eSport - The next big Industry

Looking at the latest headlines in the media is proving, that eSport is an extremely fast growing market and will continue to grow beyond expectations: "The coming year will see the Esports Economy grow to $696 million, a year-on-year growth of 41.3%. Brands are expected to spend $517 million, broken down into $155 million on advertising, $266 million on sponsorship, and a further $95 million on media rights. Brand investment will double by 2020, pushing the total market to $1.5 billion. Consumer spending this year on tickets and merchandise will amount to $64 million. Another $116 million is invested by game publishers into the esports industry through partnership deals with white-label organizers." - newzoo.com Why have the stocks been picked? Electronic Arts - extremely powerful brand and big stakeholder in the gaming market. Tencent Holdings - recently bought Riot Games, who are in charge of League of Legends. Activision Blizzard - most known for World of Warcraft and Overwatch, but also bought Major League Gaming. Take-Two - another big game publisher, that recently partnered with NBA. Lions Gate Entertainment - has startet to invest in eSport teams. Intel - involved in a lot of sponsoring activites and big stakeholder. Nvidia - involved in a lot of sponsoring activites and big stakeholder. Modern Times Group - recently bought out Turtle entertainment which owns ESL and current owmer of Dreamhack. Alphabet - picked due to YouTube's involvement in streaming of big eSport events. Amazon - has made a $1 billion acquisition of Twitch. NetEase - huge name in the Chinese market when it comes to internet and gaming technology. alibaba - several subsidiaries that are involved in eSport sponsoring and marketing. - Passive strategy, small amount of changes in PV% (buy & hold). - Time horizon for the investment is >5 year. - Changes in portfolio might occur due to IPO's or merger/acquisition.