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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (61044)7/15/2018 9:50:10 PM
From: Graham Osborn  Respond to of 78958
 
The interesting factor is growth rates. If you could extrapolate past growth for the next years (which is obviously dumb), the implied returns from a fairly valued start would be:



To: Paul Senior who wrote (61044)7/16/2018 8:33:54 AM
From: E_K_S  Read Replies (1) | Respond to of 78958
 
I have been looking at these based on the huge growth in the "e-sport" market. They all appear to have some exposure but to me, the key will be the one that can grow that part of their business.

Luxor Las Vegas has their ESPORTS Arena others are located in CA (Orange County/Oakland).

The 30,000-square-foot, multilevel arena is designed to host every form of competitive gaming, from daily play to high-stakes esports tournaments, and features a competition stage, 50-foot LED video wall, telescopic seating, PC and console gaming stations, and a network TV-quality production studio. Accompanying elements like virtual reality platforms, retro gaming consoles and a comprehensive menu by world-renowned chef José Andrés set the arena apart as an unrivaled esports entertainment experience for both casual and professional gamers, or even non-gamers who want an insider's look at what's quickly becoming one of the world's most popular spectator sports.


The Millennial generation really supports/attend these shows. They generate huge cash flows and broadcast these shows throughout the world.

It's catching on in Asia (South Korea) too. I was thinking YY would be a possible play but still need to research into who has the biggest "ESPORT" exposure (owned venues, broadcast/distribution, teams,games).

I never thought this was such a big & growing market. It says a lot about this generation of video gamers.

EKS