Dungeon Investing
@dungeoninvesting.bsky.social
From Singapore miniature makers to Nottingham’s merry men, without forgetting the Swedish Map Painters
Substack at https://www.dungeoninvesting.com
@dungeoninvest on X/Twitter
Substack at https://www.dungeoninvesting.com
@dungeoninvest on X/Twitter
Just go post wherever you are happier.
But of course X is more relevant. Bluesky only has about 1 million users any given day, according to this dashboard bsky.jazco.dev/stats
But of course X is more relevant. Bluesky only has about 1 million users any given day, according to this dashboard bsky.jazco.dev/stats
The platform formerly known as Twitter may be horrible, but it is still shaping policy. So were we all wrong to leave?
Was the left wrong to leave X for BlueSky?
The platform formerly known as Twitter may be horrible, but it's still shaping policy
www.newstatesman.com
October 12, 2025 at 11:10 AM
Just go post wherever you are happier.
But of course X is more relevant. Bluesky only has about 1 million users any given day, according to this dashboard bsky.jazco.dev/stats
But of course X is more relevant. Bluesky only has about 1 million users any given day, according to this dashboard bsky.jazco.dev/stats
I think Falcom's Trails in the Sky remake might be pretty transformative.
- Peak CCU in Steam about 6x prior one
- Leading Switch 2 digital sales in JP, showing up in the ranking elsewhere
- Playstation store number of reviews already above all post 2020 entries in the series
- Peak CCU in Steam about 6x prior one
- Leading Switch 2 digital sales in JP, showing up in the ranking elsewhere
- Playstation store number of reviews already above all post 2020 entries in the series
October 4, 2025 at 11:31 AM
I think Falcom's Trails in the Sky remake might be pretty transformative.
- Peak CCU in Steam about 6x prior one
- Leading Switch 2 digital sales in JP, showing up in the ranking elsewhere
- Playstation store number of reviews already above all post 2020 entries in the series
- Peak CCU in Steam about 6x prior one
- Leading Switch 2 digital sales in JP, showing up in the ranking elsewhere
- Playstation store number of reviews already above all post 2020 entries in the series
Not surprised. An institution
July 27, 2025 at 8:04 AM
Not surprised. An institution
No hay marcha en Nueva York
Ni aunque lo jure Henry Ford
No hay marcha en Nueva York
Y los jamones son de York
Ni aunque lo jure Henry Ford
No hay marcha en Nueva York
Y los jamones son de York
All right, what are the worst song lyrics you've ever heard?
June 15, 2025 at 1:08 PM
No hay marcha en Nueva York
Ni aunque lo jure Henry Ford
No hay marcha en Nueva York
Y los jamones son de York
Ni aunque lo jure Henry Ford
No hay marcha en Nueva York
Y los jamones son de York
I get where this thread comes from, but IMHO this would result in more layoffs.
Remember how prevalent piracy was, and how many games you and your friends used to have back in those days.
Remember how prevalent piracy was, and how many games you and your friends used to have back in those days.
I have no patience for this. The Legend of Zelda: Ocarina of Time retailed for $59.95 in November, 1998. That's $117.27 today.
You're dramatically underpaying for games right now. In fact, AAA studios are killing themselves with big bet live-service disasters and microtransactions to cover costs.
You're dramatically underpaying for games right now. In fact, AAA studios are killing themselves with big bet live-service disasters and microtransactions to cover costs.
May 23, 2025 at 10:01 PM
I get where this thread comes from, but IMHO this would result in more layoffs.
Remember how prevalent piracy was, and how many games you and your friends used to have back in those days.
Remember how prevalent piracy was, and how many games you and your friends used to have back in those days.
So right and yet... we should also remember the piracy rates back then and that we did get a lot less games released (and bought).
I've received 100+ replies like this, claiming game revenue goes directly to executives & shareholders. So I checked & made this chart.
This is what happens when you buy a $69.99 game from EA, the company with the WORST reputation in the industry.
0.8% goes to c-suite. 53% goes to devs & workers.
This is what happens when you buy a $69.99 game from EA, the company with the WORST reputation in the industry.
0.8% goes to c-suite. 53% goes to devs & workers.
May 23, 2025 at 9:56 PM
So right and yet... we should also remember the piracy rates back then and that we did get a lot less games released (and bought).
