I think I can see your point and I definitely agree that the worst thing that could happen is to repeatedly get caught chasing the market and ending up doling out big dollars for movies whose only quality is their supposed commercial success potential.
The market is obviously craving intelligent and novel movies and is suffering from an excess of cookie-cutter products, so it's a promising route to take to focus on boutique-style distribution. However, given that TDI is a public company I also think that exclusive reliance on movies which might or might not create the buzz necessary to carry the comapny, especially quarter after quarter and year after year, is not necessarily viable...
I will say that this may be changing with the way social media is being used today, and that it could be a successful niche to try to conquer, but I would still contend that if that's the route you intend to go you should not be doing it as a public company (b/c of the high degree of scrutiny and predominatly short-term outlook).
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