status/2019032570701467722"  
[X Link](https://x.com/andrewcoye/status/2019032570701467722)  2026-02-04T12:57Z [----] followers, [---] engagements


"@BerkelKip $SIRI at 18% FCF yield but most of [----] cash going to debt pay down. Even higher yield and [----] and will be actually "free" for shareholder returns. No add backs. Thought I'd give a $SIRI SiriusXM update since it's performed so poorly since my [----] LSXMK posts. This is a post for those who don't want to debate software and hyperscalled Capex and who care about Free Cash Flow. @ $22.60 price per share $SIRI [---] mm Shares O/S = declining https://t.co/W0rZ8w267t Thought I'd give a $SIRI SiriusXM update since it's performed so poorly since my [----] LSXMK posts. This is a post for those"  
[X Link](https://x.com/andrewcoye/status/2021056968497258667)  2026-02-10T03:01Z [----] followers, [---] engagements


"@JMWvdMeer @BerkelKip 🤞🏻 that's the hope"  
[X Link](https://x.com/andrewcoye/status/2021215592242442542)  2026-02-10T13:32Z [----] followers, [--] engagements


"Historically theres been a tremendous amount of near-religious belief in holding on to $BTC no matter what. And somehow that virus or that fever broke and you started seeing some selling. -Michael Novogratz CEO $GLXY. Gold is once again the "New Gold". https://twitter.com/i/web/status/2018985865322926517 https://twitter.com/i/web/status/2018985865322926517"  
[X Link](https://x.com/andrewcoye/status/2018985865322926517)  2026-02-04T09:51Z [----] followers, [---] engagements


"Shall we contribute to top ideas for [----] Assuming that you own $BRK.B & held on to $AER (2023): $LSXMK Liberty SiriusXM Tracking stock with 84% ownership of $SIRI SiriusXM Radio the best business model in music with 50% potential upside from current price of $30"  
[X Link](https://x.com/anyuser/status/1742920537356341484)  2024-01-04T14:46Z [----] followers, 51.4K engagements


"$AER Aercap 3Q'25 Results: Excellent tldr: Accelerating buybacks accelerating lease rents record gain on sales. Very reasonable valuation A few highlights: +6% y/y basic lease rents +5% ytd Widening lease spreads margins Likely $15 adjusted EPS in '25 with gains 12.5x P/E Ratio $106 BVPS 19% 3Q Adjusted ROE at only 2.1x leverage 1.2x P/B ratio [--] new A320neo orders Expect more buybacks and higher dividends. Patience being rewarded and likely more to come https://twitter.com/i/web/status/1983511634476666979 https://twitter.com/i/web/status/1983511634476666979"  
[X Link](https://x.com/anyuser/status/1983511634476666979)  2025-10-29T12:30Z [----] followers, [----] engagements


"Is John Malone receiving [--] million * $23.25 = $450 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 50% hard control) - $LYV $LLYVK - $FWONK etc. https://twitter.com/i/web/status/1996925250937016376 https://twitter.com/i/web/status/1996925250937016376"  
[X Link](https://x.com/andrewcoye/status/1996925250937016376)  2025-12-05T12:50Z [----] followers, [----] engagements


"While is suspect $GME @ryancohen has his eye on $TGT let's not discount his ability to see the diamond in the rough social media cash cow in making potential or $QVCGA post debt restructuring. He's got both the retail and digital skills to take advantage of the asset light retail sales platform. @michaeljburry knows the name well https://twitter.com/i/web/status/2017095639767859586 https://twitter.com/i/web/status/2017095639767859586"  
[X Link](https://x.com/andrewcoye/status/2017095639767859586)  2026-01-30T04:40Z [----] followers, [----] engagements


""In January [----] we recognized approximately $32.0billion of unrealized gains in our non-marketable investments." - $GOOG [----] 10K Not bad. Adjust your [----] EPS models accordingly. Significant non-marketable investments include SpaceX and Anthropic. https://twitter.com/i/web/status/2019368930712908157 https://twitter.com/i/web/status/2019368930712908157"  
[X Link](https://x.com/anyuser/status/2019368930712908157)  2026-02-05T11:14Z [----] followers, [---] engagements


"SiriusXM "In [----] we are providing robust guidance that we believe reflects the overall stabilization of the business as we continue to lean into our strengths" - $SIRI CEO Jennifer Witz Subs Trends: Added [---] thousand subs in 4Q25 "reflecting benefits from the launch of Continuous Service and [--] thousand incremental self-pay net adds from the earlier-than-planned introduction of companion subscriptions" [----] Guidance: Debt / EBITDA 3.6x and expected to reach target of low-to-mid 3s by YE'26. [----] uses of $1.9 billion CFOA: $0.4 dividends $0.7 debt repaid $0.65 capex $0.1 repurchases"  
[X Link](https://x.com/anyuser/status/2019384583150793076)  2026-02-05T12:16Z [----] followers, [----] engagements


"Thought I'd give a $SIRI SiriusXM update since it's performed so poorly since my [----] LSXMK posts. This is a post for those who don't want to debate software and hyperscalled Capex and who care about Free Cash Flow. @ $22.60 price per share $SIRI [---] mm Shares O/S = declining $7.6 bn Market cap $2.6 bn EBITDA = flat $065 bn Capex = declining $9.7 bn DEBT = declining 6.7x EV / EBITDA 3.7x Debt / EBITDA 5.7x P / FCF 4.8% Dividend yield = while you wait Free cash flow: '25A: $1.25 bn = $3.7 FCF per share '26E: $1.35 bn = $4.0 FCF per share '27E: $1.50 bn = $4.45 FCF per share FCF / Market cap ="  
[X Link](https://x.com/anyuser/status/2019668082583826709)  2026-02-06T07:02Z [----] followers, [----] engagements


