Meet the Monster Stock That Continues to Crush the Market - The Globe and Mail

Discovering Take-Two Interactive's Market Success by Lawrence Rothman, CFA

The article explores how Take-Two Interactive Software is outperforming the market, detailing its diversified revenue streams and evaluating its current valuation. Rothman provides insights into Take-Two's business dynamics and future growth potential, especially against broader market indices.

• Take-Two Interactive’s stock rose over 55% compared to the S&P 500's 13.1% increase.
• Revenue primarily comes from "recurrent consumer spending", not just game sales.
• The company projects a 7% revenue growth next year, impacting its valuation.
• Key franchises like Grand Theft Auto can influence future performance.