From a valuation perspective, we believe the video game industry is the media segment that benefits most from the COVID-19 pandemic. Knowing how long COVID- 19 lasts is unimportant to our video game valuation thesis because video game companies benefit near term and long term from rapidly rising hours played, broadening demos, more new games tried, higher in-game spending, and limited/no live sports on TV during the pandemic. We recommend purchase of EA and ATVI, based on this research.
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