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Video: The future of video games

Video games have come a long way since the days of Atari. The consoles have become smaller, the graphics slicker, while the internet now allows you to play video games with friends and almost anyone around the globe. In our opinion, the video games software group stands to gain from the continuing shift towards mobile consumption.

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We believe it's a compelling time to invest in the consumer space because it’s a period of disruption, where share is shifting rapidly between companies.

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