Corsair: cheaper than (the) chips
- Global
-
Activision Blizzard, AMD, Corsair, Electronic Arts, esports, Gaming, Nintendo, Nvidia, Sea, Tech, Tencent
- August 7, 2021
Long-time readers of The Finance Ghost will know that I’m a fan of the gaming and esports theme. Our lives are going one way and one way only: more digital. The severe lockdowns last year only accelerated this theme. People were forced to stay home and stay safe. They also needed to stay entertained. It’s perhaps an arbitrary data point, …
View Post
Corsair: cheaper than (the) chips
- Global
-
Activision Blizzard, AMD, Corsair, Electronic Arts, esports, Gaming, Nintendo, Nvidia, Sea, Tech, Tencent
- August 7, 2021
Long-time readers of The Finance Ghost will know that I’m a fan of the gaming and esports theme. Our lives are going one way and one way only: more digital. The severe lockdowns last year only accelerated this theme. People were forced to stay home and stay safe. They also needed to stay entertained. It’s perhaps an arbitrary data point, …
View Post
Magic Markets Ep13: Disney vs. Netflix
It’s an investment rumble in the jungle, as the House of Mouse takes on Netflix. Although Netflix gets all the credit for being a techy platform company (and included in the FAANG group), Disney+ already has nearly 100 million subscribers vs. just over 200 million at Netflix. Of course, there’s so much more to Disney than Disney+, like the entire …
View Post
Nintendo eats its Super Mario Mushrooms
I love a good investment megatrend. Your chance of success is so much higher when you invest in a growing industry rather than trying to find the last surviving fish in a shrinking pool. Back in July, I wrote here that gaming was doing incredibly well over lockdown and that the trend may continue. Whenever a large group of people …
View Post
Nintendo eats its Super Mario Mushrooms
I love a good investment megatrend. Your chance of success is so much higher when you invest in a growing industry rather than trying to find the last surviving fish in a shrinking pool. Back in July, I wrote here that gaming was doing incredibly well over lockdown and that the trend may continue. Whenever a large group of people …
View Post
Gaming isn’t just a game anymore
- Global
-
AMD, Electronic Arts, Gaming, Investment theme, Mobile Gaming, Nintendo, Nvidia, Smartphones, Sony, Tencent
- July 15, 2020
One of my key investment themes is gaming. I strongly believe that gaming over the next decade will be what smartphones were over the previous decade. People are more connected than ever before. Every day, more and more people get fast internet access. In a world of social distancing, gaming becomes a welcome escape and a source of entertainment. In …
View Post