What's the long term bull case for $AMC?
Even if there are many great movies coming this summer, it doesn't mean that the movie theater industry is officially back to normal. Many movie theater operators are still weak financially despite the rebound in movie theater attendance after the pandemic.

Movie studios have other avenues of monetizing their content like having their own streaming service or licensing the content to streaming platforms. Movie theater chains rely on ticket and food sales.

Some movie theaters are offering subscription services. $CNK became the first movie theater chain to have a million subscribers. $AMC, despite being the largest movie theater operator in the world, hasn't reached that accomplishment despite having a cult following.

Why would people still invest in AMC?
Upcoming Earnings Calendar! (Nov 1-5)
Hey guys! Here's next week's earnings calendar! Several very interesting companies set to report earnings. Here's the one's I'm most excited about and why:

  • $APPS: any sign of iOS ad dollars shifting to android (Digital Turbine's revenues are mostly from android).
  • $Z: an update on the real estate market and iBuying
  • $LYFT and $UBER: is mobility in the US back to pre-pandemic levels?
  • $COIN metrics on the NFT market.
  • $PENN and $DKNG update on the mobile sports betting market.
  • $ATVI number of Call of Duty Warzone players. The last reported number was 100MM.
  • $CRSR: comments on the supply chain issues they're experiencing.
  • $MELI: update on the Brazilian e-commerce market. Relevant for $SE's expansion.
Comment below which earnings report you are looking forward to the most!
Friendly reminder: you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

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Eric Pelnik's avatar
$273.5m follower assets
Earnings this week
📞 Which calls are you most excited about?

Monday, May 3rd
$APPF AppFolio
$CAR Avis Budget Group
$IRBT iRobot
$CHGG Chegg
$EL Estee Lauder
$ZI ZoomInfo Technologies
$MELI Mercadolibre

Tuesday, May 4th
$ATVI Activision Blizzard
$UAA Under Armour
$APO Apollo Global Management
$AKAM Akamai Technologies
$AYX Alteryx
$WMG Warner Music Group
$CVS CVS Health
$MPC Marathon Petroleum
$MCFE Mcafee Corp
$KKR KKR & Co
$TRI Thomson Reuters
$D Dominion Energy
$ESPR Esperion Therapeutics
$ZG Zillow Group
$SPCE Virgin Galactic
$MTCH Match Group
$LYFT Lyft
$PFE Pfizer
$UPWK Upwork
$SPT Sprout Social
$WYNN Wynn Resorts

Wednesday, May 5th
$TUP Tupperware Brands
$BKNG Booking Holdings
$SMG Scotts Miracle-Gro
$RDFN Redfin
$GM General Motors
$ELY Callaway Golf
$ETSY Etsy
$FSLY Fastly
$GDDY GoDaddy
$HUBS HubSpot
$PYPL PayPal
$TWLO Twilio
$ZNGA Zynga

Thursday, May 6th
$APRN Blue Apron
$TWST Twist Bioscience
$BYND Beyond Meat
$BL BlackLine
$MNST Monster Beverage
$BILL Bill.com
$CVNA Carvana
$NET Cloudflare
$DDOG Datadog
$DBX Dropbox
$EXPE Expedia
$EB Eventbrite
$FVRR Fiverr
$FNF Fidelity
$FNKO Funko
$GRPN Groupon
$GPRO GoPro
$MHK Mohawk
$W Wayfair
$SHAK Shake Shack
$PZZA Papa John's
$YELP Yelp
$MRNA Moderna
$VIAC ViacomCBS
$SQ Square
$PTON Peloton
$ROKU Roku
$FROG JFrog

Friday, May 7th
$CNK Cinemark
$DKNG Draftkings

Sources: Business Insider, Google Finance, and Yahoo Finance
Very excited for Peloton. Especially to see if they announce any new products and how their guidance over the next year looks
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