# ![@GoodHouseCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1557703236810850306.png) @GoodHouseCap GoodHouse

GoodHouse posts on X about $qvcga, debt, market cap, $linta the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1557703236810850306/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1557703236810850306/c:line/m:interactions.svg)

- [--] Week [-----] -10%
- [--] Month [------] +218%
- [--] Months [---------] -93%
- [--] Year [----------] +3,260%

### Mentions: [--] [#](/creator/twitter::1557703236810850306/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1557703236810850306/c:line/m:posts_active.svg)

- [--] Week [--] -30%
- [--] Month [--] +76%
- [--] Months [---] +238%
- [--] Year [---] +1,646%

### Followers: [---] [#](/creator/twitter::1557703236810850306/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1557703236810850306/c:line/m:followers.svg)

- [--] Week [---] +7.60%
- [--] Month [---] +25%
- [--] Months [---] +78%
- [--] Year [---] +478%

### CreatorRank: [-------] [#](/creator/twitter::1557703236810850306/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1557703236810850306/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  39% [stocks](/list/stocks)  32% [technology brands](/list/technology-brands)  11% [cryptocurrencies](/list/cryptocurrencies)  8% [social networks](/list/social-networks)  5% [countries](/list/countries)  4% [gaming](/list/gaming)  1% [celebrities](/list/celebrities)  1% [products](/list/products)  1%

**Social topic influence**
[$qvcga](/topic/$qvcga) #4, [debt](/topic/debt) 8%, [market cap](/topic/market-cap) #425, [$linta](/topic/$linta) 6%, [acquisition](/topic/acquisition) 5%, [$nfe](/topic/$nfe) 5%, [business](/topic/business) 5%, [tiktok](/topic/tiktok) 5%, [$fph](/topic/$fph) #2, [$lb](/topic/$lb) #6

**Top accounts mentioned or mentioned by**
[@adjebitdax](/creator/undefined) [@r2fire1](/creator/undefined) [@amuuhasuo](/creator/undefined) [@valuescreener](/creator/undefined) [@jackson_jo96163](/creator/undefined) [@hunterqvc](/creator/undefined) [@donniesduick87](/creator/undefined) [@commonsense6174](/creator/undefined) [@yenoms](/creator/undefined) [@tjdetweiler](/creator/undefined) [@andrewcoye](/creator/undefined) [@jacksonjo96163](/creator/undefined) [@finalscenemusic](/creator/undefined) [@oskarbobkopf](/creator/undefined) [@johnhuber72](/creator/undefined) [@pembrokestcap](/creator/undefined) [@manandsea](/creator/undefined) [@compound248](/creator/undefined) [@thatjackkelley](/creator/undefined) [@yummycenturyegg](/creator/undefined)

**Top assets mentioned**
[Edu3Labs (NFE)](/topic/$nfe) [LandBridge Company LLC (LB)](/topic/$lb) [Netflix Inc (NFLX)](/topic/$nflx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [APOLLO COMMERCIAL REAL ESTATE FINANCE, INC. (ARI)](/topic/$ari) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Cogent Communications Holdings, Inc. (CCOI)](/topic/$ccoi) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Validity (VAL)](/topic/$val) [Transocean LTD. (RIG)](/topic/$rig) [First Citizens BancShares, Inc. (FCNCA)](/topic/$fcnca) [Wormhole (W)](/topic/$w) [Camping World Holdings, Inc. (CWH)](/topic/$cwh) [RH (RH)](/topic/$rh) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Landwolf (WOLF)](/topic/$wolf) [Versant Media Group, Inc. Class A Common Stock (VSNT)](/topic/$vsnt) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Moody's Corporation (MCO)](/topic/$mco) [S&P Global Inc (SPGI)](/topic/$spgi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$FCNCA announced an accretive acquisition of [---] BMO branches. The company has more than 5xd its BV/sh over the last five years. Mr. Market is offering the shares for about 1x book value i.e. $0 franchise value. The idea that the Bank of Frank lacks an economic franchise is 🤷♂"  
[X Link](https://x.com/GoodHouseCap/status/1978976590718509278)  2025-10-17T00:09Z [---] followers, [----] engagements


"Wayfair $W with a blow out quarter. Revs ex-Germany +9% highest EBITDA margins since COVID. $CWH reported record used and new vehicle volumes. Sign of an inflection in housing-related industries $RH $QVCGA $BLDR $JELD $FPH"  
[X Link](https://x.com/GoodHouseCap/status/1983340189675335876)  2025-10-29T01:08Z [---] followers, [---] engagements


"@adjebitdax Any reason you mention January in particular Company looking to execute an exchange prior to $LINTA 8.5s coupon payment date on 1/15 I had been thinking an announcement might come late Feb/early March around earnings"  
[X Link](https://x.com/GoodHouseCap/status/2005383130061176869)  2025-12-28T20:59Z [---] followers, [--] engagements


"$LB stock has 3xd since [----] IPO and CEO just purchased more shares in the open market. Dont see that a lot 👀"  
[X Link](https://x.com/GoodHouseCap/status/2008887216244961555)  2026-01-07T13:03Z [---] followers, [----] engagements


