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EP 322. Q/A: Movie Theater Industry + Shortening Window, Managing Personal Portfolio, Bank Deposits, Valuing Stocks, and Much More

Focused Compounding

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How to Use the Davis Double Play to Make Money Indurable Businesses

We've talked a lot about movin theatres movi studios. And marcus is ta company that we actually did work on. I was just at one of their hotels recently, really where marcus and ucombasity, k oki. We were the only people travelling for business at that time. So while they may have under performed the market during the year, their prices are not that differnt when they started the year. Elegas before, let's t's see, five years yme ther lot, sai, 30 box stol. Oh, they're down a lot from covid anyhow, when that starting, ot the mad, the same as

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