Jon,

I don't follow TTWO. Just checked, wow, $142.

EA, ATVI and TTWO release so few games I'm not even sure they represent the industry any more, which is dominated by Fortnite, LoL and other F2P games. They've all gotten a coronavirus lockdown boost but do their sales increases recently justify that boost? I mean if everyone is at home playing Fortnite or Steam, why is EA up 10% or 20%? I suppose Epic giving away GTAV must be seen as good news given the recent spike, since more players leads to more MTX, plus Epic must have paid a good amount to do it. I'm not buying any of them at these valuations.

Still kicking myself for seeing Ubi just over $10 after they blew up their fiscal year completely, but I wasn't quick enough and it was back to the previous $15 range so quickly.

They're probably also getting some boost from the upcoming console refresh.