Lions Gate Entertainment Cp (LGF.A) - Tuesday, Nov 21, 2023
Recommendation to short Lions Gate with 40-70% upside potential. Unsustainable leverage and expected earnings misses cited as reasons for shorting
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Disney Revisited: Still a Long (Time From Now), When People Are (No Longer) Far Far Away.
We wrote about Disney at the outset of COVID-19, thinking that its dramatic drawdown was overdone – essentially arguing that consumer behavior...
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Coronavirus as Secular Accelerator II: US Media/Telco Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
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