The chapter delves into the struggles faced by companies like Chewy and GameStop in acquiring customers and managing cash accumulation respectively. It explores the potential of a merger between Cedar Fair and Six Flags, discussing the benefits of economies of scale while considering the debt burdens of both entities. The conversation also touches on the impact of majority ownership, cost savings, enhancing guest experiences, and the introduction of paid fast passes in theme parks to increase revenue.
This investor is not a cat, though.
Asit Sharma and Ricky Mulvey discuss Chewy becoming a meme stock, Cedar Fair and Six Flags merging into one company, and headlines from 2029.
Companies discussed: CHWY, SIX, FUN, AMZN, WMT
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Tim Sparks
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