“With a year of transition behind us, I’m confident that we have the right strategies in place to fuel our long-term growth,” said Art Peck, chief executive officer, Gap Inc. “We made significant progress in 2015 transforming our product operating model, enabling us to be more responsive to trends and market conditions, and consistently deliver on-brand product collections.”
Highlights
A few points from article:
* Key points of personal interest
General Notes: Key Stats to Observe
Material from SpringOwl Report:
The other day, I thought about the best means to (almost) fully automate a digital transaction. I understood from the beginning that the system would require some mode of 1. collateral that required little or no mediation (eg, escrow). I came to the conclusion that the logistical vehicle could naturally act as that medium. Below is a quick schematic of my thoughts: 
Competitors – Movies and Entertainment Industry
Theater Operators
Public Competitors – Movies and Entertainment Industry
Theater Operators
International
Adjacent Companies
Film Studios (Non-conglomerate)
Technology
Process
Considerations
Important Factors of Consideration
Link to Article: http://www.wallstreetoasis.com/forums/on-the-job-with-simple-as%E2%80%A6-my-research-process
Current trends and positions I am following:
Lion’s Gate is currently trading at 50% of its NTM P/E 52 week high.
Lion’s Gate is expected to endure a severe decline in profitability in 2016, yet is expected to rebound in 2017.
Products include distribution, film (MockingJay, Hurt Locker, Juno, the Red Violin), television (Mad Men, Orange is the New Black), video.
Trends affecting the company [1] include “cord-cutting” [2] (that affects viewing and advertising revenue) as well as competition from other at-home entertainment, primarily TV shows and videogames.
What differentiates Lion’s Gate from these trends is that it is a content provider with no networks or cable assets, limiting its dependence on advertising. The biggest challenges to profitability thus far have been limited popularity from Mortedacai (Johnny Depp) and The Hunger Games. Resultantly, lowered guidance has been the main catalyst in driving the stock south. Longer term, the Company’s success is dependent on its ability to deliver “ok” movies at low cost.
[1] Reference: Thumbs Up for Lionsgate
[2] Cord-cutting: shift to internet delivery media from cable and broadcast
