Not an Epic Ruling Against Apple
We examine developments in Epic's legal battle with Apple to identify potential long-term implications and winners and losers.
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Apple's App Store Price Cut Beneficiaries
Apple's quasi loss in the Epic lawsuit regarding app store take rates makes us all the more bullish on one of our favorite longs...Match Group.
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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...
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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...
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TMT Weekly:Â 3 Things That Stood Out the Week of 6/25/2021
We think Intel's restructuring is a means of burying its coming market share loss driven margin declines, while Comcast rumors are nonsensical....
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