http://marketfolly.disqus.com/Updates on what top hedge funds have been buying and selling. SEC Filings, hedge fund letters, investment conferences and more.enSat, 10 Jan 2009 14:07:48 -0000http://www.marketfolly.com/2008/11/activision-atvi-recession-resistant.html#comment-5046321<p>exactly, good points... share similar thoughts. thanks for the comment!</p>marketfollySat, 10 Jan 2009 14:07:48 -0000http://www.marketfolly.com/2008/11/activision-atvi-recession-resistant.html#comment-5046138<p>I am a gamer and it true that Activision Blizzard has the best titles. On the good side too, unlike ERTS who has hundreds of titles, Blizzard makes a Warcraft game every 10 years, a Starcraft every 10 years and Diablo every 10 years and all those funny games are played and own their market segments until the Blizzard made sequel is released. This means they Blizzard spends a given amount on a game to develop it and it benefits for 10 years of the sale and the gamer community "for fun" developpers such as those who made DOTA with Warcraft III map editor engine... I did not even talk about WOW the ultimate cash cow for years and after that there is a ll the innovation and leadership derived from GH games and COD. I just checked the Balance Sheet and of this company and it is pristine. This ensures that long term survival is not called into question if sales are lower for next years and debt serving will be very manageable. Debtless companies with leading products are the winner investments of the current crisis and can be purchased at reduced prices. I enjoy my weekend, my 27 years age and my investment knowledge + job while I play warcraft online and wait for the incoming capital gains and dividends associated with the low priced way of life Gaming offers me...</p>FliujniliguiSat, 10 Jan 2009 13:53:52 -0000