- A couple of readers have asked me, thinking about Activision Blizzard, that there may be more opportunities of the like in the market.
- I'm taking a look at Ubisoft Entertainment, a European peer of ATVI, and showing you why, under some perspective, this company is an appealing takeover target.
- There are some issues specific to the industry that I understand well - but there are also massive upsides to this business that could be rewarding for the right investor.
- I establish my base thesis for Ubisoft Entertainment.
For further details see:
Ubisoft - Enough Of An Upside For Good Returns