
Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing
Focused Compounding
00:00
The Bottom Line on Box Office Mojo
The box office has been weaker than we would expect because what's happened is the supply has improved a lot. The product being put out, it's improved. But there's no evidence of like improved demand. We've had a hundred million dollars or more total box office every week for a couple months now and we will for a while. You're going to get to a dead point later in the summer.
Transcript
Play full episode