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Ep 393. NVDA’s Valuation, Oil Outlook, SRG’s Liquidation, and Event Driven Investing

Focused Compounding

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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.

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