I do the Numbers

The streak? 16 years of losses. The problems? A dependence on third-party content and a crumbling stock price. The solution? Mike has a few ideas.

Why would Apple borrow money to finance share buybacks when they are sitting on USD 200 billion liquidity? And what do you do with so much money as more and more is coming in? Mike has some answers and thoughts.

A bad business model combined with drying up VC and IPO markets will cause plenty of companies to fall. Among them: The ultrafast delivery services.

Kicking off "Food & Bev" weeks at I do the Numbers, Mike takes a close look at PepsiCo. Can the company fortify its home market? Is it moving in the right direction? Is it worth investing in long-term? Mike has the answers.

Mike calls GameStop a "failing company headed for bankruptcy" and rages about stupid retail investors. Let's discuss what is happening to the GameStop stock!

Netflix is the world's leading streaming service. During the pandemic, the business and the stock have once again surged. But is the party coming to an end soon? Yes! Mike analyzed Netflix and gives his outlook.

Mike takes a very close look at The Walt Disney Company and its prospects, in particular given the immense success of Disney+ and a post-Covid tourism and entertainment business. What more can we expect? Is Disney perhaps one of the greatest companies ever? And is the stock fairly priced? Let's find out?

We conclude video gaming weeks by doing a classic stock fight, comparing Take-Two, Activision, Ubisoft and EA across a number of areas and ranking them. Our top pick? Find out!

Electronic Arts has been called the "Evil Empire" of video game companies. Its reputation is bad and the company does not own its major franchises. Should investors be concerned? Or are EA's financial strength and its long-standing partnerships enough to further increase shareholder value? Will they be able to fix the Disney situation? Let's find out!

Mike analyzes Activision Blizzard, the multi-billion dollar gaming empire known for outstanding franchises such as Call of Duty, World of Warcraft and - through its King label - Candy Crush Saga. The company has shown strong revenue growth, but monthly active user numbers are continuing to trend downwards. Can Call of Duty Mobile turn the ship around? What can we expect from Activision Blizzard over the next 5 to 10 years? Let's find out!

In this episode we will analyze Ubisoft, a French video game developer and publisher, known for its reward-winning franchises like Assassin's Creed, Watch Dogs and the Tom Clancy's series. How strong is the company financially? What is a long-term fair value for its stock? Are they an acquisition target or on the verge of going all the way up to the next level? Mike tries to answer these and other questions.

We analyze one of the leading video game developers and publishers: Take-Two Interactive. I do the Numbers takes a look at their history, financials, strengths, weaknesses, prospects and value. Where is Take-Two headed? Can they sustain the success they had with the GTA franchise and blockbuster games like Red Dead Redemption? Can the NBA2K League grow into a significant eSports title? Let's find out!