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Take-Two Interactive Software Inc. (TTWO)

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Instablog posts on TTWO

AOL, Yahoo Could Be Smart Buys For Savvy Giant by Diane Mermigas
The unintended consequences of Yahoo and AOL repositioning themselves as online content companies and magnets for television advertisers is that they will be targets for acquisition or strategic partnerships in an improving economy. Yahoo and AOL could be choice assets to savvy players that are... More »
November 1, 2009 • YHOO, TWX, CBS
Activision-Blizzard: Opportunity in ATVI by Matthew Ganucheau, CFA
Activision-Blizzard is the dominant player in the fast growing video game industry, owning 3 of the biggest franchises, Call of Duty, World of Warcraft, and Guitar Hero, among others. With the upcoming release of Call of Duty: Modern Warfare 2 in November, I felt it timely to review ATVI's... More »
October 1, 2009 • ATVI, ERTS, TTWO
Take Two Interactive and other companies taking risks, playing favorites with disclosures? by Dominic Jones_
A very interesting article published by Market Rap was forwarded to me by Bruce Carton on Twitter. The story is that Dow Jones says it received Take Two Interactive's (NASDAQ: TTWO) Sept. 1 earnings release under embargo ahead of its general release via Business Wire. This allowed Dow Jones to... More »
September 16, 2009 • TTWO
25 Breakout Stocks to Watch: Week of September 14, 2009 by Marco Hickey
In this post is a fresh list of 25 bullish stocks to watch for the week of September 14, 2009. I will be keeping my eye on all of these stocks this week, but chose only one to write a detailed option trade about this week. All of these stocks demonstrated tremendous strength during Friday's... More »
September 14, 2009 • DIA, SPY, QQQQ
Video Game Link Roundup - July 28 Edition by Michael Comeau
Here's a quick and clean round-up of the hottest news stories impacting the video-game world:First things first, THQ (THQI) reports first-quarter earnings after the close on Tuesday. Riding high on the success of UFC Undisputed 2009, THQ is set to begin what looks like an impressive... More »
July 28, 2009 • ATVI, THQI, TTWO
First Coverage Weekly Street Sentiment (July 28, 2009) - Sell-Side Loves Everything…Except Technology by First Coverage
Sell-Side Loves Everything…Except TechnologyBe long, and it doesn’t really matter where!Headline: Sell-side continues their love affair with the current summer market rally! What seemed to be a “stock pickers’” market mere weeks ago, in which the sell-side was... More »
July 27, 2009 • ALL, DECK, ORLY
Video Game Industry News - Weekend Edition by Michael Comeau
As always, the video-game industry's active with news coming across the wires 24/7. Here are this weekend's 5 most interesting stories:1) Is a Grand Theft Auto movie on the way? Take-Two Interactive's (TTWO) RockStar Games studio says no. 2) Elsewhere in the video game/movie... More »
July 26, 2009 • ATVI, TTWO, NTDOY.PK
Video Game Industry News Roundup - Battlefield 1943, Xbox 360 Numbers by Michael Comeau
Some interesting things happened in the video-game industry today that you may have missed, so I thought I'd put together a brief recap of what's hot and what's not.This morning, Electronic Arts (ERTS) announced that its recent download-only title Battlefield 1943 has sold over 600,000 units in... More »
July 23, 2009 • ERTS, MSFT, ATVI
The “Always a Bridesmaid” List of Software Companies by Joshua Morgan Brown
Here’s a cliché I’ve heard just about enough of:So-and-so analyst/commentator “expects a wave of software consolidation to begin.“Barron’s Eric Savitz discussed Citigroup analyst Brent Thill’s latest consolidation prediction this week and I was... More »
June 17, 2009 • RHT, ORCL, MSFT
Margin of Safety for GameStop is Attractive at Current Prices by Chris Lau
The purpose of this report is to illustrate why GameStop is at an attractive value with an adequate margin of safety at current levels. In this report, I will conclude that GME has a company value of $32.70. Let me just round it to $33. Company Overview: GameStop was born from Barnes and Noble.... More »
May 27, 2009 • ATVI, GME, TTWO

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Take-Two Interactive Software Inc. (TTWO)

Instablog posts on TTWO

AOL, Yahoo Could Be Smart Buys For Savvy Giant by Diane Mermigas

Activision-Blizzard: Opportunity in ATVI by Matthew Ganucheau, CFA

Take Two Interactive and other companies taking risks, playing favorites with disclosures? by Dominic Jones_

25 Breakout Stocks to Watch: Week of September 14, 2009 by Marco Hickey

Video Game Link Roundup - July 28 Edition by Michael Comeau

First Coverage Weekly Street Sentiment (July 28, 2009) - Sell-Side Loves Everything…Except Technology by First Coverage

Video Game Industry News - Weekend Edition by Michael Comeau

Video Game Industry News Roundup - Battlefield 1943, Xbox 360 Numbers by Michael Comeau

The “Always a Bridesmaid” List of Software Companies by Joshua Morgan Brown

Margin of Safety for GameStop is Attractive at Current Prices by Chris Lau

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