Who mentions $STRZ most on Surfaced?

@valuedontlie (Colin King) mentions $STRZ most — 15 mentions in the past 12 months.

When was $STRZ first mentioned on Surfaced?

The earliest tracked mention of $STRZ in the Surfaced archive was on Jun 17, 2025.

How many voices track $STRZ?

1 FinTwit voice has mentioned $STRZ 15 times in the past 12 months.

What kind of voices mention $STRZ most?

$STRZ is mentioned most by Long Research voices on Surfaced.

$STRZ — FinTwit mentions on Surfaced

Recent mentions

15 mentions

@valuedontlieMay 12, 2026 · 1:06 AM

Baird upgrades $STRZ with $30 target… that’s ~5.3x EBITDA based on 2026 guidance

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@valuedontlieMay 11, 2026 · 2:54 PM

$STRZ Starting to see cash content spending coming down (big part of original thesis)... voluntarily terminated pay 2 window with universal, originals launching, etc. Expect to hit 20% EBITDA margin target a year early (2027 vs. 2028) and leverage target by yearend 2026 https://t.co/pvqSG23jxw

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@valuedontlieApr 19, 2026 · 1:12 PM

$STRZ Stock ripping lately... CEO incentive comp is old news (Nov 2025) Hmm... VSNT likely acquirer here... they want non-linear revenue streams and STRZ gets 70% of revenue from digital sell-side penciling ~3% EBITDA growth '26-28 for STRZ vs. 12% decline at VSNT https://t.co/kOTAwW2Pc3

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@valuedontlieApr 17, 2026 · 1:22 PM

Good write-up on the incentive structures at $LION $STRZ

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@valuedontlieMar 8, 2026 · 5:59 PM

Names I like and have talked about $ATNI 3-5yr horizon (maybe longer) $DNOW 3yrs (maybe longer) $LEG 2-3yrs $ZD 9-12 months $VSNT 6-12 months $STRZ 3yrs $APTV 3-12 months (depends on spin valuation)

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@valuedontlieFeb 27, 2026 · 2:49 PM

Things on my to-do list today: $ZD earnings review $KBR earnings review $STRZ earnings review

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@valuedontlieDec 28, 2025 · 3:30 PM

$VSNT notes (spin-off from $CMCSA) 1) spin coming Jan 2026, 1 share of VSNT for every 25 CMCSA = ~145m s/o 2) linear cable networks (MSNBC, CNBC, Golf, USA Networks, etc.) -- sales declining 5% annually from 2016-2026E 3) initial 2026 guide = $6.275bn sales (3-7% decline) & $1.925bn EBITDA (7-14% decline) -- high chance of "melting ice cube" status 4) management targeting 50% revs from non-pay-TV sources by 2030 (vs. 17% today) -- via acquisitions + organic product launches 5) cash generation -- minimal capex/WC, targeting $1-1.2bn FCF in 2026 ($7.60/sh) 6) clean balance sheet -- $2.25bn net debt = <1.2x leverage (tons of capacity for M&A) 7) starting valuation -- initial share price $47 = $6.8bn market cap ($9bn EV) = 4.7x EBITDA / 6.2x FCF (low end of comp range) 8) my FV est. = $36-60/sh based on 4-5x EBITDA (assumptions in my write-up) Sort of interesting here but not a slam dunk. Management mum on M&A plans, but not interested in horizontal deals (i.e. buying more linear networks). Optionality for mega-deal / merger still on the table here. (As a reference, $STRZ ($12) trades at 4x EBITDA with ~70% of revenue from non-linear sources)

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@valuedontlieNov 17, 2025 · 1:47 PM

$STRZ filed 8-K this morning with incentive comp for CEO Jeff Hirsch... ~$12.5m incentive (>8x base comp) based on hitting OIBDA targets and stock prices ranging from $25-50 through 2028 https://t.co/FrcizBzB2H

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@valuedontlieAug 16, 2025 · 1:21 AM

Despite the red flags, I’m adding to $STRZ Comes down to whether they can grow OTT subs / revenue over next few years. https://t.co/8LIeQ6cL1P

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@valuedontlieAug 14, 2025 · 9:57 PM

$STRZ call updates - Expecting sequential subscriber growth next 2 Qs - Maintaining $200m OIBDA guide FY25 ($179m TTM) - Maintaining 70% FCF conversion in FY26 - Leverage will jump to 3.5x in Q3 & finish at 3.1x in Q4 Going to be a noisy ride as things settle in post-spin... I still think this is a solid takeout candidate next 1-3yrs

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@valuedontlieAug 14, 2025 · 8:59 PM

At first glance, $STRZ Q2 results quite bad Revenue -8% YoY OTT subs -2% YoY & -1% QoQ OIBDA -41% YoY OTOH, content spend -30% = FCF up significantly TTM OIBDA $179m vs. $200m initial guide for FY25... we'll see what they say... golden rule of spins: do not miss initial guide https://t.co/Ld9GOQxt0H

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@valuedontlieJul 26, 2025 · 6:39 PM

$STRZ bear thesis... they weren't included in $CHTR slide on "expensive" OTT package https://t.co/KgOJ9CvBWn

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@valuedontlieJul 1, 2025 · 6:40 AM

@capitalemployed Starz $STRZ Recently spun off lions gate studio biz. Pure play DTC streaming with low exposure to linear cable (30% of revs). Was captive source of cash inside lions gate (ie overspend on content) and that will unwind next 1-2 years leading to “tons” of cash flow $16/sh x 16.8m s/o = $270m market cap + $615m net debt = $885m EV. Guiding to 15% margins or $200m OIBDA in 2025 (4.4x EV/EBITDA). Management thinks they can hit 20% margins in a few years with simple levers. At 5.5x $200m = $23/sh vs $16. I think that’s low. Deserves to trade at premium to AMCX at worst (less exposure to linear and zero ad revenue at STRZ) Looks like a great takeout candidate in 1-2 years (likely by the WBD/CMCSA cable spins)

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@valuedontlieJun 18, 2025 · 6:42 PM

@stockspinoffss @natstewart5 I've had a few decent special sit picks over the years... $DBD $STRZ $SDZNY $PHIN $MPC https://t.co/dujIwywHO0

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@valuedontlieJun 17, 2025 · 3:58 PM

Some examples from my list: - Reorg $GTX - Spin-off $STRZ - Turnaround $MNRO - Inflection stories $CVEO - GoodCo / BadCo $THRY - Management change $MNRO x2 - Public LBO / deleveraging $TAP (late innings) $MAGN (early)

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