Sony – How Much Does Microsoft’s ZeniMax Purchase Change the Console Outlook?
Microsoft surprised pretty much everyone with a purchase of ZeniMax studios just a day prior to the start of pre-orders for its next gen Xbox....
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Snowflake: Making It Rain
We've looked into many IPOs over the last 20 years, and think Our investment philosophy attracts us to investing behind THE major secular trend in...
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The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
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The Xbox Series S – Minimalism Done Wrong
So apparently after Sony decided to go with “RGB wireless router stuck on blue” as its design theme, Microsoft decided to one up them with a...
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