Next up, this Chinese internet report is a must read and study. It really lays out the playing field.
Speaking of China, this great piece on Alibaba vc. Tencent – who will win. Have a read.
Finally – you might find some e-sport religion from the knowledge dropped in this great report titled ‘Confessions of a Digital Dinosaur‘. Lots of trends and stocks that will have huge returns will come from this new sector of activity.
While I don’t think Amazon is a value stock (Bloomberg seems to think so), it’s acquisitions like Twitch that give them a major asset in esports that will continue to make Amazon hard to value and therefore the stock is in the hands of growth and momentum investors.
Have a great day.
Also published on Medium.