# ![@value_screener Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1543716738503778304.png) @value_screener The Value Screener

The Value Screener posts on X about $qvcga, debt, in the, $adbe the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1543716738503778304/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1543716738503778304/c:line/m:interactions.svg)

- [--] Week [------] +224%
- [--] Month [------] +3,632%
- [--] Months [------] +166%
- [--] Year [------] -57%

### Mentions: [--] [#](/creator/twitter::1543716738503778304/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1543716738503778304/c:line/m:posts_active.svg)

- [--] Week [--] +219%
- [--] Month [--] +1,029%
- [--] Months [---] +121%
- [--] Year [---] -69%

### Followers: [---] [#](/creator/twitter::1543716738503778304/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1543716738503778304/c:line/m:followers.svg)

- [--] Week [---] +3.20%
- [--] Month [---] +8%
- [--] Months [---] +9.70%
- [--] Year [---] +16%

### CreatorRank: [-------] [#](/creator/twitter::1543716738503778304/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1543716738503778304/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  34% [stocks](/list/stocks)  30% [technology brands](/list/technology-brands)  13% [cryptocurrencies](/list/cryptocurrencies)  3% [social networks](/list/social-networks)  3% [countries](/list/countries)  3% [fashion brands](/list/fashion-brands)  3% [currencies](/list/currencies)  1% [travel destinations](/list/travel-destinations)  1% [luxury brands](/list/luxury-brands)  1%

**Social topic influence**
[$qvcga](/topic/$qvcga) #1, [debt](/topic/debt) #983, [in the](/topic/in-the) 8%, [$adbe](/topic/$adbe) 6%, [money](/topic/money) 6%, [business](/topic/business) 5%, [$pndora](/topic/$pndora) 4%, [$pypl](/topic/$pypl) 4%, [build a](/topic/build-a) 4%, [strong](/topic/strong) 4%

**Top accounts mentioned or mentioned by**
[@donniesduick87](/creator/undefined) [@r2fire1](/creator/undefined) [@jackson_jo96163](/creator/undefined) [@hunterqvc](/creator/undefined) [@adjebitdax](/creator/undefined) [@commonsense6174](/creator/undefined) [@goodhousecap](/creator/undefined) [@oskarbobkopf](/creator/undefined) [@richardwedekin1](/creator/undefined) [@adgiachino](/creator/undefined) [@andrewcoye](/creator/undefined) [@varunvmalhotra](/creator/undefined) [@valueinsights](/creator/undefined) [@fcompounders](/creator/undefined) [@tmarketl](/creator/undefined) [@tuckercarlson](/creator/undefined) [@christophenour](/creator/undefined) [@raydalio](/creator/undefined) [@mycriticalview](/creator/undefined) [@thomasmoroder](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Evotec SE (EVO)](/topic/$evo) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Now Coin (NOW)](/topic/$now) [UnitedHealth Group (UNH)](/topic/$unh) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Crocs, Inc. (CROX)](/topic/$crox) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Alibaba Group (BABA)](/topic/$baba) [Kraft Heinz Co (KHC)](/topic/$khc) [HP Inc (HPQ)](/topic/$hpq) [Cypherium (CPH)](/topic/$cph) [ServiceNow Inc (NOW)](/topic/servicenow) [Snap, Inc. (SNAP)](/topic/$snap) [Booking Holdings Inc (BKNG)](/topic/$bkng) [MercadoLibre Inc (MELI)](/topic/$meli) [Eden (EDEN)](/topic/$eden) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Bytom (BTM)](/topic/$btm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Few years ago Cipher Pharma $CPH was a small and obscure debt free deep value stock trading at 1$ while valued at 11$ (picture 2). It's my biggest miss. It was a 20x"  
[X Link](https://x.com/value_screener/status/2016373585233764439)  2026-01-28T04:51Z [---] followers, [---] engagements


"What am I missing on Evolution AB $EVO Deep value or value trap I used fairly conservative assumptions. I love the data and trends though. 3Y ROIC27%"  
[X Link](https://x.com/value_screener/status/2016587695376445767)  2026-01-28T19:02Z [---] followers, [----] engagements


"My value for $ADBE. quite spot on. Not time to buy for me. Price alert set below 190$. There are better alternatives currently like $PNDORA $PYPL and more"  
[X Link](https://x.com/value_screener/status/2019059844834046374)  2026-02-04T14:45Z [---] followers, [---] engagements


