Great post for reference / research29 Jul 2019 11:43
Below post courtesy of @dmarshall_uk:
Morning all, good start - I've been spending some time going over things and have listed all the podcasts in chronological order so fellow investors can get an appreciation for where the year started, how things have developed and what new opportunities have become available. Each link starts the podcast at the beginning of James interview for convenience. An incredible back to back listen, clearly demonstrates the growth velocity of the business
Jan 11th - Initial Market Introduction
(link: https://castbox.fm/vb/119027742?_t=13%3A04) castbox.fm/vb/119027742?_…
March 13th - After Codemaster deal with DiRT & first DSP Avocet
(link: https://castbox.fm/vb/135873363?_t=01%3A23) castbox.fm/vb/135873363?_…
April 4th - Initial Advisory board members from Spotify and Trade Desk + exciting review of meetings at Games Developer Conference. Become biggest media owner in the world of video games
(link: https://castbox.fm/vb/141780191?_t=04%3A27) castbox.fm/vb/141780191?_…
May 7th - Post placing, the leak, accelerating 1st mover advantage, commercial opportunities, Significance of Will Kassoy (AdColony, Activision, Disney)/ Mike Hayes (Sega), AdConsole, significance of Google Stadia cloud gaming platform reveal. Trade Deals.
(link: https://castbox.fm/vb/151421845?_t=01%3A48) castbox.fm/vb/151421845?_…
May 23rd - Reward video intro, Intro to E3, Spotify'ing the gaming market, more on Google Stadia, hi-fidelity games are the next "mobile game" boom, Lewis Sherlock significance (ex WPP, Xaxis, Verizon, Oath), 2nd Codemasters game GRID - "only the beginning of relationship with [Codemasters]"
(link: https://castbox.fm/vb/156924265?_t=02%3A08) castbox.fm/vb/156924265?_…
Jun 4th - Ian Hetherington (Sony, Psygnosis), Nav Sunner (Microsoft), Jon Epstein (Double Fusion, links to GTA). Immediately before E3 - 22 meetings Planned. + Pre E3 meetings with undisclosed parties. Bidstack vision & significant valuation potential associated with that. More on Stadia / Cloud gaming
(link: https://castbox.fm/vb/160751596?_t=01%3A58) castbox.fm/vb/160751596?_…
Jun 18th - Post E3 50+ meetings had.. new commercial opportunities, platforms, new games, big studios, small studios.... Make sure to listen to this one very carefully! ;)
(link: https://castbox.fm/vb/164067114?_t=01%3A43) castbox.fm/vb/164067114?_…
It's absolutely worth listening to all of these, in order. Appreciate that level of detail isn't for everyone but imo its worth the time invested