It has been a while since I updated you as the day job has been crazy recently. My portfolio has stayed mostly the same and…
Quick Stock Talking note today – hidden in Cinemark’s Q2 2021 10-Q is actually NCMI’s 2Q revenue, operating and net income results: You can see this…
Charlie and I never spend a day talking about macro. Warren Buffett I spent a good chunk of Saturday catching up on Q2 earnings and…
Say it with me again – movies are back. Back as in as big as 2019. Bigger depending on what you want to comp Fast and…
It’s official – movies have returned to 2019 box office levels. Let’s go to Deadline for all the news from Memorial Day Weekend: Any major…
NCMI reported Q1 earnings after bell yesterday and the numbers look bad. I’m going to tell you why I’m not concerned with the print even if the…
When I first started writing about movies and investing in $CNK, $IMAX and $NCMI, there was no definitive proof post-pandemic that US consumers were willing…
WW1984 (released Friday (Christmas)) posted a $16.7mm opening weekend, the best ever for a pandemic era movie. Expectations for this movie were all over the place. This…
The Croods: A New Age hit theaters Wednesday and is exceeding expectations. Let’s take a look at some reactions from the weekend: Hollywood Reporter The…
Two pieces of news have dropped in the last week that overall improves the bull thesis for Cinemark, National CineMedia and IMAX. Both news items confirm…