Archive - Keep your Feet on the Ground

Aggregating game title digital sales to help predict public game company revenues

It's definitely possible... but there's tracking error

Jan 14 •

September 2024

1. On Games Workshop - What Space Marine 2 means for GW's earnings

Something doesn't smell right about GW's share price...

Sep 19, 2024 •

August 2024

Gamescom and the efficiency of gaming's public markets

This year’s Gamescom had me thinking about the efficiency of public markets when it comes to gaming equities (or the lack thereof…)

Aug 27, 2024 •

May 2024

Webshop tooling: mice-nuts or fertile for venture companies?

Forecasting the total adressable market for webstore tooling, you get a market that grows rapidly but remains small in level terms. Despite this, it's…

May 29, 2024 •

April 2024

Updates on AI, UGC and Web3 (ft. London Developer Conference)

Pregeneration using gen AI tools is the core trend but distribution innovation is the key investment opportunity. Meanwhile, CCP's attempt to merge…

Apr 19, 2024 •

The Curious Case of Indian Gaming

Indian gaming is an enigma - by all rights, the subcontinent should be a giant ... but it isn't. There are key obstacles that have hindered the Indian…

Apr 2, 2024 •

March 2024

A Framework for Competitive Advantage in Gaming

There are durable patterns for establishing competitive advantage in gaming. Investors and founders would do well to heed its history - venture exists…

Mar 25, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts