This is a continuation of the previous post on Activision Blizzard with ticker code ATVI.
In the last post we established ATVI's investment thesis. It is one of the best gaming companies in the world with eight strong franchises. It has a huge loyal user base across these various games and it is starting its own esports global league with
Overwatch. In this post, we shall explore deeply into some of these positives as well as the risks involved (in the next post).
Positive #1 - Innovation
ATVI is one of the rare companies in the gaming world that has continued to create new gaming franchises after franchises. I first got to know ATVI when it launched
Diablo which much fanfare in 1996 - 23 years ago. Back then, it was just Blizzard. Activision hadn't bought Blizzard yet. ...
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