Back in 2013, Take-Two & Apple traded at single digit P/Es into their best product cycles ever (GTA Online and iPhone 6). Sell side was completely oblivious & backward looking. Could not see out windshield, how every firstadopter was clamoring to buy these products https://twitter.com/ballmatthew/status/1331762531476639744
Back in 2013, Take-Two & Apple traded at single digit P/Es into their best product cycles ever (GTA Online and iPhone 6). Sell side was completely oblivious & backward looking. Could not see out windshield, how every firstadopter was clamoring to buy these products https://twitter.com/ballmatthew/status/1331762531476639744
Back in 2013, Take-Two & Apple traded at single digit P/Es into their best product cycles ever (GTA Online and iPhone 6). Sell side was completely oblivious & backward looking. Could not see out windshield, how every firstadopter was clamoring to buy these products https://twitter.com/ballmatthew/status/1331762531476639744
Back in 2013, Take-Two & Apple traded at single digit P/Es into their best product cycles ever (GTA Online and iPhone 6). Sell side was completely oblivious & backward looking. Could not see out windshield, how every firstadopter was clamoring to buy these products https://twitter.com/ballmatthew/status/1331762531476639744
Great tech product cycles work. Nvidia Ampere GTX 3000, Nintendo Switch games - Animal Crossing, Zoom, Shopify e-commerce software, AMD Zen 2/3, TSMC 7nm, Sony PS5. This isn’t rocket science. Ask your friendly tech nerd! https://twitter.com/firstadopter/status/1330984566220353538
Sony shares are up nearly 40% over the last two months on the back of rising optimism for the PS5 product cycle
Here are my two recent columns on why the Sony PlayStation 5 was going to be a bigger success than the pundits believed. First in September: https://www.bloomberg.com/opinion/articles/2020-09-10/microsoft-s-xbox-game-plan-can-t-measure-up-to-sony-s-playstation

Then in November: https://www.bloomberg.com/opinion/articles/2020-11-11/sony-playstation-5-will-win-console-war-against-microsoft-xbox-series-x?sref=cSRHqDay
Microsoft’s Xbox Game Plan Has Big Problems

The software giant’s strategy to roll out two new versions of its gaming console isn’t going to displace Sony at the top.

https://www.bloomberg.com/opinion/articles/2020-09-10/microsoft-s-xbox-game-plan-can-t-measure-up-to-sony-s-playstation
Great thread worth reading on a similar theme https://twitter.com/plaffont/status/1351004371585261581
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