I bagged the big acquisitions as well, company was moving away from core abilities (gaming vs casual/rpg) and was paying a lot. Was worried write downs would eventually follow, that could still happen, but at this stage I was wrong. The digital biz not only may escape write down from this crisis, but the crisis may lead to better results with so many people stuck at home with no where else to spend money!
Why the big fall ?, page-56
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