With Mark Jones of Pragmatic Capital
Shares of AMC Entertainment Holdings (AMC) and Gogo Inc. (GOGO) have been beaten down pretty badly in recent years. But there is a lot that the market is missing, says this week’s guest, Mark Jones of Pragmatic Capital.
What’s been ailing AMC (2:40), why the cyclicality of the movie business (5:00) and Disney’s production schedule (6:52) will help its cause. Jones’s price target for AMC (9:20) and his research methods (16:30).
The case for Gogo (23:25), the backlog of demand (27:00) and his price target (30:08).
Not intended as investment advice.
Stocks mentioned on this podcast: AMC Entertainment Holdings (AMC), Gogo Inc. (GOGO)