Is NCSoft Permanently Broken?
Is Ncsoft permanently broken? stock is down 40% from high and either everyone is tossing in the towel or they are not getting any recognition for...
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Activision Blizzard Inc. - Investment Thesis
Activision delivered a decent result but suffered on account of strong comps associated with the strong 2020 performance. The company benefitted...
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Roblox 2Q21: The “Other Metaverse” Company
So much attention from Facebook’s call was about Zuckerberg declaring it the “metaverse” company. Roblox's platform is aging up, monetization...
491 Views
ATVI 2Q21: Its Time to Buy Activision
The controversy around ATVI's work environment has provided an entry point for one of the best video game franchises as it is trading at 19x...
404 Views
Netmarble Buys SpinX for $2.2 Billion: Biggest Ever Overseas M&A Deal by a Korean Game Company
Netmarble Corporation (251270 KS) announced today after the market close that it has agreed to purchase a 100% stake of a Hong-Kong based game...
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