"Lightpath the fiber network unsub that is 50% owned by $OPTU starting to see sales growth inflect. Positive read through for $CCOI $LUMN The company's sales pipeline grew to $6.4 billion across numerous addressable projects"  
[X Link](https://x.com/GoodHouseCap/status/2011922920986075563)  2026-01-15T22:06Z [---] followers, [----] engagements


"@adjebitdax Probably right. And the continued cash burn will only dilute the value of the estate. I suppose we could see a $WW or $WOLF style pre-pack where equity is impaired but not completely wiped out. But the differences here with $QVCGA are striking given credit stats cash generation"  
[X Link](https://x.com/GoodHouseCap/status/2013974482222751914)  2026-01-21T13:58Z [---] followers, [---] engagements


"DVDs were once a cash cow for $NFLX until they pivoted and went all-in on streaming. Linear TV is a cash cow for $QVCGA and they are pivoting hard into streaming and social"  
[X Link](https://x.com/GoodHouseCap/status/2016480588438360493)  2026-01-28T11:56Z [---] followers, [---] engagements


"Im surprised some analysts list the $NFE intercompany note as a structurally senior claim to its Brazil assets relative to the 12s of [----]. The lender (NFE Financing LLC) is an indirect sub of $NFE so presumably the [--] holders will become the new owners of that entity"  
[X Link](https://x.com/GoodHouseCap/status/2016584839336546471)  2026-01-28T18:51Z [---] followers, [----] engagements


"@amuuhasuo @adjebitdax Fwiw. First photo: $NFLX [----] 10-K. Had barely started streaming. $1.2bn revs $1.4bn TEV. Second photo: $QVCGA [----] annual report. Lays out opportunity in social. Currently $9.5bn revs $4.8bn TEV. Guided for $1.5bn rev run rate for social and streaming by 2028"  
[X Link](https://x.com/GoodHouseCap/status/2016732239833296972)  2026-01-29T04:36Z [---] followers, [---] engagements


"@amuuhasuo @adjebitdax $1.5bn revs on $140bn addressable market is about 1% market share. Why cant they get to 5% 10% They are already killing their competition. Long term I actually expect the social and streaming business to be bigger and better than linear TV ever was. Hence the $NFLX analogy"  
[X Link](https://x.com/GoodHouseCap/status/2016733027632664765)  2026-01-29T04:39Z [---] followers, [---] engagements


"@commonsense6174 @amuuhasuo @adjebitdax Obviously the market evolved just making the point that it was not an obvious call at the time to give up your cash cow ($233m FCF in 2007) to go all-in on streaming like they did. And saying theyd grow to $50bn sales and a $350bn market cap would make people laugh at you"  
[X Link](https://x.com/GoodHouseCap/status/2016839886926393833)  2026-01-29T11:44Z [---] followers, [--] engagements


"$FPH beat earnings finished with $426m of cash + $450m of debt = $24m net debt. Focused on growing recurring revenues at Hearthstone. Shareholder returns on the horizon. Scarce land assets for 0.36x book. Its TEV is currently less than what it paid for SF Ventures properties 👀"  
[X Link](https://x.com/GoodHouseCap/status/2017207859155529807)  2026-01-30T12:06Z [---] followers, [---] engagements


"@yenoms Interesting. I actually nibbled on $RC recently. Had considered them as an acquisition target for $ARI but seems like their LMM focus is on the smaller end in terms of average deal size Would Apollo want to play there I think $RCs crown jewel is its SBA biz"  
[X Link](https://x.com/GoodHouseCap/status/2017640289398047113)  2026-01-31T16:45Z [---] followers, [---] engagements


"@adjebitdax @NickTimiraos My extremely contrarian view is the fiscal impact of changes in interest rates tends to overpower the monetary impact. So raising rates = pro-cyclical and vice-versa. Started to get long credit risk assets in fall [----] added post-SVB in [----]. Have since plowed gains into $QVCGA"  
[X Link](https://x.com/GoodHouseCap/status/2018721309166109034)  2026-02-03T16:20Z [---] followers, [---] engagements


"@_TJ_Detweiler_ @HunterQVC @DonniesDuick87 @jackson_jo96163 @andrewcoye @adjebitdax @r2fire1 @QvcGa Was thinking about this today - $3bn+ is a huge facility to get refinanced. There are probably 50+ actual parties involved. So its a lot of time and meetings and negotiations etc. to get a deal done. And some will be stubborn (initially) about extending without better terms"  
[X Link](https://x.com/GoodHouseCap/status/2018844318040265178)  2026-02-04T00:29Z [---] followers, [---] engagements


"@JohnHuber72 Probably better in the meantime to own the CAPEX spend beneficiaries"  
[X Link](https://x.com/GoodHouseCap/status/2019216326829453686)  2026-02-05T01:07Z [---] followers, [---] engagements


"@r2fire1 @adjebitdax 1Q is also their seasonally weakest. May be keeping their powder dry to maximize return on marketing spend"  
[X Link](https://x.com/GoodHouseCap/status/2021021787254133037)  2026-02-10T00:41Z [---] followers, [---] engagements


"Its easy to hate on $VSNT but imo their best days are still ahead. Globally recognized media properties strong balance sheet good cash flow. Post-split from the bureaucratic and stodgy $CMCSA they can be opportunistic. AI-slop means demand for trusted media brands grows"  
[X Link](https://x.com/GoodHouseCap/status/2017444917002252653)  2026-01-31T03:48Z [---] followers, [---] engagements


