2min chapter

Odd Lots cover image

ARK's Head of Research on How They Find the Next Huge Winner

Odd Lots

CHAPTER

Is It Sibl?

Wrigt: Can we reasonably underwrite it? Not at this time, that is a good answer. We couldn't get enough people to buy the head sets for a tripola game developer to justify underwriting a game developed specific for the head sets. So you know, so we never built kind of vr heavily into our invidia model because that, you know, was a dry hole. And and am. You need some, some lens by which you approach these assets and and say what they are fundamentally worth. That allows you to easily establish whether or not something is of potential interest to portfolio management and to your client.

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