Idea - look at $FOXA, $FOX...Fox is trading cheaper than $WBD if you look at EV / FCF, but I think Fox's assets are more unique and their strategy of live news + sports is very smart. Has upside from owning 100% of @Tubi and 18% of @FanDuel ( $FLUT)...thoughts?🤔

$fox news said it not me

I have a strong preference for companies that convert more than >50% of their #EBITDA to #FCF. $FOXA, $FOX is able to generate more free cash flow because they did not waste billions trying to support a streaming competitor to $NFLX, like $WBD, $DIS and $PARA

Here’s my model to compare media valuations – I use EV/ FCF, not EBITDA. I don't ignore debt to make stocks look cheaper…See substack for individual company commentary $NFLX, $DIS, $WBD, $FOX, $PARA, $NXST, $GTN, $TGNA, $SBGI, $SSP

FYI - I’m surprised that $FOX does not come up more often when talking about attractive media 📺stocks. I think Fox a better risk-adj trade than $WBD, which trades at a similar EV/FCF multiple, by my math. And Fox has much less leverage.

$fox Buy coins that the first generation of BTC OG are gathering

Every Mon I'll update my media multiple tracking model and sharing it with subscribers. I went over top 10 media stocks. I explain why $NFLX trades at a premium and you shouldn’t ignore debt in valuations. $DIS, $WBD, $FOX, $PARA, $NXST, $GTN, $TGNA, $SBGI, $SSP Link in bio 🔗

Hello! I’m making Accrued Interest into a media/tech stock research service. Thanks for your support, and let me know what stocks you want to read about! Link in bio - no paywall yet so sign-up today. $DIS, $NFLX, $DIS, $WBD, $FOX, $PARA, $NXST, $GTN, $TGNA, $SBGI, $SSP

Hello new readers! If you like media and tech stocks, please subscribe to Accrued Interest! I’m a former radio/tv exec, with a background in equity research, who is now sharing my research on substack and investing full time. Check out my latest on $WBD, $FOX, $STRZ, $NXST and $UBER …as well as other stocks! Let me know how you are getting ready for Q2 earnings season.

$FOX Hoping this can dig its heals in here. Broke through that slanted resistance zone. Pulling back into that level retesting it, which also lines up with the rising 50 day MA. We'll see if that provides additional support moving forward soon.

this new $FOX tag is fire🔥

🎯 Diversification matters. Beyond $FOX & stables, @ShapeShift’s treasury holds a diverse mix of assets fueling future growth: $RUNE, $ATOM, $WBTC, $WETH, & more Actively managed to support LPs + secure strategic upside Healthy mix = resilient DAO. 📊

$FOX $RARE = Same Game Genie Frauds (GGFs) group pumping & dumping