Josh Burwick
Long/short equity, growth at reasonable price, tech, Venture capital

World Of Worry For Activision

Activision (NASDAQ:ATVI) has successfully operated with a strategy resembling a strong three-legged stool comprised of: Call of Duty, Skylanders, and World of Warcraft; however, the legs are starting to crack. 1) The cash cow World of Warcraft game appears tired after an incredible nine year run as users opt for free to play competition, namely League of Legends. 2) Skylanders is squarely under attack by Disney (NYSE:DIS) who is set to unleash its Infinity game in August where many past and present Disney characters come to life as toys who play in an open world game. (3) Call of Duty has been nothing short of a perennial blockbuster, but this year it goes head to head

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