Video Games Roundup – Dec 9, 2021

Welcome to Video Games Insider – Free version.

We use Moneyball tactics to discover undervalued, mispriced, and hidden gems in Fractional Investing.

Video Games in 2021

Video games continued their slide into the end of 2021 as the market continued to soften. Oversupply on the fractional platforms may be a factor.

Last week’s performance

Fractional secondary markets

For the first time since we’ve tracked this asset class, every category was either flat or down this week. NES and Gameboy continue to be least-worst, but an 8.4% skid following 11% last week isn’t a good look.

All stats come from assets trading on the secondary markets at Otis, Collectable, and Rally.

This Week

New IPOs

One new IPO this week from Rally. While Popeye itself isn’t a big name, the fact that it’s one of the thiry original black box games for the NES gives it some appeal.

Popeye 1988 NES WATA 9.4 A+

  • Market Cap: $110k (30% retained equity)
  • Inferred Value: $90k (this is very rough as there are no comps)
  • Platform: Rally
  • Date: 12/8/2021
  • Recommendation: [Insiders Only]

Secondary markets

More games started real time trading on Rally this week, and there are a few games available to buy and sell:

The Legend of Zelda 1987 NES WATA 9.4 B+

  • Market Cap: $250k
  • Inferred Value: $400k

*Discl I own shares of this asset

1989 NES Teenage Mutant Ninja Turtles WATA 9.4 A

  • Market Cap: $24,900
  • Inferred Value: $15,500

2001 Halo: Combat Evolved Xbox – WATA 9.4 A+

  • Market Cap: $24,250
  • Inferred Value: $13,000

At Auction

The 8 to 64-bit Video Games Showcase Auction wraps up at Heritage December 9th. Keep up on it with our auction tracker.

There’s still a day left, but prices are looking low.

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Author

Wyatt Cavalier

Wyatt Cavalier

With a background in finance & intelligence analysis, Wyatt has an unhealthy obsession with finding the best blue chip investment opportunities. His previous newsletter, Fractional, resonated deeply with subscribers, bringing actionable insights and unconventional trading strategies. His rare book collection specializes in banned editions. He currently lives in Spain with his beautiful wife, three young boys, and dog Monty.

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