Wintergems is becoming an independent investment blog focused on industry-level deep dives. The current post will cover the video game sector made in Japan. So, I am testing the water here on this new approach and hope to improve as I iterate over the next few months.
Moving to industry-wide research allows us to understand the battlefield before picking a soldier. This approach enables broader commentary on sectors and countries, while granting me the freedom to highlight specific, high-conviction data points without the fluff of a general company overview.
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