"https://x.com/andrewcoye/status/2019384583150793076 SiriusXM "In [----] we are providing robust guidance that we believe reflects the overall stabilization of the business as we continue to lean into our strengths" - $SIRI CEO Jennifer Witz Subs Trends: Added [---] thousand subs in 4Q25 "reflecting benefits from the launch of https://t.co/XWfPX6LLvw https://x.com/andrewcoye/status/2019384583150793076 SiriusXM "In [----] we are providing robust guidance that we believe reflects the overall stabilization of the business as we continue to lean into our strengths" - $SIRI CEO Jennifer Witz Subs Trends:"  
[X Link](https://x.com/andrewcoye/status/2019668157628313875)  2026-02-06T07:03Z [----] followers, [---] engagements


"$AER 4Q25 CEO Gus Kelly "So if they ever see and this is the case for the last [--] years a period of significant oversupply coming to the market they will be the ones who will lose the most because oversupply of new aircraft will mean early retirement of old aircraft those old aircraft with the ones where that shop visits is performed on. So it's turkeys voting for Christmas if they allow $BA and $AIR.FA to overproduce aircraft in a market where there is oversupply and they have never ever done it and I don't expect they will. And that's one of the key reasons on a macro basis why AerCap has"  
[X Link](https://x.com/andrewcoye/status/2020811682852020446)  2026-02-09T10:47Z [----] followers, [----] engagements


""We don't understand tokenization. We don't understand the economic value. We have open ears on anybody in the room or elsewhere that can tell us what it is. Stocks have been traded for many decades as electronic book entry items in a fairly efficient manner. They've brought in the settlement period from [--] days to [--] to [--] to [--] day that's gone in a pretty good direction. We don't understand why it would be advantageous to buy a token that a broker has issued that's not fungible with other tokens out there that may not have a liquid market." - $IBKR CFO Paul Brody"  
[X Link](https://x.com/andrewcoye/status/2021069302171074566)  2026-02-10T03:50Z [----] followers, [----] engagements


""Rego Park I a [------] square foot shopping center is located adjacent to our Rego Park II shopping center. The property is now vacant since the relocation of Burlington and Marshalls to Rego Park II in [----]. We are currently exploring sale opportunities for the property and are in advanced negotiations with a potential buyer." $ALX https://twitter.com/i/web/status/2021107374149530084 https://twitter.com/i/web/status/2021107374149530084"  
[X Link](https://x.com/andrewcoye/status/2021107374149530084)  2026-02-10T06:22Z [----] followers, [---] engagements


""Double yes. So we have a few assets for sale which will generate capital. We think our stock is stupid cheap. I think in past years I said super super double stupid. So that's double yes. And the stock is probably the single best investment we can make now other than [---] Fifth which is obviously I'm in love with" - $VNO Chairman & CEO Steven Roth"  
[X Link](https://x.com/andrewcoye/status/2021475973783486773)  2026-02-11T06:46Z [----] followers, [---] engagements


""So I am extremely bullish on the prediction markets. I think this is going to be the biggest thing that happened in our business in the last [---] years. So I look at prediction markets as the ultimate synthesis of human imagination and economic incentive. Our articipants are rewarded for accuracy and penalized for error. This transforms guessing about the future into rigorous analysis that forces a continuous realtime calibration of expectations based on the new data. If you aggregate a diverse pool of incentivized rational actors the resulting consensus is mathematically likely to be the"  
[X Link](https://x.com/andrewcoye/status/2021498768512762323)  2026-02-11T08:17Z [----] followers, [----] engagements


"Quality is important. But price to (intrinsic) value matters too. Investors have been rewarded for ignoring valuation for so long that they stopped caring. Nothing like a 30-50% draw-down to re-learn the fundamentals. Humiliation ritual YTD. The holier-than-thou quality guys who used to opine about how they owned "world class businesses at 50x earnings that were simply too high IQ for the normies to understand" are all down 30% and room-temp African coup detats rare earth guys are up 100% Humiliation ritual YTD. The holier-than-thou quality guys who used to opine about how they owned "world"  
[X Link](https://x.com/andrewcoye/status/2021775226615525732)  2026-02-12T02:35Z [----] followers, [----] engagements


"https://x.com/andrewcoye/status/2007087000206422283s=20 Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK was one of the worst performers in the S&P https://t.co/vBBnkSJyGm https://x.com/andrewcoye/status/2007087000206422283s=20 Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK"  
[X Link](https://x.com/andrewcoye/status/2021920402512162820)  2026-02-12T12:12Z [----] followers, [---] engagements


""So we still see growth in the turbo business line. So just as a reminder we're in the top [--] market leader in that product space. We love turbochargers. We see penetration continues to increase. We also see the adoption of more complex highly efficient turbines like the one that we announced today the variable turbine turbocharger which improves performance at the low end. And on top of that being one of the market leaders we expect to conquest business often from some of the weaker players. And we think that trend will continue and that was one of our announcements today with a European OEM."  
[X Link](https://x.com/andrewcoye/status/2021923593740063056)  2026-02-12T12:25Z [----] followers, [---] engagements


"With an aging population and AI poised to de-populated the managerial email class don't see how this trend doesn't continue. Trade labor people intensive and hospitality work will be a growth industry for a long time regardless of what any robot fantatics say"  
[X Link](https://x.com/andrewcoye/status/2021997208988791127)  2026-02-12T17:17Z [----] followers, [---] engagements


"Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK was one of the worst performers in the S&P [---] in [----] down -(49)%. The stock price collapsed but the business did not. At a 16x P/E ratio (14x net of cash) Deckers is being valued like a cyclical apparel company not a compounding brand platform with a demonstrated history of operating leverage. If Deckers can sustain high-single digit revenue growth then operating leverage"  
[X Link](https://x.com/andrewcoye/status/2007087000206422283)  2026-01-02T13:50Z [----] followers, 281.4K engagements


"@midascabal One stock [--] years Today's valuation $1 million. Yep the answer remains $BRK.B Berkshire Hathaway for consistent AI resistant tax-free compounding"  
[X Link](https://x.com/andrewcoye/status/2020511264116469831)  2026-02-08T14:53Z [----] followers, [----] engagements


"Q: "Where do you see the opportunity to raise prices" A: "Nothing I can think of. It has been our model from day [--]. We are the low-cost provider. That is because we make a living at building technology. Technology allows you to operate at much lower revenue levels and still turn in what might be a 79% profit margin. It's very much in our DNA to operate that way." $IBKR CFO Paul Brody"  
[X Link](https://x.com/andrewcoye/status/2021066281890553873)  2026-02-10T03:38Z [----] followers, [----] engagements


"@RiskHToIshqH You missed the biggest tell when he specifically said "under managed" acquisition target. It's well known that $TGT has been "under managed" for quite a while. While is suspect $GME @ryancohen has his eye on $TGT let's not discount his ability to see the diamond in the rough social media cash cow in making potential or $QVCGA post debt restructuring. He's got both the retail and digital skills to take advantage of the asset light https://t.co/TW92mkgEH7 While is suspect $GME @ryancohen has his eye on $TGT let's not discount his ability to see the diamond in the rough social"  
[X Link](https://x.com/andrewcoye/status/2021418306620866857)  2026-02-11T02:57Z [----] followers, [---] engagements


"Glad you enjoy the feed @davidein @GreenlightCapit $DECK [----] idea of the year "It's been very tough to be short and so that's why we're also long." Greenlight Capital Founder @davidein offers a look at his strategy and three key names in his portfolio $ACHC $DECK and $PTON: https://t.co/2xSI5RqYht "It's been very tough to be short and so that's why we're also long." Greenlight Capital Founder @davidein offers a look at his strategy and three key names in his portfolio $ACHC $DECK and $PTON: https://t.co/2xSI5RqYht"  
[X Link](https://x.com/andrewcoye/status/2021920273419972877)  2026-02-12T12:12Z [----] followers, [---] engagements


"White-collar work where youre sitting down at a computer either being a lawyer or an accountant or a project manager or a marketing person most of those tasks will be fully automated by an AI within the next [--] to [--] months. - #MSFT AI Head Mustafa Suleyman https://twitter.com/i/web/status/2022006379838681482 https://twitter.com/i/web/status/2022006379838681482"  
[X Link](https://x.com/andrewcoye/status/2022006379838681482)  2026-02-12T17:54Z [----] followers, [----] engagements


"@BillAckman After your experience and recognition from $NKE Nike that the new sneaker brands are formidable - did you also discover that $DECK Deckers Outdoor exceeds all of your criteria for a wonderful long-term investment Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK was one of the worst performers in the S&P https://t.co/vBBnkSJyGm Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged"  
[X Link](https://x.com/andrewcoye/status/2022557310279913819)  2026-02-14T06:23Z [----] followers, [---] engagements


"Thank you @tesla and @SiriusXM 🎄 "SiriusXM now available for Model [--] Y & @cybertruck" $SIRI $TSLA https://t.co/X58n3u0vMM https://t.co/X58n3u0vMM"  
[X Link](https://x.com/andrewcoye/status/1863597670171881651)  2024-12-02T14:54Z [----] followers, [----] engagements


"Liberty's cable cowboys are not having a good year 🥲 SiriusXM QVC Tripadvisor shareholders can relate. How bad can it get $SIRI $LTRPA $TRIP $QRTEA @maffei_fake"  
[X Link](https://x.com/anyuser/status/1869803979603124260)  2024-12-19T17:56Z [----] followers, [----] engagements


"Value investing is dead. Long live value investing. IMO $SIRI remains a value trap until we see further changes. Sirius XM Holdings $siri at $23 is a gift $8B mrkt cap subscription biz w $1.2B stock buyback program trading for [---] P/E & fwd P/E [---] EV/EBITDA [---] P/FCF 45% short sellers borrow rate In an environment w good consumer retail spending (incl Autos) falling oil prices RTO Sirius XM Holdings $siri at $23 is a gift $8B mrkt cap subscription biz w $1.2B stock buyback program trading for [---] P/E & fwd P/E [---] EV/EBITDA [---] P/FCF 45% short sellers borrow rate In an environment w good"  
[X Link](https://x.com/andrewcoye/status/1869977248389800319)  2024-12-20T05:24Z [----] followers, [----] engagements


"For those interest in SiriusXM $SIRI it's worth reading or listening to this [--] month old interview in light of the recent strategy flip-flop. Incredibly well versed interviewer asking the CEO all of the(still) pertinent questions: @reckless"  
[X Link](https://x.com/andrewcoye/status/1870027825056755826)  2024-12-20T08:45Z [----] followers, [----] engagements


"2024 Recap of a Bad Not So Good Actually Decent Year (1/5) Value Trap #1 $LSXMK $SIRI SiriusXM. Merger nasdaq100 index deletion subscriber losses and strategy "refocus" -36% YTD *(LSXMK-SIRI merger adjusted)"  
[X Link](https://x.com/andrewcoye/status/1874099202143220140)  2024-12-31T14:24Z [----] followers, [----] engagements


