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Andrew Freedman: "We're going to go out on the risk curve today and pitch a movie theater stock, and it's not AMC! It's Cinemark Holdings (CNK) which is the 3rd largest exhibitor in the US.
On the key thesis points, you can see this is all about a reopening play with a combination of pent up demand and a strong blockbuster release schedule heading into the summer; getting us back to being closer to the 2019 box office sooner than anyone thinks.
These stocks have kind of been left for dead and a lot of people are skeptical what the long term future for movie theaters are, but we think that people will go see movies again to get out of the house (based on our survey work) along with encouraging results we have seen from the box office to date."
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