"The exact type of company that is gonna get destroyed by vibe coding. Unlike softwares with a big moat and high switching costs like Excel Word Aladdin; Bloomberg etc"  
[X Link](https://x.com/value_screener/status/2019106507410030798)  2026-02-04T17:51Z [---] followers, [--] engagements


"@DonniesDuick87 @adjebitdax Again thats not what I said. Read it a 15th time. Or ask Chat GPT maybe easier for you"  
[X Link](https://x.com/value_screener/status/2020226851072012601)  2026-02-07T20:03Z [---] followers, [--] engagements


"@DonniesDuick87 See. GPT man cant think by himself 🤣🤣"  
[X Link](https://x.com/value_screener/status/2020230947690479707)  2026-02-07T20:19Z [---] followers, [--] engagements


"@OskarBobkopf @adjebitdax Ahah thats what I wish for you man. Along with Team View 😉 no news about HTG though"  
[X Link](https://x.com/value_screener/status/2020231819929457002)  2026-02-07T20:22Z [---] followers, [--] engagements


"@RichardWedekin1 Great question. I meant whether its currently trading below your most conservative assumptions"  
[X Link](https://x.com/value_screener/status/2020621723352350824)  2026-02-08T22:12Z [---] followers, [--] engagements


"$NOW - Service Now is starting to reach my sweet spot i.e. at least a 30% MoS to start to build a position. I used conservative assumptions"  
[X Link](https://x.com/value_screener/status/2020705572841263519)  2026-02-09T03:45Z [---] followers, [---] engagements


"@varunv_malhotra What your range of revenue growth estimations for the next [--] years"  
[X Link](https://x.com/value_screener/status/2020839665478295687)  2026-02-09T12:38Z [---] followers, [--] engagements


"Dexia reported solid regulatory capital ratios just one month before its collapse in October [----]. Banking is complex and obscure. Dont invest in banks except if its in your circle of competence"  
[X Link](https://x.com/value_screener/status/2020887018381754681)  2026-02-09T15:46Z [---] followers, [--] engagements


"RT @value_insights_: Just published a new case study about an old Michael Burry investment made long before he became the famous investor"  
[X Link](https://x.com/value_screener/status/2020990726125834614)  2026-02-09T22:38Z [---] followers, [--] engagements


"TeamViewer AG $TMV is deleveraring nicely. Grows nicely. Is hidden from big money because it's makes less than $1B in sales. Consistently spitting FCF. And it is drastically undervalued. While trading near its 52wk low. You are welcome"  
[X Link](https://x.com/value_screener/status/2020993388435083476)  2026-02-09T22:49Z [---] followers, [---] engagements


"RT @F_Compounders: Berkshire Hathaways Acquisition Criteria"  
[X Link](https://x.com/value_screener/status/2021003942851903848)  2026-02-09T23:31Z [---] followers, [--] engagements


"$UNH is in my watchlist. I've also set a price alert if it drops below 240$ for a 30% MoS. It's a company owned by many "smart money". It's undervalued for sure. But I like to buy cheaper using conservative assumptions"  
[X Link](https://x.com/value_screener/status/2021013101391511827)  2026-02-10T00:07Z [---] followers, [----] engagements


"$QVCGA is either a make it or break it. Equity value is worth nothing. Enterprise value is worth a lot. Revenue growth is key here. Deleveraring is key too. They should sell the business to $AMZN. $NFLX buying $WBD makes sense. $AMZN buying $QVCGA also makes sense. [--] or 50x"  
[X Link](https://x.com/value_screener/status/2021015635711401995)  2026-02-10T00:17Z [---] followers, [---] engagements


"@adgiachino No entiendo lo que dices 🤣 $ADBE es una buena empresa"  
[X Link](https://x.com/value_screener/status/2021030681833304433)  2026-02-10T01:17Z [---] followers, [--] engagements


"Snapchat $SNAP is starting to become interesting at this price"  
[X Link](https://x.com/value_screener/status/2021272731921064035)  2026-02-10T17:19Z [---] followers, [---] engagements


"RT @TmarketL: Jesse Livermore"  
[X Link](https://x.com/value_screener/status/2021436219314536957)  2026-02-11T04:08Z [---] followers, [--] engagements


"My brokerage account with $QVCGA Harvard Business School The ultimate adult daycare https://t.co/e33jRRuq77 Harvard Business School The ultimate adult daycare https://t.co/e33jRRuq77"  
[X Link](https://x.com/value_screener/status/2018254313596850253)  2026-02-02T09:25Z [---] followers, [----] engagements


