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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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The Lionsgate Movies That Have Dropped Off by More Than 50%

Lionsgate is making movies that no one will see in theaters. They're the ones that have dropped off by more than 50%. You can't put out a Liam Neeson movie or Tyler Perry as Medea, I think some people will go to that. So unfortunately, they're right in the area of what people may not go to the movies for anymore. John Wick was okay after the original script and got a spec from Keanu Reeves. It's just the toughest part because they're cost enough that sometimes it's risky yet still good.

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