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Dillon Jacobs's avatar

Very interesting thesis here, but as you mentioned, the probability being extremely is likely an understatement.

I don't think for one second that Nintendo's board would agree to an acquisition at any price.

Cool piece though!

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Secret Sauce Investing's avatar

Thanks Dillion. Yes, I'd agree that a takeover of Take Two or Ubisoft is much more likely if Netflix plan to fully commit to gaming.

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