manuelbean Posted November 18, 2020 Share Posted November 18, 2020 I'm currently researching this name. Even after the run up, my first impression is that it still looks interesting. I wonder if others have looked into it. Link to comment Share on other sites More sharing options...
samthefirefly Posted December 9, 2020 Share Posted December 9, 2020 In-depth DD: https://sullimarcapital.group/2020/09/02/qurate-retail-group/ It's an interesting business, and the upside is there. That said, there is a very credible bear case. Considering opening a position Link to comment Share on other sites More sharing options...
CorpRaider Posted December 9, 2020 Share Posted December 9, 2020 Yeah I looked into it before the pref. thanks to my twitter friends. Thought it was interesting, but I didn't get there in time (before ~40% of the investment was returned/distributed). Link to comment Share on other sites More sharing options...
micawber Posted December 11, 2020 Share Posted December 11, 2020 It's a good business and misunderstood. Also very cheap. My writeup is here -- www.micawber.us/qurate Link to comment Share on other sites More sharing options...
CorpRaider Posted December 13, 2020 Share Posted December 13, 2020 It's a good business and misunderstood. Also very cheap. My writeup is here -- www.micawber.us/qurate Neat website. Link to comment Share on other sites More sharing options...
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