00:00 Intro
01:00 New Bid for Paramount
05:56 AAP/AZO: Capital Allocation Differences
23:30 Fixing a Declining Business
36:30 Cannibal Stocks
40:00 Family Entertainment Stocks
41:30 Dave and Buster's
01:08:09 Supplier Concentration in theaters
01:23:11 B2C vs. B2B
01:29:33 High FCF and Negative NI: $WBD


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