Video Games Roundup – Dec 16, 2021

Welcome to Video Games Insider for 16th December 2021 – FREE version.

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

Video Games in 2021

All video games trading on fractional secondary markets Rally and Otis

Have video games found their bottom, or is it just a dead cat bounce? It’s been a bloody couple of months, particularly for lower-tier games, after allegations of fraud and collusion took hold this summer. There’s value to sealed and graded video games for sure, but the industry is certainly spooked.

Last week’s performance

Fractional secondary markets

A positive week! A couple of XBox games led the way, but the real heavyweight – NES – is what matters. A slightly positive week for the iconic console cancelled out a horrific week from SNES and a subpar outing by N64 Games.

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

At Auction

We’re not angry. We’re just disappointed.

Heritage wrapped up their 8 to 64 bit auction last week with some fairly disappointing results. Blue chip games held up better than the rest, but there really were no good results. This runs counter to the slight optimism we saw in the fractional secondary market last week, so we’ll need to wait to see which way the market’s going to go.

In a testament to his popularity, games featuring Mario took the top three spots and claimed nine of the top 15 positions.

FWIW, I think video games have more room to fall, and we’ve exited all but four of our video game positions in the Alts Index.

I’ve updated inferred values of games trading in secondary markets.

This Week

Mario braves the fractional markets again

New IPOs

Two new drops bravely wade into the fractional marketplaces this week. One legendary game each from Super Nintendo and Xbox.

Super Mario World 1991 SNES WATA 9.4 A

  • Market Cap: $165k
  • Inferred Value: $135k
  • Platform: Rally
  • Date: 12/16/2021
  • Recommendation: [INSIDERS ONLY]

Halo: Combat Evolved (NFR) XBox Wata 9.8 A

  • Market Cap: $88,400
  • Inferred Value: $75,000
  • Platform: Otis
  • Date: 12/16/2021
  • Recommendation: [INSIDERS ONLY]
This is now overvalued

Secondary markets

There’s a lot going on now that both Rally and Otis have real time trading across quite a few games and consoles. I’ve updated our inferred values of all trading games, and you can find them in our video games database. Always do your own research here, though. This market is moving quickly.

At Auction

I’d rather not discuss how much I played this game as a kid

There’s a fairly low-key no-reserve auction right now at ComicConnect featuring a wide variety of mostly garbage. I read through every lot for you (you’re welcome), and here are a few potential gems for the right price:

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Author

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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