EP 327. Snap Judgements: Our First 5 Minutes on 10 Stocks - CTO, DFIN, AMZN, DG, COST, GLXY, RILY, AMC, ENR, ARKR
Focused Compounding
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Movie Theatres
Ademse: My feeling on amsey, last i looked at them, was that they're going to have trouble investing on capa. But that might not be true. It's a perfectly good circuit um. They are comparable in a lot of ways to sinamark. Ademse: I don' think ther'll be much for a problemablou, i don't think there's going to be people wanting to open movie theatres.
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