
Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile
Focused Compounding
00:00
What's the Difference Between Sea World and Cedar Fair?
Some of the fenpark things have been rolled up using a lot of debt. That's not really buffets style. Some of them are too, you know, they're just not the right time period for a wo who is buying things that size. He could have put more into entertainment. And certainly he was interested in entertainment a separate from advertisens o supported entertainment. So out of sea world, six flags in cedar fair. Which one would you be most interested in? Well, if you don't a the speculation turns of the stock and how much upside house and stuff, then obviously cedar fare is is that one.
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