“EA’s being put out of its misery” with $55B deal. 💸

I think EA is being put out its misery. But uh big corporate and big investors are in a position to take the risk that retail and institutional investors are not. So we're seeing consolidation because the guys with a vision for where the industry is going.The price paid actually does appear fair given some precedent in things like the Microsoft and Activision Blizzard transaction which uh commenced in 2022 and finished in 23. looking at things like the trading multiples between those two companies when you' ...