Untold millions of readers (OK, not millions — in the tradition of the folks we write about every day, we’ll use quotes that enable us to make stuff up … so, untold “millions”) have been asking us about the “long-lost” treasure maps that are chatted up in Sean Broderick’s latest teaser for his Red-Hot Global […]
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Red-Hot Global Resources (defunct)
Sold: Activision Blizzard
I have closed my personal position in Activision Blizzard (ATVI). I would argue that this is still the strongest of the video game publishers, and the valuation is reasonably fair for a large cap stock like this, but the stock performance has been very tepid and earnings growth does not appear to be around the […]
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