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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Weekly Innovation Review (WIRE) #45
Headline Developments Every week there’s a new deal (or regulation) in gaming. The Steam Deck, the Epic vs Apple case, China’s regulatory...
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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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Weekly Innovation Review (WIRE) #42
Headline Developments: Another bad week for Didi (DIDI) , with the stock plummeting a further 21% after Bloomberg reported that Chinese regulators...
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