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Aaron Bush turned the spotlight to Take-Two Interactive, ticker TTWO, which he described as a rapidly growing video game giant. Following the monumental release of Red Dead Redemption 2, which grossed over $750 million in just three days, Bush noted a surprising drop of more than 20% in stock price from recent highs. He argued that this decline presents a compelling buying opportunity.
Bush pointed out that Take-Two has expanded its portfolio beyond just the Grand Theft Auto franchise, now offering a variety of games that contribute to higher margins and recurring revenues. He expressed confidence that with several game launches on the horizon, including Red Dead Online, the timing for investment could not be better.