4Settimana
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
••
4Settimana
@topicswithhead although the share has already held back, it could have been slipped in much earlier. The fact that GtA 6 is coming has been known for some time now, and the 2k games come 70% annually, 2KNBA and co.
••