
Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Focused Compounding
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Is Doctor Strange in Movie?
Movies are really good at achieving a certain positioning in people's minds that allows for an exploitation of that movie over years. And so the things that are dangerous are ikeam giving another disin plus example. Theatres special in a way one division ondesne plus is not. I think what happened there that may have worried me, but may have changed, is that maybe the stock market stuff, awarding companies so much for their streaming gains, may have encouraged some companies to put more stuff into streaming. More so, the audiences will be showing up next godzilla house - which is a huge deal for theatres. Not so much that people want to see a godzila
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