Video Games Roundup

Welcome to Video Games Insider – FREE Version.

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

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

It was a mixed week for video games with NES cartridges propping up the rest. Specifically, a copy of SMB 3 lifted the NES category single handedly when it popped over 100% on Rally. Mario Kart 64 was the laggard dragging the N64 index down.

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

This Week

New IPOs

Just one new asset dropping this week.

1992 Game Boy Kirby’s Dream Land WATA 9.8 A++

  • Market Cap: $60k
  • Inferred Value: $50k
  • Platform: Rally
  • Date: 10/13/2021
  • Recommendation: [Insiders Only]

Secondary markets

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

Video games have been bid up quite a lot on secondary markets, and there’s not a lot of value to be found this week.

Super Mario Bros. NES WATA 9.4 A+

  • Upside: 63%
  • Platform: Otis
  • Date: Continuous

At Auction

Heritage is running a Signature Video Games auction through the end of October, and there are several notable titles on the block.

Blue Chip

A first production NES Zelda cartridge is the featured lot. According to Heritage, it’s one of three-known “NES TM” copies of the game. A slightly newer but better-graded version sold in July for $870k. If this copy eclipses that figure, it’s a sign that blue chips are retaining their momentum. Look for something in the $1.2m to $1.6m range if so.

All eyes on Mario as well, as an early production SMB is up for grabs. It’s a later version than that which sold for $660k in April. Already at $336k, a strong showing here will reinforce blue chip strength.

Other bits to keep an eye on

A WATA 6.5 Nintendo World Championships is up as well. These are quite rare, so it’ll be a useful data point for the WATA 8.5 graded copy on Otis. Anything over $50k indicates the copy on Otis is undervalued at $288k (current market cap).

There are three WATA 9.8 A++ Pokemon games available (one each red, yellow, blue). Pokemon have been lagging behind other games recently. Record-setting sales here could reverse that trend. If we don’t see blowout numbers from them, though, it could signal weakness.

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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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