I can’t get this line from Matthew Ball out of my head. On Invest Like the Best with Patrick O’Shaughnessy from Aug 4, 2020, he says: By some reports, and I always find this hard to believe, but it seems to be continually proven, 50% of nine to 12 year olds in the United States and Canada, New Zealand, Australia, play Roblox or Minecraft alone. And so that tells you that there’s this enormous demographic shift that’s happening, that means that each generation is adopting gaming more significantly. And as they age up, their media appetites grow.
Company Deep Dive: Unity Technologies (mazwoodcap.substack.com)
What do you think?