4Sem.·

$TTWO (-0,18 %) is not only Rockstar Games (e.g. Grand Theft Auto / Red Dead Redemption), but can also call 2K Games its own.


A few hours ago, the first teaser trailer for the fourth part of the equally popular Mafia series was released. Alongside GTA VI, the Take-Two studios will therefore be releasing another blockbuster next year.


In my opinion, the share is definitely worth a closer look.


https://www.youtube.com/watch?v=crDUx5suLm4

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You have to be anti-cyclical with gaming stocks. What's the point of going in now if you know which blockbusters are coming out. I mean, you can still make a good return, but you have to get in when nobody wants them, at the peak of the capex, and then milk the cahscow for 2 to 6 years when the blockbusters come out and then reassess whether it's worth throwing more money in
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Take a look at EPS and FCF

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