Seeking Alpha
  • PandaBearish
    Great Market Neutral Play: Short EA, Long ATVI.
    5/8/12
    Reply (6)
    • REIT: if it was me ll do the exact opposite long EA @ 14.20and short ATVI@12.25...... interesting how much i need to learn
      5/8/12
    • Chris Lau: Long EA Long THQIQ short ATVI
      5/8/12
    • Josh Krause: Diablo 3 in a week. ATVI should see a bump if it is as good as Diablo 2.
      5/8/12
    • Chris Lau: SC2 did not help ATVI short-term. It might help ATVI long term and support the long atvi play
      5/8/12
    • PandaBearish: Not to mention, with Avengers' success and other upcoming Marvell films, ATVI owns rights to the comics.
      5/9/12
    • PandaBearish: EA has no cash cows. SWTOR was a huge flop that never broke 2 million subscribers and D3's cash auction house is $$ in the bank for ATVI
      5/9/12