Dungeon Investing

CyberAgent (4751.T): Ready for the derby

Horse girls and a growing media business. What's not to love?

Aug 2 • 

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May 2025

PlayWay annual results update

Record results, but record enough?

May 7 • 

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April 2025

TV Asahi (9409): profitable TV station below the value of their holdings

And how the price might catch up to the book value

Apr 22 • 

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Quick note on Cover Corp's biggest talent leaving

What it means for the company that Gawr Gura leaves, and does that mean Cover in not investable now?

Apr 16 • 

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A hitchhiker's guide to the Anime Galaxy

An investor's primer for Japan's most important export: aesthetics

Apr 11 • 

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February 2025

Sega Sammy: results & perspectives update

A much needed Sega Sammy (6460.T) update after a bad earnings release

Feb 12 • 

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January 2025

Nihon Falcom (3723.T): Nostalgia & Switch

An update for Falcom looking into 2025. Plus Games Workshop and IG Port results!

Jan 27 • 

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tinyBuild: Two big releases on a tiny market cap

The Kingmakers publisher trades at about $30 million in the AIM, and could earn its market cap this year.

Jan 17 • 

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Betting on Release

How do the biggest videogame launches affect their company's stock

Jan 7 • 

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December 2024

Dungeon Investing: Annual Report 2024

With the year coming to an end, is time to review what has worked, what hasn't and what is coming!

Dec 29, 2024 • 

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Square Enix III: Strategy, allocation, valuation

In the final part of the deep dive on Square Enix, governance strategy

Dec 27, 2024 • 

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Square Enix II: The JRPG masters

In the second part of this series, we explore Square Enix's videogame triumphs (in JRPGs) and failures (everywhere else!)

Dec 19, 2024 • 

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