This week we had a fantastic conversation with David Kaye, the president and co-founder of Snapshot Games. We talked about a variety of different topics such as David’s first video game company, how different types of video games companies will allocate capital, how NFTs could be used in the video game industry, Unity vs. Epic Games, and what are some KPIs that investor should look for when investing in the video game industry.

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• [0:00] Who is David Kaye?
• [8:00] David’s First Company: Iron Realms.
• [14:00] Iron Realms’ Live Auction In-game Purchases.
• [22:00] Founding Snapshot Games
• [27:00] Capital Allocation in the Video games Industry
• [32:00] How to Increase Player Liquidity
• [41:00] Game Companies as Entertainment Power Houses
• [46:00] The Video Game Metaverse
• [48:00] NFTs in Video Games
• [54:00] Unity vs. Epic Games
• [1:01:00] What Investors Should Look For When Analyzing Video Game Companies
• [1:11:00] Closing Questions

If you liked what you heard and want to learn more about David Kaye, check out his Twitter @DavidKaye, and PLEASE follow him.

Finally, a big thanks to our sponsors for making this episode happen.

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.

I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more!

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.