Value Investing Former Facebook Exec Chamath Palihapitiya On Social Media, Bitcoin, And Elon Musk (Full) | CNBC |
- Former Facebook Exec Chamath Palihapitiya On Social Media, Bitcoin, And Elon Musk (Full) | CNBC
- Has anyone had a look at Take Two Interactive?
- Citron Research Short Thesis on Wayfair
| Former Facebook Exec Chamath Palihapitiya On Social Media, Bitcoin, And Elon Musk (Full) | CNBC Posted: 01 Sep 2018 05:00 PM PDT |
| Has anyone had a look at Take Two Interactive? Posted: 01 Sep 2018 12:15 PM PDT Its currently quite expensive at PE 88, but... They are the gatekeepers of one of the most profitable franchises in history - GTA. And what's more, they are very focused on quality. GTA IV and V has nearly 9 average on meta-critic They are also building up their micro-transactions business which is 100% profit I see Take Two Interactive as a gaming version of Pixar. They are serious creators who are very interested in building high quality long-term franchises. The games are becoming increasingly evergreen as they add online functionality and give players access to a backlog of games. Their online games also create a marketing platform to advertise newer titles bringing down advertising costs... Their financials are great: -micro-transactions are building cash-flows when they aren't releasing blockbusters -$1.1 bn cash-no debt Would love for someone to give a counter-view. Obviously its expensive, but apart from that... I see it as a pixar or lucas arts - two creative companies with evergreen franchises... [link] [comments]  |
| Citron Research Short Thesis on Wayfair Posted: 01 Sep 2018 03:16 PM PDT |
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