Because of their acquisitions, like Gearbox, SQEnix and relatively reasonable valuation . I can't keep track of who all is woke. There are few enough video games companies that you can actually buy into. I'm not sure who wouldn't have exposure to woke, although I'm open to suggestions.
They're a good long-term bet, but a very poor short term one. That's why I said to short solely for a short period.
Customer Discretionary is going to get hammered.
Why do you invest in Embracer Group though, considering the woke shit they put out? (Saints Row 2022 was awful)
Because of their acquisitions, like Gearbox, SQEnix and relatively reasonable valuation . I can't keep track of who all is woke. There are few enough video games companies that you can actually buy into. I'm not sure who wouldn't have exposure to woke, although I'm open to suggestions.