'investment themes' Tag

  • What I think about when I think about mobile gaming

    October 21, 2014

    When people inquire about my investment strategy, I explain that I try to structure my investment thinking around themes or theses. Readers of this blog will recognize that one of my favorite investment themes over the past few years has centered on the value chain of mobile gaming. Often, I visualize aspects of a theme […]

Visit Us On TwitterCheck Our Feed