Weekly Update (MICC, MEDXF, STRZ)
The Wall Street Journal recently published a good article highlighting that streaming costs are soaring but consumers continue to be willing to...
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Starz RemainCo Deep Dive
Lions Gate Entertainment will spin off its 87.2% stake in its studio business (Lionsgate Studios, ticker “LION”) from its Starz media networks...
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[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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Comcast Spin-off (Versant) Spin-off Deep Dive
Comcast plans to spin off its cable networks business in early 2026, with regular-way trading expected to begin on January 6, 2026.
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Weekly Update (Qnity, MEDXF, STRZ, UNTC)
Dupont (DD) management gave guidance on its last earnings call that it remains on track to separate its electronics business on November 1, 2025.
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