In the first Stock Spin-off Investing Podcast episode ever, Asif Suria and I talk about Lions Gate Entertainment and Western Digital.

Here's what we cover:

1:18 Asif’s background

5:07 : How do you think about spin-offs?

7:57 : Discussion of GE / GEV?

9:51 : Why are Lions Gate Entertainment (LFGA/LGFB) and Lionsgate Studios (LION) interesting today?

17:18 : Insider buying at Lions Gate?

21:46 : How confident are you that the Lionsgate Studios spin-off will take place?

23:31 : What are the risks to the Lions Gate story?

25:10 : What is the Western Digital Investment Case?

30:48 : How does flash memory compare to hard drive memory?

31:24 : Cyclicality of flash industry and hard drive industry?

32:30 : How does Seagate’s HDD business to Western Digitals?

34:23 : Is Seagate a good comp to Western Digital on the HDD business?

35:25 : Does Western Digital look attractive on a SOTP basis?

40:59 : Will AI benefit both of Western Digital’s businesses?

43:00 : Where can folks find more information about you and InsideArbitrage?