With Electronic Arts going private in a massive $55 billion deal, the public gaming market has been shaken up. This week, we analyze where investors can look now, contrasting a global publishing giant with a small-cap esports innovator.
Jon Brown looks at Take-Two Interactive (NASDAQ: TTWO), highlighting the immense pressure on the public company to deliver on its blockbuster franchise, Grand Theft Auto 6. Then, Trevor Abes profiles Overactive Media (TSXV: OAM), an undervalued small-cap esports company that is on the verge of profitability and is diversifying its revenue with a new AI-powered SaaS platform.
This Episode's Picks:
Take-Two Interactive Software, Inc. (NASDAQ: TTWO): A major global video game publisher, representing a high-stakes investment thesis centered on the successful and timely delivery of blockbuster titles like Grand Theft Auto 6.
Overactive Media Corp. (TSXV: OAM): A pure-play esports company with successful teams in Call of Duty, Valorant, and League of Legends. A potential value play with strong revenue growth, drastically reduced losses, and a new AI venture.
Topics Discussed:
- The impact of the EA go-private deal on the gaming industry.
- Investing in major game publishers vs. small-cap esports teams.
- The hype cycle and financial impact of blockbuster games like GTA 6.
- Analyzing small-cap companies on the path to profitability.
- AI-powered SaaS platforms and the creator economy.
Further Reading & Resources:
- EA’s $55B power play: What going private means for the industry and investors
- A deep-value gaming stock on a path to profitability
- OverActive Q2 2025 results: Revenue up 26%, operating expenses down 14%; launch of ActiveVoices opens new AI-based SaaS growth platform
- This week’s picks: NASDAQ:TTWO | TSXV:OAM
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Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.
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