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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 Market Cap of Netflix 162 Billion

I just don't think that would even be the case with the size of these streaming businesses now Relative to like what cinema trades at or a mark is or even an AMC Yeah Um I mean, they're just so big compared to the theater businesses And like what they're training at yeah in the multiples and stuff. They could possibly benefit from better understanding of um how to make content and stuff if they owned a theater Their best bet would have just been to buy a studio which they should have done, but they didn't. It's not really much of a studio Just gives them access to a big library and stuff Got it cool.

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