homersby

Take-Two Should Be a Bigger Acquisition Target

I totally agree with everything you wrote, but isn't the market discounting another offer since TTWO rejected 26/25.74? Zelnick probably still thinks it is worth more than that and he may well be correct, but that would mean an offer well over 100% premium to current price. Rare numbers even in the best of times. The market, in general, no matter how hard we try to inform others, still sees TTWO as a one hit wonder. I know that's not true and so does any reasonably informed person, but the market is not always reasonably informed of things like this. Just my thoughts.

Gaming the Recession

You mention only one trip needed to buy your video game. Not even necessarily that much with ordering online via any number of resources such as Gamestop, EBAY, BBY, etc. GME also an excellent play here since they sell everything VG related so all of your bases are covered. Not to mention the used business which is great in hard times to trade in or buy less expensive used games.