Lions Gate Entertainment Corp.

LGF pitch long Amit Bushan, Bruce Kim, Stephanie Moroney

Thesis

Lionsgate is positioned for significant growth due to its strong content library and the upcoming scarcity of content in the market. The company is expected to reach 7 million subscribers by 2021, driven by international expansion and investment in original content. Additionally, Lionsgate remains an attractive acquisition target, with a potential valuation based on a 13x multiple for M&A scenarios.

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