The past, present and future of gaming
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?
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