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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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TV Asahi (9409): profitable TV station below the value of their holdings
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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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Quick note on Cover Corp's biggest talent leaving
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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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A hitchhiker's guide to the Anime Galaxy
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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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Sega Sammy: results & perspectives update
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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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Nihon Falcom (3723.T): Nostalgia & Switch
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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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tinyBuild: Two big releases on a tiny market cap
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Betting on Release
How do the biggest videogame launches affect their company's stock
Jan 7
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Betting on Release
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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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Dungeon Investing: Annual Report 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 III: Strategy, allocation, valuation
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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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Square Enix II: The JRPG masters
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Square Enix: Beyond games
Square Enix faces scrutiny after their latest failures. In this, the first part of a three part series, we introduce the company and review their other…
Dec 15, 2024
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Square Enix: Beyond games
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Is Cover Corp the next Anycolor?
Three of Hololive's vtubers have left in quick succession.
Dec 3, 2024
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Is Cover Corp the next Anycolor?
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