The acquisition is not an investment case for me, and even though I think the gaming industry is interesting and a money printing machine, I have a hard time picking a company because an ETF in the space doesn't make sense to me (especially since I've since sold the all-around Tencent to reduce my China risk).
@EnjoyCapitalism I used to work for EA, and I don't want to get involved with them. It's only a matter of time before they start publishing stuff about sexism, racism, etc. I'd have to take a look at Take Two to see if it fits into my portfolio.
@Krush82 It depends on which period you look at. Gaming stocks are subject to quite high volatility because the success of individual titles can move the price strongly in the short term.
@EnjoyCapitalism which period should I look at? On a 5-year view, both shares go more or less sideways - I don't think that either one will outperform the market.
@EnjoyCapitalism A lot has happened in the last 10 years - the total revenue of the gaming industry has more than tripled in that time - I lack the imagination that this will happen again in the future.
