Dr. Value

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Dr. Value

Dr. Value

@ENIGMATICSTOCKS

Director of Value Portfolio

Manhattan NY Katılım Ekim 2023
37 Takip Edilen195 Takipçiler
Dr. Value
Dr. Value@ENIGMATICSTOCKS·
@unusual_whales Unbelievable. Worst disease ever. Have lived with it for six years and it’s been a mental battle everyday. I’d take 20 percent even if I didn’t have it and could!
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unusual_whales
unusual_whales@unusual_whales·
Pfizer says its experimental Lyme disease vaccine was 73% effective against the tick-borne illness
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Dr. Value
Dr. Value@ENIGMATICSTOCKS·
Liberals fascinate me. They fight for men in women’s sports in America and praise Iran for killing innocent star athletes for exercising their freedom of speech. Make it make sense! @elonmusk
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Dr. Value
Dr. Value@ENIGMATICSTOCKS·
@TheTennisLetter She is one of the most exhausting players to ever play the sport, if she ever steps foot in a broadcast booth, I'll stop watching tennis altogether.
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The Tennis Letter
The Tennis Letter@TheTennisLetter·
Naomi Osaka says she’s not going to stay on tour if she’s losing in the 1st round, ‘While I want to win titles and be the best player I can be, if it meant sacrificing time I could spend with my daughter, I'd rather not do it’ “I feel like this also is a dilemma for me. Obviously, I would love to play, but like I said last year … for me, my daughter is very important, and I want to be a mom. “I want to be the best mom I can, but sometimes I feel like I know what I have to do to become a really good player, and it’s very difficult. I’m not going to play Charleston.” “I hope I can play Madrid, Rome and then obviously the French Open. For me, like I said last year, I’m not going to stay on tour if I’m losing in the first round.” (via Miami Open Press)
The Tennis Letter tweet media
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Dr. Value
Dr. Value@ENIGMATICSTOCKS·
@TheTennisLetter @TennisChannel Get it together with your hosts, embarrassing for the sport of tennis. Just because you held a racquet does not mean you should be a host. Not all hosts need to be players. This channel needs a buyout or C-Suite.....@espn @TennisTV
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The Tennis Letter
The Tennis Letter@TheTennisLetter·
Danielle Collins says Moutet was upset she said she wasn’t interested in short kings "He unfollowed me after my dating profile where I said I’m not interested in the short kings. He messaged me & unfollowed me. He slid back in my DMs last night” 😭😭😭😭
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Dr. Value
Dr. Value@ENIGMATICSTOCKS·
@zerohedge Can we just get a live cam on the Strait, the same way there are traffic cams, let the market see in real time wtf is happening.
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zerohedge
zerohedge@zerohedge·
IRANIAN SECURITY SOURCE SAYS IRAN INTENDS TO ESTABLISH A NEW LEGAL SYSTEM IN THE STRAIT OF HORMUZ
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Dr. Value
Dr. Value@ENIGMATICSTOCKS·
@zerohedge Continue to DEFEND means there are talks, if not continuing to FIGHT. Big difference. Definitely talks, Iran showed their hand.
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Investing.com
Investing.com@Investingcom·
⚠️IF YOU HAD TO BUY AND HOLD JUST ONE STOCK FOR THE REST OF THE YEAR, WHAT WOULD IT BE? $SPY $QQQ
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Dr. Value
Dr. Value@ENIGMATICSTOCKS·
@mario_cibelli Lion is most undervalued media player currently in existence. We need the bidders names revealed!
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Mario Cibelli
Mario Cibelli@mario_cibelli·
So $LION as the consolation prize?
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Jesse White
Jesse White@Jesse_T_White·
@_99Paul99 I think Lionsgate is setting itself up for disappointment
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Paul 🦁
Paul 🦁@_99Paul99·
$LION #lionsgate Most people are still waiting for Lionsgate to be acquired. Be patient: They are working on it :
Paul 🦁 tweet media
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Dr. Value
Dr. Value@ENIGMATICSTOCKS·
$LION $LION $LION @ZEROHEDGE The time is now. $15 INBOUND.
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Dr. Value
Dr. Value@ENIGMATICSTOCKS·
$LION LIONSGATE is on sale today 4 weeks out from their biggest two months of upcoming news. Love adding to my position on down days. Let's keep the studio alive and well. The fact of the matter is, it doesn't matter what happens to $PSKY / $WBD, that deal is going forward. A PSKY sell-off only creates buying opportunity for our shares in the near-term. @CNBC
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Dr. Value
Dr. Value@ENIGMATICSTOCKS·
@NYCMayor This cannot be the Mayor’s official page.
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Mayor Zohran Kwame Mamdani
