Starz
Thesis
Starz was incredibly cheap and trading at a steep discount to its peers post-spin. The investment more than doubled in just over a year and a half.
Did it work?
worked
confidence: low
The thesis itself reports that the long position in Starz more than doubled in just over a year and a half, which is consistent with the stated thesis of a steep post-spin discount to peers closing in the investor's favor. However, no independent price data is available to verify this claimed return, so the judgement rests entirely on the thesis's own account of the outcome.