Better 10-Year Returns than Amazon – And You’ve Never Heard of the Company
Consolidation in the video game community is happening. Who is the next Google of video games?
March 16, 20205 min read
Archive
Video Games
Every issue, report and note from Katusa Research, newest first.
Data Is Everything: How a Grocery Store Predicts a Pregnancy… and Profits
With digital alchemy, advertisers will shell out big bucks to make sure their ads are being seen by some of the most profitable groups of people on earth. Data is key.
March 15, 20205 min read
eSports Paving the Way for the Video Game Industry
In the last few years, the eSports fanbase has grown quite significantly, and this growth is projected to continue. If you’re not paying attention to esports, do yourself a favor and start reading on the industry and companies poised to profit from its growth.
January 20, 20194 min read
Is This the Fastest-Growing Gaming Company in the World?
Tencent receives instant feedback on what is working and make incremental changes to the type of gameplay and features players want until it hits the jackpot. This allows it to “moneyball” video games. And this one could be next.
January 19, 20195 min read
A Tax Write-Off That Turned into a Billion-Dollar Franchise
The Katusa Research Special Situations team looks deep into this monster profit generator in the tech industry.
January 18, 20194 min read
How Video Games Make Hundreds of Millions of Dollars Per Month in Microtransactions
Microtransactions are the digital gold mine that has become the new standard for making massive amounts of money from video games.
October 30, 20182 min read
The Top Video Game Stock Poised to Soar Over the Next 12 Months
A few small companies have moonshot potential in the video game market and there is an opportunity to make a once-in-a-generation asymmetric bet. Today we reveal the key metrics and analysis behind the video game company, Axion Ventures.
October 29, 20183 min read
On the Shoulders of Giants – The Next Fortnite?
Today, we want to give you a peek behind Fortnite’s success. From their monetization model to their gameplay, they’re doing everything right…
October 25, 20182 min read
Fortnite – The Single Game That Made $1 Billion in the First Five Months of 2018
In yesterday’s essay, we talked about an enormous culture shift and the mass adoption of video games. And that this shift is happening right now. Players are making millions off of Fortnite.
October 24, 20186 min read
The Video Game Sector Just May Become the Biggest Bull Market in the History of the World
A staggering 380 million people will watch video games being played this year, a gold mine for advertisers and developers. But the opportunity in video games is far, far bigger than that.
October 23, 20186 min read
