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Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

Focused Compounding

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Is That a More Efficient Way to Run Your Theme Parks?

Like disney I would say as an example the thing that people don't Realize probably about the parks but at least by certainly disney world Is their capacity to move a lot more money through the system is a lot higher. They're much more extreme than these other companies we're talking about because they do things with the magic band and lightning stuff and all that Which means that they're tracking everything and keeping you out of lines and spending money all the time? Um, so that's a huge difference versus a few years ago Mm-hmm.

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