Dungeon Investing

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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!
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Square Enix III: Strategy, allocation, valuation
In the final part of the deep dive on Square Enix, governance strategy
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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!)
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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…
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Is Cover Corp the next Anycolor?
Three of Hololive's vtubers have left in quick succession.
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November 2024

Asmodee's debutante ball
An analysis of Asmodee´s capital market day, and news on Furyu, Capcom, and Kadokawa
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A random walk through the Polish videogame sector (part 2)
Let's continue our walk and visit Bloober Team, PCF Group, CI Games, Creepy Jar and Artifex Mundi)
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Dungeon Investing
A random walk through the Polish videogame sector (part 1)
The Polish stock market boasts dozens of videogame companies. While they have not done well as a group in the last couple of years, is there anything…
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Dungeon Investing
Quick updates: Games Workshop, Cover Corp, Toei Animation, Sega Sammy and more
A collection of updates on several companies that have appeared here before!
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October 2024

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