"2024 Recap: Takeaways [--]. Avoid declining top lines [--]. (Unlevered) share buybacks usually create value eventually Happy New Year Thanks to the community for the insights learnings and critique"  
[X Link](https://x.com/andrewcoye/status/1874099213656547592)  2024-12-31T14:24Z [----] followers, [----] engagements


"6 Jan [----] Musings on QVC (Qurate $QTREA) Q* will now be QVC Group ( $QVCGA). 1) A brand refresh didnt work for SiriusXM $SIRI in [----] and the jury is out for QVC. It is an important signal that QVC is the brand that matters and the future core of the company. a. Cornerstone is a hobby ($1.1 billion sales $60 million OIBDA and less FCF) and is undergoing a newly announced restructuring. High mortgage rates and low housing turnover remains a massive headwind. b. HSNs existing core product lines like electronics appear more challenged by competition from Amazon Temu and others than the higher"  
[X Link](https://x.com/andrewcoye/status/1876211764989166027)  2025-01-06T10:18Z [----] followers, [----] engagements


"Shall we contribute to top ideas for [----] 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) -35% 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 [----] followers, 45.6K engagements


"tldr: [----] $GTX Garrett Motion Inc. turbos r cool. free cash flow"  
[X Link](https://x.com/andrewcoye/status/1876257619809349816)  2025-01-06T13:20Z [----] followers, [----] engagements


"QVC casually selling $2.2 million of Le Creuset on a record cold Sunday in January. QxH (domestic business) selling $6.5 billion a year or $17 million per day so no need to over extrapolate one anecdote. But the channel remains uniquely robust. $QRTEA"  
[X Link](https://x.com/anyuser/status/1881185434191229424)  2025-01-20T03:42Z [----] followers, [----] engagements


"JP Morgan AM $JPM breaks it out graphically: 4-year Price CAGR +13% S&P500 (EPS +13%) +22% Mag7 (EPS +twenties) +6% S&P500 ex-Mag7 (EPS +single digits) As usual price follows earnings"  
[X Link](https://x.com/andrewcoye/status/1882693736171520142)  2025-01-24T07:35Z [----] followers, [----] engagements


"Any Liberty Media / Malone / Atlanta @Braves fans "Insider" John Malone recently purchased [-----] $BATRA shares at $41 for $1.4 million. Since you're here I'll also draw your attention to the August [----] Malone LLC Operating Agreement "whereby Mr.McGuirk is granted profits interest units in the Malone LLC which together with the other terms of the Malone LLC Operating Agreement generally entitle Mr.McGuirk to the right to receive the portion of the proceeds of any transfer by the Malone LLC of the [------] shares of the Companys SeriesB Common Stock held by the Malone LLC that exceeds $50.00 per"  
[X Link](https://x.com/andrewcoye/status/1883090840110743950)  2025-01-25T09:53Z [----] followers, [----] engagements


"Not sure if you're trolling but here's a few relevant considerations: 1) It's likely owned by a deputy not Warren at $BRK.B. 2) $SIRI has [--] million monthly paying subscribers with a [--] year weighted life 3) SiriusXM satellite music distribution has a unique royalty structure (cost advantaged) that's very favorable vs streaming 4) It was originally owned as LMCA and then later LSXMA and LLYVA. $LLYVA has performed very well mitigating a portion of the losses on SiriusXM. 5) Current SiriusXM free cash flow (FCF) is being depressed by satelite capex and FCF is likely to increase meaningfully in"  
[X Link](https://x.com/andrewcoye/status/1883525054023016698)  2025-01-26T14:39Z [----] followers, [----] engagements


"Berkshire Hathaway Inc. $BRK.A $BRK.B A review of the data not the vibes: Well it's that time of year when Berkshire gets a lot of attention. Rather than focus on the Cash hoard ($320 billion) and Apple position ($75 billion) thought I could add a few other interesting data points to the discussion. Buffett's old preferred valuation metric until [----] (when share repurchases began in size) was growth in Book Value per share (BVPS). It was Column [--] on Page [--] of the Annual Report (AR) for decades Here are the last 5-years growth rates (no longer published in the AR): BRK.A BVPS Price/sh S&P500"  
[X Link](https://x.com/andrewcoye/status/1894009041845698674)  2025-02-24T12:58Z [----] followers, [----] engagements


"So [---] million super voting shares (10:1) of $QVCGB traded yesterday Qurate Retail changed its name and ticker to QVC Group yesterday for anyone unfamiliar with the ticker abomination. That is fascinating as there are [--] million B shares outstanding and Chairman Greg Maffei owns 90% of them (and controls 18% of the voting power of QVC). Possibilities: 1) Was this an algorithm / squeeze How did they deliver the shares with so little float 2) Was a buyer taking advantage of rare volume and buying some control shares in QVC (Hestia has recently appeared in the A share register). 3) Did Maffei"  
[X Link](https://x.com/andrewcoye/status/1894241307201036443)  2025-02-25T04:21Z [----] followers, [----] engagements


"$QVCGB and $QVCGA (former $QRTEA and $QRTEB) apparently at it again this morning. Is someone highly offsides and trapped by the limited float in the B's Probably no $GME and @wallstreetbets turning into QVC Queen's to turn QVC stock into Beanie Baby's wasn't on my bingo card for [----]. So [---] million super voting shares (10:1) of $QVCGB traded yesterday Qurate Retail changed its name and ticker to QVC Group yesterday for anyone unfamiliar with the ticker abomination. That is fascinating as there are [--] million B shares outstanding and Chairman Greg Maffei https://t.co/eLwWHPuEzv So [---] million"  
[X Link](https://x.com/andrewcoye/status/1894709056348013026)  2025-02-26T11:20Z [----] followers, [----] engagements


