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VTP002 Mark & Bruce Discuss The Computer Gaming Industry, TP ICAP, Investment Research and Share Insights
Mark Simpson and Bruce Packard discuss one of the stand-out companies for Mark last year, TP ICAP (TCAP), whether the gaming industry is a value play or value trap covering Team 17 (TM17) and Tiny Build (TBLD). Are companies trading at cash or just below good companies to buy right now? Mark shares the latest addition to his stock portfolio Luceco (LUCE) and weaved into the conversation are many more insights covering portfolio management, psychological biases and the challenges facing investors given the rising interest rate environment.