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Thursday, November 5, 2026

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@AsifSuria 3 clicks

Asif Suria on X

From the Lionsgate Studios $LION fiscal Q2 2027 earnings release: "Television Production segment revenue increased 56% year-over-year to $309.5 million, and segment profit increased 73% versus the prior year to $21.6 million. The results were driven by a significant increase in scripted episodic deliveries, including Power: Origins and the second seasons of The Studio and The Hunting Wives. The Company anticipates doubling scripted deliveries in fiscal 2027 relative to fiscal 2026." That last line:
@AsifSuria

Asif Suria on X

As an investor in $LYFT I really like this new partnership between DoorDash $DASH and Lyft. It will become even more valuable once/if the Instacart $CART deal closes. @davidrisher continues to execute on multiple dimensions (chauffeured cars, autonomous driving, partnerships, etc.). Yet the company trades for just six times trailing free cash flow. Yes, the robotaxis are coming but Lyft has the customers and is already partnering with Baidu and other companies on the autonomous driving front.

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New Ideas From The Road

Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…

MDA $4.2B
Aurelion Research 4 clicks

Site Centers (NYSE:SITC)

Site Centers' $3 per-share return-of-capital distribution and December delisting leave a discounted liquidation stub, with two properties…

CURB $3.6B
Real Assets, Real Value 4 clicks

Stevanato down 30%. Yikes.

Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3…

STVN $3.6B
Best Anchor Stocks 3 clicks
MGRC · long

Mcgrath Rentcorp

McGrath RentCorp's conservatively financed hard assets, pricing growth and a struggling competitor, WSC, underpin the long thesis.

MGRC $3B
Value Investors Club 2 clicks

Wix: More Pain (Ticker: WIX)

Wix cut 2026 bookings guidance by $50 million and revenue by $25 million after layoffs and weaker agency-partner demand, deepening scrutiny…

WIX $3.4B
Emerging Moats Research

Everyone Bought the Shovels

Element Solutions sells consumable chipmaking chemistry, with a $75 target from $44 based on an AI-driven semiconductor-materials rerating.

ESI $8.2B
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