T.J. Detweiler

The Prankster Prince

[T.J. Detweiler @_TJ_Detweiler_]

"QVC Bankruptcy - My Perspective" https://t.co/Yf8VBMsHHO $QVCGP $QVCGA

[T.J. Detweiler @_TJ_Detweiler_]

"Comment If You're A Shareholder of QVCGA" $QVCGA https://t.co/H0duVgaa3X

[T.J. Detweiler @_TJ_Detweiler_]

@jackson_jo96163 Not really!

[T.J. Detweiler @_TJ_Detweiler_]

"Rumors Are Not Facts" https://t.co/oFjZxKn73I $QVCGA

[T.J. Detweiler @_TJ_Detweiler_]

@adjebitdax @andrewcoye Figured I'd offer this...This is Kalodata going back to October of 2024. 30 day sales/ day.

[T.J. Detweiler @_TJ_Detweiler_]

@manandsea @adjebitdax It's targeted marketing. Sales increase because they make them increase. That's what changed. For instance, there's a promotion going on in the first week of March. Let's see if we get sales lift...

[T.J. Detweiler @_TJ_Detweiler_]

@jackson_jo96163 If you're bullish on QVC, you'll think it's good news, and if you're bearish on QVC you'll think it's bad news.

[T.J. Detweiler @_TJ_Detweiler_]

"LME + A Moat = $$$" https://t.co/4EODsXA1kN $QVCGA $QVCGP

[T.J. Detweiler @_TJ_Detweiler_]

@adjebitdax With over $100m in cash at LINTA, it makes me laugh that people thought an $8M interest payment was in jeopardy.

[T.J. Detweiler @_TJ_Detweiler_]

@r2fire1 @GoodHouseCap @adjebitdax I'm not sure where this concern comes from. This time last year, they had virtually no sales on TT shop. Sales are up over 1500% YOY. Besides TTShop is ~25% of total 2025 S&S sales. It's important and growing fast, but people focus on it too much.

[T.J. Detweiler @_TJ_Detweiler_]

@Judybilyeu2 @GoodHouseCap @jackson_jo96163 @andrewcoye @adjebitdax @r2fire1 Their return rate is as low as its been in years.

[T.J. Detweiler @_TJ_Detweiler_]

@HunterQVC @DonniesDuick87 @jackson_jo96163 @GoodHouseCap @andrewcoye @adjebitdax @r2fire1 @QvcGa They announced "strategic alternatives" back last May. Given the complexity of the structure and precedent I don't find this outside of a normal range of timing.

[T.J. Detweiler @_TJ_Detweiler_]

@DonniesDuick87 @jackson_jo96163 @HunterQVC @GoodHouseCap @andrewcoye @adjebitdax @r2fire1 @QvcGa 100k is nothing for a fortune 500 company...and I disagree it "should be done by now." This is within standard timing.

[T.J. Detweiler @_TJ_Detweiler_]

@DonniesDuick87 @jackson_jo96163 @HunterQVC @GoodHouseCap @andrewcoye @adjebitdax @r2fire1 @QvcGa I'm not worried about the debt at this stage.

[T.J. Detweiler @_TJ_Detweiler_]

@GoodHouseCap @jackson_jo96163 @andrewcoye @adjebitdax @r2fire1 I agree with @GoodHouseCap. The only diversified retailer that can scale social commerce in the U.S. is @qvcga. And there are big barriers to entry. Therefore, I have ZERO desire that we get bought out by amzn or wmt or tgt or whoever.

[T.J. Detweiler @_TJ_Detweiler_]

@jackson_jo96163 @HunterQVC I'd say that daily price movements of bonds tell us nothing about anything. A lot of bondholders have signed NDAs, so unless they're breaking the NDA, whoever is buying and selling today has access to same info as you and me. So that trading doesn't inform my thinking.

[T.J. Detweiler @_TJ_Detweiler_]

@jackson_jo96163 @HunterQVC I'll take a 15x with no chance of loss over a 25x with a chance of loss... watch them announce a big restructure on July 18th. Options can make sense in certain situations, but I don't see it here.

[T.J. Detweiler @_TJ_Detweiler_]

@jackson_jo96163 @HunterQVC Even with no debt, call options are foolish. You risk permanent loss for a few extra points when the stock itself is already a once-in-a-decade opportunity where you probably won't lose any money at all, and it doesn't expire. Call options aren't even worth considering at all.

[T.J. Detweiler @_TJ_Detweiler_]

@jackson_jo96163 @HunterQVC Every argument against $qvcga I've seen is poorly contrived. There are far more reasons to expect recovery than no recovery. And even in the unlikely event that recovery of the opco doesn't occur, I doubt you lose money. This is a no brainer to me.

[T.J. Detweiler @_TJ_Detweiler_]

@jackson_jo96163 @HunterQVC I borrowed half my net worth to buy after it went to $4. $30M market cap with $250M in cash, no debt, a weak P, plus 60% of CBI, and a free option on a 50+ bagger (at $4). That's as asymmetric as you can get. It's still asymmetric. I don't understand why people speak against it.