It's just mental weight lifting for us to
get a sense for what
returns on capital,
returns on sales, and common - size financial statements look like for particular
industries over time, and you can sort of see that «Hey, the precision instrument
industry has really delivered fantastic results for investors over time» and «Hey, look the airline space has really done the exact opposite,» and you can start figuring out what
industries and sectors are doing really
well and which ones aren't, and that can help hone your
investment process a little bit and focus your time and energy
on the right places.»
What we need, is a
return to
good game design, in games big enough to be worth that 20 bucks, because these guys cant survive
on those buck games, and frankly, neither can I. And honestly,
on an even playing field more akin to what we used to have, some of these games would
get noticed for being great games despite not having the
best production values in the
industry, and as a result the next game would warrant the
investment on higher production values under the promise of an ample
return of
investment.