Dungeon Investing

Just go post wherever you are happier.

But of course X is more relevant. Bluesky only has about 1 million users any given day, according to this dashboard bsky.jazco.dev/stats

For me it is difficult to lever stuff even a bit because I started looking at investing by reading value investors with a bit of an Austrian bend (not that I agree with them re:macro).

With the language and community around crypto... not surprised these cases exist.

No Trails in the Sky SC in the list?

Physical sales in Japan are slightly down overall vs last entry, and down a lot in the PlayStation ecosystem, though. Had expected a bit more there, but seems like having the game in Switch and PC at the same time has taken a toll.

I think Falcom's Trails in the Sky remake might be pretty transformative.
- Peak CCU in Steam about 6x prior one
- Leading Switch 2 digital sales in JP, showing up in the ranking elsewhere
- Playstation store number of reviews already above all post 2020 entries in the series

I mean, in dividends

And paying £5.20 per share too :D

Yes, I know of late it is not at its best. But the name does a lot.

Not surprised. An institution

IG group is also in the same business, in case you want to have a look

Money printing machine. While I own both, I do prefer XTB, I think they are doing well reinvesting the CFD proceeds in becoming an all-purpose broker with enough scale.

I know, I know, Spanish.

But my god, Nacho Cano did some pretty horrible things.

No hay marcha en Nueva York
Ni aunque lo jure Henry Ford
No hay marcha en Nueva York
Y los jamones son de York

I get where this thread comes from, but IMHO this would result in more layoffs.

Remember how prevalent piracy was, and how many games you and your friends used to have back in those days.

So right and yet... we should also remember the piracy rates back then and that we did get a lot less games released (and bought).

You can find some info in the usual places, or by talking to anyone at the stores for those roles. Studio roles (sculptors, writers...) used to be fairly low pay (think below 30k pound for most) a few years back, AFAIK they haven't moved a lot... but the market for that area is bad in general.

On the other hand... Salaries at GAW are not exactly the stuff of legend 😅

You mean the profit bonus? Yeah, they have been doing it that way for a long time.

That will do. #GAW

Up on those results says a lot about the expectations. Then again, might be the seemingly excessive guidance 😅

Balatro has 104 people credited on mobygames. Initial reddit post is dishonest and plain wrong on several aspects. Having seen in early 2021 what Guillaume, Tom & François did with a couple of friends (game was called « We Lost » then and was already stunning)…

A hitchhiker's guide to the Anime Galaxy An investor's primer for Japan's most important export: aesthetics

A few weeks ago I published an anime sector guide for investors. If you are new to the space and are interested, have a look!

It covers:
• Diferent roles in the sector
• Economical characteristics of each
• Examples of companies

www.dungeoninvesting.com/p/a-hitchhik...

A hitchhiker's guide to the Anime Galaxy An investor's primer for Japan's most important export: aesthetics

A few weeks ago I published an anime sector guide for investors. If you are new to the space and are interested, have a look!

It covers:
• Diferent roles in the sector
• Economical characteristics of each
• Examples of companies

www.dungeoninvesting.com/p/a-hitchhik...

Picture displaying the graph and that a bond for Frontera Energy corp with a 7,875 yield until 2028 is trading at 64 cents on the dolar.

@specialsitinvestor.bsky.social since you have been talking about FEC... the bond seems quite interesting to me as well.

I don't see it going away completely with the complete epidemic of computer illiteracy I see around me.

2024 was also an interesting year for their mobile division, though I don't know if that will continue in the future, as it was based on the release of many fast followers to successful simulation games.

The one that really played out was the supermarket management sim.

That aside, their main franchises keep showing quite a bit of resiliency, Cooking Simulator aside.

Plus, they are introducing new ones almost annually.

Some nuggets:

PlayWay seems to have finished their experimenting phase and are now refocusing on simulators while keeping the level of investment, after some failures in the city builder space (and whatever Sherwood Builders was)

PlayWay annual results update Record results, but record enough?

PlayWay presented results recently, and there is a lot to breakdown on them. You have the full version on Dungeon Investing. But why is it interesting?
• Record results, both operationally (+15% YoY) and attributable to shareholders (+59% YoY)
• Record dividend (7% yield)

It hasn't been that amazing and has plenty of debt, though. I would have to see a lot of things improving to make it a normal position.