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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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Is Disney Going Back to Movie Theaters?

Disney would need more than two out of every three households in america Signing up for disney plus and keeping it all year, you know to offset what they would lose in the movie theater business. So far though it does seem like they are going back to Really treating theaters the same way that they were before But they are not treating the window and stuff after that the way that they used to. It has been surprising to me how they haven't monetized Their content the way that I would have expected.

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