"@FinalSceneMusic @adjebitdax Someone started spanking bids at the open. Not sure why"  
[X Link](https://x.com/GoodHouseCap/status/2021285457921716725)  2026-02-10T18:09Z [---] followers, [---] engagements


"@adjebitdax @FinalSceneMusic @HunterQVC Crazy coincidence but a similar headline was published on the exact same date (Feb 10) for $SIRI in [----] https://www.nytimes.com/2009/02/11/technology/companies/11radio.htmlsmid=nytcore-ios-share https://www.nytimes.com/2009/02/11/technology/companies/11radio.htmlsmid=nytcore-ios-share"  
[X Link](https://x.com/GoodHouseCap/status/2021363526154191131)  2026-02-10T23:19Z [---] followers, [---] engagements


"@amuuhasuo @adjebitdax QVC is the platform in the analogy. Connecting buyers with sellers.p From almost a year ago: Since QVC launched on TikTok Shop in August [----] over [-----] TikTok creators have featured QVC items through their shoppable videos and livestreams on the app. https://www.qvcgrp.com/newsroom/pressrelease/qvc-group-launches-first-u-s-24-7-live-social-shopping-experience-with-tiktok-shop/#::text=Since%20QVC%20launched%20on%20TikTokof%20brands%20and%20products%20available"  
[X Link](https://x.com/GoodHouseCap/status/2016833693181006156)  2026-01-29T11:19Z [---] followers, [--] engagements


"@amuuhasuo @adjebitdax QVC owns the customer relationship and handles all the back end logistics including fulfillment and returns. Often they sell their own exclusive product. And their TSV-driven model has proven to be effective with this format and is hard to replicate"  
[X Link](https://x.com/GoodHouseCap/status/2016836433521070368)  2026-01-29T11:30Z [---] followers, [--] engagements


"@amuuhasuo @adjebitdax They are also building a literal platform dubbed the Content Factory for seamless distribution across channels. QVC Group is building a next-generation content engine in Studio Park that can quickly capture content to deploy on social streaming and more for both HSN and QVC"  
[X Link](https://x.com/GoodHouseCap/status/2016866120871854574)  2026-01-29T13:28Z [---] followers, [--] engagements


"$CSU.TO bulls and bears debating whether the company can actually grow sales organically. You know who isnt struggling with organic growth $PRCH"  
[X Link](https://x.com/GoodHouseCap/status/2022077727579550122)  2026-02-12T22:37Z [---] followers, [---] engagements


"$ARI very interesting development. Athene Holdings (Apollo affiliate) buying substantially all their loan book at 99.7c on the $. Leaves $ARI with $1.4bn cash REOs and no debt. Basically recapitalizing the entity with fresh equity to deploy 👀"  
[X Link](https://x.com/GoodHouseCap/status/2016527647447060770)  2026-01-28T15:03Z [---] followers, [---] engagements


"$TRTX seems like a potential $ARI M&A candidate. Clean book with 100% performing loans trading at 20% discount to book value 👀 $ARI very interesting development. Athene Holdings (Apollo affiliate) buying substantially all their loan book at 99.7c on the $. Leaves $ARI with $1.4bn cash REOs and no debt. Basically recapitalizing the entity with fresh equity to deploy 👀 $ARI very interesting development. Athene Holdings (Apollo affiliate) buying substantially all their loan book at 99.7c on the $. Leaves $ARI with $1.4bn cash REOs and no debt. Basically recapitalizing the entity with fresh"  
[X Link](https://x.com/GoodHouseCap/status/2016571608370999307)  2026-01-28T17:58Z [---] followers, [---] engagements


"@DimitryNakhla Issues which are rated by $MCO and $SPGI price materially cheaper than those without and those savings for the issuer far exceed the cost of obtaining the rating and thats all you need to know"  
[X Link](https://x.com/GoodHouseCap/status/2019108559154274740)  2026-02-04T17:59Z [---] followers, [---] engagements


"@Pembrokestcap From an old $VAL deck (Sep 2024). Implies EBITDA doubling for them. $RIG has a higher quality fleet and together theyll have even better pricing power. And if in 5-10 years day rates reset to $600k-$800k theres huge torque for earnings growth"  
[X Link](https://x.com/GoodHouseCap/status/2021226297364504741)  2026-02-10T14:14Z [---] followers, [---] engagements


"@manandsea @adjebitdax @FinalSceneMusic @HunterQVC I think thats unlikely considering how much cash is outside of OpCo which could be sent down to reduce RCF balance if needed"  
[X Link](https://x.com/GoodHouseCap/status/2021375845118734558)  2026-02-11T00:08Z [---] followers, [--] engagements


"@value_screener Disagree. Think earnings will show incremental improvements on the top line (as they did last two quarters). Still negative but improving. Customer growth (incl. TikTok) likely to be substantial. Theyll generate Fcf in 4Q as its highest OIBDA quarter and w/c benefit"  
[X Link](https://x.com/GoodHouseCap/status/2021606621885997486)  2026-02-11T15:25Z [---] followers, [--] engagements


