Joost van Dreunen Unlocking Value in Gaming [Invest Like the Best, EP.210]

Published: Jan. 26, 2021, 10:30 a.m.

b"My guest today is Joost van Dreunen, an investor in the gaming space, professor at NYU's Stern School of Business, and former CEO and co-founder of SuperData Research, a data-driven gaming firm that was acquired by Nielsen. He also recently authored\\xa0One Up: Creativity, Competition, and the Global Business of Video Games,\\xa0a great book on the business game industry and why I reached out to speak with him in the first place. Our conversation covers the rise and decline of GameStop, what parts of the value chain actually make money in video games, the evolution of video game business models from Nintendo to Fortnite, and what other industries can learn by studying the video game industry. I hope you enjoy my conversation with Joost van Dreunen.\\xa0\\n \\xa0\\n For the full show notes, transcript, and links to mentioned content check out\\xa0https://www.joincolossus.com/episodes/14574831/van-unlocking-value-in-gaming\\n \\xa0\\n This episode of Invest Like the Best is sponsored by\\xa0Canalyst.\\xa0Canalyst is the leading destination for public company data and analysis.\\xa0 If you\\u2019re a professional equity investor and haven\\u2019t talked to\\xa0Canalyst\\xa0recently, you should give them a shout. Learn more and try\\xa0Canalyst\\xa0for yourself at\\xa0canalyst.com/Patrick.\\xa0\\xa0\\n \\xa0\\n Invest like the Best is a property of Colossus Inc. For more episodes of Invest Like the Best go to\\xa0https://www.joincolossus.com/episodes.\\xa0\\n Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week.\\xa0 Sign up here -\\xa0https://www.joincolossus.com/newsletter.\\n Follow Patrick on Twitter at @patrick_oshag\\n Follow Colossus on Twitter at\\xa0@JoinColossus\\n \\xa0\\n Show Notes\\n [00:02:38] \\u2013 [First question] \\u2013 First chapter of the modern gaming business\\n [00:06:28] \\u2013 The product era of video games\\n [00:10:11] \\u2013 The different pieces that take place in creating and selling a game\\n [00:12:25] \\u2013 The story of GameStop\\n [00:18:45] \\u2013 The transition to digital platform-based gaming\\n [00:22:55] \\u2013 How the breakdown of platforms has changed\\n [00:27:35] \\u2013 Free-to-play vs free-to-win in digital gaming\\n [00:31:27] \\u2013 How the revenue models are changing the type of games that are made\\n [00:35:07] \\u2013 Socializing games and the future there\\n [00:38:14] \\u2013 Who is making money in the modern gaming world\\n [00:43:33] \\u2013 The zones of opportunity to invest in within gaming\\n [00:47:12] \\u2013 Why the business models can be more powerful than new tech\\n [00:53:52] \\u2013 Strategies from gaming that the non-gaming industries can learn from\\n [00:57:05] \\u2013 Kindest thing anyone has done for him"