I have been pretty quite on the blog because I have been very focused on my next investment case, Polish game developer The Farm51. I have written a few times about it, but now I have put together a comprehensive research report similar to the report on Frontier Developments back in 2016.
In the past The Farm51 has not been a company to get overly excited about, but now the company is moving into a new dimension with the release of their next game Get Even on 26th of May. In my view, it will establish The Farm51 as a first-rate studio and thus revalue the existing product pipeline (which includes a FPS MMO called World War 3) in line with other high quality studios.
Of course, investing in a company with almost no cash-flow in the past based on the release of future games is high risk so do your research and adjust your positions size accordingly.
Disclosure: I am long The Farm51 shares.