Total Ideas
1
Bullish Ideas
0 (0%)
Bearish Ideas
1 (100%)
Recent Activity
"Alright, here's my last one. And I think we'll be on the exact same side of the fence here. I'll read off some multiples for you first. EV to free cash flow 16 times, dividend yield of almost 4%. The company which I know not not that cheap. The company is Sirius XM. Oh yeah. Value. This is a dying company. Hate to say it's insane that it's tra It's not even a value trap. It's just a short. Honestly, this is this going to be your first short ever? It is so."
Brett issues a clear sell directive by calling for a short position on Sirius XM. He highlights high valuation multiples and describes the company's deteriorating fundamentals. His remarks underscore the structural challenges Sirius XM faces, including a declining subscriber base and an outdated business model that struggles to attract younger consumers.
Sentiment
