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Video Games Roundup – Oct 19, 2021

Welcome to Video Games Insider. We use Moneyball tactics to discover undervalued, mispriced, and hidden gems in Fractional Investing.

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The format for these updates is evolving over the next couple of weeks, so please do give feedback.

Last week’s performance

Fractional secondary markets

Mostly down last week as only one asset traded up (Pokemon Yellow in Rally, 20%). This asset class has been surging, so it may have just been profit-taking.

All stats come from assets trading on the secondary markets at Otis, Collectable, and Rally

This Week

New IPOs

It’s the biggest week in memory for video games with two dropping on Otis and another two on Rally. Super Mario 64 and Metroid and blue chips.

Super Mario 64 9.6 A+

  • Market Cap: $388,800
  • Inferred Value: $300,000
  • Platform: Otis
  • Date: 10/19/2021
  • Recommendation: [Insiders Only]

Metroid WATA 9.4 A+

  • Market Cap: $41,700
  • Inferred Value: $49,000
  • Platform: Otis
  • Date: 10/20/2021
  • Recommendation: [Insiders Only]

Batman WATA 9.8 A+

  • Market Cap: $59,000
  • Inferred Value: $41,700
  • Platform: Rally
  • Date: 10/20/2021
  • Recommendation: [Insiders Only]

Donkey Kong 3 WATA 9.4 A++

  • Market Cap: $114,000
  • Inferred Value: $60,000
  • Platform: Rally
  • Date: 10/22/2021
  • Recommendation: [Insiders Only]

Secondary markets

This is where we’ll highlight assets trading significantly below their inferred value.

The biggest opportunity post-selloff is Super Mario Bros on Otis.

Super Mario Bros. NES WATA 9.4 A+

  • Upside: 66%
  • Platform: Otis
  • Date: Continuous

*Disclosure, I own shares of SMB

At Auction

As mentioned last week, Heritage is running a significant auction through the end of October. Keep a close eye on the early run Zelda. If it surpasses $1.2m or so, that’s very good news for the gaming space. Anything under $800k could signal a bear market even for blue chips.

You’ll also want to watch the Super Mario 64 items mentioned above. We want the WATA 9.6 A++ to pass $500k.

CertifiedLink.com has an auction running at the minute as well – it ends today and Wednesday. Some of the cooler items include:

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Author

Picture of Wyatt Cavalier

Wyatt Cavalier

With a background in finance & intelligence analysis, Wyatt has an unhealthy obsession with finding the best blue chip investment opportunities. His previous newsletter, Fractional, resonated deeply with subscribers, bringing actionable insights and unconventional trading strategies. His rare book collection specializes in banned editions. He currently lives in Spain with his beautiful wife, three young boys, and dog Monty.

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    Disclaimer: The authors of Alt Assets, Inc. are not finance or tax professionals. They are self-taught accredited investors, sharing information, research, and lessons learned. The published content is unique, based on certain assumptions and market conditions at the time of publishing and is intended to serve solely as research, not financial advice. Alts I LLC (the “Fund”) is an affiliate of Alt Assets, Inc. and the Fund has conducted a private placement offering under Rule 506(c) of Regulation D of the Securities Act of 1933, as amended. The Fund may invest in one, several or all of the alternative asset classes that Alt Assets, Inc. publishes content on its site. Any published articles on Alt Assets, Inc. that an alternative asset has a “buy”, “pass”, “overvalued” or “undervalued” designation does not factor into the asset classes that the Fund through its manager ultimately invests in, and thus, any of the Fund’s investments that have positive designations on the Alt Assets, Inc.’s site are purely coincidental as the Fund is actively managed and guided by its own investment parameters as summarized in the relevant private placement memorandum.