TiesMorskate.nl

And this is not just because I think the Blizzard development studio is the world’s best. Activision Blizzard CEO Bobby Kotick made a statement on an analyst event saying the company “has never been better positioned as a company.” Citing shareholder value creation being the company’s most interesting figure, having the best record for the past 20 years, creating $16 billion in shareholder value since 1990. What this should tell you is that I was right in saying Zynga is overrated and overvalued. They even released a graph detailing the difference:

Read the two posts about it on VentureBeat and start agreeing with me!
Updated: Activision Blizzard could make $1.25 billion in additional revenue in next three years
Activision Blizzard chief says “we’ve never been better positioned” in video games

I think the Groupon and other daily deals IPO’s will turn out to be more bubble than substantial shareholder value. But the market is still divided and here is some new information for those who are interested.

Like the cool new kid at school (Mean Girls, anyone?), the e-commerce evolution of the coupon (i.e. the Groupons and LivingSocials of today) has sparked a ton of venture funding interest and generated a lot of industry speculation. As daily deals companies build scale and expand reach, they are finding support from the investor community in droves. Some say this financial interest will dissipate when consumers start getting bored, the novelty wears off, the services reach a saturation point and profits suddenly dry up.

This venturebeat article briefly discusses if the Daily Deals concept iss turning out to be a bubble. It basically plugs a conference, but the numbers involved might be of interest.