Tomi's Substack
Random musings about investing, markets, gaming, and esports
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 5 years ago | Last Issue | 2 years ago |
| Active | |||||
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tomik.substack.comLatest Issues
The Lakers’ Bizarre Free Throw Advantage
From self-proclaimed hedge fund managers to respected NBA writers and two-time MVP Stephen Curry, there has been endless commentary on the Los Angeles Lakers’ free throw differential (total free throw attempts less total opponent free throw...
Investment idea: Match Group (NASDAQ: MTCH)
Disclaimer: not investment advice, do your own diligence. Written in December 2023.
1. Summary
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Market is overly focused on near-term payer loss driven by aggressive Tinder price increases and challenging macro environment
*...
Transformation of Counter-Strike, Inc.
The developing ecosystem
Leveling the Playing Field
A key development in the last years has been the founding and evolution of quasi-franchised leagues operated by third-party organizers (i.e., without Valve’s involvement – dis...
Investment idea: Astralis A/S ($ASTRLS)
Post mortem: Astralis announced plans to de-list in July and received shareholder approval in August. After trading down to DKK 1.15 per share (from 1.60 per share as of this write-up) as investors sold to avoid being stuck in an illiquid p...
TBD TBD
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