"Lourenco Goncalves Chairman President & CEO of Cleveland-Cliffs $CLF In top form as always. From [--] March. Agree or disagree worth considering as Lourenco has influence"  
[X Link](https://x.com/andrewcoye/status/1899871821576466805)  2025-03-12T17:15Z [----] followers, [----] engagements


"$DECK Decker's Outdoor Growth at a reasonable price (GARP). - Producer of my favorite brand and running shoe HOKA and the classic UGGs. 45% draw-down from it's post S&P500 inclusion high of 40x trailing P/E. $123 price per share $15 per share in cash $5.85 EPS for FY'25 ending 1Q'25 (always guides conservatively) 18x current P/E ratio 5-year trailing CAGRs: Revenue 16% Net Profit 24% EPS 27% ROE 40% (Adj. ROE 70%) Outlook: - Sustained growth at UGGs high-teens growth at HOKA. International + US doors expansion. - Modest gross margin compression in FY'26 is a short-term headwind. -"  
[X Link](https://x.com/andrewcoye/status/1899884443520942357)  2025-03-12T18:05Z [----] followers, 16.6K engagements


"Even at a traditional 30% deal premium $AER Aercap could purchase $AL Airlease near book value (1.0x BVPS) and own its $10 billion of well priced plane orders. Adding scale and operational discipline could will help but the real value add would be the ability to significant prune (sell) a meaningful slice of the combined fleet ($5-$10 billion+) at current market prices and generate substantial gain-on-sale (GOS) and proceeds to self-fund the 321neo MAX and [---] deliveries. A half of turn of leverage to 3.0x would enable a mostly cash purchase. I'm sure folks with far larger incentives than I"  
[X Link](https://x.com/andrewcoye/status/1900829956340674717)  2025-03-15T08:42Z [----] followers, 26.3K engagements


"@JBierne I think the bigger story is that Berkshire didn't pull its offering and went ahead with the deal. Reaffirms that they are a dependable counterparty and always follow through"  
[X Link](https://x.com/andrewcoye/status/1910758793442697371)  2025-04-11T18:16Z [----] followers, [----] engagements


"$AER excellent 1Q25 and more to come. 15% Return on Equity and growing. 1.1x BVPS. World class capital allocation continues. Here's what that sounds like:"  
[X Link](https://x.com/andrewcoye/status/1917891479810228626)  2025-05-01T10:38Z [----] followers, [----] engagements


"$DECK 1Q'25 FY25 Earnings Thoughts Stock is down double-digits after hours below $105. Price drives narrative but below is a look at the fundamentals. DECK delivered $6.33 of EPS for FY25 outperforming guidance of $5.80 from last quarter. Keep in mind this multi-year trend of under-promising and over-delivering. In the last year HOKA sales grew +24% UGG +13% total sales +16% to $4.98 billion and EPS grew +30% to $6.33. Heck of a year. 1Q'25 HOKA revenue grew +10% and UGG grew +3% due to expected weakness from timing of new product launches (Bondi9 Clifton10) and an exceptionally strong 4Q"  
[X Link](https://x.com/andrewcoye/status/1925888998251061592)  2025-05-23T12:18Z [----] followers, 22.7K engagements


"**Taps the sign** $DECK at $100 is likely to be very rewarding for anyone with a bit of patience. 15x ttm P/E 30% ROE 10% EPS CAGR going forward. Amazing products. Who doesn't love their HOKAs @joinyellowbrick $DECK 1Q'25 FY25 Earnings Thoughts Stock is down double-digits after hours below $105. Price drives narrative but below is a look at the fundamentals. DECK delivered $6.33 of EPS for FY25 outperforming guidance of $5.80 from last quarter. Keep in mind this multi-year trend https://t.co/NNFbJ3wpFS $DECK 1Q'25 FY25 Earnings Thoughts Stock is down double-digits after hours below $105."  
[X Link](https://x.com/andrewcoye/status/1937313486440198636)  2025-06-24T00:55Z [----] followers, [----] engagements


"2Q'25 Update: [----] "Idea of the year" $GTX Garrett Motion Inc. - Continued strong operating performance in 1H delivered $310 million EBITDA and $157 million adj. FCF. - Strong EUR fx to drive 2H positive Revenue growth - Mitigating full tariff exposure in '25 +10% raise to mid-point of '25E EBITDA guidance +7% raise to mid-point of '25E FCF Guide 2.0x net leverage - Added to Russell [----] index - Buybacks lower than expected probably related to down-sized attempted 19mm secondary share placement 50% of 1H FCF used for dividend & buybacks vs 75%+ guidance Guidance implies $175 million buyback"  
[X Link](https://x.com/andrewcoye/status/1948384258650714446)  2025-07-24T14:06Z [----] followers, 23.6K engagements


"$DECK 2Q'25 (FY 1Q26) Earnings Thoughts Stock up double-digits after-hours at $117. Price drives narrative but below is a review of the fundamentals. DECK delivered +20% sales growth in HOKA and +19% sales growth UGG with some noted pull-forward. Total sales were up +17% and EPS of $0.93 increased +24% y/y. In 1H'25 HOKA sales are growing +15% and UGG are growing +9% inline with (high) expectations. Gross margins declined to 55.8% due to higher shipping and material costs. Increased tariffs impact not yet felt due to timing. Tariff impact increased from $150 million (1Q) to $185 million (2Q)"  
[X Link](https://x.com/andrewcoye/status/1948736094897414571)  2025-07-25T13:24Z [----] followers, [----] engagements


