cryptostocks

Any interest in discussing an equity trading like a "deep out of the money call option"?

A $QRTEA (QVC and HSN) investor framed the opportunity at the end of the #libertyinvestorday meeting. Take a listen:

Any interest in discussing an equity trading like a "deep out of the money call option"?

A $QRTEA (QVC and HSN) investor framed the opportunity at the end of the #libertyinvestorday meeting. Take a listen:

https://x.com/andrewcoye/status/1729922613181321483?s=20

Here's a range of estimated value of $QRTEA over the next 3 years based on a model of its financial guidance and debt repayment profile. Note possible zero!

Due to the high level of indebtedness and business pressure post COVID boom and 2021 warehouse fire, investment in this company remains high speculative.

Tradfi value investor. Not investing advice.  DYOD

QVC and HSN have perfected the art of live selling on cable TV. Instead of call centers, they've even switched their core customers (45-75yo American women) to order in-app. 
The multi-billion dollar question is can they create a platform to live sell in-app, streaming TV, or on someone else's digital platform...?

Not to mention the “meme-ability” of QVC and “home shopping” in general. Plus, with everyone having their “second screen”, it can become much more gamified and interactive.