Bought some $FOX here. This has done about 5x from dip and I think it is set for a parabolic run The narrative is what interested me the most: The only fox token on solana and based on the unnamed metamask fox logo! ------They've also got huge community backing with $9000 sent by the community to their multisig donation wallet in just 2 days to be used to buy a forest, acting as a fox sanctuary and adopting foxes. While I wait for liquidity to come back into the meme market, I'll bid this here.

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?🤔

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 🔗

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