JaguarMedia: Kicking Off Electronic Gaming Software Deep Dive Series with Take-Two Interactive (TTWO)

Hello, Jags!

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.

Enjoy!

Click HERE for the video.
Click HERE for the research note.