Dungeon Investing
Dungeon InvestingMiniatures, videogames, tabletop games, comics, RPGs and... money? Exploring how the makers of my entertainment get mine, and how good they are at it
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 39 |
| Subscribers | Read | dungeoninvesting.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Sega Sammy: results & perspectives update
I have been following Sega Sammy since the inception of this substack and I think it is time to go over how things have gone, especially given the recent Q3 results release, starting from what the original analysis stated. I highly encourag...
Nihon Falcom (3723.T): Nostalgia & Switch
It has been almost a month, but I promised a Nihon Falcom update in the 2024 review and here it is! And we will be talking about death, taxes,1 and changes in publishers. But first, a short re-cap. I pitched Falcom as a small position last ...
tinyBuild: Two big releases on a tiny market cap
When I found about tinyBuild, I was surprised to learn that the publisher of the medieval Carmageddon that had gone viral a few months back was public. I was even more surprised to see they traded for less than $20 million, and I got a posi...
Betting on Release
I have come across several great investors on the internet. Unsurprisingly, not all of them follow the same tenets I am wired to follow. I am a value investor at heart, and I can't avoid it. That does not necessarily mean I will go for low ...
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