"$BKNG is a company I love. It's the kind of compounder every investor wants to be invested in. But not at any price. Currently well valued by the market I want a minimum of 30% MoS thus buy only if it drops below 3000$"  
[X Link](https://x.com/value_screener/status/2020688732261945364)  2026-02-09T02:38Z [---] followers, [---] engagements


"$CROX is undervalued too"  
[X Link](https://x.com/value_screener/status/2020706080750440510)  2026-02-09T03:47Z [---] followers, [---] engagements


"Updated the % allocation as I changed the scoring model to better reward high ROCE companies. That's where I would go if I could deploy cash. Let's rebalance ech quarter & measure the returns made 1Y from now. $PNDORA $EVO $DECK $CROX $EDEN $MELI $SIRI $PYPL $NOW $MOH"  
[X Link](https://x.com/value_screener/status/2020710796314263621)  2026-02-09T04:06Z [---] followers, [---] engagements


"Predictability is everything. Here is a list of predictable companies. Buy such a company at a bargain price and let the compounding machine do the work for you"  
[X Link](https://x.com/value_screener/status/2020931901461233895)  2026-02-09T18:44Z [---] followers, [--] engagements


"And here is a list of less predictable companies. The valuation range for such companies is much larger. I found the idea of "predictability" in the book called "BUFFETOLOGY". A must read"  
[X Link](https://x.com/value_screener/status/2020931907324883036)  2026-02-09T18:44Z [---] followers, [--] engagements


"RT @TuckerCarlson: Ray Dalio on how to prevent another American civil war. (0:00) The Cycle of Civilizations (07:15) How Democracies Break"  
[X Link](https://x.com/value_screener/status/2021002607008022835)  2026-02-09T23:25Z [---] followers, [----] engagements


"@ChristopheNour I like $EVO. Do you own it too"  
[X Link](https://x.com/value_screener/status/2021006108224258156)  2026-02-09T23:39Z [---] followers, [---] engagements


"$PLX.PA is another undervalued stock"  
[X Link](https://x.com/value_screener/status/2021200058797244890)  2026-02-10T12:30Z [---] followers, [---] engagements


"The most interesting billionaire. All empires since the Dutch have used capitalism to create a virtuous cycle that leads to an empires demise.What happens when an empire can no longer borrow the money necessary to repay its debts History shows us that having too much debt during an economic downturn leads to a https://t.co/8Kz5o3FpEp All empires since the Dutch have used capitalism to create a virtuous cycle that leads to an empires demise.What happens when an empire can no longer borrow the money necessary to repay its debts History shows us that having too much debt during an economic"  
[X Link](https://x.com/value_screener/status/2021301629337690231)  2026-02-10T19:13Z [---] followers, [---] engagements


"The most interesting interview/podcast I listened to so far: https://youtu.be/M01NZc2QlDksi=3Bhdd5_zIpC7pQXz https://youtu.be/M01NZc2QlDksi=3Bhdd5_zIpC7pQXz"  
[X Link](https://x.com/value_screener/status/2021305456405156031)  2026-02-10T19:29Z [---] followers, [--] engagements


"Fuck it. It hurts"  
[X Link](https://x.com/value_screener/status/2021321209950921045)  2026-02-10T20:31Z [---] followers, [--] engagements


"I reached the 6.78$ today My brokerage account with $QVCGA My brokerage account with $QVCGA"  
[X Link](https://x.com/value_screener/status/2021345750198911030)  2026-02-10T22:09Z [---] followers, [---] engagements


"The prostitute of the day. How can someome move markets so much with no news"  
[X Link](https://x.com/value_screener/status/2021354078975226077)  2026-02-10T22:42Z [---] followers, [---] engagements


"@DonniesDuick87 Its a good thing because beauty products have high margins and are fairly easy to be sold. Now will we get wiped out as shareholders in the process Thats the big question mark"  
[X Link](https://x.com/value_screener/status/2021418248357675193)  2026-02-11T02:57Z [---] followers, [---] engagements


"I suspect some market manipulation from our favorite prostitute. She literally said nothing. No sources. No news from the company. Nothing. Except that talks were ongoing. $QVCGA The prostitute of the day. How can someome move markets so much with no news https://t.co/rNdGjpzBGH The prostitute of the day. How can someome move markets so much with no news https://t.co/rNdGjpzBGH"  
[X Link](https://x.com/value_screener/status/2021426437966958995)  2026-02-11T03:29Z [---] followers, [---] engagements


