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Episode 40: Activision Blizzard
Acquired
Blizzard's Growth in the Gaming Industry
Blizzard Activision or Blizzard let a huge amount of value creation go elsewhere. I think that sure there was a lot of goodness created by combining these companies but I can't believe that they actually it has not been you know anywhere near a flawless execution no no. They have kind of fumbled the ball here in that they could be another 2x or 3x bigger than that and what we're not is two point whatever Xing in ten years great point okay so I'm gonna revise my grade and take it down to a B plus partially for the arguments you just made but also I do think I'm coming in higher than you because as I thought about it more like they have it's only
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