In May the Nikeforos portfolio reached 5 years of age. At the same time I decided to take a serious job as Head of Savings and Investment at Länsförsäkringar Bank. That decision marked the last chance for me to launch the Gaming Fund, as two fund companies I was hoping Read more…
GameStop explained and expanded! The Gamestop bubble is great fun to follow right now. The events of the last week have drawn in a great cast of the world’s hottest media properties: the the shiny new Biden White House, the Democrat star Alexandria Ocasio-Cortez, the world’s richest man Elon Musk, Read more…
2020 was a revealing year for the portfolio, we had a global panic, then a global rally, a desperate slowdown in GDP, a recovery (of sorts), destabilization of the world’s largest economy, then a resolution with a clear victory for Biden, followed by the events on the Capitol. Enough for Read more…
Its time for another Swedish gaming IPO. This time it is Thunderful on the starting blocks, and while the deadline for subscribing to the IPO passed a few hours ago, the stock won’t start trading until the 7th December so I thought I would post the “Nikeforos” analysis before the Read more…
I’ve been all kinds of lawyer over the last 23 years, and while gaming is my first love; lawyering pays the bills. There is nothing a lawyer likes more than a finely balanced dispute that will inevitably to go to court. Firstly that means that the legal fees are going Read more…
Starbreeze is one of the hyped Swedish gaming companies over the last few years. With a longer pedigree than most, it has ridden the wave of gaming hype post their IPO, with the share trading at 1kr or less from 2011-2013, reaching 20-24kr in 2016 on the back of some Read more…
The market turbulence over last few weeks has been the first real test of the Nikeforos portfolio, and a chance to look at its performance in the toughest weather it has seen since inception in 2016. Just like a sailing boat, a good portfolio should be able to perform upwind Read more…
What would happen with a more inclusive Rockstar?
Above the scrabbling, creative world of game development swim the leviathans of the tech oceans, ghosting above it all with their apetite for acquisitions, deep pockets and 20-year investment horizons. These leviathans have their teeth firmly embedded in the gaming value chain: Google (Google Play Store), Tencent (Wegame, Epic), Apple (App Read more…
Biografen Skandia opened its doors at 8.30am on Wednesday 16th May for Breakit’s first conference for gaming and investments. Stockholm has not been well served with gaming conferences despite its importance to the industry, but there were high quality and interesting delegates, a gratifyingly high quality of moderators and panellists, good themes, Read more…