We seem to be getting some attention - this is a quote recently from Small Cap Investor Sam Volkering of Port Phillip Publishing.
"Well maybe we all do stay in more and socialise at home or via other mediums. What about gaming companies, VR companies, streaming companies? If we’re going to be spending more time indoors then we’re going to be doing ‘indoorsy’ stuff.
‘Gaming, watching TV, streaming music, surfing the internet (more), chatting via messaging services, or FaceTime, or Portal, are all things we’ll do more of.
‘That’s good news for some of the giants of the tech world, Netflix Inc [NASDAQ:NFLX], Activision Blizzard Inc [NASDAQ:ATVI], Facebook Inc [NASDAQ:FB], Alphabet Inc [NASDAQ:GOOG], Amazon.com Inc [NASDAQ:AMZN]. But could mean a change of fortunes for some ASX-listed companies too.
‘Companies such as Esports Mogul Ltd [ASX:ESH], Emerge Gaming Ltd [ASX:EM1], and Animoca Brands Corporation Ltd [ASX:AB1] are all involved in e-sports or online gaming platforms. They’re all minnows of the ASX, but are all part of a world that’s fast becoming mainstream.’
Link to Ryan Dinse article;
https://www.moneymorning.com.au/20200306/time-to-load-up-on-traas-stocks.html
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