"The Stamford CT Share Cannibals (SC2) basket pulled its weight today. $CHTR +7.62% $PBI +1.86% $SYF -1.01% (boooo) Average +2.82% #sharecannibals #nomnom #stamfordthecitythatworks"  
[X Link](https://x.com/anyuser/status/2017454024073662601)  2026-01-31T04:24Z [---] followers, [---] engagements


"Whatnot has a $5bn valuation 80% of the TEV of $QVCGA with 1/10th the sales and not growing as fast as QVCs TikTok shop segment 👀 https://finance.yahoo.com/news/inside-rise-whatnot-wildly-entertaining-140731017.html https://t.co/YLXGEwnifI @_TJ_Detweiler_ @andrewcoye @GoodHouseCap @adjebitdax @r2fire1 Im @ people Ive followed on $qvcga. Gary V interesting article. Think about if liveshopping grows 30-40% annually over next 5-10 years. Also $qvcga becomes very valuable target of amzn or wmt https://finance.yahoo.com/news/inside-rise-whatnot-wildly-entertaining-140731017.html"  
[X Link](https://x.com/anyuser/status/2018053840705143053)  2026-02-01T20:08Z [---] followers, [----] engagements


"$GLNG added to GS conviction buy list 👀"  
[X Link](https://x.com/GoodHouseCap/status/2018436691573280970)  2026-02-02T21:29Z [---] followers, [---] engagements


"$ARKO setting $18-$20/sh price range for $APC IPO for gross proceeds of $200m. Will retain 76.9% ownership. Implies $863m valuation. The 77% $APC stake more than covers the current $ARKO market cap 👀"  
[X Link](https://x.com/GoodHouseCap/status/2018730712883499014)  2026-02-03T16:58Z [---] followers, [---] engagements


"One thing AI wont be replacing: land $LB $TPL $FPH"  
[X Link](https://x.com/anyuser/status/2019102721375367469)  2026-02-04T17:36Z [---] followers, [----] engagements


"Relevant $TPL $LB I think specifically at this moment maybe the top question is definitely around compute capacity all the constraints. Be it POWER LAND supply chain constraints how do you ramp up to meet this extraordinary demand for this moment https://x.com/TheTranscript_/status/2019175732627530169s=20 One thing AI wont be replacing: land $LB $TPL $FPH https://x.com/TheTranscript_/status/2019175732627530169s=20 One thing AI wont be replacing: land $LB $TPL $FPH"  
[X Link](https://x.com/anyuser/status/2019194364363456712)  2026-02-04T23:40Z [---] followers, [----] engagements


"United States of Alphabet 🫡 $GOOG $GOOGL"  
[X Link](https://x.com/GoodHouseCap/status/2019195564337033546)  2026-02-04T23:45Z [---] followers, [---] engagements


"$SIRI looks like its inflecting growing subs and ARPU again podcast biz +41%. CAPEX falling off a cliff. 6.5x TEV/EBITDA 20% levered FCF yield 👀"  
[X Link](https://x.com/anyuser/status/2019419075827626035)  2026-02-05T14:33Z [---] followers, [---] engagements


"Most companies have to spend on CAPEX to generate higher sales and earnings. $GOOG $GOOGL generates higher sales and earnings AT WILL to spend more on CAPEX to further enhance the moat that protects an extremely valuable castle. cc: @compound248"  
[X Link](https://x.com/anyuser/status/2019462537872363812)  2026-02-05T17:26Z [---] followers, [---] engagements


"$TEAD announced a new deal with Google Videos. The total value of the $TEAD shares that traded today exceeded its market cap. Not sure Ive seen that before 👀"  
[X Link](https://x.com/anyuser/status/2019524395501515013)  2026-02-05T21:31Z [---] followers, [---] engagements


"$200bn annual CAPEX is childs play. Uncle Sams annual budget deficit is roughly 10x that amount"  
[X Link](https://x.com/anyuser/status/2019543749873782872)  2026-02-05T22:48Z [---] followers, [---] engagements


"Google TV* not Videos"  
[X Link](https://x.com/GoodHouseCap/status/2019580023867601141)  2026-02-06T01:12Z [---] followers, [---] engagements


"For all the fear re: software disruption courtesy of AI its helpful to remember that the US fed govt payments system runs on a coding language written in [----] called COBOL. Shows the stickiness of some of this mission critical software"  
[X Link](https://x.com/GoodHouseCap/status/2019803737997377820)  2026-02-06T16:01Z [---] followers, [---] engagements


"Strengthens the case for data centers in West Texas $TPL $LB Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in annual capex is Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in"  
[X Link](https://x.com/GoodHouseCap/status/2020509760047481175)  2026-02-08T14:47Z [---] followers, [----] engagements


"The $RIG acquisition of $VAL substantially de-risks $RIG equity. Net leverage is expected to fall to 1.5x over the next 24mos and the consolidation affords $RIG with substantial pricing power. I get 10x [----] EBITDA with the ability to grow EBITDA 2-3x over the next 5-10yrs 👀"  
[X Link](https://x.com/GoodHouseCap/status/2021191078355865764)  2026-02-10T11:54Z [---] followers, [----] engagements


