Fortnite’s $1 billion revenue reveals where gaming is headed

Fortnite’s $1 billion revenue reveals where gaming is headed

The knee-jerk reaction when it comes to the fall of broadcast content is streaming service from Netflix, Hulu, Amazon, and others. While that is certainly putting a world of hurt on broadcasters and forcing advertisers to rethink where to spend their advertising dollars, it would be a mistake to overlook the growing influence that gaming-related […]

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Fortnite is the harbinger of more pain for the already struggling toy industry

While it is rather clear to us why Toys R Us is filing bankruptcy and even Star Wars themed toy sales weren’t enough to help Mattel (MAT) this past holiday season, in-app purchases for the new iOS version of Fortnite are rather revealing. The recently launched gaming app, which sits at the center of our […]

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Weekly Issue: Looking for Trump-Proof Companies

Weekly Issue: Looking for Trump-Proof Companies

Amid DC-centric uncertainty back in vogue, we are seeing renewed uncertainty in the market this week. We’ll stick to our thematic knitting, which should Trump-proof the Tematica Investing Select List. We also game out the pending bankruptcy for Toys R Us, the latest but certainly not the last company to fall victim to our Connected Society investing theme.

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