Top 3 Video Game Growth Stocks to Buy Now – I'm Holding These Growth Stocks Long – 4K



Today, I cover my top 3 video game stocks for growth in my portfolio. Should you buy these growth stocks now?

Why own video game stocks?
* 2.8 BILLION global video game players in 2021
* 6% total global video game players CAGR from 2015-2020
* Average age of a gamer is 35-44 YEARS OLD
* 495 MILLION is the estimated size of the global eSports audience in 2020, surpassing the global audience for many traditional sports

* Size of mobile gaming market in 2020 = $86 BILLION

* 28 BILLION HOURS of gameplay watched across Twitch, Youtube Gaming and Facebook Gaming in 2020!
*Gaming is poised to become the #1 entertainment vertical in 2021.
* 75% of all U.S. households have at least one person who plays video games.
Source: IDG Consulting, ESA, Newzoo, Streamlabs and Stream Hatchet.

Take Two Interactive ( TTWO ) has amazing intellectual property with titles such as Grand Theft Auto, Red Dead Redemption, Borderlands, Max Payne, Civilization, and many more.

Grand Theft Auto V
• Over 145 million units sold-in to date
• Reached $1 billion in retail sales faster than any entertainment release in history
• Best-selling game of the decade in the U.S., based on both unit and dollar sales*
• Enhanced version (for Gen 9 consoles) launching in the second half of Calendar 2021
* The NPD Group.

Grand Theft Auto Online
• Constantly evolving
• Regular release of free updates (over 40 to date)
• Free with every copy of Grand Theft Auto V
• Standalone version launching in the second half of Calendar 2021
Source: https://ir.take2games.com/static-files/38406a48-86bf-46c8-b736-828d8e95b968

Unity Software ( U ) is much more than just games. I like Unity for mobile, AR, and VR…but also EdTech, legalized gambling, industrial, engineering and construction.

CEO from co-founder David Helgason has helped Unity expanded beyond its game engine and has organized business activities into two divisions: Create Solutions (i.e., tools for content creation) and Operate Solutions (i.e., tools for managing and monetizing content). In fact, there are seven noteworthy revenue streams overall. Create Solutions was 29% of H1 2020 revenue and surprisingly, Operate Solutions was 62% of H1 2020 revenue. Operate Solutions includes advertising via the 2014 acquisition of Applifier, which allows Unity to generate revenue from mobile apps. Unity is now one of the world’s largest mobile ad networks, serving 23 billion ads per month. I like The Trade Desk (TTD) for CTV ads, and I think U has amazing opportunities ahead for in-game advertising.

Roblox ( RBLX ) has a mission is to build a human co-experience platform that enables billions of users to come together to play, learn, communicate, explore and expand their friendships. They call this the metaverse.

Roblox is powered by a global community of millions developers who produce their own immersive multiplayer experiences using Roblox Studio, our intuitive desktop design tool.

I believe RBLX has amazing growth for two key reasons:
1. Expansion into older demographics and keeping existing members active longer.
2. International growth: they recently built a new data center and India and have a partnership with Tencent for China.

This is not financial advice.

#TTWO #U #RBLX

Source

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9 thoughts on “Top 3 Video Game Growth Stocks to Buy Now – I'm Holding These Growth Stocks Long – 4K”

  1. I have owned Roblox since it went public. They are printing money!! The stock is doing great but I am just getting back all the money I spent on Robux for my daughters. The stock may need to hit 500.00 a share before I get back most of what I spent in Robux over the years!!! LOL!!

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  2. Really like the short and informative format once in a while. It really gives you a quick hint of a company in a nice way. The quality of your videos are on top as well. Keep it up Eric!

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