$TTWO will probably launch the following games in 2025: Sid Meier's Civilization VII, Mafia: The old Country, Borderlands 4 and GTA VI.

The cash cow is also running with WWE 2K24 and NBA 2K24

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K@TechNav

3Mês

Shares or not, we love the game! ❤️

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BeachPlease@BeachPlease

3Mês

@TechNav That's exactly how it is :)

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Schweizer_Investor@Alumdria

3Mês

GTA VI is guaranteed to be postponed to 2026. So far, almost no game from Rockstar Games has been released on time. That's why they're not releasing any information yet, because they don't know for sure whether they can meet the deadline.

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BeachPlease@BeachPlease

3Mês

@Alumdria As long as it doesn't take on the dimensions of Stalker 2, which have been postponed for years, everything is fine, Mr. Crystal Ball :)

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Schweizer_Investor@Alumdria

3Mês

@BeachPlease Well, if you've been playing for about 22 years, you start to get a feel for it. And today's games are usually delayed, especially when they are so complex. I definitely hope that it will be postponed. I'm starting a further education course in September and GTA VI would just be a distraction😅

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Smudo@Smudeo

3Mês

@Alumdria concise information to keep expectations and enthusiasm in balance this is Moritz's strategy

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Schweizer_Investor@Alumdria

3Mês

@Smudeo I wouldn't have such high expectations for GTA VI anyway. I'm also really looking forward to the game, but the longer Rockstar Games doesn't release any new information, the higher my expectations become, which probably won't be completely fulfilled. I don't want to be disappointed, so I'm not jumping on the hype train. And as a story gamer, I'm worried that Rockstar Games is focusing too much on GTA Online and neglecting the campaign. You've already seen it with GTA V. They didn't even bring a story DLC. With GTA IV there were actually two, and they were really cool. In general, I think IV was better than V. Liberty City was also much more alive, and the physics when driving were also more realistic. And the story about Nico Bellic as an immigrant was the coolest anyway🤩

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trump@trump

2Mês

I accidentally deleted my post, but if you want I can still explain why I created the position
I think it was you who asked

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BeachPlease@BeachPlease

2Mês

Yes, I would be interested!

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trump@trump

2Mês

@BeachPlease
I see a turnaround at Watsco, probably as the current challenges are temporary and the company is strategically well positioned. The sell-off in Q1 2025 results from a decline in sales (2% to USD 1.53bn) and lower profit (EPS: USD 1.93 and USD 2.29 were expected) caused by supply shortages of A2L refrigerants due to container problems and severe weather in ports such as Rotterdam.
The transition to environmentally friendly A2L refrigerants (USD 1 bn inventory investment and training), which is expected to be completed by the end of Q2 2025, is a short-term burden, but positions Watsco even more strongly as a market leader against competitors as it is an early adopter of sustainable products.
(Watsco also has a 13% market share and the next largest has just 5%)
Peak season (Q2/Q3) (hot summer in the Sunbelt states where Watsco is very well positioned), a strong replacement market (10% growth in Q1), higher margins (28.1%) and financial strength (USD 432m cash, no debt) support a recovery in my view. Tariff fears of 50% on EU goods from June 2025 are manageable as European imports are low.
The new environmentally friendly refrigerants (A2L) are more expensive than the previous ones (R-410A), which will ensure higher margins.
-> In Q1 2025, the gross margin rose to 28.1 % (from 27.5 % in the previous year), despite the temporary challenges.

The transition should be completed by the end of Q2, which should also solve the temporary "problems".
For me, this points to a turnaround.
Of course, I could also be wrong and the problems could drag on. In my opinion, however, nothing stands in the way of the investment in the long term

I hope it was understandable :)

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BeachPlease@BeachPlease

2Mês

Yes, that was understandable :) Actually sounds quite good and if you look at the estimate, the share price is more likely to be in the € 420 range. They made a big mistake with the April earnings, but that should be priced in by now

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trump@trump

2Mês

@BeachPlease looks like i've timed the bottom. now all that's left is to get the finances right for the next release

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BeachPlease@BeachPlease

2Mês

According to your descriptions, that can be good! :) Then one can only hope that this is not a local low. Technically, it's starting to look like a trend reversal, I think the fog will clear next week and if my buy signals come, I'll get in too :)

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trump@trump

2Mês

@BeachPlease easy
where did you set your signals?

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