http://www.gibybo.com/2008/01/10/a-double-position-activision/ Personal Finance, Open Portfolio Wed, 07 Jan 2009 10:47:01 +0000 http://wordpress.org/?v=2.6.2 http://www.gibybo.com/2008/01/10/a-double-position-activision/#comment-15 Recession Review: My Portfolio - Part 1 at Gibybo’s Money - Personal Finance, Open Portfolio Wed, 23 Jan 2008 05:32:51 +0000 http://gibybo.com/?p=8#comment-15 [...] Bottom Line: Their growth prospects make it worth an easy $40 billion on current earnings (after combining Blizzard). In five years I would be really surprised to see anything less than a $100 billion market cap on $2.5b in earnings. Considering it is now trading for a mere $16b (add $8b for Blizzard), it should be clear why I have a double position in Activision. [...] [...] Bottom Line: Their growth prospects make it worth an easy $40 billion on current earnings (after combining Blizzard). In five years I would be really surprised to see anything less than a $100 billion market cap on $2.5b in earnings. Considering it is now trading for a mere $16b (add $8b for Blizzard), it should be clear why I have a double position in Activision. [...]

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