Doing some foxy business 👩‍💼 🦊 $FOX $LTC $BTC $XBT @ShapeShift your non KYC platform to swap your coins Best platform of the century in web3 #ShapeShift

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

$FOX might be gearing up for something massive. Multi-year downtrend is about to crack. Upside potential: +300% then +950%. Time to watch this closely.

$NFLX stands out with both the highest revenue growth, as well as the highest EBITDA margins. After years of having one of the weakest financial profiles in the media industry, today it has arguably the strongest. Street expecting double-digit growth... $DIS, $WBD, $FOX, $GTN

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.

Using my Media Multiple Tracker, I want to do more work on $FOXA, $FOX. It trades at EV/FCF discount to $WBD. And consensus is Fox has higher 1) revenue growth, 2) #EBITDA margins, EBITDA to FCF conversion and FCF margins...This is part of my process. 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.

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