Ep 458. Capital Allocation Returns (AAP vs. AZO), Family Entertainment Stocks, Supplier Concentration, and Customer Behavior

Aug 23, 2024

Dive into the bidding wars surrounding Paramount and the complex dynamics of non-voting shareholder concerns. Discover the competitive landscape of automotive parts retailers like AutoZone and Advanced Auto Parts, showcasing their capital allocation strategies. Explore family entertainment business models, particularly Dave & Buster's, and how consumer behavior shifted during COVID-19. Unpack revenue growth strategies in the entertainment industry, addressing economic sensitivity and the balance of pricing and partnerships in a changing market.