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.
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.
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.
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.
too hard pile.
They have been performing well since this writeup, and Moana 2 and Sonic 3 have excellent reviews at the theatres
moana is easy to understand, but the situation with management and the long term competitive landscape is hard (for me).
Very fair take.
They have been performing well since this writeup, and Moana 2 and Sonic 3 have excellent reviews at the theatres