Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Focused Compounding
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Streaming as Competition for Movie Theatres
I always take three years moving average for anything. If i was going to craye an excell shee to show other people, that's what i would use, not years. Jeff menciond he doesn't see streaming as competition for movie theatres. You're always thinking in probabilities, right? That's whyi do say it's really cheap.
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