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Today's big stories

Microsoft is reportedly in talks to buy video game chat community Discord
One of Britain’s best-performing hedge funds of 2020 has hit upon its new favorite investment – Read Now
Video-streaming platform Bilibili sold shares in Hong Kong, as more Chinese companies opt to list closer to home

Brave Noob World

What’s Going On Here?

Microsoft is reportedly in talks to buy video game chat platform Discord, presumably once they’ve finished trash-talking each other’s basements.

What Does This Mean?

And to think your parents thought video games weren’t a productive use of time: Discord has been the go-to for gamers everywhere during the pandemic, and it now has 140 million users to its name – twice as many as in 2019. That’s caught the eye of Microsoft, which reckons Discord would make a good fit for its gaming segment. Such a good fit, in fact, that it’s reportedly willing to pay more than $10 billion for the company – a nice bump from the $7 billion it was worth in December. Of course, whether Discord feels the same way remains to be seen: the platform might end up opting for another buyer, if not going it alone via an initial public offering.

Why Should I Care?

For markets: Video games aren’t playing around any more.
Microsoft’s move is even more evidence that it’s looking to expand its games business, after having made its biggest gaming acquisition ever in the form of ZeniMax Media – owner of video game publisher Bethesda – for $7.5 billion (tweet this). And it’s not hard to see why the tech giant’s suddenly so keen: video games are expected to have made more money last year than the global movie and North American sports industries combined.

The bigger picture: Mobile games are the future.
The gaming boom isn’t lost on China’s ByteDance either: the TikTok-owner just agreed to buy Chinese games studio Moonton – famous among younger and more in-touch people for its Mobile Legends game – for $4 billion. That move will help ByteDance diversify its income streams beyond advertising, as well as secure a slice of the mobile gaming market – the biggest and, according to investment manager VanEck, fastest-growing category in the games industry.

You might also like: How you can make the most of the gaming boom.

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2. Analyst Take

One Of Britain’s Best Hedge Funds Is Betting On Saving The Planet

What’s Going On Here?

Last year was a great one for Andurand Capital Management: the British hedge fund delivered returns of 154%, mostly thanks to a successful bet on oil’s spectacular crash.

And it has another big trade in mind this year – in a market where the demand is booming but the supply is constrained.

And nope, it’s not bitcoin: it’s carbon credits.

Because here’s the thing: the carbon credit market not only has strong fundamentals and technicals, but it’s also one of the few that could genuinely diversify your portfolio.

Even better, its growing popularity is forcing polluters to reduce their greenhouse gas emissions.

So that’s today’s Insight: what exactly carbon credits are, and why one of Britain’s most successful hedge funds is backing them.

Read or listen to the Insight here

Talk about a window of opportunity

The smart home industry is big: $158 billion big.

And it’s only going to get bigger, so you might want to think about buying into a company at the forefront of the industry.

RYSE is doing with window shades what Ring’s done for doorbells: it’s creating a device that automates blinds and shades – increasing energy efficiency, lowering power costs, and cutting emissions.

RYSE’s tech is compatible with 183 million windows, making for a market size of $27 billion – and that market’s growing 55% every year.

That might be why it’s already made over $4.5 million in revenue and caught the attention of outlets like CNET, TechCrunch, and Discovery Channel.

Find out more about RYSE, and get invested today.

Learn More

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Anime-zing

What’s Going On Here?

Animation-focused streaming platform Bilibili sold shares in Hong Kong on Tuesday, as more Chinese companies opt to bring their stocks closer to home.

What Does This Mean?

The appetite among investors for fast-growing tech firms just won’t quit, and it’s no different in Asia: the region’s technology, media, and telecoms firms have sold over $20 billion worth of shares so far this year. Bilibili already has a listing in the US, but just like tech giants JD.com and NetEase before it, the company opted to sell its newest shares – 25 million of them, to be precise – in Hong Kong. And sure, it was competing against a much bigger company for investors’ attention, with Chinese search giant Baidu selling its own shares in Hong Kong just last week. But Bilibili’s well-known early backers Tencent, Alibaba, and Sony might’ve helped make sure investors showed up for its sale just fine.

Why Should I Care?

The bigger picture: China and America are still worlds apart.
It’s not hard to see why Chinese companies are returning home to raise money, given all the US’s blacklistings, forced sales, and threats of cutting their shares from the country’s stock market altogether. And while some investors might’ve been hoping a change in US leadership would thaw the US and China’s relationship, the first meeting between the administrations last week showed no signs of that happening.

Zooming out: Tech stock market listings keep on coming.
Denmark-based Trustpilot just became the first European company to list its shares on the UK stock market this year, and its stock rose 16% following its debut early on Tuesday. That might buoy Deliveroo, which is set to be valued at $12 billion – or six times this year’s estimated sales – at its own stock market listing in early April. That’s half the multiple of the US’s DoorDash, but some investors argue that it should be higher – especially since Deliveroo counts tech behemoth Amazon among its early investors.

You might also like: How to tell an IPO blockbuster from an IPO flop.

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💬 Quote of the day

“Success is not the result of spontaneous combustion. You must set yourself on fire.”

– Reggie Leach (a Canadian former professional ice hockey player)

Tweet this

How to invest in a smart future

Okay, so we just talked about RYSE’s push to break into the $158 billion smart home industry.

But it’s worth understanding why RYSE really could be the next Ring.

See, its SmartShades technology attaches to your window frame and automates your shades in five minutes flat. You don’t need to buy new window shades at all.

What do automated shades do, you ask? Think waking up to natural sunshine, think voice activation, think total privacy when you leave your home.

So it’s no big surprise that RYSE’s already sold over $4.5 million worth, with 183 million more compatible window shades out there right now. That’s a massive untapped market.

And you have the exclusive opportunity to invest in RYSE today: learn more about the company.

Find Out More

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📚 What we're reading

How Twitter trends happen (Slate)
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Inside the vicious Beanie Baby market (GEN)
Australia versus mice (DW)

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Finimize - 💪 Hedge funds' new favorite trade

Today's big stories

Brave Noob World

What’s Going On Here?

What Does This Mean?

Why Should I Care?

One Of Britain’s Best Hedge Funds Is Betting On Saving The Planet

Talk about a window of opportunity

Anime-zing

What’s Going On Here?

What Does This Mean?

Why Should I Care?

How to invest in a smart future

🤝 Meet the next Zuck

Older messages

📉 Aramco can't get a break

🤫 Tesla is "way overhyped"

💰 Accenture's 1 trillion dollar breakthrough

👍 Yes to cheap stocks

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