$TTWO is one of the most interesting setups in the market right now.
Everyone knows GTA VI is coming.
Market may still be underestimating is what happens AFTER launch:
• Massive initial unit sales
• GTA Online monetization for years
• Higher-margin recurring revenue
• A potentially much larger ecosystem than GTA V ever had
• One of the strongest IP portfolios in gaming
The obvious catalyst is GTA VI.
The real thesis is that Take-Two may be entering its biggest earnings cycle ever.
I’m positioned accordingly.
$TTWO