I didn’t notice there was a separate forum for this topic yet, so I’ll open one now to get some discussion going, or delete it if there is one and I missed it 
One interesting stock that comes to my mind is the Chinese company Tencent Holdings Ltd., which owns about 48% of the super popular game Fortnite, for example.
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Hopefully, this thread will open up the field. The first interesting piece of information would be an evaluation of VanEck ETF analysis, because my own assessment is that the business is still too scattered at this stage. Tencent and AMD are mostly the clearest individual players.
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I saw that the VanEck ETF has annual costs of up to 5%. I hope that in the future we’ll get funds or ETFs related to the topic with a little lower costs 
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A good addition to VanEck’s ETF (ESPO) is NVIDIA, in my opinion. NVIDIA’s graphics cards have been the best for a long time, and there isn’t similar competition yet, like in the processor market (Intel vs. AMD).
Gaming and related activities have increased significantly in recent years, and women have also started gaming more and more.
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It’s good to remember that the gaming side isn’t a very significant factor in Nvidia/AMD products.
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I’ve been following the VanEck ETF for a few months now, before the crisis. The changes are big in either direction, but it includes AMD with a large weighting, and was NVIDIA in there too? It goes down, but on up days it’s among the top of the ones I follow. The high costs indicate precisely this market fragmentation, as the business is still organizing itself, and there will probably be mergers. Is there one entity that will start to control this competitive activity? The VanEck volume is still small, but it’s clearly piquing many people’s interest, so I might get on board soon…
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“That’s exactly why I haven’t pressed the buy button yet. You can also buy those separately by taking advantage of dips…”
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Does anyone know if there are other real esports companies on the stock exchange besides Modern Times Group and Astralis? Even with these two, MTG’s revenue is still a little over half from non-esports sources…
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I also followed and thought about that VanEck last year when I didn’t really find good alternatives, and now since the beginning of the year, I’ve been buying a few units per week thanks to OP’s free ETF trading campaign. With that, I’ve been able to diversify quite nicely over time, as volatility has been high.
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As far as I know, Astralis is currently the only team listed on the stock exchange. Enthusiast Gaming Holdings Ltd also apparently has ownership or a partnership with Luminosity Gaming. Correct me if I’m wrong 
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VanEck’s ETF seems to be performing quite well. Now I’m wondering why I shouldn’t invest my pennies in it
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The prospectus and Nordnet state the costs as 0.55%, which is average for a slightly more specialized ETF.
http://doc.morningstar.com/document/12e684c1c9096e4b5ebe1143e86ba477.msdoc/?clientid=nordnet&key=b3a3825282b90bac
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Moden Times Group (MTG) has taken a big leap after announcing the acquisition of mobile game company Hutch Games. I’m wondering if this would be a good time to exit the position with a +100% profit. It feels like the valuation might have gotten out of hand, and maybe later I could get back in at a more reasonable price… Does anyone else hold shares?
EDIT: I should also mention that I consider the acquisition price of about 30x EBIT to be quite high…
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