Amit Chokshi

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Take a Second Look at Take-Two Interactive

The P/E multiple needs to be adjusted for R&D and the commensurate amortization costs that come with expensing them or capitalizing them. I am pretty sure ERTS expenses their R&D costs while ATVI and THQI (not sure about TTWO but I would bet) capitalize their R&D, which is why ERTS has such a high P/E. It deserves a premium and one could argue that ATVI does as well but the size of that premium is overstated because of the accounting methods used by ERTS.

I was long THQI for a while and was rewarded well and still think that offers the best value of all the video game companies from a valuation point and product portfolio standpoint. I'm out of the vg sector for now since it looks overbought but it should offer a good buy-in point after the holidays, even if the PS3 and Wii do well there will probably be a good sell off and if does not do well there could be an even harder sell off.
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Amit Chokshi

Comment Stream » ERTS

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Take a Second Look at Take-Two Interactive

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