Eric Bean

7.7K posts

Eric Bean

Eric Bean

@ericbean21

Part of the WHO DAT Nation. Retirement is great yall should try it.🌵🌵

New resident of Arizona. 参加日 Eylül 2011
439 フォロー中743 フォロワー
Jozzs
Jozzs@jozzs52·
@usovich A lot of Americans in snowy areas only have Subarus. Mostly in Colorado, western Washington state, norther Idaho, and west Montana.
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Eric Bean
Eric Bean@ericbean21·
@cat_barnes30 @SenMikeLee Even if they nuke the filibuster they still won't get anything passed because the RINOS will vote with the democrats to stop it. The RINOS hate Trump as much as the democrats.
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🇺🇸 🍑Catherine🍑 🇺🇸
@SenMikeLee I prefer option #2. If the democrats get the majority again, that's exactly what they'll do. Nuking the filibuster will ensure Trump's agenda is implemented before he leaves office.
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Mike Lee
Mike Lee@SenMikeLee·
We have two options: 1) Force a Democrat talking filibuster, beat it, & pass SAVE America, full DHS funding, & other priorities. 2) Nuke the filibuster & pass everything. I prefer option 1. But inaction is unacceptable.
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Hunter Eagleman™
Hunter Eagleman™@Hunter_Eagleman·
WOW: 🚨CA Democrats under @GavinNewsom just introduced the “MELT ICE Act” AB 1627. It would PERMANENTLY ban anyone who worked for ICE during President Trump’s term from ever becoming a cop or a teacher in the state. This is political revenge dressed up as “protecting trust” at its best!
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Stacy is Right
Stacy is Right@PoliticalStacy·
I'm coming to the realization that elderly white people are some of the most easily manipulated retards currently available. Sad!
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Eric Bean
Eric Bean@ericbean21·
@MBignv45611 @alt_w_v_g This right here I have SXM so Thai I can hear music but mostly pay to get the sports, any sports and get radio in places that don't have ce.l service. Same reason I have Starlink for internet. Spend a week boondocking with no cell service and it's a no brainer.
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Mr BigNV
Mr BigNV@MBignv45611·
I can only add why I use SiriusXM, I detest Stern so not a factor but the main reason I keep it is access to signal when: 1) no other cell signal is available 2) news and finance channels 3) live sports broadcasts So comparing it to spotify or other streaming on your cell phone may or may not be a good comparison.
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Ethan Brooks
Ethan Brooks@alt_w_v_g·
Ran some diligence on SiriusXM this weekend Not because anyone asked Because my 14-year-old nephew connected his phone to my car via Bluetooth, played a Spotify playlist, and asked me what the "SXM" button was for I didn't have an answer So I pulled the 10-K SiriusXM is an $8.56B revenue company with nearly $10B in debt and a $7.4B market cap Read that again The debt is larger than the company Their business model, simplified: 1. Pay automakers to install radios nobody asked for 2. Give every new car buyer a free trial they didn't request 3. Hope they forget to cancel 4. Charge them $25.99/month for something their phone does for $10.99 That's it. That's the model. They have 33M subscribers. Sounds impressive until they lost 301,000 self-pay subscribers last year. And hundreds of thousands the year before that. Revenue has declined three consecutive years The average subscriber is 35-64, male, household income over $150K. Over half have been paying for 10+ years. These aren't loyal customers These are people whose spouses haven't noticed the $25.99 charge on the Amex yet The crown jewel of the portfolio is Howard Stern. They pay him roughly $100M a year. He works three days a week. His show averages 125K daily listeners. That's $800 per listener per year My analyst did the math three times because he thought he was wrong He wasn't For that price, you could buy each listener a Spotify family plan, an Audible subscription, and still have enough left for AirPods Speaking of Spotify. Nearly 290M premium subscribers. Growing double digits. $10.99/month. Available on every device ever made. SiriusXM. 33M subscribers. Shrinking. $25.99/month. Requires a satellite. Spotify's full-year revenue grew 19%. SiriusXM's declined 2%. Spotify trades at 74x earnings. SiriusXM trades at 5x. The market is not confused about which direction these businesses are headed Their growth strategy is called the "trial funnel." There are 7.3M people driving cars with free SiriusXM trials. The conversion rate is not publicly disclosed. Probably because it's embarrassing They have 180M "enabled vehicles" in the U.S. They have 33M subscribers. That's an 18% attach rate on hardware they already paid to install. 