Dec. 5 at 2:27 PM
$NFLX This Deep Value Report on AMC Networks (AMCX)is a long-form, asset-based look at the company’s cash flows, debt stack and hidden assets (library, niche streamers, RLJE, Philo, Sentai/HIDIVE).
It’s written for investors who care about downside first and want a full Bear / Base / Bull map rather than a quick “hot take”.
Nothing here is investment advice – it’s a framework you can use, stress-test, and disagree with.
HERE: https://cundilldeepvalue.substack.com/p/deep-value-report-amc-networks-amcx
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