JaguarMedia: Kicking Off Electronic Gaming Software Deep Dive Series with Take-Two Interactive (TTWO)
Today, we are launching a brand new series on JaguarMedia, called Jaguar Electronic Gaming Software. As the name suggests, the series will be focused on deep dives into gaming software companies, while maintaining near-term and long-term ratings on a basket of stocks within the industry.
In this pilot episode we will be presenting on Take-Two Interactive (TTWO), with reasons why we are bearish in the near-term, but also bullish on a long-term investment horizon.
The video will cover the aforementioned bear and bull cases in a concise fashion, while the accompanying 25-page research note will be a comprehensive qualitative deep dive into the company and its key offerings, plus our bearish and bullish theses in written form.