I explain why I think the stock market puck is going to the movie theater industry and how turbo poker tournaments are my mental model for market cycles. I review Cinemark's 2021 quarterly earnings call and why CEO Mark Zoradi's comments demonstrate that 2H 2021 and 2022 are going to be an amazing time for the box office.
Book recommendations:
- The Biggest Bluff, Maria Konnikova https://www.amazon.com/dp/B082ZQYGSL/
- Thinking in Bets, Annie Duke https://www.amazon.com/Thinking-Bets-Making-Smarter-Decisions-ebook/dp/B074DG9LQF
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