Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Focused Compounding
00:00
Theme Parks?
Se rold is interesting and that it is somewhat similar to cinamark in that it still hasn't fully recovered, but seems like a business that should eventually recover to its passatenus levels. One thing i like about the theme park is how they tend to have geographic vantages. Unlikely that somebody builds a new theme park next yours. Just curious if you guys have looked at them.
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