I’m going to post some charts of “my book” over the next few days. I may post things from my watch list, and I will try to post updates on these as needed.
First up is Activision Blizzard (ATVI), which I bought last year basically so I could own a piece of Blizzard.
Blizzard is the Pixar of videogames. Everything is a hit. I also think they are pretty smart about how to expand the business of videogames… by encouraging Star Craft as an esport and other things.
So, here is a six …