Welcomed Mohamed Diawara to New York last night over iftar in Harlem — then we headed to Marcus Garvey Park to shoot around. Mo grew up in Paris and now, at just 20, is playing forward for the New York Knicks — all while fasting during Ramadan. A few shots in, it became clear why Knicks fans are starting to call him “3awara.” I’ll keep my day job. Welcome to New York, Mo!
Mayor Zohran Kwame Mamdani tweet mediaMayor Zohran Kwame Mamdani tweet mediaMayor Zohran Kwame Mamdani tweet mediaMayor Zohran Kwame Mamdani tweet media
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ThugSheikh
ThugSheikh@ndthe40thieves·
@Breaking911 Died for the jews and their pedophile slaves. Probably in hell right now. Lol
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Breaking911
Breaking911@Breaking911·
💔 One of the American airmen killed in the KC-135 crash in Iraq has been identified as Maj. Alex Klinner, who leaves behind a wife, a 2-year-old child, and 7-month-old twins.
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Dr. Value
Dr. Value@ENIGMATICSTOCKS·
@ScoopSnax @Breaking911 Stupid comment. This is what happens when you have a terrorist regime running your country for decades. The 10s of thousands killed for protesting against the very leadership for positive change. What about them? The list goes on.
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ScoopSnax
ScoopSnax@ScoopSnax·
It’s devastating to hear about the loss of Maj. Alex Klinner, a devoted father and service member killed along with five others when their KC‑135 refueling aircraft went down in Iraq — a stark reminder that real people and families bear the cost of conflict. At the same time, the airstrike on the Shajareh Tayyebeh girls’ school in Minab, Iran, which reportedly killed scores of young children during the early stages of the Iran conflict, has shocked the world and raised serious questions about protecting civilians in war.
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Dr. Value
Dr. Value@ENIGMATICSTOCKS·
@_99Paul99 Amen. If they do nothing, I’ll lose all faith in the board, but we have MHR and Mnuchin who will not let their investment stagnate. They are even neighbors in Southampton!
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Paul 🦁
Paul 🦁@_99Paul99·
$LION #lionsgate $SONY Lionsgate: Execute the Legendary merger, become Apple’s theatrical arm, or accept the Sony lifeline. Anything is better than slowly becoming a zombie studio servicing debt while the library value degrades. @michel_78957/the-orphans-of-the-new-system-why-sony-and-lionsgate-are-running-out-of-time-767fb16f4adf" target="_blank" rel="nofollow noopener">medium.com/@michel_78957/…
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unusual_whales
unusual_whales@unusual_whales·
For those approaching retirement age, 55-to-64-year-olds, the median amount saved for retirement is only $30,000, per NIRS.
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Dr. Value
Dr. Value@ENIGMATICSTOCKS·
Lionsgate Studios - $LION are now at the inflection point of the thesis I started when the stock was trading at $5.80. We moved above $11, settled below $10, and are entering a rapidly evolving time for this specific Studio between now and May 31st. In April, the largest film Lionsgate has ever released, MICHAEL, the Michael Jackson biopic will be in theaters, expected to gross well in excess of all expectations, $1.5bn + based on polling. Also by May, the poison pill agreement terminates, and will not be renewed, allowing all suitors who have been discussing acquisition to present their best and final offers. On the latest earnings call, we were explicitly told two things, one that all proceeds from MICHAEL, and other tentpole films will be used to bring down the long-term debt load, which will immediately add value to EV and overall share price ahead of any acquisition. We were also told that Warner Brothers "Was the first domino to fall" implying there will be another. It appears cuts to overhead are being made in terms of positions an efficiencies from STARZ in advance of expected buyout talks. With a current market capitalization of $2.8 billion, revenue of $4bn+ and expected debt load less than $2.7bn post settlement of Michael & other upcoming slate, I'd price this stock at an EV share price of $24-26 conservatively. Post acquisition, the acquirer can collect annual content revenues of upwards $4 billion, while cutting staff, and over time integrating the massive library into their own streamer's IP, leaving everyone else with much less leased content. There is much more to our thesis, and if you're comparing this to the $WBD deal, based on similar figures we discounted the value and still came out with $24/share EV. I/We have a 125,000 share current position and will be expanding by 4/1/2026 to 250,000 shares, regardless of intraday movements. I appreciate the DM's I have received over the past 6 months related to this thesis and the many who did their own follow-on research prior to taking their own positions. Wishing everyone profits in the months and years ahead.
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