1. Asif Suria Talks About Two Upcoming Spin-off скачать в хорошем качестве

1. Asif Suria Talks About Two Upcoming Spin-off

In the first Stock Spin-off Investing Podcast episode ever, Asif Suria and I talk about Lions Gate Entertainment and Western Digital. Here's what we cover: 0:00 Introduction 1:18 Asif’s background 5:07 How do you think about spin-offs? 7:57 Discussion of GE / GEV? 9:51 Why are Lions Gate Entertainment (LFGA/LGFB) and Lionsgate Studios (LION) interesting today? 17:18 Insider buying at Lions Gate? 21:46 How confident are you that the Lionsgate Studios spin-off will take place? 23:31 What are the risks to the Lions Gate story? 25:10 What is the Western Digital Investment Case? 30:48 How does flash memory compare to hard drive memory? 31:24 Cyclicality of flash industry and hard drive industry? 32:30 How does Seagate’s HDD business to Western Digitals? 34:23 Is Seagate a good comp to Western Digital on HDD business? 35:25 Does Western Digital look attractive on a SOTP basis? 40:59 Will AI benefit both of Western Digital’s businesses? 43:00 Where can folks find more information about you and InsideArbitrage?