"@commonsense6174 Did she for example mention that QVC Group isnt just sitting ducks they have some of the smartest tax lawyers in the world trying to turn those liabilities into a "fresh start" Any mention of CODI Out-of-court restructuring ZERO. Absolute ZERO"  
[X Link](https://x.com/value_screener/status/2021753467459485854)  2026-02-12T01:09Z [---] followers, [--] engagements


"@RayDalio Thank you for this valuable principle Ray"  
[X Link](https://x.com/value_screener/status/2021759978244083746)  2026-02-12T01:35Z [---] followers, [--] engagements


"@HunterQVC Could be in the table indeed. By triggering a "significant modification" Q* gets to "reset" the tax value of their debt for example from $1000 down to the $600 market price. The $400 gain is clalled CODI. Normally youd pay taxes on that $400 gain. BUT"  
[X Link](https://x.com/value_screener/status/2021777318189183014)  2026-02-12T02:44Z [---] followers, [--] engagements


"@HunterQVC But. because QVCs debts are currently higher than its assets (they have negative equity) they can use the Insolvency Exclusion. So in the illustrative example above they would wipe $400 of debt off their future tax books without writing a check to the IRS today"  
[X Link](https://x.com/value_screener/status/2021777762407661866)  2026-02-12T02:45Z [---] followers, [--] engagements


"The current DTL is based on the original value of the debt. can't $QVCGA just "reset" the price to the lower market value of the debt which would create a Cancellation of Debt Income (CODI) And use the "Insolvency Exclusion" to avoid paying cash taxes on that "gain""  
[X Link](https://x.com/value_screener/status/2021666473220182135)  2026-02-11T19:23Z [---] followers, [---] engagements


"Participating holders of the $QVCGA unsecured debt could be offered a combination of cash paydowns and exchanges into a new Super-priority debt. Pay 15cts on the dollar extend and reprice the remaining 85% into new Super-priority debt. Good way to entice anyone"  
[X Link](https://x.com/value_screener/status/2021933056710279580)  2026-02-12T13:03Z [---] followers, [---] engagements


"The management of $QVCGA will use both "carrots" (higher coupons and seniority) and "sticks" (priming and collateral stripping) to achieve a high participation rate during their out-of-court restructuring"  
[X Link](https://x.com/value_screener/status/2021946890485395678)  2026-02-12T13:57Z [---] followers, [---] engagements


"$QVCGA will offer a mix of cash and new notes. Thats how they usually play it. Management will soon show us that the company is proactively managing its balance sheet"  
[X Link](https://x.com/value_screener/status/2021949249785622774)  2026-02-12T14:07Z [---] followers, [---] engagements


"Plummeting. Blood bath in the markets for few months now"  
[X Link](https://x.com/value_screener/status/2022060160882294855)  2026-02-12T21:28Z [---] followers, [---] engagements


"Would make sense and be completely genius for $QVCGA"  
[X Link](https://x.com/value_screener/status/2022306697407025186)  2026-02-13T13:47Z [---] followers, [---] engagements


"Malone and Maffei are masters of the "exchange offer" and the "consent solicitation". So IF the company were to tackle the QVCGP liability it would likely do so through a formal exchange offer. Unlikely for $QVCGA to execute a creeping tender for the QVCGP shares"  
[X Link](https://x.com/value_screener/status/2022375715916611921)  2026-02-13T18:21Z [---] followers, [---] engagements


"@GoodHouseCap Lets cross our fingers for the FCF if they can show $100M (in line with Fitch) ill be happy"  
[X Link](https://x.com/value_screener/status/2021608704093622651)  2026-02-11T15:34Z [---] followers, [--] engagements


"At this point there is nothing else to do with $QVCGA besides sitting tight. Jesse Livermore https://t.co/8EkdvluBrg Jesse Livermore https://t.co/8EkdvluBrg"  
[X Link](https://x.com/anyuser/status/2021436438286565571)  2026-02-11T04:09Z [---] followers, [---] engagements


"$QVCGA https://www.debevoise.com/-/media/files/pdf/my-chi-to--pdf.pdf https://www.debevoise.com/-/media/files/pdf/my-chi-to--pdf.pdf"  
[X Link](https://x.com/value_screener/status/2021772661148594415)  2026-02-12T02:25Z [---] followers, [---] engagements


