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Dungeon Investing

Dungeon Investing

Miniatures, videogames, tabletop games, comics, RPGs and... money? Exploring how the makers of my entertainment get mine, and how good they are at it

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues44SubscribersRead dungeoninvesting.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

CyberAgent (4751.T): Ready for the derby

Two things can be true at once, and CyberAgent has been both an incredible stock and a terrible one. Returning 100x from 2003 is impressive. Returning 10x since its IPO is perhaps even more so, taking into account the IPO happened in March ...

4 months ago
9
2

PlayWay annual results update

It is time to revisit again our favorite low-cost game producer1, this time with the excuse of their latest set of annual results and plenty of insights that come with them. But let’s start with the (slightly disappointing for me) headline ...

7 months ago
11
3

TV Asahi (9409): profitable TV station below the value of their holdings

In my recent deep dive into the anime industry, I dedicated one of the sections to talk about national anime distributors, that is, TVs, and TV Asahi was one of the companies mentioned there. I think it deserves a more detailed article beca...

7 months ago
11
4

Quick note on Cover Corp's biggest talent leaving

So first of all, cards on the table: I sold my position on Cover as soon as I could after seeing this

8 months ago
9
6

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  • Dungeon Investing

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