"Appears to be another solid quiet quarter at Berkshire Hathaway Inc. $BRK.B $BRK.A -$670 billion of equity ($311 BVPS) +2.8% ytd $344 billion of cash & equivalents At $473 priced at 1.52x P/B 1H'25 Profit improvements at BNSF BHE and MSR. Insurance underwriting profit off of all time highs but remains very strong. Impairment of $KHC carrying value. Equity security sales exceeded purchases. Increased "commercial and other" stock holdings modestly. Any guesses of the "confidential" 13HR security Waiting for an elephant - the $GS advisors hired by $CSX must be ringing off the hook. Would love to"  
[X Link](https://x.com/anyuser/status/1951656572037242881)  2025-08-02T14:49Z [----] followers, [----] engagements


"Tell us you don't understand banking without telling us. Wait until he sees us the notional derivative exposure of $JPM 🤣 You do understand banks are in the spread business and borrow short and long term debt repo security finance and other funding sources in addition to deposits and equity right"  
[X Link](https://x.com/andrewcoye/status/1952377181847380019)  2025-08-04T14:32Z [----] followers, [----] engagements


"Anyone looking beyong the 10K financials for a fundamental reason why $BRK.B Warren Buffett bought the Western BNSF in [----] and is not interested in owning an East Coast railroad at these valuations. barge competition. @johnkonrad There are a lot of rivers shown here that just aren't navigable particularly out west. This is a more accurate image of the US's waterways. https://t.co/J1xTx9Z7HJ @johnkonrad There are a lot of rivers shown here that just aren't navigable particularly out west. This is a more accurate image of the US's waterways. https://t.co/J1xTx9Z7HJ"  
[X Link](https://x.com/andrewcoye/status/1960077541324038561)  2025-08-25T20:31Z [----] followers, [----] engagements


"$SIRI CEO Comments: -Finally upped FCF guidance for [----] to $1.2 billion from $1.15 billion citing OBBB tax breaks and lower satelite spend. "So we've raised this year's guide to $1.2 billion. We have a target for [----] as you know of $1.5 billion in free cash flow. .towards the end of next year we should be closer to our target leverage range to further expand on our capital returns program. And then beyond that we have optionality with our satellite spectrum." On Howard Stern contract renewal: "Yes. I think he's been core to our platform for over [--] years. So I'm confident we'll get to the"  
[X Link](https://x.com/anyuser/status/1963345391572914463)  2025-09-03T20:56Z [----] followers, [----] engagements


"@atelicinvest Has been closer to 5.5-6.5x FCF for the last [--] years but $GTX has worked out well so far. Flat revenues consistent FCF disliked sector because of EV adoption fears. Aggressive buybacks. Shall we contribute to top ideas for [----] 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) -35% decline (work in progress potential value trap) 2025: $GTX https://t.co/8oOvImeE9E Shall we contribute to top ideas for [----] Recap*: 2023: $AER AerCap Holdings +27% +29%; +66% total $BRK.B"  
[X Link](https://x.com/andrewcoye/status/1967050445656125508)  2025-09-14T02:19Z [----] followers, [----] engagements


"$SATS Echostar Chairman Charlie Ergen disclosed today that they'd come "very close" to acquiring $SIRI SiriusXM. Would love to know the when/where and price ranges of those discussions. Who else would be in the market for a satellite music subscription business and [--] MHz of [---] GHz spectrum https://twitter.com/i/web/status/1967584617281577167 https://twitter.com/i/web/status/1967584617281577167"  
[X Link](https://x.com/andrewcoye/status/1967584617281577167)  2025-09-15T13:41Z [----] followers, [----] engagements


"There are three distinct entities involved in most QVC discussions: Topco/Holdco (QVC Group Inc which is where the common stock is issued from) Liberty Interactive (Linta sandwiched in the middle) and Opco (QVC Inc). Opco owns the QVC business and is the company at the bottom of the chain. It has never had its own Board until yesterday because it is managed by two companies above (its parents). Now junior has its own independent board of two directors with certain rights / privileges and some decisions reserved still for approval by its parents."  
[X Link](https://x.com/andrewcoye/status/1971963892197982419)  2025-09-27T15:43Z [----] followers, [--] engagements


"The QVC Inc. 10K states "There is one holder of record of our equity Qurate Retail Group Inc. an indirect wholly-owned subsidiary of QVC Group Inc. formerly Qurate Retail Inc." QRG is indirect so not owned directly by QVC Inc. Isn't it likely that QRG is owned by Linta LLC further up the chain as implied by the org chart slides https://twitter.com/i/web/status/1972006869808943125 https://twitter.com/i/web/status/1972006869808943125"  
[X Link](https://x.com/andrewcoye/status/1972006869808943125)  2025-09-27T18:34Z [----] followers, [---] engagements


"@_TJ_Detweiler_ @GoodHouseCap Yes"  
[X Link](https://x.com/andrewcoye/status/1972014389940441575)  2025-09-27T19:04Z [----] followers, [---] engagements


