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14min chapter
TWIG #308 Plarium Gets Raided / Take-Two Divests / EA CEO Flirts With Disney
Deconstructor of Fun
Exploring Gaming Valuations and Market Dynamics
This chapter analyzes the financial performance of a gaming company with impressive EBITDA figures while questioning its low market valuation. It discusses challenges in the mobile gaming sector, recent sales impacts, and the evolving landscape amidst shifting investment strategies. Additionally, the chapter highlights key trends in user growth, particularly focusing on Roblox’s remarkable performance and the associated sustainability concerns.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode