Omer Altay

I’ve been playing MMOs since I was 11. email: omer @ mmos . com Finance / Gaming / Memes. Currently: Previously: Founder of MMOHut

[MMOs.com @MMOsdotcom]

Based Niru stops at 99.993% exp and airs his grievances about MapleStory and Nexon's design decisions. Then says he is done with the game and closes his stream before hitting level 300.

[Omer Altay @remotayx]

@Metalsnake27 Comes naturally as you get older. Hard to be hyped for anything. I'm still looking forward to some games but ever truly hyped

[Omer Altay @remotayx]

@cleeeees Irl lala pov

[MMOs.com @MMOsdotcom]

Gaming in 2022

[MMOs.com @MMOsdotcom]

Tower of Fantasy Has Strong Launch - #11 Highest Grossing Mobile Game in U.S. (Aug 11-Aug 13) - https://t.co/GNwE6hbknS

[Omer Altay @remotayx]

@bizxyz @WallStCynic When you don't pay they eat the losses. They got billions in VC and IPO funds to burn through. No recourse. These will all go to zero unless they tighten standards massively, in which case they won't be differentiated than credit cards

[Omer Altay @remotayx]

@AdmiralRisky @rmbtrader I haven't seen any write ups on it. Just did some leg work on it since it's in my wheelhouse. I'm very bullish on video games long term and good IPs. Kadokawa has a ton of valuable IPs which will turn into games in the future.

[Omer Altay @remotayx]

@AdmiralRisky @rmbtrader Kadokawa is the more interesting name imo. Anime is growing leaps and bounds in the West and the IP owned by Kadokawa relative to market cap is impressive. Sony should buy them, but it's a multi bagger IMO in the long term.

[Omer Altay @remotayx]

@AdmiralRisky Yep! They've partnered with Sony and Cygames (Cyberagent) as well which took a stake in them a year or so ago to develop their IPs into games. Tencent took a stake as well more recently (late last year iirc). They produce like 40 anime series per year. They publish a lot more

[Omer Altay @remotayx]

@arampell @Post_Market @JerryCap @TanArrowz Long term this is certainly attracting the wrong kind of customer (only signing up for the freebie), but short term it will drive near-term signups. The customer acquisition cost for financial service products is typically $300+, this will be cheaper.

[Omer Altay @remotayx]

@JerryCap @TanArrowz Loss leader. They don't care if they give away $1m worth of btc. It's marketing to get people signed up to their debit card. They offered a flat $1 off coffee anywhere for like a year which was a nice perk.

[Omer Altay @remotayx]

@MadThunderdome For the consumers that own energy stonks, yes!

[Omer Altay @remotayx]

@SkeleCap Anyone buying this is a fool. It's mostly clueless retail trying to be slick and BTFD in an instrument they don't understand.

[Omer Altay @remotayx]

@alxcharlesdukes @OrlandsGhost @RnaudBertrand Putin miscalculated badly in Ukraine and needs to withdraw, but your logic is flawed. What would the U.S. do if a sovereign nation like Cuba joined a "peaceful alliance" with Russia and hosted Russian nuclear weapons? Oh yeah, they tried that and The Cuban Missile Crisis happened

[Omer Altay @remotayx]

@EnergyPeddler Bonds for lukoil maturing next year were trading high 50s when I checked last night. Equity has 10x upside though in a normalization scenario. It's a call option with no expiry at this point.

[Omer Altay @remotayx]

@puppyeh1 Definitely good risk reward, this seems like peak fear. Hedge it out a bit with short RSX (which trades at big premium to very liquid underlying). ADRs in US are very liquid on otcbb.

[Omer Altay @remotayx]

@Keubiko The unit economics here were always a disaster. $108m top line this latest quarter but 159m in sales and marketing expense. They doubled sales and marketing from q4 2020 from 79m go 155m and sales only went up from 67m to 108m. More scale equals greater per unit losses!

[Omer Altay @remotayx]

@bluff_capital Another disastrous quarter. Truly amazing that anyone can have A positive view on this company. $108m in revenue with $155m sales and marketing cost! Funny enough the unit economics got WORSE from last year!

[MMOs.com @MMOsdotcom]

New World - Amazon’s $200+ Million Blunder - https://t.co/6G1qSDs6LU