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Elliot Formal's avatar

Agree with the Berman/Kimble read. Think market has been sleeping on next quarters re Moana 2, Sonic 3, even potentially Dog Man, so I have a large stake in the co. However, seems like potential tariffs from a new admin are an overhang, and a real risk.

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Unemployed Value Degen's avatar

Yeah, could be a bumpy ride. They need to rebuild cash after retiring the preferreds, but I'm curious to see how the company will do when firing on all cylinders, and if they start looking at M&A targets or doing share buybacks.

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Li Jiang's avatar

too hard pile.

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Unemployed Value Degen's avatar

They have been performing well since this writeup, and Moana 2 and Sonic 3 have excellent reviews at the theatres

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Li Jiang's avatar

moana is easy to understand, but the situation with management and the long term competitive landscape is hard (for me).

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Unemployed Value Degen's avatar

Very fair take.

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Unemployed Value Degen's avatar

They have been performing well since this writeup, and Moana 2 and Sonic 3 have excellent reviews at the theatres

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