PinnedHunting Game InsightsMy Origin Story: Gaming Profiteer since 2006The origins of this Hunting Game blog trace back to the year of Wild Berry pop-tarts and The Sims 2: Pets. Fueled by red jelly and purple…1 min read·Feb 20, 2024----
PinnedHunting Game InsightsCurrent PortfolioThe fund aims to capitalize on my belief that gaming will be the most impactful entertainment medium of the 21st century. Choosing the…2 min read·Feb 20, 2024----
PinnedHunting Game InsightsRecession: A Gaming TailwindThe landmark Microsoft/Activision deal is likely to be approved on October 13. As this antitrust saga comes to a close, it’s a good time to…6 min read·Sep 27, 2023----
Hunting Game InsightsPurchase Decisions: Incredibly Helpful FrameworksBob came to speak to our product management class, and I loved these frameworks.1 min read·Feb 25, 2024----
Hunting Game Insightsand on the 15th day, God invented Network EffectsFor to everyone who has will more be given, and he will have abundance; but from him who has not, even what he has will be taken away. —…1 min read·Feb 20, 2024----
Hunting Game InsightsMeditation on Mental GymnasticsVisualization and mental models are a great way of seeing the same data through multiple lenses, and having more choice in what frequency…2 min read·Feb 20, 2024----
Hunting Game InsightsWhy Founding Teams of Gaming Co’s are Highly Investible: High-Tech, High-Empathy, High-CaliberMany software thought-leaders agree that the key to making a good product is the trifecta of business savvy + technical competency + good…2 min read·Feb 20, 2024----
Hunting Game InsightsMitigating Concentration Risk: The Constellation Software CaseIn Security Analysis, we discussed the case of Constellation Software with a hedge fund investor with a concentrated long-only tech…3 min read·Feb 9, 2024----
Hunting Game InsightsEpic’s Long Play to Become a Hub is Epiccheck that Microsoft OneNote…3 min read·Dec 19, 2023----
Hunting Game InsightsStartup Idea: Yala, a Real-Time Live Gaming TranslationThe nature of gaming is one of evolving slang, new mods and maps referenced and constant chatter. Non-english speakers may be at a…3 min read·Dec 18, 2023----