Electronic Arts: Big Gaming


Use the podcast player below to listen to our discussion on Electronic Arts and its Q4’22 result, which accompanies the detailed write-up below: (Date of report: 29 June 2022) We like gaming as an investment theme. This attractive and growing industry appeals to the digital native generations who can only become more important consumers as time goes on. With trends like increased smartphone penetration and improved access to broadband internet, the growth drivers for this industry are clear. Not all gaming companies are created equal, of course. With Activision Blizzard under offer from Microsoft, we decided to cover Electronic Arts as a major [...]

Electronic Arts: Big Gaming2022-06-29T17:09:26+02:00

Magic Markets Ep57: Our 2021 Winners and Losers


The final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets, we value transparency and we focus on creating a shared learning environment, which means we highlight our mistakes instead of hiding them. Of course, there were also some great outcomes this year, including some stocks that looked dicey at times. In Episode 57 of Magic Markets, we invite you to learn with us as we discuss some of our best and worst positions during the year. This is our last show for the year and we look [...]

Magic Markets Ep57: Our 2021 Winners and Losers2021-12-23T11:36:15+02:00


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