Roblox: If Its in the Game, Its in the Game
Roblox is set to IPO tomorrow. We think its a unique asset and are inclined to own this depending on how outlandish valuation turns out to be as...
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Roblox DPO. Going Public Through A Direct Listing Instead Of A Traditional IPO
Roblox is the most innovative company in gaming space and largest social platform for play with online gaming community of 150M+ MAUs worldwide
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TMT (AAPL) Weekly: 3 Things that Stood Out The Week of 8/14/2020
This week, a bunch of Apple related news caught our eye, and the many companies that would be impacted by changes to the appstore, privacy...
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DoubleDown Interactive IPO: Valuation Insights
Double Down Interactive (DDI US) is a leading game developer with a focus on social casino games where customers purchase virtual currency for use...
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Video Game Stocks Breaking Out; Buy SE-US, EA-US, ATVI-US, ZNGA-US, CDR-PL, UBI-FR, and 9697-JP
Video game stocks have been a major focus of ours for several months with the space outperforming the broad market amid the coronavirus pandemic....
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