Invest Like the Best with Patrick O'Shaughnessy Joost van Dreunen – Unlocking Value in Gaming – [Invest Like the Best, EP.210]
18 snips
Jan 26, 2021 
Join Joost van Dreunen, a gaming industry investor and NYU professor, as he discusses the dramatic evolution of video games. He dives into the rise and fall of GameStop and how traditional game models transformed with giants like Fortnite. Discover insights on community-building through platforms like Twitch and Discord, and learn what other industries can gain by analyzing gaming trends. Joost also reflects on the importance of empathy and collaboration that sets gaming apart from other entertainment sectors, making it a significant cultural force.
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Nintendo's Entry
- Nintendo entered the gaming market after the industry crashed in the early 1980s.
- They were initially underestimated but revolutionized the industry by curating content and building third-party relationships.
Nintendo's Blueprint
- Nintendo's success stemmed from their aggressive content curation and platform management.
- They established high standards for production, development, and marketing, setting a blueprint for the industry.
GameStop's Success
- GameStop differentiated itself through knowledgeable staff, store design catering to families, and used game sales.
- Used game sales, despite low margins, drove traffic and generated a quarter of their revenue.
