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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
SPSC · long

Sps Commerce INC

SPS Commerce, SPSC, runs a network software platform that lets retailers, suppliers and 3PLs exchange supply-chain and trading information.

SPSC $3B
Value Investors Club

Vidrala

Vidrala has grown from a Spanish glass-container maker into a multi-country packaging platform with expanding Latin American exposure.

VDRFF $3.6B
smallvalue. 7 clicks

Portfolio Update April 2026

Portfolio update sells Amazon, adds Floor & Decor, and projects 6.5% annual market returns, with a base case of negative 0.89% from…

FND $5B
D Invests

April Earnings Update

Crocs raised 2026 EPS guidance to $13.20-$13.75 and bought back $73.6 million of stock, while Huntsman, Pitney Bowes and Alpha…

CROX $7BPBI $2.2B
Hidden Rock Capital's Newsletter

Floor & Decor: 1Q26 Business Update

Floor & Decor cut 2026 guidance after 1Q same-store sales fell 3.7%, while shrinking new-store formats, cutting comparable-store SG&A and…

FND $5B
Speedwell Research

GPGI Inc.

GPGI, formerly CompoSecure, is David Cote’s $4.2 billion industrial acquisition platform, managed by Resolute Holdings for 2.5% of adjusted…

GPGI $3.6B
Kairos Research

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