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Strategies & Market Trends : Value Investing

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E_K_S

To: E_K_S who wrote (61048)	7/18/2018 3:54:27 PM
From: Jurgis Bekepuris	1 Recommendation Read Replies (2) of 78958

EA was a value stock some time ago... 2010-2014 or so. Completely missed it. Same for ATVI, UBI. At the time it looked like these companies won't do great, the Asian cos and free2play gonna roll over the gaming business, the content costs were going up, etc. Currently nothing is cheap (apart of second rate Asian gaming cos maybe). BTW, when you say 'pure play', I don't think there's such thing. Most of the competitive e-sports are based on older games that are not huge money-makers themselves (DotA). Super popular new e-sports'y games (Overwatch, Fortnite ) are money-makers, but even there the money comes mostly from game / in-game sales rather than from the e-sports events (AFAIK). There are huge online events on Twitch, but that's owned by AMZN, so.

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