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 PostI 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 PostOne 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 …
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