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Jester Debunker
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11/28/17 3:47 PM |
TTWO
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Off
Topic |
Jamok, that's a good tip on cdkeys. I saw
on slickdeals that cdkeys had a deal on Forza Horizon 3 digital
which I needed to use on my PC. They had the game +...
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Jester Debunker
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11/21/17 9:08 PM |
TTWO
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Off
Topic |
Things are looking worse for EA and SWB2.
The physical sales in UK were down 60% from SWB1, but remember EA
implied sell-in is equal. Belgium just came out t...
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0
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Jester Debunker
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11/20/17 8:14 AM |
TTWO
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Off
Topic |
SWB2 can't even take top spot in its first
week, beaten by CoD in its 3rd week. That's bad. EA implied their
sell-in estimate isn't at risk, but with sell-th...
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0
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Jester Debunker
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11/19/17 2:36 PM |
TTWO
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Off
Topic |
EA update. They said in an 8K on Friday
afternoon that they don't expect a material change to FY18
forecasts. However, I think it's fair to say the chance of...
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0
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Jester Debunker
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11/17/17 8:38 AM |
TTWO
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Off
Topic |
EA is in trouble with Star Wars. Stock
opening over 2% lower today. The last few days have been a
firestorm of hate for EA with their aggressive monetization...
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Jester Debunker
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11/15/17 9:50 AM |
TTWO
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Off
Topic |
On the subject of Cap Ex, an embarrassing
exchange here with Gary Cohn, pimping the tax reform aka "handout
for the rich" and trying to frame it as a cap ex ...
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0
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Jester Debunker
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11/08/17 2:53 PM |
TTWO
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News |
"As Jester must know, TTWO had a terrific
quarter, gave terrific guidance, is having a stock price explosion,
and pulling ATVI +4% and ERTS +2% along with it...
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Jester Debunker
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10/30/17 6:03 PM |
TTWO
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Off
Topic |
LOL, they wait 17 years for an all-time
high then decide "Time to Buy!"
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Jester Debunker
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10/26/17 8:46 AM |
TTWO
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Earnings |
Sorry LT. The news I've read on NOK's
report looks brutal. I doubt there will be anything more optimistic
at next quarters report either. Do you see anything...
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0
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Jester Debunker
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10/25/17 8:57 AM |
TTWO
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Off Topic |
Yep, and yet the market still goes higher,
or in this mornings case, a massive 0.2% drop. Companies
disappoint, and valuations across the board rise. How lon...
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