Great writeup! Why is Ubisoft at the lowest valuation? given its growth and value, why wouldnt you consider Ubisoft to be the best investment of the bunch?

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This was great.

The biggest risk I see is management being too prudent on an industry that is evolving so quickly. I think in the gaming industry and having a strong cash position you are better off trying an failing than waiting.

Thanks again for the hard work

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