Take-Two Interactive SoftwareTTWOCOMMENTJul 20, 2017Stock price when the opinion was issued
As of Jun 04, 2026. Market Open.
Video game publisher. He likes entertainment as a theme because in periods of economic uncertainty, it becomes clear how much value you can get from streaming. Crown jewel is Rockstar Games. Makes 10/10 games almost every time. We're about a year away from Grand Theft Auto 6, which could be the biggest entertainment property ever. Upside on pricing and # of units sold.
Trades at 30x PE. His price target is $340. No dividend.
Chart shows a little resistance around $80 in May and June. Some risks have been reduced at around $73-$74. A lot of indicators are starting to move up. It looks like it’s going to want to go through $80.35. Good risk/reward. Expects it will be $81-$82 pretty soon.