Weekly Update (GTX, HAVAS, LION, SNRE, MDT)
I sold Garrett Motion (GTX). Nothing against GTX as the stock still looks cheap at 6.6x FCF and 6.6x EBITDA. But it’s been incredibly strong, and I...
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Weekly Update (MCK, LBTYA, SNRE, AMRZ)
Before I dig into my regular update, I want to share one chart that caught my eye this week. Colin King did a nice job modeling out Lionsgate...
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Weekly Update (LION, STRZ, MAGN, IAC, ANGI)
On May 7, 2025, Lions Gate Entertainment (LGF.A/LFG.B) spun off Lions Gate Entertainment (LION). Lionsgate Studio has carved out a niche...
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Upslope's Quarterly Investor Letter: 2025-Q1
Q1 was challenging. However, in the two weeks since Mar 31, the world has changed, owing to an intense realignment of global trade policies.
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Weekly Update (ANGI, IAC, HOLN)
This week, two charts caught my eye. First, investor sentiment continues to be very bad. Second, non-US stocks are actually performing well.
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