"Off the beaten path but within the Liberty complex: comScore $SCOR proposes to simplify its capital structure in agreement with its preferred stockholders $CHTR $LBRDA and Cerberus. Agreement converts existing $264 million of 7.5% Series B preferred stock into $80 million of common stock at $8.11 and $184 million into zero coupon Series C preferred stock convertible into common at $14.5. Preferred conversion will represent 81% of the total common stock with [----] million as-converted shares outstanding. $45 million of debt $30 million of cash. Business generating $360+ million sales and"  
[X Link](https://x.com/andrewcoye/status/1972635265186382235)  2025-09-29T12:11Z [----] followers, [----] engagements


"For anyone looking for value here's a story you want to start following: Wells Fargo $WFC Banking at scale. Excellent management. Sensible capital allocation. Implementing $GOOG GCP Cloud and Gemini AI. And a long runway for EPS growth. Key Metrics & Valuation: $6.08 EPS (ttm) and growing 13x P/E Ratio 1.5x P/B Ratio 12% Return on Equity trending higher -24% decline in share count (buybacks) since [----] 2.2% dividend yield"  
[X Link](https://x.com/andrewcoye/status/1978056479555887251)  2025-10-14T11:13Z [----] followers, [----] engagements


"Anyone still discussing $QVCGA $QVCGP Here's a swag of the capital structure at both par and current market prices. Next significantly maturity is $2.9 billion drawn RCF in late October'26. 3Q'25 earnings report on [--] Nov [----]. Is an out-of-court solution possible Too many cooks in the kitchen ready to spoil an LME Are the banks (revolver) or the QVCN senior secured in the driver seat For the Bankruptcy crowd any value in fulcrum securities elsewhere in the capital structure @_TJ_Detweiler_ @yummyCenturyEgg @adjebitdax each with excellent coverage to this point for those interested to dive"  
[X Link](https://x.com/andrewcoye/status/1978819939076034841)  2025-10-16T13:46Z [----] followers, [----] engagements


"$GTX Garrett Motion thesis playing out hope some folks took an interest. Disciplined buybacks creating a ton of value despite modest top line changes. Disciplined operational execution continues to produce very strong results"  
[X Link](https://x.com/andrewcoye/status/1981357370744983852)  2025-10-23T13:49Z [----] followers, [---] engagements


"$SIRI $NFLX "Netflix has approached SiriusXM to license its video podcasts as part of its major push into the space an insider tells The Hollywood Reporter. The deal would likely involve exclusivity of the video podcasts on the platform meaning they would not appear on Netflixs main rival YouTube the source says. No deal has yet been reached." https://twitter.com/i/web/status/1986205839330582686 https://twitter.com/i/web/status/1986205839330582686"  
[X Link](https://x.com/anyuser/status/1986205839330582686)  2025-11-05T22:55Z [----] followers, [----] engagements


"$GTX Garrett Motion's buybacks continue with [---] million more shares repurchased from Oaktree per 13D at $16.26 ($40 million for 1.3% of the shares O/S). @wabuffo @DadInvest Receipts: https://twitter.com/i/web/status/1987139964514304268 https://twitter.com/i/web/status/1987139964514304268"  
[X Link](https://x.com/anyuser/status/1987139964514304268)  2025-11-08T12:47Z [----] followers, [----] 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 [----] followers, [---] engagements


"The $AER story just keeps getting better. $18 EPS estimate for [----] from the best (public) modeler of Aercap on twitter. https://x.com/ShafronTom/status/2008297026845368819 $AER have [----] adj EPS around $17.82 Would be higher if buybacks were more accretive like the good old days maybe we'll get lucky and the stock will tank 😅 https://x.com/ShafronTom/status/2008297026845368819 $AER have [----] adj EPS around $17.82 Would be higher if buybacks were more accretive like the good old days maybe we'll get lucky and the stock will tank 😅"  
[X Link](https://x.com/andrewcoye/status/2008786634633081000)  2026-01-07T06:23Z [----] followers, [----] engagements


"@adjebitdax @InvestmentFrog $WMT won't be the only one interested. $QVCGA $AMZN. However it seems there's just about zero shares of QVC available to trade these days so anyone that hasn't joined the party will have to watch from the sidelines. 🎉 https://x.com/andrewcoye/status/1864366895090074043s=46 QVC + Amazon. Kindle TSV $QRTEA + $AMZN Potential Synergies: Loyalty program by Amazon Prime (free S&H) Delivery & returns by Amazon Logistics Content for Amazon Prime Video Purchases on Amazon Website QVC live content & distribution QVC customer base QVC products QVC margins"  
[X Link](https://x.com/andrewcoye/status/2015963582488576496)  2026-01-27T01:42Z [----] followers, [---] engagements


"The re-rate has been solid from 0.7x to 1.3x BVPS. From here re-rate is tougher IMO because the market may distrust the sustainability of the GOS and underestimate the impact of the coming lease rate uplift already in the pipeline. A solid high-teens ROE may help earn a further uplift and the buyback takes full advantage if it doesnt. Win-win"  
[X Link](https://x.com/andrewcoye/status/2008154304314814808)  2026-01-05T12:31Z [----] followers, [--] engagements


"Ryan's admirable track record so far in addition to Chewy and GameStop https://x.com/andrewcoye/status/2001225276051571097s=46 Ryan Cohen's public stock investment track record is remarkable. Turned $1 billion estimated investment at cost in $4 billion current portfolio plus control at $GME. Well done @ryancohen The data backs up your assertions @michaeljburry. https://t.co/qXgX6DrDhM https://x.com/andrewcoye/status/2001225276051571097s=46 Ryan Cohen's public stock investment track record is remarkable. Turned $1 billion estimated investment at cost in $4 billion current portfolio plus"  
[X Link](https://x.com/andrewcoye/status/2017095932219994333)  2026-01-30T04:42Z [----] followers, [---] engagements


