Letters by company

Activision Blizzard Inc

2 letters discussing ATVI. Everything written about it on this site is on its ticker page.

Broyhill Asset Management The Broyhill Letter 2023.Q3 Activision Blizzard’s acquisition by Microsoft closed after UK regulators accepted revised remedies that transferred cloud gaming rights to Ubisoft. Dollar General was stress-tested after operational failures, while Netflix and Dollar Tree were sold and the proceeds redeployed into Dollar General. Third Quarter 2023 DG $29BMSFT $4T
Broyhill Asset Management The Broyhill Letter 2023.Q4 Broyhill liquidated its Latin American airport, Bayer and British American Tobacco investments after political intervention, weak strategic action and changing underwriting undermined the cases. It initiated positions in Ball, Fidelity National Information Services, Avantor, EPAM Systems, Fresenius Medical Care and Baxter, favoring deleveraging and healthcare dislocations while expanding defensive exposure. fourth quarter 2023 AVTR $11BBALL $16BBAX $13B