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

To: E_K_S who wrote (61048)	7/17/2018 8:47:11 AM
From: JakeStraw	Read Replies (1) \| Respond to of 78958

Any idea what the 'pure' stock play is in this area? I doubt there are any value stocks in the group. ATVI comes to mind... Message 31696272

To: E_K_S who wrote (61048)	7/17/2018 10:59:23 AM
From: John Koligman	Respond to of 78958

I see Jake made a suggestion, I can't really be of much help in this area as I don't follow it as closely as some of the hardware makers, such as Nvidia, which has had a huge run partly due to bitcoin mining. Regards, John

To: E_K_S who wrote (61048)	7/18/2018 3:54:27 PM
From: Jurgis Bekepuris	1 Recommendation Recommended By E_K_S Read Replies (2) \| Respond to 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.