Samantha Greenberg At Delivering Alpha On Her Latest Tech Bet

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Despite its growth Take Two traded at a discount to peers because Take Two is a smaller player in an industry where scale means higher margins. So not only do you get to buy Take Two at a valuation discount to peers but also this discounted valuation means Take Two are a logical takeover target.

Here’s how I think about upside and downside prices for Take Two. On the downside 16 times earnings is the very low end of Take Two’s valuation range over the last few...