Samuel Meciar's avatar
$23.7m follower assets
$MSFT + $TTWO has to happen at some point. If this goes through they'll dominate some of the most valuable IP on the planet.

Combine Bethesda + Mojang + Activision + Take Two and their Xbox Cloud Gaming push and they literally won the game (IMO)
Luka 🦉's avatar
For sure, the ambitions of $MSFT in the gaming industry are clear, but I don't believe they will be able (from the regulatory point of view) to buy $ATVI and also get the approval to buy $TTWO. As a Microsoft shareholder, I hope, but I think they can end up with some partnership agreement instead of a takeover.
Samuel Meciar's avatar
@stock.owl for sure, it'd be a miracle if they manage to get them both through, still though under this management and clear ecosystem advantage combined with Windows, I believe they are in a superior position vs Sony, it's almost unfair even from a cash standpoint. Microsoft will be a HUGE winner in this space, that's certain.
Contrarian Investor Media's avatar
What’s the latest on this? The spread is still pretty wide
Samuel Meciar's avatar
@contrarianmedia no new developments I'm aware of, got a green light from Activision shareholders, now waiting for regulators.
Neil's avatar
Probability of this happening is as small as Amazon buying Shopify :p
Samuel Meciar's avatar
@couch_investor if I keep on dreaming it may happen one day! and even if not, let's be honest Microsoft is already well off with what they have right now!
Leon's avatar
if this would go through i don‘t know what regulators are doing at work 😅 Imagine Facebook would try that, the chances would be 0 probably 😂
Samuel Meciar's avatar
@mavix FB kind of scrutinized by default as regulators by now understand just how big of a fault in their eyes was to let IG acq through.
Leon's avatar
@sammeciar yep, quite unfair imo. A new acquisition should be checked seperately and the decision should not be related to earlier mistakes
Samuel Meciar's avatar
@mavix I don't think it's apples to apples comparison here though. In the case of social medias you're pretty much forced to use this or that platform to connect with people due to underlying network effects. In Microsoft's case however, it's just an IP and offering they are building on. It's not like there can't be any other new indie studio somehow figuring out some insanely interesting franchise and taking over the world like South Korean studio Krafton with their PUBG for example or even Epic with Fortnite. The barriers are much lower in this space.
Leon's avatar
@sammeciar Agree. My point was more that Facebook would not be able to acquire $TTWO imo although it is not related to their social media business. It‘s just that regulator would say: No, not you.
Samuel Meciar's avatar
@mavix yeah I get that and somewhat agree.
Preston | Investor Insight's avatar
Why do you believe $MSFT went after $ATVI instead of $TTWO?
Samuel Meciar's avatar
@investorinsight I don't think it's this or that really. I still believe there's a chance they'll go for this one, would make sense for me especially as big tech continues to take more and more established companies in the space under their veins.

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