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
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
@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.
2024 was also an interesting year for their mobile division, though I don't know if that will continue in the future, as it was based on the release of many fast followers to successful simulation games.
The one that really played out was the supermarket management sim.
The one that really played out was the supermarket management sim.
May 7, 2025 at 8:14 AM
2024 was also an interesting year for their mobile division, though I don't know if that will continue in the future, as it was based on the release of many fast followers to successful simulation games.
The one that really played out was the supermarket management sim.
The one that really played out was the supermarket management sim.
That aside, their main franchises keep showing quite a bit of resiliency, Cooking Simulator aside.
Plus, they are introducing new ones almost annually.
Plus, they are introducing new ones almost annually.
May 7, 2025 at 8:13 AM
That aside, their main franchises keep showing quite a bit of resiliency, Cooking Simulator aside.
Plus, they are introducing new ones almost annually.
Plus, they are introducing new ones almost annually.
Some nuggets:
PlayWay seems to have finished their experimenting phase and are now refocusing on simulators while keeping the level of investment, after some failures in the city builder space (and whatever Sherwood Builders was)
PlayWay seems to have finished their experimenting phase and are now refocusing on simulators while keeping the level of investment, after some failures in the city builder space (and whatever Sherwood Builders was)
May 7, 2025 at 8:13 AM
Some nuggets:
PlayWay seems to have finished their experimenting phase and are now refocusing on simulators while keeping the level of investment, after some failures in the city builder space (and whatever Sherwood Builders was)
PlayWay seems to have finished their experimenting phase and are now refocusing on simulators while keeping the level of investment, after some failures in the city builder space (and whatever Sherwood Builders was)
#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.
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.
#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
Movie Games trying to get a piece of the action on Schedule I is beyond ridiculous, doesn't matter how mildly they put it.
April 10, 2025 at 8:20 PM
Movie Games trying to get a piece of the action on Schedule I is beyond ridiculous, doesn't matter how mildly they put it.
And people wonder why I am not all that enthusiastic about Kadokawa's manga IP library...
(all this and a lot more in @josuke.bsky.social's analysis on the manga market for 2024)
(all this and a lot more in @josuke.bsky.social's analysis on the manga market for 2024)
March 29, 2025 at 11:49 PM
And people wonder why I am not all that enthusiastic about Kadokawa's manga IP library...
(all this and a lot more in @josuke.bsky.social's analysis on the manga market for 2024)
(all this and a lot more in @josuke.bsky.social's analysis on the manga market for 2024)
That was a very EA thing to do (from Blood, Sweat and Pixels)
March 25, 2025 at 10:19 PM
That was a very EA thing to do (from Blood, Sweat and Pixels)
Wow
Schedule I joins R.E.P.O. in the list of indie titles outperforming by A LOT.
Must be starting to creep close to 500k copies already, with that CCU number (also, top 1 in Steam with a fairly low price)
Schedule I joins R.E.P.O. in the list of indie titles outperforming by A LOT.
Must be starting to creep close to 500k copies already, with that CCU number (also, top 1 in Steam with a fairly low price)
March 25, 2025 at 4:54 PM
Wow
Schedule I joins R.E.P.O. in the list of indie titles outperforming by A LOT.
Must be starting to creep close to 500k copies already, with that CCU number (also, top 1 in Steam with a fairly low price)
Schedule I joins R.E.P.O. in the list of indie titles outperforming by A LOT.
Must be starting to creep close to 500k copies already, with that CCU number (also, top 1 in Steam with a fairly low price)
I read this as further confirmation, don't think I am misreading 😂
March 25, 2025 at 1:12 PM
I read this as further confirmation, don't think I am misreading 😂
#GAW Out of stock going up again (including most of the new kill team releases this week sold out in the US), so I don't think sales have collapsed!
US 40k back to 41%
US 40k back to 41%
March 23, 2025 at 8:51 AM
#GAW Out of stock going up again (including most of the new kill team releases this week sold out in the US), so I don't think sales have collapsed!
US 40k back to 41%
US 40k back to 41%
Things keep improving, with US 40k inventories at 33.4% of out of stock (best since November!) #GAW
Either sales have collapsed (unlikely, IMHO), or GAW is finally catching up. Europe also has the best numbers since November.
Good
Either sales have collapsed (unlikely, IMHO), or GAW is finally catching up. Europe also has the best numbers since November.
Good
March 16, 2025 at 11:24 PM
Things keep improving, with US 40k inventories at 33.4% of out of stock (best since November!) #GAW
Either sales have collapsed (unlikely, IMHO), or GAW is finally catching up. Europe also has the best numbers since November.
Good
Either sales have collapsed (unlikely, IMHO), or GAW is finally catching up. Europe also has the best numbers since November.
Good
Funnily enough, shipping import data for Games Workshop #GAW into the US is not particularly good, with the first two months down from last year.
I suspect it is partly because they are using air freight a bit more, but no proof of that!
They are definitely selling more, and stock recovering.
I suspect it is partly because they are using air freight a bit more, but no proof of that!
They are definitely selling more, and stock recovering.
March 10, 2025 at 8:42 AM
Funnily enough, shipping import data for Games Workshop #GAW into the US is not particularly good, with the first two months down from last year.
I suspect it is partly because they are using air freight a bit more, but no proof of that!
They are definitely selling more, and stock recovering.
I suspect it is partly because they are using air freight a bit more, but no proof of that!
They are definitely selling more, and stock recovering.
Better visualizaton
March 9, 2025 at 10:24 PM
Better visualizaton
Serious good news in terms of stock for #GAW in the last couple of weeks, seems like they have been able to finally resupply properly all over.
Good :D
Good :D
March 9, 2025 at 10:18 PM
Serious good news in terms of stock for #GAW in the last couple of weeks, seems like they have been able to finally resupply properly all over.
Good :D
Good :D
Big improvement in stock availability though :)
March 1, 2025 at 8:41 PM
Big improvement in stock availability though :)
How did #GAW's latest set of Warhammer 40k releases go? Well, the most relevant one (and only truly new material) is out of stock everywhere.
Also fun to check the difference in prices. Sorry, USA
Also fun to check the difference in prices. Sorry, USA
March 1, 2025 at 8:16 PM
How did #GAW's latest set of Warhammer 40k releases go? Well, the most relevant one (and only truly new material) is out of stock everywhere.
Also fun to check the difference in prices. Sorry, USA
Also fun to check the difference in prices. Sorry, USA
Thank you all :D
February 26, 2025 at 10:50 PM
Thank you all :D
Ditto (via @modestproposal1 on the other site)
February 24, 2025 at 8:59 PM
Ditto (via @modestproposal1 on the other site)