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Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Focused Compounding

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The Movies Aren't Coming Back as Strong as I Had Expected

There's like no need for a pandemic adjustment at all If you look at how avatar did spider-man um last year they did exactly what they would have done without a pandemic. And horror has had no problem that way, right? But that's a very young skewing audience and it's very focused on going to the theater upfront and everything. The number of releases is pretty close to what we'd expect wider releases in the 90 to 100 ranges is normal in the 2010s or early '00s. There's probably the peak in terms of most people as a percentage of pop population but it may be around 97 or 98 this year.

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