Podcast: Andrew Walker of Rangely Capital on Corporate Dark Arts and Lionsgate Studios (LION)

I recently had the opportunity to speak with Andrew Walker of Rangeley Capital and Yet Another Value Blog about his Corporate Dark Arts series and his write-up on Lionsgate Studios (LION).

I really enjoyed the conversation and hope you do as well. Here’s what we discussed:

1:25 Andrew’s background and how he got interested in stocks

9:40 Where Andrew sees himself professionally and personally in 10 years

12:35 What are Corporate Dark Arts?

19:30 Why did LION make it into your Corporate Dark Arts series?

24:05 Liongate history and why this time might be different.

26:45 Why identifying inflection points is so important in Corporate Dark Arts

32:05 Is the expiration of the LION poison pill important?

32:45 What would LION be worth in an acquisition scenario?

40:25 How AI could help or hurt Lionsgate

43:35 Why Starz also popped up on the Corporate Dark Arts Series

52:15 Corporate Dark Arts Hall of Fame members

You can watch the episode on YouTube or listen on Spotify or Apple.

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