Gustavo Ballvé on August 4th, 2010
Home, Industries, Investment Themes, Media, Portfolio Management, Tech

For background, we talked about Zynga in the past. It keeps popping up on the news as it reportedly heads for an IPO, and this latest piece asks if it can become the Google of online games. Sure, the business model seems fantastic – precisely what usually attracts competitors. So far they have lacked in scale, focus or whatever it was that didn’t really appear to threaten Zynga. Now Disney is making a move and it’s easy to imagine other players joining the battle.

In the subject of games, just a teaser: Electronic Arts could deserve some investigation. Despite the 7.4% move today, it’s worth US$ 5.7 billion (subtract the net cash and it’s US$ 3.3bi).

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