Has the experiential economy theme finally run its course. For the past few years, this has been a huge source of winners for us. Originally, we called it the long on money, short on time thesis.The idea that in a post-pandemic world, people were eager to splurge on experiences like travel, theme parks, concerts, even well, just going out to dinner. But over the past few weeks, it looks like the experiential economy ain't what it used to be. Even though I'm not ready to throw in the towel on this theme, the ...