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Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

Focused Compounding

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Theme Parks

Sea world is a little difficult. They're actually at a pretty high level. In terms of revenue, ind terms of operating profit, they're at record levels um. Most every measure that we use, they ave very levels, which is differet tan something like cinamar. So i do think it's pretty different that way. I can see people saying, oh, there's been a real change with streaming and and a all that. Than i can see people say, whell feur people are going to go to cedar fair and see world and am and all those sorts of placesi mean, even if you look right now, screen, i mean, two thousand

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