When people inquire about my investment strategy, I explain that I try to structure my investment thinking around themes or theses. Readers of this blog will recognize that one of my favorite investment themes over the past few years has centered on the value chain of mobile gaming. Often, I visualize aspects of a theme in my head, but since I’m such a useless artist, these designs remain in my head. However, with the assistance of Junjie Peng who is rapidly becoming my outsourced graphical brain, I’ll share with you four key insights (at least in my opinion) that guide my thinking around the investment theme of mobile gaming. I won’t spoon-feed the implications of these insights just yet, but rather leave it to the practitioners in the sector to draw their own conclusions and enhance the insights with their own thoughts.
