If you’re a HF analyst trying to get $HAS into the portfolio, the investment decision will be 100% dependent upon whether or not the PM is a Magic the Gathering player.
Sorry, I don’t make the rules.
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Replying to @NonGaap
HAS should spin out Wizards of the Coast. Almost every other business they have sucks.
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Disagree with that. They have some great ip and hearthstone is eating mtgs lunch
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Replying to @Molson_Hart @svrnco
I will be interested to see how MtG Arena mobile does later this year. Hearthstone (if my memory is correct) really took off when they released mobile. Hasbro has been on a multi-year journey to try and leverage their IP assets (hence eOne). We’ll see if they can do anything...
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Your memory is correct. I played MTG Arena in like 2003 2004. Big botch by Wizards/Hasbro to not launch that mobile.
11:58 AM - 2 Jul 2020
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