How Investable are they?
We’re digging into Videogames because:
- They keep ranking well in our Watch Lists, and…
- We’re looking to put some cash to work.
How do we know that they rank well in our Watch List? Because they have good Investability Ratings. We’ll use this excuse to play up the Investability Ratings system that we developed for our Watch Lists. Don’t worry, we’re not marketing. It’s just that our Investability Ratings allow us to cut through the noise while we look around for investment opportunities.
So, let’s cut through the noise. The chart below shows that within our Watch List (of about 150 companies), our little universe of Videogame companies ranks quite well (top-right is good, bottom-left is bad; we’ll explain later). And for this research piece, we also included Roblox in our universe. Why not?
In the rest of the article, we’ll peel the layers behind this chart, and zoom into one or two preferred investment candidates.