82% of the cars with their radios in them are generating zero revenue In any other industry an 18% hit rate gets you fired In satellite radio, it gets you a seat on the NYSE Adjusted EBITDA margin is 31%. Looks healthy. Until you realize "adjusted" is doing a LOT of heavy lifting in a company that posted a $2.08B net loss the year prior. Adjusted EBITDA was $2.73B that same year The distance between those two numbers is called addbacks And they're working overtime 2026 guidance: flat revenue, flat EBITDA, slightly fewer subscribers. The CEO called this stability and meaningful progress. On Wall Street, we call this managed decline Warren Buffett owns 35.4% of this company. This is the most confusing part. The man who said "be fearful when others are greedy" bought a satellite radio company in the age of Bluetooth. His entry was a Liberty Media arb play that accidentally became a long-term hold. The stock is down over 50% from its highs. I don't know why he's still in. You don't know why. His shareholders definitely don't know why. The bull thesis: SiriusXM has 33M people who have been paying $15/month for a decade and have no plans to stop. That's $6B in recurring revenue from people who may not even remember they're subscribed. Churn is 1.5%. Lower than most SaaS companies. The bear thesis: Every teenager alive today has never used a car radio Both are probably right SiriusXM's competitive moat is not content. It's not technology. It's not brand. It's the 47 minutes it takes to cancel over the phone SiriusXM isn't a bad company. It's a case study in what happens when your moat is consumer apathy and your growth strategy requires General Motors. Plz fix. Thx. Sent from my iPhone
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AZ Bob
AZ Bob@Arizona_Bob1·
Huge turnout of “No Kings Day” protesters at far-left liberal woke City of Flagstaff, AZ city hall Saturday 4/28/2026 🤦🏻‍♂️🤣🤣🤣🇺🇸 “Viva La Résistance” 🇫🇷 @VeteransforAz
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Eric Bean
Eric Bean@ericbean21·
@Sassafrass_84 I find it strange that I have never seen you post a single thing that would call for that kind of response from anyone.
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Sassafrass84
Sassafrass84@Sassafrass_84·
It's 11 in the morning, and so far, I have been called a stupid b*tch, a wh*re, and a c*nt. Was told to suck more c*ck. Is it me, or are people becoming more unhinged as they go unchecked online? It amazes me how comfortable people are being absolutely vile and horrible to others just because they dont agree with their political views. Civil discourse is dead.
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The🐰FOO
The🐰FOO@PolitiBunny·
This is what you see when you enter the ninth circle of Hell.
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Eric Bean
Eric Bean@ericbean21·
@FoxNews So you're saying that they are all idiots.
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Fox News
Fox News@FoxNews·
MASS MOBILIZATION: "No Kings," a decentralized protest movement that burst onto the national scene through “No Kings Day” in June 2025, is set to hold thousands of anti-Trump protests across the country. Saturday’s protests will focus on opposition to President Trump’s recent actions in Iran and immigration enforcement.
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Matt Van Swol
Matt Van Swol@mattvanswol·
🚨#BREAKING: This is completely uncut footage of the "NO KINGS" rally here in downtown Asheville NC... Study this crowd carefully. I dare you to find the one thing every single person here has in common. Take your time... I'll wait!!! 🤣🤣🤣
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Playteaux
Playteaux@Playteaux1·
My roses are poppin’!!!
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Eric Bean
Eric Bean@ericbean21·
Please don't lump all us boomers into one group, we're not all libtard dipshits.
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Eric Bean
Eric Bean@ericbean21·
@AmyHarber @Dodgers Not only do we Dodgers fans not give a buck what you think, we don't care either.
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Eric Bean
Eric Bean@ericbean21·
@katiehobbs @YumaDems I'm sure you didn't share how much money is going into your pocket instead of being spent on people who really need it.
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Katie Hobbs
Katie Hobbs@katiehobbs·
Thank you to the @YumaDems for having me tonight and letting me share a little bit about why I’m fighting to make life easier and more affordable for every Arizonan. I’ve never won an election alone — and I’m grateful to be in this fight with all of you.
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Eric Bean
Eric Bean@ericbean21·
@ClaireMPLS And then people will be putting fake QR stickers in the room and you'll be getting ripped off. It been happening with parking fees, you use the code pay for parking and get a ticket for not paying. Happened to me twice now. I don't use QR codes to pay for anything.
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claire  de  lune
claire de lune@ClaireMPLS·
petition for hotel rooms to start leaving qr codes in the room to tip housecleaning staff because it’s 2026 and i don’t have cash ever
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Eric Bean
Eric Bean@ericbean21·
@CactusSunnnn And you only had a little more than half the attendance, and most of them were visiting fans.
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Eric Bean
Eric Bean@ericbean21·
@morasee Imagine bragging about a spring training game
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🍺L🔪
🍺L🔪@morasee·
Imagine losing your home opener to the **checks notes* Los Angeles Angels of Anaheim in the county of Orange near the Hooters off the 57 freeway. SAD!
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