Key insights
- The post argues that Sony (SNE) and Microsoft (MSFT) are better investments than Take-Two Interactive (TTWO) regarding the release of GTA 6. It suggests that because Sony and Microsoft control the console platforms on which GTA 6 will initially be available, they are poised to benefit significantly from the game's sales and ecosystem lock-in. The author believes both stocks are undervalued, presenting a safer investment than TTWO.
Just saw a post on how TTWO is an undervalued stock due to GTA 6 while the reality is the two stocks that make the only device you can play GTA 6 on is sitting at an insane discount. Sony and Microsoft are priced as if they are going to blow up and never beat earnings again, yes both companies are so huge that the gaming portion is only a small stake of the company but both companies are the only people that sell the devices to play GTA 6 until it comes out on PC 2-3 years later. Also the fact that it is a lot safer of a bet all the people buying GTA 6 have to pay 30 percent of the price tag to sony and Microsoft AND have to buy a console which hooks them into the ecosystem. Why is no one talking about this it seems like the best GTA 6 investment is Microsoft and Sony considering they currently hold a monopoly on the platform to play GTA 6.