"If the purpose of this leak was to convince $QVCN and $LINTA bondholders that a ch. [--] is almost inevitable at this point and they should probably take whatever cash they can and run it appears to be having that exact effect $QVCGA Wow shocked that people don't want to buy jewelry from their TV anymore. Some business models can't be restructured. They should just end. $QVC https://t.co/Dy4obUfepG Wow shocked that people don't want to buy jewelry from their TV anymore. Some business models can't be restructured. They should just end. $QVC https://t.co/Dy4obUfepG"  
[X Link](https://x.com/GoodHouseCap/status/2021565184926683448)  2026-02-11T12:41Z [---] followers, [----] engagements


"$PRCH crushed earnings guiding for +25% y/y organic RWP growth 👀 $PRCH under a $1bn market cap is a gift. Already has sufficient surplus capital to support $350m of insurance-related EBITDA. $1.3bn TEV implies 3.7x forward multiple 👀 $PRCH under a $1bn market cap is a gift. Already has sufficient surplus capital to support $350m of insurance-related EBITDA. $1.3bn TEV implies 3.7x forward multiple 👀"  
[X Link](https://x.com/GoodHouseCap/status/2021713480802336917)  2026-02-11T22:30Z [---] followers, [---] engagements


"@value_screener Nice piece. One thing I seem to be on an island about is the DTL. In no disclosures that Ive from the company does it say there is a $1bn or whatever cash tax obligation owed to the IRS when the bonds mature. My position is they owe par at maturity and DTL reverses. Thoughts"  
[X Link](https://x.com/GoodHouseCap/status/2021910751745573262)  2026-02-12T11:34Z [---] followers, [---] engagements


"@adjebitdax This is my read too. They hold the keys. And it may not be just putting pressure on the company/mgmt may also be putting pressure on bondholders to take a deal or risk a filing"  
[X Link](https://x.com/GoodHouseCap/status/2022024930150559907)  2026-02-12T19:08Z [---] followers, [---] engagements


"@kingdomcapadv Which begs the question - do you think the RCF group will be willing to dilute their recovery by sharing it with retail baby bond holders whos bonds arent due for [--] years"  
[X Link](https://x.com/GoodHouseCap/status/2022371920046624927)  2026-02-13T18:06Z [---] followers, [---] engagements


"@clintballinger @michaelxpettis Can this also mean that when foreigners purchase US financial assets (e.g. stocks/bonds/real estate) from US sellers the sellers increased purchasing power drives demand for imports In other words financial account surplus drives current account deficit"  
[X Link](https://x.com/GoodHouseCap/status/2001029437429624958)  2025-12-16T20:39Z [---] followers, [--] engagements


"Still no word despite the grace period expiration this past Monday $NFE 👀 Theres a tremendous amount of asset value. The company is literally on the 1-yard line. Something tells me this guy wont give in on the 1-yard line. Well find out on Monday if the company finds a resolution (or extends the forbearance) or gives up the keys $NFE https://t.co/Pf2BTlZxbH Theres a tremendous amount of asset value. The company is literally on the 1-yard line. Something tells me this guy wont give in on the 1-yard line. Well find out on Monday if the company finds a resolution (or extends the forbearance) or"  
[X Link](https://x.com/GoodHouseCap/status/2001282193142718827)  2025-12-17T13:23Z [---] followers, [---] engagements


"And there it is extended its forbearance agreementfrom December [--] [----] to January [--] 2026NFE expects to continue to advance the completion of its restructuring with the companys stakeholders. $NFE https://ir.newfortressenergy.com/news-releases/news-release-details/new-fortress-energy-extends-forbearance-agreement https://ir.newfortressenergy.com/news-releases/news-release-details/new-fortress-energy-extends-forbearance-agreement"  
[X Link](https://x.com/GoodHouseCap/status/2001303946854363275)  2025-12-17T14:50Z [---] followers, [---] engagements


"@adjebitdax These disclosures are indicative imo. Theyre worried about how they can maximize the utilization of their DTAs not how to pay for the DTLs"  
[X Link](https://x.com/GoodHouseCap/status/2001350324242813149)  2025-12-17T17:54Z [---] followers, [---] engagements


"@adjebitdax The combo of 1) [----] TCJA capping interest deductibility at 30% of EBIT and 2) a decline in profitability limits QVCs ability to utilize its DTAs (incl. interest carryforward). Hence the substantial Valuation Allowance. The discount on the exch. bonds enables maximization of DTA"  
[X Link](https://x.com/GoodHouseCap/status/2001358592201625720)  2025-12-17T18:27Z [---] followers, [---] engagements


"@ThatJackKelley @yummyCenturyEgg It is true that 1) the fair value method of accounting for exchangeables requires them to show the DTL and 2) they owe the principal balance at maturity. Why would their auditors allow them to understate their GAAP liabilities"  
[X Link](https://x.com/GoodHouseCap/status/2001394992397377827)  2025-12-17T20:52Z [---] followers, [--] engagements


"Massive power demand uptick from data centers while we ship record amounts of LNG to other countries further tightening nat gas supply but Who could have seen this coming US electricity prices continue to rise in inflation data released today up 41% since [----] and 7% since this time last year https://t.co/K5GJQNcYkc US electricity prices continue to rise in inflation data released today up 41% since [----] and 7% since this time last year https://t.co/K5GJQNcYkc"  
[X Link](https://x.com/GoodHouseCap/status/2001659875118711203)  2025-12-18T14:24Z [---] followers, [---] engagements


