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Background: I grew up playing video games about as much as the next guy, Madden, T Woods, Bond, Halo - the good stuff.

Now until this past weekend I haven't really touched a video game or console in maybe 5 years, it was just no longer interesting to me or a good way for me to spend my time.

Fast forward to last Sunday and my buddy had recently bought the Playstation 4 with the VR set up, and man, that sh*t was fun! The range of games I think applies to everyone too as my girlfriend was really enjoying the experience as well.

Which leads me to this: I think VR is going to be a revolution in the space. What is the best way to play this from an investing standpoint? Is it $SNE, is it the game makers, the chip makers, $MSFT?

The thing with $SNE and $MSFT is that the game consoles are only individual segments of their overall business models, so growth there could be muted by other aspects of the various companies. What do you guys think? What's the best way to play it?



Submitted February 14, 2017 at 09:51AM by BlindTiger86 http://ift.tt/2lcs0Dl

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