The Value Screener @value_screener
🔎📈 TheValueScreener: Uncovering undervalued stocks and sharing unique insights! 💎 Compounding is the secret🚀ⵣ thevalueinvestormindset.substack.com Joined July 2022-
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What did the new content engine change for $QVCGA?
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The most important thing about customer relationships is TRUST. Lots of $QVCGA customers still trust the company. Few years ago, the Rocky Mount fire showed us that trust can be lost very quickly. And it takes time to be won back. Trust is key for having a great LTV metric.
No matter what the stock price does, what I care about is i) by how much cable TV will keep on plummeting, ii) by how much streaming and social will grow, iii) when will we (or will not) reach the « golden point » and iv) by how much debt will be reduced/pushed during the LME.
Grandpa is still in the game.
The future depends upon the present, not upon the past.
The Value Screener retweeted
All the greatest investing books 😉
All the greatest investing books 😉
Fired your Head of People. Fire your happiness department. Fire your diversity and inclusion teams. Hire more talented marketers. Hire more sales people. Hire more social media ads experts.
If I had the skills to grow top line quickly, I would be a billionaire. That’s what sets apart people with money from people without money… or companies that succeed versus companies that fail. Growing revenue is hard. But it’s key.
Management’s goal was to reach $1.5B from social and streaming in 3 years. If they successfully reach that objective, the narrative around this company will change. Am not worried about liquidity or liability management exercise. Am rather fully focused on growing top line.
You mostly have two views on $QVCGA… those saying that the business is dying.. and those saying that the business is in transition.
« Another challenging quarter for QVC, and we aren’t where we want to be ». Can’t be more clear if you read between the lines.
Management is trying to buy time. A strategy/pivot takes time to produce results. Are they going to succeed doing so? Is the strategy the right one? Is it a little too late? Right now, we are at the mercy of our creditors.
Interesting. Again, people didn’t stop watching TV. They just consume differently now. And price has become an important variable. $QVCGA was so late to diversify its distribution chanel. fortune.com/2025/03/31/cab…
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