Reposted by Dungeon Investing
Balatro has 104 people credited on mobygames. Initial reddit post is dishonest and plain wrong on several aspects. Having seen in early 2021 what Guillaume, Tom & François did with a couple of friends (game was called « We Lost » then and was already stunning)…
May 11, 2025 at 6:06 PM
Balatro has 104 people credited on mobygames. Initial reddit post is dishonest and plain wrong on several aspects. Having seen in early 2021 what Guillaume, Tom & François did with a couple of friends (game was called « We Lost » then and was already stunning)…
Reposted by Dungeon Investing
A few weeks ago I published an anime sector guide for investors. If you are new to the space and are interested, have a look!
It covers:
• Diferent roles in the sector
• Economical characteristics of each
• Examples of companies
www.dungeoninvesting.com/p/a-hitchhik...
It covers:
• Diferent roles in the sector
• Economical characteristics of each
• Examples of companies
www.dungeoninvesting.com/p/a-hitchhik...
A hitchhiker's guide to the Anime Galaxy
An investor's primer for Japan's most important export: aesthetics
www.dungeoninvesting.com
May 10, 2025 at 8:01 AM
A few weeks ago I published an anime sector guide for investors. If you are new to the space and are interested, have a look!
It covers:
• Diferent roles in the sector
• Economical characteristics of each
• Examples of companies
www.dungeoninvesting.com/p/a-hitchhik...
It covers:
• Diferent roles in the sector
• Economical characteristics of each
• Examples of companies
www.dungeoninvesting.com/p/a-hitchhik...
A few weeks ago I published an anime sector guide for investors. If you are new to the space and are interested, have a look!
It covers:
• Diferent roles in the sector
• Economical characteristics of each
• Examples of companies
www.dungeoninvesting.com/p/a-hitchhik...
It covers:
• Diferent roles in the sector
• Economical characteristics of each
• Examples of companies
www.dungeoninvesting.com/p/a-hitchhik...
A hitchhiker's guide to the Anime Galaxy
An investor's primer for Japan's most important export: aesthetics
www.dungeoninvesting.com
May 10, 2025 at 8:01 AM
A few weeks ago I published an anime sector guide for investors. If you are new to the space and are interested, have a look!
It covers:
• Diferent roles in the sector
• Economical characteristics of each
• Examples of companies
www.dungeoninvesting.com/p/a-hitchhik...
It covers:
• Diferent roles in the sector
• Economical characteristics of each
• Examples of companies
www.dungeoninvesting.com/p/a-hitchhik...
@specialsitinvestor.bsky.social since you have been talking about FEC... the bond seems quite interesting to me as well.
May 9, 2025 at 11:10 AM
@specialsitinvestor.bsky.social since you have been talking about FEC... the bond seems quite interesting to me as well.
PlayWay presented results recently, and there is a lot to breakdown on them. You have the full version on Dungeon Investing. But why is it interesting?
• Record results, both operationally (+15% YoY) and attributable to shareholders (+59% YoY)
• Record dividend (7% yield)
• Record results, both operationally (+15% YoY) and attributable to shareholders (+59% YoY)
• Record dividend (7% yield)
PlayWay annual results update
Record results, but record enough?
www.dungeoninvesting.com
May 7, 2025 at 8:13 AM
PlayWay presented results recently, and there is a lot to breakdown on them. You have the full version on Dungeon Investing. But why is it interesting?
• Record results, both operationally (+15% YoY) and attributable to shareholders (+59% YoY)
• Record dividend (7% yield)
• Record results, both operationally (+15% YoY) and attributable to shareholders (+59% YoY)
• Record dividend (7% yield)
@appinvestor.bsky.social you know... at this price, at this time... think I am finally going to bite in Drecom, although not in size.
May 6, 2025 at 9:12 PM
@appinvestor.bsky.social you know... at this price, at this time... think I am finally going to bite in Drecom, although not in size.
I see Commodus just declared victory in Germania.
May 6, 2025 at 5:44 PM
I see Commodus just declared victory in Germania.
Yup. Tons of good games going around unnoticed.
there's always, always some unexpected hit game with a lot of resources behind it that gamers want to create confirmation bias narratives of success and be like "just make a good game" about, from Disco Elysium to Clair Obscur. one of the most perpetually irritating aspects of the game sphere
May 6, 2025 at 3:05 PM
Yup. Tons of good games going around unnoticed.
