
EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More
Focused Compounding
00:00
Movies Are Underperformed, I'm Concerned
"I'm concerned about movies as a business more in general than i was before," he says. "These are way down from what would have been the projections of them." He thinks some of it is the window with h b o releasing everything right away, and then some people expecting it within a month or something. 'It just creates the possibly for real cheapening of the product'
Play episode from 43:57
Transcript


