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Bluegrass Capital
@BluegrassCap
, 4 tweets, 2 min read Read on Twitter
Installed base of international movie screens growing @ 13% CAGR
Movie theaters vs sports & theme parks; just as the barbells are working in retail (dollar stores & luxury taking share from the middle), also true in entertainment; movie theaters = the dollar stores of out of home entertainment
with Disney's IP acting a franchisor to these movie theater chain franchisees; DIS' "royalty" stream here is instead more performance based (ie variable) like a hotel franchisor vs mostly fixed like a restaurant franchisor
Original TV shows produced in the US by year by source (broadcasters, cable, streamers)
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Bluegrass Capital
@BluegrassCap
6 case studies per former Ruane, Cunniff, Goldfarb analyst on performing scuttlebutt research, developing real world contacts & personal relationships, where to focus your questions & time, etc. ht FinTwit

dropbox.com/s/c8qxz7fefjx5…
why Lountzis goes into the field himself
When Nike decided to chop its sales in half to make a long term bet on the value of controlling their own distribution
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Bluegrass Capital
@BluegrassCap
Ben Graham: Newer Methods for Valuing Growth Stocks valuewalk.com/wp-content/upl…
"Our approach to growth stock valuation"
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Bluegrass Capital
@BluegrassCap
Prediction Machines fundamental thesis is that "predictions" will become a measurable quantity, w rapidly expanding supply, and thus a cheaper & cheaper input benefiting then transforming existing processes. Historical paradigms = indoor lighting, then electricity, then compute.
The book argues the complements of "prediction," ie things that either help AI gather valuable training data to make better predictions (eg sensors on a self driving vehicle), or people who need easier to understand prediction distributions, will most benefit from the rise in AI.
Contrast this passage from Prediction Machines with the guidance John Malone's father provided
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