📈 Movie theaters do not go out of business
With reopening underway (empty theaters, $5 tickets, $99 whole-theater rentals) Friedberg argues the theatrical experience is structurally durable and will not die; Jason floats AMC as a trade on the back of it.
0
CONVICTION
peaked 31.8 EMBER
DORMANT
band
▲ LONG AMC
expression · bullish equities
HIT
outcome · R +95.6% · α +79.7%
2022-03-27
window closed
⚖ Why this verdict
fully deterministic — evaluate.py replays this from daily closes; nothing below is editable or hand-set
- Window: 2021-03-27 → 2022-03-27 — first mention + 12-month horizon, then the window locks.
- The call: ▲ LONG AMC (primary play). AMC rose 95.6% over the window → direction-adjusted R = +95.6% (the call made money).
- Benchmark: holding SPY over the same window returned +15.9% → α = +95.6 − (+15.9) = +79.7% — what this call made or lost against just owning the index. This is the number the verdict uses.
- Rule fired:
▶ HIT — R ≥ +10% AND α ≥ +5 ✓ (R 95.6, α 79.7)· PARTIAL — R ≥ +5% OR α ≥ 0· MISS — everything else
- Credit: supporters of a HIT earn 1.0 each, opposers the inverse — this feeds the scoreboard weights. supported: Friedberg, Jason | proxy-sensitive: CNK→MISS (-15.0%); IMAX→MISS (-2.0%)
Conviction timeline
bands: green ≥ 65 · watch ≥ 45 · ember ≥ 15
Plays vs SPY · % since first mention (2021-03-27)
Plays
| expression | symbol | kind | relevance | rationale |
|---|---|---|---|---|
| ▲ LONG | AMC | stock | PRIMARY | the ticker Jason names on air as the way to express it |
| ▲ LONG | CNK | stock | adjacent | cleaner-balance-sheet exhibitor levered to the same reopening |
| ▲ LONG | IMAX | stock | adjacent | premium-format exhibitor, direct read on theatrical demand returning |
Mention log
Who built this conviction
each voice's total force on the score — supports and opposes from every mention, weighted exactly as the replay applied them · share = % of all mention-driven movement
⏳ decay drained -26.5 over the idea's life — that's time passing, attributed to no one
Score events
| episode | kind | Δ | after | note |
|---|---|---|---|---|
| E27 2021-03-27 | init | +17.3 | 17.3 | E27 born by Friedberg (sentiment x2) [w=0.87] |
| E27 2021-03-27 | reinforce | +14.5 | 31.8 | E27 Jason support x1 (new voice) [w=0.97] |
| E28 2021-04-01 | decay | -1.3 | 30.5 | E28 silent |
| E29 2021-04-17 | decay | -1.2 | 29.3 | E29 silent |
| E30 2021-04-23 | decay | -1.2 | 28.1 | E30 silent |
| E31 2021-05-01 | decay | -1.1 | 27.0 | E31 silent |
| E32 2021-05-13 | decay | -1.1 | 25.9 | E32 silent |
| E33 2021-05-22 | decay | -1.0 | 24.9 | E33 silent |
| E34 2021-05-31 | decay | -1.0 | 23.9 | E34 silent |
| E35 2021-06-13 | decay | -1.0 | 22.9 | E35 silent |
| E36 2021-06-18 | decay | -0.9 | 22.0 | E36 silent |
| E37 2021-06-25 | decay | -0.9 | 21.1 | E37 silent |
| E38 2021-07-03 | decay | -0.8 | 20.3 | E38 silent |
| E39 2021-07-09 | decay | -0.8 | 19.5 | E39 silent |
| E40 2021-07-16 | decay | -0.8 | 18.7 | E40 silent |
| E41 2021-07-23 | decay | -0.7 | 17.9 | E41 silent |
| E42 2021-07-30 | decay | -0.7 | 17.2 | E42 silent |
| E43 2021-08-06 | decay | -0.7 | 16.5 | E43 silent |
| E44 2021-08-28 | decay | -0.7 | 15.9 | E44 silent |
| E45 2021-09-04 | decay | -0.6 | 15.2 | E45 silent |
| E46 2021-09-14 | decay | -0.6 | 14.6 | E46 silent |
| E47 2021-09-18 | decay | -0.6 | 14.1 | E47 silent |
| E49 2021-10-02 | decay | -0.6 | 13.5 | E49 silent |
| E50 2021-10-09 | decay | -0.5 | 12.9 | E50 silent |
| E51 2021-10-16 | decay | -0.5 | 12.4 | E51 silent |
| E52 2021-10-23 | decay | -0.5 | 11.9 | E52 silent |
| E53 2021-10-30 | decay | -0.5 | 11.5 | E53 silent |
| E54 2021-11-06 | decay | -0.5 | 11.0 | E54 silent |
| E55 2021-11-13 | decay | -0.4 | 10.6 | E55 silent |
| E56 2021-11-20 | decay | -0.4 | 10.1 | E56 silent |
| E57 2021-12-04 | decay | -0.4 | 9.7 | E57 silent |
| E58 2021-12-11 | decay | -0.4 | 9.3 | E58 silent |
| E59 2021-12-17 | decay | -0.4 | 9.0 | E59 silent |
| E60 2021-12-23 | decay | -0.4 | 8.6 | E60 silent |
| E61 2021-12-29 | decay | -0.3 | 8.3 | E61 silent |
| E62 2022-01-08 | decay | -0.3 | 7.9 | E62 silent |
| E63 2022-01-15 | decay | -0.3 | 7.6 | E63 silent |
| E64 2022-01-22 | decay | -0.3 | 7.3 | E64 silent |
| E65 2022-01-29 | decay | -0.3 | 7.0 | E65 silent |
| E66 2022-02-05 | decay | -0.3 | 6.7 | E66 silent |
| E67 2022-02-12 | decay | -0.3 | 6.5 | E67 silent |
| E68 2022-02-19 | decay | -0.3 | 6.2 | E68 silent |
| E70 2022-02-24 | decay | -0.2 | 6.0 | E70 silent |
| E71 2022-03-05 | decay | -0.2 | 5.7 | E71 silent |
| E72 2022-03-19 | decay | -0.2 | 5.5 | E72 silent |
| E73 2022-03-26 | decay | -0.2 | 5.3 | E73 silent |