OTGLY - The Witcher 4 Can't Save CD Projekt From The Sell Rating (For Now)
2025-06-17 15:55:05 ET
In my analysis of Take-Two Interactive ( TTWO ), I gave the example of Cyberpunk 2077, which, despite considerable hype, was a disastrous game launch. This made me want to take a closer look at the numbers and the thesis of CD Projekt ( OTGLY ) ( OTGLF ). And the thesis is at least somewhat interesting, it has very strong IPs, a solid balance sheet, and triggers such as the launch of The Witcher 4 and eventually the sequel to Cyberpunk....
The Witcher 4 Can't Save CD Projekt From The Sell Rating (For Now)