"@DOMOCAPITAL The Goldman guy assumed 169.5m weighted avg. shares outstanding in [----] despite share count already disclosed as 160m as of the date of their latest 10-Q filing 😂"  
[X Link](https://x.com/GoodHouseCap/status/2003471176476295658)  2025-12-23T14:22Z [---] followers, [---] engagements


"@adjebitdax QVC says DTL growth is offset with current period cash tax savings. In other words cash benefits from contingent interest deductions but they cant record that as a permanent benefit to income under GAAP because of the inherent uncertainty https://x.com/GoodHouseCap/status/2003660666163671217s=20 @michaeljblurry Although I think an easier way of thinking about it is a record of the cumulative cash theyve retained from the contingent interest tax deductions which has yet to be recorded as a permanent benefit to income under GAAP"  
[X Link](https://x.com/GoodHouseCap/status/2003664274334597162)  2025-12-24T03:09Z [---] followers, [---] engagements


"@wbmosler Exactly what Ive feared - exporting nat gas reserves for other countries benefit at the same time that AI-driven data center expansion stresses the power grid causing a surge in energy/power costs for US households and businesses"  
[X Link](https://x.com/GoodHouseCap/status/2008929147423174734)  2026-01-07T15:50Z [---] followers, [--] engagements


"$TSE talks of a restructuring and they just announced cash retention bonuses to NEOs for continued employment through March [----]. Not good for junior part of capital structure 👀"  
[X Link](https://x.com/GoodHouseCap/status/2010755407862714447)  2026-01-12T16:47Z [---] followers, [---] engagements


"@value_screener IMO the $250m of cash at the parent is completely out of reach of the companys creditors and provides sufficient margin of safety against a $75m equity market cap. And thats before ascribing any value to CBI"  
[X Link](https://x.com/GoodHouseCap/status/2011417447073726883)  2026-01-14T12:37Z [---] followers, [---] engagements


"@compound248 Just wait until Mamdani starts loosening permitting for developers to build more housing in NYC. The medias framing of both him as a communist and Trump as a free markets guy were both completely wrong. From what I can tell ZMs DSA platform is akin to Nordic Socialsim"  
[X Link](https://x.com/GoodHouseCap/status/2012122342378586311)  2026-01-16T11:18Z [---] followers, [---] engagements


"Interesting timing on this $NFE article published earlier today by Bloomberg. Originally published in Portuguese. Trying to calm the market ahead of upcoming Brazil power auction Still no word on a resolution since creditors forbearance period technically expired a week ago"  
[X Link](https://x.com/GoodHouseCap/status/2012361598187270558)  2026-01-17T03:09Z [---] followers, [----] engagements


"And with total invested capital of $35bn used to build its assets its TEV represents 10% of replacement cost unadjusted for inflation. A 1% ROIC for armored fiber buried deep underground that powers the worlds most important network would be $3.5bn of earnings power i.e. 1x EV"  
[X Link](https://x.com/GoodHouseCap/status/2012528713938747888)  2026-01-17T14:13Z [---] followers, [---] engagements


"@VladislavHr Yes. The engagement with ANP seems like strategic signaling to Brazilian stakeholders complemented by the Energos Maria arrival to say were here were viable were ready to go particularly as LRCAP approaches. Its a power move (no pun intended)"  
[X Link](https://x.com/GoodHouseCap/status/2012842645966450754)  2026-01-18T11:00Z [---] followers, [---] engagements


"@ValueFishing Thats fair. But thats also why I said unadjusted for inflation. And the point about 10% ROIC is I assume that as a hurdle rate for incremental investment to add capacity. So there wont be new building unless it gets to there"  
[X Link](https://x.com/GoodHouseCap/status/2013252256716525992)  2026-01-19T14:08Z [---] followers, [--] engagements


"@VladislavHr And now thisI guess with Energos Maria docked and fully provisioned with cargoes $NFE demonstrates operational feasibility. So now applying pressure to creditors to agree to a deal"  
[X Link](https://x.com/GoodHouseCap/status/2013379007488680266)  2026-01-19T22:32Z [---] followers, [--] engagements


"@adjebitdax Nice to see follower growth picking up again. Do we have a rough conversion rate of new followers ➡ new customers 2Q25 they said they added 100k TikTok Shop customers then 255k in 3Q. How do those match up with your followers count trends in the respective periods"  
[X Link](https://x.com/GoodHouseCap/status/2013962370951831603)  2026-01-21T13:10Z [---] followers, [---] engagements


"@adjebitdax Thanks And fwiw I did a little consulting work for a guy who was trying to grow his patreon account a few years ago. And one data point that was extraordinarily consistent was a 1% conversion ratio of paid subs per follower. So focusing on follower growth led to sub growth"  
[X Link](https://x.com/GoodHouseCap/status/2013972072523821239)  2026-01-21T13:48Z [---] followers, [--] engagements


