Value Hive Podcast cover image

Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)

Value Hive Podcast

00:00

The Future of Gaming Franchises

This chapter explores the lucrative business model of gaming franchises, focusing on companies like Tencent and Sea Limited that thrive on player engagement and virtual goods sales. It also delves into the rise of user-generated content platforms, comparing their impact to YouTube's evolution while addressing the challenges of monetization and distribution in the gaming industry.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app