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Showing content with the highest reputation on 11/09/2025 in all areas

  1. Having read through the transcript of the call, and reviewed the slides, it sounds like there's more than just "good" and "bad" parks in their eyes The "core," high-performing parks that have been seeing investment and will continue to do so. The "core," low-performing parks that they're going to try investing in, and if it doesn't make it into a high-performing park, the category will change. The "non-core," low-performing parks that may be salvageable into profitable parks. The "non-core", low-performing parks that are on the immediate chopping block if they can't get their act together. The "non-core" parks that are already officially slated for closure (SFA, CGA). Based on what Zimmerman and the other guy said, it sounds like there's a bit of fluidity and movement possible between types 2, 3, and 4.
    1 point
  2. There's plan A, plan B and then "oh crap we can't buy anything".
    1 point
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