
Ep 350. Market Volatility, Oil & Gas, Cruises, and a Look at Movie Theater Stocks
Focused Compounding
 00:00 
DreamWorks
Inimation was much riskier on the production side, because it made one to two movies per year. Wallstreet doesn't tend to like any of these kinds of business when they are hit driven. But after they've built up a library, so all these older companies have it, then their earnings look very predictable.
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