At this point, is he the only one that can write for the game? I'd have to think folks at R* are able to write, plus RDR2 did get weird at times, right? I'm not sure his writing is what it used to be.

I see they have earnings tomorrow, I do not follow TTWO the way I used to. Wondering if it is worth a quick trade?

I credit the Housers more for the overall quality, that commitment to excellence coming from the top and filtering throughout the whole org, rather than just the writing. Remember all those stories about them being like the Eye of Sauron, where they're focused on some other game for a while, then they come in and see the last year or two work on the next game from some other studio, and they just toss everything, then eventually polish, polish, polish, at enormous expense like no other developer except Blizzard does. If you lose that, that special sauce, they're just like every other developer really. The loss of top leadership at Rockstar also opens the door for Zelnick's cronies to try and weasel their way in and "improve" it, you know like EA has done to countless developers before, and Zelnick has made it clear he wants to see faster schedules and more monetization.

The Rockstar output is so sparse these days and GTA and RDR are so big I'm sure they'll be fine for years to come. If they have other games in the pipeline though, you might have to scale back expectations of them being monster hits so the stock taking some hit is fair I think, but at the end of the day that's probably just temporary volatility since it shouldn't affect earnings for the next year at least. I'd be much more concerned about where Rockstar's standing is in 5 years.

Very well put.