You can learn more about Naavik here.
In this conversation, we cover:
- Gaming industry size: $180 billion
- Mobile half of that and then 50/50 console/pc
- Large players in the industry (AAPL, GOOGL, SONY, NINTENDO, MSFT, ATVI, TTWO, EA, RBLX)
- Future of gaming and the evolution over the last few years
- Roblox and user-generated platforms
- Aaron's 5 biggest personal portfolio positions: MELI, AMZN, NFLX, SHOP, BRKA
Thank you so much for listening, we really appreciate you.
Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
To listen to more episodes, you can find them here.
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