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Panda Value is long $TTWO.
With it I meet my yearly goal of investing in a high-quality undervalued compounder
With it I meet my yearly goal of investing in a high-quality undervalued compounder
Needless to say, $TTWO has fantastic IP led by Grand Theft Auto & NBA 2k. It is led by a wonderful capital allocator in Strauss Zelnick.
Earnings are materially understated, making the stock look optically expensive. Let's peel back this onion.
First, $TTWO has been delaying new game launches so that the new gen of consoles gain critical mass.
First, $TTWO has been delaying new game launches so that the new gen of consoles gain critical mass.
