Fatty1's potential positions

by fatty1 Sat Sep 03, 2016 2:15 pm

Future investments:
- US residential property – 1 bed apartment in Chicago has 9% yield!?
- Other non-bubbled property markets
- Internet companies at the right price - Facebook, google, amazon, ebay, Alibaba, tencent
- Virtual reality – don’t know!
- Esports
o ACTV – Activision, has Hearthstone, Wow etc. Currently trading at 40 PE
o Twitch –acquired by Amazon for 0.97b USD. Amazon market cap ~ 350b USD.
o Teams require significant capital investment
- Bio Tech – don’t know!