Latest posts
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Why AI Could Make Japanese Gaming IP More Valuable
AI is lowering the cost of game development, but that may increase competition for player attention. We examine why proven IP — and Japanese publishers such as Capcom, Sega Sammy, Square Enix, Konami, Bandai Namco and Nintendo — could become more valuable in an AI-driven content economy.
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Long Agribusiness, Short Packaged Foods: A 6–12 Month Agricultural Inflation Trade
A 6–12 month long/short thesis: long agribusiness via MOO and short U.S. packaged-food companies as Black Sea disruption, fertilizer constraints and El Niño raise agricultural inflation risks.