Calls
3
Joost van Dreunen
Adjunct Assistant Professor, NYU Stern School of Business
Win Rate
33.3%
Return
-0.3%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 26
$238.72
-0.4%
Grand Theft Auto VI is a massive cultural and commercial event, expected to sell 38 million copies and generate $3-3.2 billion in the first 12 months; Take-Two benefits from digital recurrent revenue, premium pricing, and a platform-like online ecosystem that will dominate the market and crowd out competitors.
Consumer
Long
Jun 26
$204.96
+0.1%
The success of GTA VI's $80 price tag signals that top-shelf games can command higher prices, creating a luxury category. Premium publishers like Take-Two, Electronic Arts (already charging $80 for titles), and Nintendo (with Mario Kart World) are well-positioned to benefit from this pricing power, while other publishers will have to keep prices modest. This bifurcation favors companies with strong franchise IP.
Consumer
Long
Jun 26
$10.25
-0.6%
The success of GTA VI's $80 price tag signals that top-shelf games can command higher prices, creating a luxury category. Premium publishers like Take-Two, Electronic Arts (already charging $80 for titles), and Nintendo (with Mario Kart World) are well-positioned to benefit from this pricing power, while other publishers will have to keep prices modest. This bifurcation favors companies with strong franchise IP.
Consumer
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Joost van Dreunen has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: TTWO, NTDOY, EA.
