Investment Insights
Minimalist research logs for high-conviction ideas. Focus on the core thesis, ignore the noise.
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Recent Analysis
Skepticism on AMC Networks ($AMCX) despite management incentives, as linear TV secular decline remains an insurmountable headwind.
Angel Studios ($ANGX) is an audience-curated film studio trading at a massive valuation discount (~1.6x ARR vs 8x for Netflix) despite turning EBITDA and cash flow positive ahead of expectations, supported by aggressive insider buying.
Lionsgate ($LION) adopts executive stock hurdles ahead of its studio spinoff, signaling alignment for a potential strategic sale.