The Investing City Podcast Ep. 117 - Aaron Bush: The Game Master
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In this conversation, we cover:
- Gaming industry size: $180 billion
- Mobile half of that and then 50/50 console/pc
- Large players in the industry (AAPL, GOOGL, SONY, NINTENDO, MSFT, ATVI, TTWO, EA, RBLX)
- Future of gaming and the evolution over the last few years
- Roblox and user-generated platforms
- Aaron's 5 biggest personal portfolio positions: MELI, AMZN, NFLX, SHOP, BRKA
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