#57: Asif Suria On The Virtues Of Event-Driven Investing
Superinvestors and the Art of Worldly Wisdom
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Lionsgate's Stars Division Is Well Capitalized
Lionsgate has a huge library of old hits that generates close to $900 million a year for them revenue. They also have the studio division, which continues to churn out a sequel after sequel. The entire market cap of Lionsgate is well below what they paid for stars. And so when you look at the sum of the parts valuation, the stock was just really cheap.
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