tae kim
firstadopter
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.
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Despite the breathless praise for Microsoft's Xbox strategy from many, I'm going the other way. The two-tiered next-gen console launch is flawed and isn't going to work. Here's why $MSFT
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A wrap of my TikTok columns:1. TikTok-Microsoft Deal Might Solve Everything https://www.bloomberg.com/opinion/articles/2020-07-31/tiktok-microsoft-deal-makes-sense-for-all-even-trump?sref=cSRHqDay2. Ban Would Leave Giant Social-Media Hole h
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