"@JohnHuber72 I loved my blackberry. Would have bet a lot of money on its staying power (and been very very wrong). Was in college when iPhone [--] came out that was the game changer model IMO bc the camera was so much better than anything else. Beginning of the end for digital cameras too"  
[X Link](https://x.com/GoodHouseCap/status/2014079551857447121)  2026-01-21T20:55Z [---] followers, [---] engagements


"@ACapitalLP @kosVarg66907538 Had same reaction this seems like positive for the 29s. Are we sure they wont need to raise additional $$ (via RO or something) to fund working capital or other CAPEX needs to ramp up Brazil operations"  
[X Link](https://x.com/GoodHouseCap/status/2015964291191480702)  2026-01-27T01:45Z [---] followers, [--] engagements


"@matthewqueen84 $EEX"  
[X Link](https://x.com/GoodHouseCap/status/1977562335800864836)  2025-10-13T02:29Z [---] followers, [--] engagements


"If the $RITM team is right about NYC CRE inflecting (hence its acquisition of $PGRE) then $FLG at 0.7x book looks cheap 👀"  
[X Link](https://x.com/GoodHouseCap/status/1978112198196027672)  2025-10-14T14:54Z [---] followers, [---] engagements


"@ThatJackKelley @yummyCenturyEgg The DTL is: (accreted basis - FV of bonds) * 21%. It reflects CODI taxes owed if company retired the bonds at market. Par maturity = no CODI = no cash taxes owed"  
[X Link](https://x.com/GoodHouseCap/status/2001389448425058475)  2025-12-17T20:30Z [---] followers, [---] engagements


"@adjebitdax Wait this is actually awesome"  
[X Link](https://x.com/GoodHouseCap/status/2014448465158226298)  2026-01-22T21:21Z [---] followers, [---] engagements


"@ACapitalLP I want to like the $TSAT equity but I see a capital-intensive business with loads of execution risk substantial cash burn projected as far as the eye can see in an industry that has historically been vulnerable to technological obsolescence. Open to reconsidering"  
[X Link](https://x.com/GoodHouseCap/status/2016339989835972667)  2026-01-28T02:38Z [---] followers, [--] engagements


"QVC and HSN are some of the best retail assets in the world. Many different flavors to choose from to express that view 😋 $qvcga $qvcgb $qvcgp $qvcd $qvcc $qvcn $linta"  
[X Link](https://x.com/GoodHouseCap/status/1907816607969140793)  2025-04-03T15:24Z [---] followers, [----] engagements


"John Malone himself could stick in $1B of debt capital for $QVCGA to use to buy back/ tender for its 1L debt at 50c on the $. Take back a 15% note while simultaneously protecting his A B and P equity interests #CableCowboy 🤠 #yeehaw"  
[X Link](https://x.com/GoodHouseCap/status/1925850840482316545)  2025-05-23T09:46Z [---] followers, [----] engagements


"@DonniesDuick87 @value_screener If QVC Group was going to imminently hand the keys for OpCo over to its creditors why would we bother paying these people $50k/month And the fixed-term nature of their appointment suggests they are expected to be temporary"  
[X Link](https://x.com/GoodHouseCap/status/1936778314988851236)  2025-06-22T13:28Z [---] followers, [---] engagements


"@victaurs Does $CASH count"  
[X Link](https://x.com/GoodHouseCap/status/1979336531509940536)  2025-10-17T23:59Z [---] followers, [---] engagements


"$QVCGA seeing uniform $5m 6c on the $ bids for all $LINTA bonds. Is the company buying back bonds That would be an efficient way to retire those and eliminate leakage out of $QVCN credit box. Who needs ch. [--] when you have liquidity to buy back bonds"  
[X Link](https://x.com/GoodHouseCap/status/1986171437086867806)  2025-11-05T20:39Z [---] followers, [---] engagements


"@adjebitdax The $QVCN complex looked largely unchanged to me today and I even saw the 34s TRACE up by half a point. Completely different from the rest of the cap structure"  
[X Link](https://x.com/GoodHouseCap/status/1986254886036775151)  2025-11-06T02:10Z [---] followers, [---] engagements


"@adjebitdax Makes sense. The coupon payment will deplete 7.5% of all the cash in the $LINTA box represents 12.5% of the total market value of all $LINTA debt and about 70% of the total market value of the 8.5s due 29"  
[X Link](https://x.com/GoodHouseCap/status/2005422879316619327)  2025-12-28T23:37Z [---] followers, [--] engagements


"@adjebitdax @OskarBobkopf $QVCGA has $250m of cash. Could buy out the $LINTA CBI equity stake for say $150m Then spin that out. Would recapitalize $LINTA and enable more bond buybacks. And $QVCGP has no claim on CBI. Would need fairness opinion on valuation though our consultant friends could help"  
[X Link](https://x.com/GoodHouseCap/status/2006100497682325550)  2025-12-30T20:30Z [---] followers, [---] engagements


"@MarketExploia Had been thinking about this too. The bonds technically rank ahead of the equity and yet have a $75m market value ($511m + $237m = $748m * 10c = $75m) vs. a $335m equity market cap"  
[X Link](https://x.com/GoodHouseCap/status/2009826143571194266)  2026-01-10T03:14Z [---] followers, [---] engagements


