Microsoft Corp

Take-Two Interactive Software Inc

$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)

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.

The Expat Investor | Luka 🦉

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