"$QVCGA loves debt exchanges. They will be going there too. It's just a question of buying time to execute the social and streaming strategy (which is good IMO)"  
[X Link](https://x.com/value_screener/status/2021774369010122846)  2026-02-12T02:32Z [---] followers, [---] engagements


"$QVCGA Some late night thoughts. https://open.substack.com/pub/thevalueinvestormindset/p/is-qvc-group-deadr=3hsfyr&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/thevalueinvestormindset/p/is-qvc-group-deadr=3hsfyr&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/value_screener/status/2021805149073592702)  2026-02-12T04:34Z [---] followers, [---] engagements


"Where does CBI stand in all that $QVCGA mess Will it be the entity that raises new loans If so theyll likely use the proceeds to then make an interco loan to the parent which will then pay down participating debt at various discounts. Speculative thoughts"  
[X Link](https://x.com/value_screener/status/2021948397209755917)  2026-02-12T14:03Z [---] followers, [---] engagements


"We need the shift. While the "denominator" (legacy cable TV revenue) is shrinking the "numerator" (high-value social and streaming) finally beginning to achieve the scale necessary to stabilize the business. Thats the shift for $QVCGA"  
[X Link](https://x.com/value_screener/status/2021951229375734233)  2026-02-12T14:15Z [---] followers, [---] engagements


"For $QVCGA I would highly recommend you to read: and and this: Once done send me a chat (or chat in the $QVCGA group) and let's talk. https://ir.lumen.com/news/news-details/2024/Lumen-Technologies-Completes-TSA-Transactions-Enabling-Transformation-Strategy/default.aspx https://octus.com/resources/articles/octus-estimates-a-1-7b-deferred-tax-liability-on-liberty-interactive-llc-exchangeable/ https://www.lw.com/admin/upload/SiteAttachments/Alert%202700v7.pdf https://ir.lumen.com/news/news-details/2024/Lumen-Technologies-Completes-TSA-Transactions-Enabling-Transformation-Strategy/default.aspx"  
[X Link](https://x.com/value_screener/status/2021755066848252137)  2026-02-12T01:15Z [---] followers, [---] engagements


"The key to an agreement is here. Will the turnaround plan and pivot to growth strategy of $QVCGA be supported by creditors They must show tangible results on that front. Lets keep an eye on that February 26th earnings call - thatll be the next big tell"  
[X Link](https://x.com/value_screener/status/2021758828170129622)  2026-02-12T01:30Z [---] followers, [---] engagements


"Am back sharing DD content. So. READ - $QVCGA https://www.americanbar.org/content/dam/aba-cms-dotorg/products/inv/book/278736997/Chapter%201.pdf https://www.americanbar.org/content/dam/aba-cms-dotorg/products/inv/book/278736997/Chapter%201.pdf"  
[X Link](https://x.com/value_screener/status/2021768775427649871)  2026-02-12T02:10Z [---] followers, [---] engagements


"Ouch that hurts lol. The market is collapsing on so many names. The Ai frenzy (especially vibe coding) is creating structural changes"  
[X Link](https://x.com/value_screener/status/2022393431843311776)  2026-02-13T19:32Z [---] followers, [--] engagements


"$UBER is a sell"  
[X Link](https://x.com/value_screener/status/2022410947458171350)  2026-02-13T20:41Z [---] followers, [--] engagements


"@commonsense6174 True. Now lets see in the next 2/3 years how will they deliver their growth promises. So far their stabilisation promises failed. Project Athens failed partially. They are still alive. Not for long if revenue doesnt reverse"  
[X Link](https://x.com/value_screener/status/1993106311173873730)  2025-11-24T23:55Z [---] followers, [--] engagements


"@andrewcoye @MyCriticalView I would rather say QVC x Streaming x Social 🔥"  
[X Link](https://x.com/value_screener/status/1994101796709744762)  2025-11-27T17:51Z [---] followers, [---] engagements


"+20% after it deeped easy money. A company I have on my watchlist: $PUM:DE (PUMA) Light red: 52wk low price Strong red: current market price Dark bars: valuation output using a specific technic Green bar: Weighted average valuation output. Watching any new deep below EUR15. https://t.co/MHAeI4dGeQ A company I have on my watchlist: $PUM:DE (PUMA) Light red: 52wk low price Strong red: current market price Dark bars: valuation output using a specific technic Green bar: Weighted average valuation output. Watching any new deep below EUR15. https://t.co/MHAeI4dGeQ"  
[X Link](https://x.com/value_screener/status/1994111151211160006)  2025-11-27T18:28Z [---] followers, [--] engagements


