US/Europe Event-Driven Analyst

John DeMasi

CFA, CPA (New York State, status: inactive) with 20+ years on buyside (PM & analyst) at numerous hedge funds and proprietary trading desks in NYC and London, covering North American and European event driven investments.

Microsoft to Buy Activision Blizzard for $69 Billion: Impact on NCsoft, Krafton, & Netmarble

Saudi Arabia's PIF Launches Savvy Gaming Group and Buys 6.7% of NCsoft & 5% of Nexon

MergerTalk: Microsoft/Activision Blizzard-Why We Think This Transaction May Not Be Such A Gamble

TMT Weekly: 3 Things that Stood Out The Week of 7/​10/​​​​​2020

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Event-Driven

<ul>
<li>Microsoft’s largest-ever acquisition provides boost for cloud gaming and metaverse ambitions.</li>
<li>Deal comes as Activision Blizzard’s been mired in gender pay disparity and sexual harassment storm.</li>
<li>Controversial CEO Bobby Kotick to continue in his role as head of Activision Blizzard, though WSJ says otherwise.</li>
</ul>


Microsoft’s largest-ever acquisition provides boost for cloud gaming and metaverse ambitions.
Deal comes as Activision Blizzard’s been mired in gender pay disparity and sexual harassment storm.
Controversial CEO Bobby Kotick to continue in his role as head of Activision Blizzard, though WSJ says otherwise.


Microsoft Got Game! Plans to Buy Activision Blizzard for $95/Share or $68.7 Billion