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Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Focused Compounding

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The Movie Theater Business Is Attracting People Because They Want to Go Out

The movie theater business is attracting people because they want to go out and it really competes with you know experiences eating out things like that. I think right now there's plenty of demand for going out Um But I don't and that's what's sustaining them. So unless the studios are more accommodating in terms of supporting movies and theaters Then you might have a problem. And so it's mainly studio behavior that I'd be most worried about That they won't have the product that they need You know in the long run.

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