Focused Compounding Ep 426. Expectations Investing: Predictions for the Box Office and Movie Theaters in 2024
Jan 22, 2024
Hosts discuss predictions for box office and movie theaters in 2024, including the impact of expectations on stock market performance. The annoyance of multiple streaming platforms and the potential for more bundling and consolidation in the future is also discussed. The decline in box office attendance for 2024 and undervalued stocks in the industry, such as Marcus Corporation, are highlighted. The financial situation of AMC, including its substantial debt and reliance on equity holders, is explored in relation to its box office performance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 β’ 1min
Expectations and Performance in Stock Market and Box Office
01:24 β’ 5min
The Movie Making Process: From Development to Production
06:09 β’ 5min
The Annoyance of Multiple Streaming Platforms and the Future of Bundling
11:39 β’ 4min
Box Office Expectations for 2024: Decline in Attendance and Undervalued Stocks
15:43 β’ 12min
Financial Situation and Debt of AMC
28:07 β’ 12min