[Alert] Buy Lionsgate Entertainment
On a sum-of-the-parts basis, LION and STRZ are worth significantly more than is reflected in LGF.A’s stock price. At the close today, investors...
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Weekly Update: January 10, 2025
Galapagos NV (GLPG), a Belgian biotechnology company, announced on January 8, 2025, its plan to split into two publicly traded entities by mid-2025.
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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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Weekly Update (Q, IAC, ANGI, LION, SNREY)
Dupont (DD) spin off its electronics business, Qnity (Q), early this week. DQnity will be one of the world’s largest pure-play electronic materials...
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Weekly Update (AMRZ, LION, FTV)
The AMRZ spin-off aims to capitalize on the higher valuation multiples of US building supply companies compared to their European counterparts.
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