Förvaltare: Polska bolaget är bästa investeringen någonsin
Det polska dataspelsbolaget CD Projekt är den bästa investeringen som förvaltarstjärnan Erik Sprinchorn har gjort, säger han i finanspodden Market Makers.
Sprinchorn besökte E3-mässan i Los Angeles när han fick till ett möte med bolaget, som då handlades till 3,5 gånger vinsten.
– Det är enda gången jag ringt hem till Calle (Armfelt, medförvaltaren) och skrikit ”vi måste köpa det här”, säger TIN Fonder-förvaltaren.
Bolagets årsredovisning var på polska men med hjälp av Google translate lyckades förvaltarna läsa på. Snart hade de köpt över 5 procent av dataspelsbolaget.
– Det är den absolut mest värdedrivande investeringen som vi har lyckats med i vår karriär hittills.
bakgrund
CD Projekt
Wikipedia (en)
CD Projekt S.A. (Polish: [ˌt͡sɛˈdɛ ˈprɔjɛkt]) is a Polish video game developer, publisher and distributor based in Warsaw, founded in May 1994 by Marcin Iwiński and Michał Kiciński. Iwiński and Kiciński were video game retailers before they founded the company, which initially acted as a distributor of foreign video games for the domestic market. The department responsible for developing original games, CD Projekt Red, best known for The Witcher series, was formed in 2002. In 2008, CD Projekt launched the digital distribution service GOG.com (originally as Good Old Games).
The company began by translating major Western video-game releases into Polish, collaborating with Interplay Entertainment for two Baldur's Gate games. CD Projekt was working on the PC version of Baldur's Gate: Dark Alliance when Interplay experienced financial difficulties. The game was cancelled and the company decided to reuse the code for their own video game. It became The Witcher, a video game based on the works of Andrzej Sapkowski.
After the release of The Witcher, CD Projekt worked on a console port called The Witcher: White Wolf; but development issues and increasing costs almost led the company to the brink of bankruptcy. CD Projekt later released The Witcher 2: Assassins of Kings in 2011 and The Witcher 3: Wild Hunt in 2015, with the latter winning various Game of the Year awards. The company's upcoming project is Cyberpunk 2077, an open-world role-playing game based on the Cyberpunk 2020 tabletop game system, for which it opened a new division in Wrocław.
A video game distribution service, GOG.com was established by CD Projekt to help players find old games. Its mission is to offer games free of digital rights management (DRM) to players and its service was expanded to cover new AAA and independent games. The company opposes DRM in video games, and hopes that free downloadable content becomes an industry standard. CD Projekt considers maintaining their independence one of their most important strategies. By September 2017, it was the largest publicly traded video game company in Poland, worth about US$2.3 billion, and by May 2020, had reached a valuation of US$8.1 billion, making it the largest video game industry company in Europe ahead of Ubisoft. CD Projekt joined WIG20, an index of the 20 largest companies on the Warsaw Stock Exchange, in March 2018.
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