
Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Focused Compounding
00:00
Introduction
This week on the intotas podcast, we are going to a dedicate a full episode to a cuna a. And i thought this was a interesting question, one that i've been hearing a little bit more recently because of the overall sell off in the market. Just curious why jeff wouldn't buy stock like cinamark given the value he believes it offers. We do talk about cinnamark a lot on the podcass. But for the managed accounts and for the fun that we run, the strategy is overlook stocks. Because people kind of expect to be fully invested,. whether they say that or not.
Transcript
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