"Few months after my post $BTM went to 6.8$ (4x). It was fun to watch. Its now back to 1.5$. The company is not growing. I am currently in Spain and saw this was wondering what do you guys think of $BTM they provide this kind of service in the US. Political and regulatory risks are high. But trading at deep discount (potential a 10/20x). https://t.co/xaYuUvyf8U I am currently in Spain and saw this was wondering what do you guys think of $BTM they provide this kind of service in the US. Political and regulatory risks are high. But trading at deep discount (potential a 10/20x)."  
[X Link](https://x.com/value_screener/status/1994858672321654823)  2025-11-29T19:59Z [---] followers, [----] engagements


"@DonniesDuick87 @adjebitdax @ThomasMoroder Wrong. Given the age profile of their core customers streaming (basically free TV) is a much more promising thing than Tik Tok shop. Having said that social media is also a must. But taken alone it wont save the ship. Streaming AND social will. Thats why they went for BOTH"  
[X Link](https://x.com/value_screener/status/1999502945402892677)  2025-12-12T15:33Z [---] followers, [--] engagements


"The bullying country (USA) is against killing stealing lying. Every oil/gas rich country must possess nuclear weapons to defend against US agressions. BREAKING: Trump confirms strike in Venezuela says Maduro and wife have been 'captured' https://t.co/8OkLawxk6s BREAKING: Trump confirms strike in Venezuela says Maduro and wife have been 'captured' https://t.co/8OkLawxk6s"  
[X Link](https://x.com/value_screener/status/2007416011860168976)  2026-01-03T11:37Z [---] followers, [--] engagements


"Maybe $QVC can pay off its debt in [--] Easy Pays"  
[X Link](https://x.com/value_screener/status/2008293729543524442)  2026-01-05T21:45Z [---] followers, [--] engagements


"@andrewcoye I love your top idea. How the heck did I even miss the 52wk low of 78$ Strong ROIC strong growth virtually no debt strong balance sheet. It looks like a [--] bagger. Well spotted"  
[X Link](https://x.com/value_screener/status/2010873734572466357)  2026-01-13T00:37Z [---] followers, [--] engagements


"I like $DECK I would definitely build a position. Great company growing book value per share each single year among so many other great stuff"  
[X Link](https://x.com/value_screener/status/2011106017841758475)  2026-01-13T16:00Z [---] followers, [---] engagements


"Value investing is risk averse. And $QVCGA is not a value investing stock. It's a risky turnaround stock"  
[X Link](https://x.com/value_screener/status/2011264384564433205)  2026-01-14T02:29Z [---] followers, [---] engagements


"Burry is a smart man. He owns $LULU. Using conservative inputs on (FREE) you see the valuation outputs with (1) the current market price (2) with Burry's purchase price and (3) with 52wk low. Smart Michael Burry. https://www.thevaluescreener.com https://www.thevaluescreener.com"  
[X Link](https://x.com/value_screener/status/2011962313411080234)  2026-01-16T00:42Z [---] followers, [---] engagements


"My inputs and value for $CSU on I like the company. The market fears they might be destroyed by AI. Is it being sold at the right price http://thevaluescreener.com http://thevaluescreener.com"  
[X Link](https://x.com/value_screener/status/2012240792367091959)  2026-01-16T19:09Z [---] followers, [---] engagements


"My [----] - Listen and read more Buffett Graham Marks - and watch less TV less politics less noise (or use it in your favor to make $$$)"  
[X Link](https://x.com/value_screener/status/2012695094751543692)  2026-01-18T01:14Z [---] followers, [--] engagements


"$ADBE reaching great levels. Still some great opportunities out there we don't have to miss them in [----]. - https://www.thevaluescreener.com/fair-valueticker=ADBE:US https://www.thevaluescreener.com/fair-valueticker=ADBE:US"  
[X Link](https://x.com/value_screener/status/2013370630305890698)  2026-01-19T21:58Z [---] followers, [--] engagements


"@dirtcheapstocks Youll maybe find new bargains on the its free 😉 http://thevaluescreener.com http://thevaluescreener.com"  
[X Link](https://x.com/value_screener/status/2013725948575662518)  2026-01-20T21:30Z [---] followers, [---] engagements


