October 03, 2025

Post-EA Shake-Up: A Gaming Giant (TTWO) vs. An Esports Upstart (OAM) | Ep. 31

5 minutes

With Electronic Arts going private in a massive $55 billion deal, the public gaming market has been shaken up. This week, we analyze where investors can look now, contrasting a global publishing giant with a small-cap esports innovator.

Jon Brown looks at Take-Two Interactive (NASDAQ: TTWO), highlighting the immense pressure on the public company to deliver on its blockbuster franchise, Grand Theft Auto 6. Then, Trevor Abes profiles Overactive Media (TSXV: OAM), an undervalued small-cap esports company that is on the verge of profitability and is diversifying its revenue with a new AI-powered SaaS platform.

This Episode's Picks:

Take-Two Interactive Software, Inc. (NASDAQ: TTWO): A major global video game publisher, representing a high-stakes investment thesis centered on the successful and timely delivery of blockbuster titles like Grand Theft Auto 6.

Overactive Media Corp. (TSXV: OAM): A pure-play esports company with successful teams in Call of Duty, Valorant, and League of Legends. A potential value play with strong revenue growth, drastically reduced losses, and a new AI venture.

Topics Discussed:

The impact of the EA go-private deal on the gaming industry.

Investing in major game publishers vs. small-cap esports teams.

The hype cycle and financial impact of blockbuster games like GTA 6.

Analyzing small-cap companies on the path to profitability.

AI-powered SaaS platforms and the creator economy.