Decided to try credit card cashback for speculative holdings

u/Unheroic_ · Reddit — r/investing · January 16, 2026 at 23:12 · 💬 11 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author uses credit card cashback for speculative gaming stocks, arguing Square Enix is mismanaged and a takeover target, while holding Capcom on Resident Evil/Monster Hunter strength and Sega casually.

9697.T — LONG The author holds Capcom with own money, citing the incoming Resident Evil game after critical acclaim and millions of copies sold post-reboot, plus Monster Hunter's hold on casual gamers and a fine arcade division. They plan to sell a bit if Resident Evil does well and hold some indefinitely, betting Capcom can rehabilitate another dormant IP the way it did Resident Evil. The main risk implied is that the thesis depends on continued successful IP execution.

I did get Capcom bc of the incoming Resident Evil game (after a bunch of critical acclaim and millions of copies sold post-reboot).

Comments 11
Full Post Text
Ideas
u/Unheroic_ Reddit r/investing
Activist pressure or hostile takeover at Square Enix
Square Enix's modern operations are too mismanaged despite owning Final Fantasy and Dragon Quest IP. Activist investors are becoming more aggressive, so either management fixes appeal to old and new fans or the company becomes a hostile takeover target. The author is using only credit-card cashback for this speculative position, treating a payoff as acceptable.
u/Unheroic_ Reddit r/investing
Capcom long on Resident Evil and Monster Hunter
The author holds Capcom with own money, citing the incoming Resident Evil game after critical acclaim and millions of copies sold post-reboot, plus Monster Hunter's hold on casual gamers and a fine arcade division. They plan to sell a bit if Resident Evil does well and hold some indefinitely, betting Capcom can rehabilitate another dormant IP the way it did Resident Evil. The main risk implied is that the thesis depends on continued successful IP execution.
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This Reddit post, published January 16, 2026, features u/Unheroic_ discussing 9684.T, 9697.T. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: u/Unheroic_  · Tickers: 9684.T, 9697.T