Easter, Not Trends, Drove Fleeting Box Office Surge
Early in this month the box office quarter to date was running ahead of any year in history. Apes posited a massive and permanent return to box office glory. Box office is now running behind even last year. $AMC made a profit 2q 2025, and generated some positive cash flow, but now even that is at risk. So why did the month start so good? What was it that got Apes excited? Nothing except the timing of Easter. Buy more $AMC.
Texas Regional Bank Stunned by $20M Fraud Loss
First Financial ($FFIN) is a very well regarded Texas regional bank. They have a long term pristine credit record and they have deep local links. Then last year they took a one-off charge >$20m on a single commercial fraud. I am...
Fund Manager Faces Liquidation, Lawsuits, and Assault Charges
Today we find out Clayton Larcombe's funds are in liquidation. The fund manager associated with the financial planning firm he is purchased is suing him personally. His 70 million of housing (Bellevue Hill, Southern Highlands) is in mortgagee possession And he is...
US Foreign Policy Alienates Allies, Prompting Australian Rethink
An obvious comment on US Foreign Policy: US foreign policy is self-defeating. a. spend a year beating up on allies, threatening to take land (Greenland) from a NATO ally b. wage a trade war against your allies. Sure the tariffs were...
AMC Added 28M Shares, Raising $33M in a Month
How fast is @CEOAdam issuing $AMC shares? Well we have a guide. The 10K contained this sentence. Shares of Class A common stock outstanding—529,547,465 shares at February 18, 2026 And the prospectus today contained this sentence: As of March 16, 2026, there were 557,955,745 shares...
AMC's $1.10 Level Marks a Soul‑saving Battle
My first tweet predicting $1.10 would be a level. At the time $AMC was barcoding $1.50. I told you that this level was where $AMC would fight for its soul.
Cheap Bored Ape Beats AMC, Yet Still Risky
A bored ape can now be yours for under $2000. Since peak it has somewhat outperformed $AMC stock. Apes however are neither great investments or great investors.
AMC's $10K Debt Revives Bankruptcy Risk
$AMC 10K firmly puts bankruptcy back on the table. To quote: In order to achieve net positive cash flows from operating activities, revenues will need to increase from current levels to levels at least in line with pre-COVID-19 revenues. However, there...