"4 Dec [----] "Trudeau added the two North American leaders discussed energy trade and softwood lumber with the latter the subject of a decades-long trade skirmish between the two countries." Any $FRFHF $FFH.TO experts want to opine if the $RFP CVR's on softwood lumber duty deposit refunds are likely to be impacted A full payout could be $200 million pre-tax for Fairfax. @VikingVan100 @TidefallCapital @BillBrewsterTBB @BrownMarubozu https://twitter.com/i/web/status/1864065133154017790 https://twitter.com/i/web/status/1864065133154017790"  
[X Link](https://x.com/andrewcoye/status/1864065133154017790)  2024-12-03T21:52Z [----] followers, [----] engagements


"@michaeljburry See you both in $QVCGA again post LME and syndicate refinancing Or going for the big swing of "under managed" $TGT While is suspect $GME @ryancohen has his eye on $TGT let's not discount his ability to see the diamond in the rough social media cash cow in making potential or $QVCGA post debt restructuring. He's got both the retail and digital skills to take advantage of the asset light https://t.co/TW92mkgEH7 While is suspect $GME @ryancohen has his eye on $TGT let's not discount his ability to see the diamond in the rough social media cash cow in making potential or $QVCGA"  
[X Link](https://x.com/andrewcoye/status/2017192611023589455)  2026-01-30T11:06Z [----] followers, [----] engagements


"Below is a summary diagram of $QRTEA's debt &cash silos as of [--] Sep [--]. As the video indicates there appear to be good opportunities to repurchase debt or preferred shares at substantial discounts. The Liberty team is shrewd at these types of activities. What might they be doing I guess that they are (evaluating) repurchasing (in modest amounts): 1) Qurate Retail Inc (Topco) Preferreds at [--] cents 2) Liberty Interactive Inc Senior debt at [--] cents 3) Paying down the RCF ($1 billion outstanding) in Qurate Retail Group Inc with 4Q23 cash flow. The $328mm cash at the Topco looks well place for"  
[X Link](https://x.com/andrewcoye/status/1730214419257286981)  2023-11-30T13:17Z [----] followers, [----] engagements


"$QRTEA QVC continued its positive inflection from 3Q in 4Q23 with improving results. Bond and Preferred stock prices continue to recover nicely and Equity is +70% ytd. Rather than parse line items and cash flow adjustments a few high level figures: $6.0 billion notional debt $1.3 billion preferred stock $(1.1) billion cash [---] million shares x $1.50 or $0.6 billion market cap. EV of $6.8 billion Guidance remains for flattish revenue ($10.5 billion) and double digit OIBTDA and FCF growth. Key theme from CEO is "momentum" and I think the business and the stock are exhibiting both. All "FCF""  
[X Link](https://x.com/andrewcoye/status/1763208101652566235)  2024-02-29T14:22Z [----] followers, [----] engagements


"Shall we discuss the valuation of $QRTEA Qurate (QVC) Part 1: Market Prices tldr: the FMV adjusted EV / EBITDA of Qurate is 5.1x Details: Below is a simple illustration of the capital structure of Q* (liabilities & equity). QVC has borrowings of $4.4 billion through its revolving credit facility (RCF) and secured notes. Another entity LINTA has $1.6 billion par value of debt and an associated deferred tax liability of $1.05 billion. Why do we add a DTL Because it's a substantial payment due upon maturity of the LINTA exchangeables. Below the liabilities Q* has Preferred Stock (8% coupon) of"  
[X Link](https://x.com/andrewcoye/status/1800863017904587079)  2024-06-12T12:09Z [----] followers, [----] engagements


"@CCM_Brett Good question. @robvinall gave a fantastic presentation on this topic this year at VIC. Worth your time: https://m.youtube.com/watchv=qaEo5P2M0_s https://m.youtube.com/watchv=qaEo5P2M0_s"  
[X Link](https://x.com/andrewcoye/status/1800987040739209334)  2024-06-12T20:22Z [----] followers, [----] engagements


"Shall we finish discussing the valuation of $QRTEA Qurate QVC Q* Part 5: Reverse engineering for 8x+ Returns tldr: Using the same methodology from Part [--] I evaluate assumptions required to achieve a 8x stock price increase by YE'26. Summarizing Parts 1-3: I previously demonstrated quantitatively that Q* appears to have made substantial improvements that likely enable it to generate sufficient FCF to meet its upcoming debt maturities and de-lever its balance sheet by generating $0.4 billion per year of FCF or $1.2 billion over [--] years. This reduction in debt and associated interest expense is"  
[X Link](https://x.com/andrewcoye/status/1802672644036219323)  2024-06-17T12:00Z [----] followers, 24.4K engagements


"QVC is dead. Long live QVC. $QRTEA The "only NFL Today's Special Value of the year" -Detroit already sold out 🤣 [-----] already sold. https://www.qvc.com/nfl-officially-licensed-long-sleeve-tee-%26-pullover-hoodie-set.product.A654465.html https://www.qvc.com/nfl-officially-licensed-long-sleeve-tee-%26-pullover-hoodie-set.product.A654465.html"  
[X Link](https://x.com/andrewcoye/status/1834228845223850271)  2024-09-12T13:53Z [----] followers, [----] 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 [----] followers, [---] engagements


"RT @andrewcoye: Thought I'd give a $SIRI SiriusXM update since it's performed so poorly since my [----] LSXMK posts. This is a post for those"  
[X Link](https://x.com/anyuser/status/2019762961435247059)  2026-02-06T13:19Z [----] followers, [--] engagements

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