Tabletop gaming is among the sectors that are going to be hit the hardest (I assume this is about tabletop and not videogames).
Everyone (well almost) builds in China.
Everyone (well almost) builds in China.
May 5, 2025 at 7:29 PM
Tabletop gaming is among the sectors that are going to be hit the hardest (I assume this is about tabletop and not videogames).
Everyone (well almost) builds in China.
Everyone (well almost) builds in China.
Videogame companies are right now very happy Trump is so old.
May 5, 2025 at 12:38 PM
Videogame companies are right now very happy Trump is so old.
Less than one month after announcing it, and days before the date, Sonic Rumble is delayed again.
SEGA is a full circus in mobile.
SEGA is a full circus in mobile.
April 30, 2025 at 6:43 PM
Less than one month after announcing it, and days before the date, Sonic Rumble is delayed again.
SEGA is a full circus in mobile.
SEGA is a full circus in mobile.
Activists involved in Square Enix... well, look, if any company needs an activists, it is this one (their costs are bloated all around), but I don't remember a successful activist case in the industry.
April 30, 2025 at 9:05 AM
Activists involved in Square Enix... well, look, if any company needs an activists, it is this one (their costs are bloated all around), but I don't remember a successful activist case in the industry.
#GAW US out of stock up again... and Europe too. For the first time, similar levels (close to 40% out of stock percentage) in both places for 40k.
Tariffs or no tariffs, this keeps moving.
Tariffs or no tariffs, this keeps moving.
April 20, 2025 at 2:04 PM
#GAW US out of stock up again... and Europe too. For the first time, similar levels (close to 40% out of stock percentage) in both places for 40k.
Tariffs or no tariffs, this keeps moving.
Tariffs or no tariffs, this keeps moving.
Reposted by Dungeon Investing
When I hear about prompt artists, I often think about that ominous Jujutsu Kaisen episode from 2020. Deep stuff.
April 18, 2025 at 12:25 PM
When I hear about prompt artists, I often think about that ominous Jujutsu Kaisen episode from 2020. Deep stuff.
Re: #TBLD
Results are bad, as expected, and include big development costs impairment (related with H2 releases performance).
But the structural costs have gone down a lot. I was a bit surprised by the ramp-up in development investments (see cash), but as 3 big games near completion, makes sense.
Results are bad, as expected, and include big development costs impairment (related with H2 releases performance).
But the structural costs have gone down a lot. I was a bit surprised by the ramp-up in development investments (see cash), but as 3 big games near completion, makes sense.
April 15, 2025 at 9:27 AM
Re: #TBLD
Results are bad, as expected, and include big development costs impairment (related with H2 releases performance).
But the structural costs have gone down a lot. I was a bit surprised by the ramp-up in development investments (see cash), but as 3 big games near completion, makes sense.
Results are bad, as expected, and include big development costs impairment (related with H2 releases performance).
But the structural costs have gone down a lot. I was a bit surprised by the ramp-up in development investments (see cash), but as 3 big games near completion, makes sense.
Weird move. Given the backlog, I doubt Boeing will have trouble shifting those to other orders.
*CHINA ORDERS HALT TO BOEING JET DELIVERIES AS TRADE WAR EXPANDS www.bloomberg.com/news/article...
China Orders Halts to Boeing Jet Deliveries as Trade War Expands
China has ordered its airlines not to take any further deliveries of Boeing Co. jets as part of the tit-for-tat trade war that’s seen US President Donald Trump levy tariffs of as high as 145% on Chine...
www.bloomberg.com
April 15, 2025 at 8:38 AM
Weird move. Given the backlog, I doubt Boeing will have trouble shifting those to other orders.
#GAW Haven't been posting this of late, but kept tracking it. Looks better in the US... but looks like now Europe is the place with more lack of stock.
Methinks someone redirected too many boxes.
Also, importyeti doesn't look exceptional for march, still think they are using more air freight
Methinks someone redirected too many boxes.
Also, importyeti doesn't look exceptional for march, still think they are using more air freight
April 14, 2025 at 3:33 PM
#GAW Haven't been posting this of late, but kept tracking it. Looks better in the US... but looks like now Europe is the place with more lack of stock.
Methinks someone redirected too many boxes.
Also, importyeti doesn't look exceptional for march, still think they are using more air freight
Methinks someone redirected too many boxes.
Also, importyeti doesn't look exceptional for march, still think they are using more air freight