"@commonsense6174 @amuuhasuo @adjebitdax Whats wild too on the NFLX 10-K they dont call it streaming they call it internet-based delivery of content and instant-watching features for PCs. I think QVCs pivot sounds more reasonable/plausible than betting the farm on people watching TV on PCs"  
[X Link](https://x.com/GoodHouseCap/status/2016838013389561878)  2026-01-29T11:37Z [---] followers, [--] engagements


"@jackson_jo96163 @_TJ_Detweiler_ @andrewcoye @adjebitdax @r2fire1 Similar to how a TikTok entertainer dreams to make it by securing an Academy award nomination. Or a comic makes it by releasing a Netflix special. Or a musician makes it by playing at MSG. Or a ball player makes it by joining one of the major professional sports leagues"  
[X Link](https://x.com/GoodHouseCap/status/2018031284002463751)  2026-02-01T18:38Z [---] followers, [---] engagements


"@jackson_jo96163 @_TJ_Detweiler_ @andrewcoye @adjebitdax @r2fire1 FOMO is also a helluva drug. If QVCs bankers and capital partners see huge growth from new entrants like Whatnot and eBay Live theyll want a piece of the action"  
[X Link](https://x.com/GoodHouseCap/status/2018033388104401124)  2026-02-01T18:47Z [---] followers, [---] engagements


"@Divergent7651 Agree $IRDM looks like a cheap stock but I couldnt get over the fact they were buying their shares back at $30 then paused after the stock price got cut in half (while continuing to pay the div). Terrible capital management imo"  
[X Link](https://x.com/GoodHouseCap/status/2018438591370662110)  2026-02-02T21:37Z [---] followers, [---] engagements


"$ACIC seems too cheap for such a high quality business. Would love to see some share repurchases there"  
[X Link](https://x.com/GoodHouseCap/status/1953581568003645691)  2025-08-07T22:18Z [---] followers, [---] engagements


"$NCMI looks interesting again. Industry remains depressed post-COVID and [----] Hollywood strike. No debt $370m TEV is 2x pre-COVID unlevered FCF. Dominant player in consolidating industry with recently announced accretive acquisition and growth should recover in 2026+"  
[X Link](https://x.com/GoodHouseCap/status/1992597273315062251)  2025-11-23T14:13Z [---] followers, [---] engagements


"Is there a cheaper stock out there than $ACIC 4x TEV/EBITDA. Net cash position. Generates 30-40% ROTCE. Profitable every year of its existence. Expanding to new business lines. Wish they would buy back stock 👀"  
[X Link](https://x.com/GoodHouseCap/status/2012501103812727059)  2026-01-17T12:23Z [---] followers, [----] engagements


"Was a $CCOI skeptic at first but am coming around. Hard to believe a company that carries 25% of the worlds internet traffic has only a $3.5bn enterprise value but I guess they dont keep much of the economics (for now)"  
[X Link](https://x.com/GoodHouseCap/status/2012525789795741782)  2026-01-17T14:01Z [---] followers, [---] engagements


"@adjebitdax Have been hearing rumors $TSE is gonna file which surprised me because they still have $300m liquidity no maturities til [----] and mgmt pointed to green shoots in sales trends for their higher-margin products on 3Q earnings call. This piece from BBG doesnt suggest a filing"  
[X Link](https://x.com/GoodHouseCap/status/2013963759144903091)  2026-01-21T13:15Z [---] followers, [---] engagements


"$PRCH under a $1bn market cap is a gift. Already has sufficient surplus capital to support $350m of insurance-related EBITDA. $1.3bn TEV implies 3.7x forward multiple 👀"  
[X Link](https://x.com/anyuser/status/2017320038936535466)  2026-01-30T19:32Z [---] followers, [----] engagements


"@RedwoodCap Lots of different options. They could use LINTA and QVC Group (HoldCo) cash to tender for QVC Inc (OpCo) debt at a big discount. Then maybe offer LINTA holders say 25pts of new OpCo paper so they can be secured and closer to the assets"  
[X Link](https://x.com/GoodHouseCap/status/1928416723276898723)  2025-05-30T11:42Z [---] followers, [---] engagements


"@DonniesDuick87 @value_screener Did those other companies generate positive FCF and have enough liquidity to support three years worth of fixed charges QVC Group itself has $240m of cash for which creditors at QVC Inc. and LINTA have no claim on"  
[X Link](https://x.com/GoodHouseCap/status/1936765707682804162)  2025-06-22T12:38Z [---] followers, [---] engagements


"@value_screener @DonniesDuick87 QVC Group (incl. all subsidiaries) could generate $0 in OIBDA over the next year and would still have enough cash to pay its fixed charges (i.e. interest on debt capex TV distr. rights). Companies with that much cash liquidity generally dont file for ch. 11"  
[X Link](https://x.com/GoodHouseCap/status/1936798145729429627)  2025-06-22T14:47Z [---] followers, [---] engagements


"$HRB and $INTU should take a page out of Apples marketing playbook and position themselves as stewards of personal data privacy to fend off competition from LLMs Has anyone fed their previous years tax returns + docs into an LLM and used the output to help fill out this years taxes Has anyone fed their previous years tax returns + docs into an LLM and used the output to help fill out this years taxes"  
[X Link](https://x.com/GoodHouseCap/status/2017648462200734183)  2026-01-31T17:17Z [---] followers, [---] engagements

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