Value Hive Podcast Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)
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Jan 3, 2025 Discover Saltlight Capital's unique investing strategies and their take on the rapidly evolving gaming industry. Explore the rise of mobile gaming and the shift to free-to-play models, alongside the emergence of user-generated content in gaming. Delve into the junior gold mining sector, identifying key investment opportunities amid market volatility. Learn how lower interest rates influence the bull market, with a focus on promising rugged technology investments like Logic Instrument. The insights provided make for an intriguing listen!
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Maturing Game Industry
- The gaming industry is maturing, with growth slowing to 2-4%.
- This shift is changing the economics for many game developers.
Industry Consolidation
- The gaming industry is consolidating into three main segments.
- These include dominant game franchises, user-generated content (UGC) platforms, and the traditional hit-driven market.
AppLovin's Role
- AppLovin helps game studios acquire users more efficiently.
- This matchmaking process improves gamer engagement and spending.