Alt Capital @AltCapx
Public equities & credit w/ focus on special situations: reorgs, M&A, spinoffs, activist. Background in corp restructuring. NYC based. Not investment advice. altcapx.substack.com New York, NY Joined August 2017-
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$QVCGA $QVCGP QVC revised its incentive comp plan on Friday (Aug 15) to prepay a certain % of target variable compensation for management for 2025 and 2026 in cash. sec.gov/Archives/edgar… CEO filed a Form 4 today (Aug 20) showing his RSUs for QVCGA shares that would have…
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$QVCGA $QVCGP QVC drew down nearly all of its revolver post Q2. QVC Inc. leverage at 3.9x as of June 30, expected to brush up against 4.5x covenant cap with Q3 earnings ended Sep 30. China trade truce set to expire on Aug 12th, where QVC sources ~50% of its US product. Mgmt…
Thoughts from the $MAGN earnings today: 1) I was not expecting this to be a breakout quarter for MAGN. The CPGs - $PG, $CLX, $KMB - last week all generally reported that demand stabilized in calendar Q2 but has not yet normalized. Category growth rates are still below long-term…
Alt Capital retweeted
Added 47 new stock writeups to the site (pt 1): @ValueEric - $CLG.AX @TheRayMyers - $NBIS (overview) @jefke00 - $BEKB.BR @Premski_SGP - $NXSN.TA @Compoundandfire - $HEI (overvalued) @AltCapx - $LFCR @RaasGroup - $PV1.AX @DuckPond_VR - $FRVIA.PA
Alt Capital retweeted
More: sec.gov/Archives/edgar…
$QVC $QVCGP Quick pitch trade idea $QVCGP is the preferred stock issued by QVC Group Inc., the main holding company in the QVC corporate structure (“HoldCo”). HoldCo owns Liberty Interactive LLC (“LI LLC”), which in turn owns QVC, Inc. (“OpCo”), which is where the main QVC…
I recently finished a write-up on Magnera Corp (MAGN), a post spinoff/merger equity in a cyclical trough with recent insider open market purchases and 2-3x upside. Link below. open.substack.com/pub/altcapx/p/…
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