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Video Games Roundup – Nov 24, 2021

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

Video Games in 2021

It feels like video games are trying to figure out what they’re all about right now, and the asset class is maturing as a result. Gone are the heady days of summer 2021 when everything was mooning, and now investors are starting to separate the blue chips from the rest.

Last week’s performance

Fractional secondary markets

The whole asset class was boosted by a copy of SMB 3 on Otis, which holds a disproportionate share of the index on a market cap weighted basis. Overall, though, it was a positive week for games.

It’s noteworthy that older systems (and therefore games) are outperforming their more modern counterparts. While population figures for NES and Gameboy are more or less known, no one really knows how many Playstation games might on a hidden pallet somewhere.

All stats come from assets trading on the secondary markets at Otis, Collectable, and Rally. The “All Video Games” number is higher than you’d expect because it’s done on a market cap basis whereas the individual assets are on a share-weighted basis.

This Week

New IPOs

Rally has over $800k worth of video games in the queue, and one is dropping this week.

Mortal Kombat 1993 SNES WATA 9.8 A+

  • Market Cap: $90k
  • Inferred Value: $72k
  • Platform: Rally
  • Date: 11/23/2021
  • Recommendation: [Insiders Only]

Secondary markets

No new assets trading this week as Rally prepares for real-time trading (RTT), but there are a couple of games to like on Otis.

Nintendo World Championship NES WATA 8.5

  • Market Cap: $293k
  • Inferred Value: $550k

Pokemon Yellow: Pikachu Edition, Gameboy, 9.8, A+ Wata

  • Market Cap: $59k
  • Inferred Value: $85k

*Disclosure, I plan to buy shares of NWC

At Auction

The 8 to 64-bit Video Games Showcase Auction running at Heritage through December 9th showcases some intriguing lots that will help determine where the market is going right now. There are some notable black box NES games as well as a nice version of the SNES Super Mario World. We’re tracking the fifteen most instructive lots in our auction tracker.

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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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    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.