 |
Jester Debunker
|
12/16/15 2:01 PM |
TTWO
|
Off
Topic |
I see. IMO the acceleration of console
digital downloads has been by the early adopter high tech hardcore
gamer, possibly more affluent gamer. Going forwards...
|
0
|
-
|
|
Jester Debunker
|
12/16/15 1:43 PM |
TTWO
|
Off
Topic |
So I finally called to tender my ALU
shares. Thanks LT in particular btw for the continued commentary on
there, I'm averaged at $3.21 with those. I wish I ha...
|
0
|
-
|
|
Jester Debunker
|
12/16/15 1:40 PM |
TTWO
|
Off
Topic |
I think if digital downloads were becoming
that strong, then in a vacuum where game sales continue as they do,
it's good news. However, if digital was that s...
|
0
|
-
|
|
Jester Debunker
|
12/16/15 10:35 AM |
TTWO
|
Off
Topic |
It's a given that stocks must rise while
the Fed is meeting. I think there was a study recently showing
something like 80% of all stock gains in the last dec...
|
0
|
-
|
|
Jester Debunker
|
12/16/15 9:48 AM |
TTWO
|
Off
Topic |
I agree that margin expansion may continue
since full game downloads will continue to rise. GameStop says
total full game downloads are about 20% of sales. S...
|
0
|
-
|
|
Jester Debunker
|
12/16/15 9:04 AM |
TTWO
|
Off
Topic |
LT, I think it's exactly what you
described: digital as a % of revenue has been rising, which carries
higher margins. They get 70% of a digital sale, compare...
|
0
|
-
|
|
Jester Debunker
|
12/15/15 6:50 PM |
TTWO
|
Off
Topic |
EA has been insistent that its 13M units
guidance is totally fine, and they said they were "surprised" at
GME's comments that sell through was disappointing....
|
0
|
-
|
|
Jester Debunker
|
12/15/15 2:50 PM |
TTWO
|
Off
Topic |
Where are those jobs going to come from?
Manufacturing and blue collar jobs have been disappearing, unlikely
to return. I'm sure Amazon, McDonals and Walmart...
|
0
|
-
|
|
Jester Debunker
|
12/11/15 12:10 PM |
TTWO
|
Off
Topic |
November NPD shows retail software down 7%,
and GME is now $30.57. Analysts are finally waking up. Stifel has
cut estimates, Pacific Crest calls it "shocking...
|
0
|
-
|
|
Jester Debunker
|
12/10/15 2:01 PM |
TTWO
|
Off Topic |
You'd think it would be trivial to back out
the effects of buybacks from eps when calculating bonuses that are
due based on earnings. I'm just one guy coming...
|
0
|
-
|
