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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Soulgate IPO - MIHOYO Could Change the Game, Worth a Bet
Soulgate (SSR US)Â is looking to raise up to US$293m in its U.S. IPO. This includes the US$89 concurrent placement to be sold to MIHOYO.
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TMT Weekly: 3 Things that Stood Out The Week of 6/11/​​​​​​2021
Three items that stood out last week to us in TMT...the most interesting was a lawsuit by music publishers against Roblox, signaling the importance...
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