Planet Microcap Podcast | Microcap Investing Strategies

Why Gaming Companies Should Think of Themselves as Audience Companies with Hermann Peterscheck, Founder and Portfolio Manager at Hypernormal Capital Management LLC

Informações:

Sinopsis

For today's show, I invited on Hermann Peterscheck, Founder and Portfolio Manager at Hypernormal Capital Management LLC. I met him recently when he participated in the Stock Pitch World Cup on Team Europe. Also a US-resident, he was on Team Europe because he was pitching a video game development company based in Europe. I started thinking about my own experience with video games, and it took me a minute because my heyday was playing FIFA and Madden on Playstation 2. Safe to say, the gaming industry has grown A LOT since then. I've also interviewed a number of MicroCap companies that would describe themselves as gaming or gaming-adjacent, and while it doesn't take a rocket scientist to recognize the explosion of video games, some of the newer entrants and business models haven't quite made a whole lot of sense to me. So, I brought on Hermann, who has 20+ years experience working and investing in the gaming industry, to cure me of my old man syndrome, and hopefully help all of us better understand how to think