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Industry Deep Dive: Video Games

BACKGROUND Digital games industry generated $120.1 billion worldwide in 2019.  $64.4 billion in mobile (or ~54%) $29.6 billion in PC (or ~25%)  $15.4 billion on Gaming Console’s (or ~13%) Industry grew 4% from 2018 to 2019.  Fortnight was the top highest grossing game of 2019 for the second year in a row, generating $1.8 billion in 2019.  XR Revenue grew …

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Forget 5am starts and inspirational quotes. Getting rich may be for the lazy

Stop. Just stop. Turn off the alarm and put down the business book. There’s an easier way to build wealth (and we promise no multi-level marketing schemes… which is exactly what a scheme would say…anyway…) There is a story that has become folklore in the market (although almost certainly isn’t true), that Fidelity studied its best performing trading accounts and …

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7 billionaires and the Australian companies they could own

There is a tipping point where large numbers start to lose all meaning. For example, what is the meaningful difference between Bill Gates’ $97 billion and Jeff Bezos’ $131 billion. Is that $34 billion gap making a difference to Gates’ life? What is that $34 billion in practical terms? One way to contextualise it is to ground it in the …

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Let’s Review Jim Cramer’s 2000 Stock Picks

11/04/2018 We recently stumbled upon a speech Jim Cramer gave at the height of the tech stock market bubble (in 2000) picking his top 10 stocks. Cramer, at the time, was a noted hedge fund manager and has gone on to become a bestselling author and host of CNBC’s Mad Money. In all, a very well respected investor. This post …