"Which stocks are you buying for [----] Still impressed not MORE Smart Money buying $DECK. $DECK $ADBE $GOOG $META $LULU $NFLX $BABA $FISV $V"  
[X Link](https://x.com/value_screener/status/2014121086779052281)  2026-01-21T23:41Z [---] followers, [---] engagements


"$KHC slowly and carefully deleveraring its balance sheet. Why would Warren Buffet sell his stake now Kraft Heinz's Top Shareholder Berkshire Plots Exit https://t.co/sn4iHN5obh Kraft Heinz's Top Shareholder Berkshire Plots Exit https://t.co/sn4iHN5obh"  
[X Link](https://x.com/value_screener/status/2014123607572529284)  2026-01-21T23:51Z [---] followers, [---] engagements


"Stable revenue you said $KHC"  
[X Link](https://x.com/value_screener/status/2014125140955517193)  2026-01-21T23:57Z [---] followers, [--] engagements


"Ok I have to acknowledge that AI is deeply impacting a lot of companies. I just created a tailored image for free without photoshop or any tool from $ADBE Is it the black swan we were waiting for"  
[X Link](https://x.com/value_screener/status/2014354229746376864)  2026-01-22T15:07Z [---] followers, [---] engagements


"@shravanrayhaan Fear mostly I guess"  
[X Link](https://x.com/value_screener/status/2016426791947186473)  2026-01-28T08:23Z [---] followers, [--] engagements


"Clearly the new initiatives havent yet fully replaced the lost traditional sales. One worrying metric was a 9% decline in customer count for QVC US/HSN in Q4 [----] including a 17% drop in new customers"  
[X Link](https://x.com/value_screener/status/1906162666164412617)  2025-03-30T01:52Z [---] followers, [---] engagements


"What is this company that has been growing revenue steadily for 10Y while having a very stable FCF margin It has virtually no debt great ROCE (despite the decrease). It's directly coming from and it's Constellation Software Inc. - $CSU https://www.thevaluescreener.com https://www.thevaluescreener.com"  
[X Link](https://x.com/value_screener/status/2011958984220020838)  2026-01-16T00:29Z [---] followers, [---] engagements


"$ADBE - Adobe Systems Incorporated is getting interesting at those prices. https://www.thevaluescreener.com/fair-valueticker=ADBE:US https://www.thevaluescreener.com/fair-valueticker=ADBE:US"  
[X Link](https://x.com/value_screener/status/2013367999583887573)  2026-01-19T21:48Z [---] followers, [---] engagements


"@jr_kitty_kat You mean $IP for International paper Or $UBI"  
[X Link](https://x.com/value_screener/status/2014383344427892971)  2026-01-22T17:03Z [---] followers, [---] engagements


"@mr_deepvalue I feel its worth more than that given the margins they have"  
[X Link](https://x.com/value_screener/status/2016239238174400712)  2026-01-27T19:57Z [---] followers, [--] engagements


"It's not a screaming deal (yet) but lots of investors modestly owning $UNH. The 15% margin of safety is descent. FCF margin is not erratic which makes it pretty easy to value. The big question mark is growth but at a 0% it becomes a no brainer below 215$"  
[X Link](https://x.com/value_screener/status/2016281770136596825)  2026-01-27T22:46Z [---] followers, [---] engagements


"Hmmmm. $CVS"  
[X Link](https://x.com/value_screener/status/2016298236747579712)  2026-01-27T23:52Z [---] followers, [---] engagements


"Reversing top line is the highest priority for $QVCGA since [----]. Among the reasons of declining revenue: Zulilly after covid (no more lockdown) cord cutting cyclicality inflation and more. Lots of challenges but huge reward in case of success"  
[X Link](https://x.com/value_screener/status/2016299919594705090)  2026-01-27T23:58Z [---] followers, [---] engagements


"Mickael Burry & Bill Nygren own this undervalued company ($MOH) trading with a 40+% MoS using conservative assumptions. used to trade around $320+. FCF Margin is too thin & erratic for me to consider a big position but a 3% allocation is fair for any value investor"  
[X Link](https://x.com/value_screener/status/2016428386046918870)  2026-01-28T08:29Z [---] followers, [--] engagements


"Buying $HPQ (boring business) now that I have a 30% margin of safety. Stable revenue and FCF margin makes it pretty straightforward to assign a range of values. This is the valuation output of $HPQ a stock also owned by Warren Buffet. It would become a good buy to us below its 52wk low i.e. below 25$. Add it to your watchlist and set a price alert if it goes below 25$. https://t.co/wLS5Im7lgr This is the valuation output of $HPQ a stock also owned by Warren Buffet. It would become a good buy to us below its 52wk low i.e. below 25$. Add it to your watchlist and set a price alert if it goes"  
[X Link](https://x.com/value_screener/status/2016984790776340923)  2026-01-29T21:20Z [---] followers, [--] engagements


