Focused Compounding cover image

Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

Focused Compounding

00:00

Cinemark Stock Price Chart

Cinemark is one that like if you wanted to trade it or something you probably would have been successful because what surprised me if you look at the stock price chart, I guess if we can look at this year. The Drop-off in the box office is really big, but it's because of a drop off in the kinds of movies Um To give you an idea about how these models work um At one point their adjustment for covid Would have been to reduce the expected box office for a movie by about 10 But those are kind of releases That are different from what we've been seeing lately. It seems a little too loaded into particular times of the year They'll be particular weak parts

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app