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Poker, that Wayne Gretzky Quote and Movie Theaters
Manage episode 329322008 series 3353340
Content provided by stocktalking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by stocktalking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
56 episodes
Share
Manage episode 329322008 series 3353340
Content provided by stocktalking. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by stocktalking or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
56 episodes
All episodes
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Similar to Stock Talking
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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continue reading
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