"I like this high ROIC undervalued stock. I've set a price alert if it goes below 11$ (giving me a 30%+ MoS). Ticker symbol: $BEC and it's trading in Italy"  
[X Link](https://x.com/value_screener/status/2017024063923794272)  2026-01-29T23:56Z [---] followers, [---] engagements


"Already talked about it this stock is an undervalued opportunity trading at 4x MC/FCF and 6x EV/FCF. Stock #5 is $ADRNY Dutch company. Market price is well below the worst case scenario + I shopped there once. POTENTIAL 2/3 bagger. $BABA $GOOG $META $AMZN $HPQ $WBD"  
[X Link](https://x.com/value_screener/status/1782220484257415403)  2024-04-22T01:30Z [---] followers, [---] engagements


"$MHJ:AU is my favorite stock pitch in the Australian market. They sell jewelry a high perceived value item. They can withstand this inflation crisis. And they are undervalued. Am buying the stock and will wish it drops below 020$ LOL. Bookmark if you don't want to loose it"  
[X Link](https://x.com/value_screener/status/1843286478899552408)  2024-10-07T13:45Z [---] followers, [---] engagements


"From an EV perspective (highlighted in the red box) Christian Dior $CDI (+ $LVMH) is drastically undervalued. The stock is worth AT LEAST 800$ (potential 40% rally). High quality business with a strong moat. In the meantime insiders are buying like crazy"  
[X Link](https://x.com/value_screener/status/1854155616018747757)  2024-11-06T13:35Z [---] followers, [---] engagements


"Amazon cares a lot about providing an awesome shopping experience. Its key. Does $QRTEA have someone for that task"  
[X Link](https://x.com/value_screener/status/1891849807448174833)  2025-02-18T13:58Z [---] followers, [---] engagements


"$PNDORA is getting extremely enticing at these prices. https://www.thevaluescreener.com/fair-valueticker=PNDORA:DK https://www.thevaluescreener.com/fair-valueticker=PNDORA:DK"  
[X Link](https://x.com/value_screener/status/2013365752569516210)  2026-01-19T21:39Z [---] followers, [---] engagements


"Am I missing something on Pandora $PNDORA Deep value or is there an information I don't have in mind It's near it 52-Week Low of DKK484.00. 52-Week High - DKK1415.00"  
[X Link](https://x.com/value_screener/status/2016366515126161561)  2026-01-28T04:23Z [---] followers, [---] engagements


"Falling knife Value investment or value trap Vibe coding/AI is gonna destroy moatless software companies (Adobe Photoshop for example). What is an example of a software with a strong moat Excel Power Point etc. is entirely vibe coded btw. https://www.thevaluescreener.com https://www.thevaluescreener.com"  
[X Link](https://x.com/value_screener/status/2018253818291466398)  2026-02-02T09:23Z [---] followers, [--] engagements


"$PYPL is now below ALL the conservative valuation metrics after plummeting 20%. It's therefore time for me to build a position. Their results were not so catastrophic. The margin of safety is nice (I always aim for at least 30%). I will add on the way done"  
[X Link](https://x.com/value_screener/status/2018783741876064328)  2026-02-03T20:28Z [---] followers, [---] engagements


"The current negative sentiment on $PYPL is gonna push the market price further down. I bet smart money is going to get in soon. Keep adding until you build a confortable position"  
[X Link](https://x.com/value_screener/status/2018785682681151917)  2026-02-03T20:36Z [---] followers, [---] engagements


"This suggests that despite streaming and social efforts QVC Group is still struggling to attract new shoppers at the rate it needs. The strategic bet is that the live streaming pivot will over time rejuvenate the customer pipeline"  
[X Link](https://x.com/value_screener/status/1906162670698393841)  2025-03-30T01:52Z [---] followers, [--] engagements


"QVC Group late last year laid out a plan that includes creating streaming content across Tik Tok YouTube TV Hulu Facebook Instagram and more. But people are obsessed about Tik Tok I dont know why"  
[X Link](https://x.com/value_screener/status/1914735448871879004)  2025-04-22T17:37Z [---] followers, [---] engagements

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