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6min chapter
Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)
Value Hive Podcast
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.
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