Future Consolidation in Gaming

If you’re making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centers and other AI infrastructure is leading both companies to soaring heights, and their valuations reflect Wall St ...  Show more

Costs are going up for consumers and producers, which may not be a trend that stops anytime soon. We discuss what’s driving the increases and how it may eventually cause some shocks in a highly valued stock market today. Travis Hoium, Tyler Crowe, and Lou Whiteman discuss: - Cons ...  Show more

My guest today is Mitch Lasky. Mitch is a partner at Benchmark and one of the leading figures in the video game industry. Over the last 30 years, he has built, led, and invested in a number of the best gaming companies in the world, including Activision, EA, Riot, Snapchat, and D ...  Show more

With 65% of American adults now playing video games, how can investors get in on the game as well? In this episode JP Lee, ETF product manager at VanEck explains the recent growth and his expectations for the industry after lockdowns. He also discusses some of the biggest themes ...  Show more

We sit down Benchmark’s legendary gaming investors Mitch Lasky and Blake Robbins (now also of the excellent Gamecraft podcast fame) to discuss the history and future of gaming business models. This episode is the perfect bookend to our Nintendo/Sega gaming series this season on A ...  Show more

Today’s guest is Aswath Damodaran, who is joining us for a second time on Invest Like the Best. Aswath is a Professor of Finance at NYU’s Stern School of Business and is often referred to as the Dean of Valuation for his clarity of thought on the subject. This conversation picks ...  Show more