Why We Own Electronic Arts (Ticker: EA)
Episode description
This is an Arch Capital Update episode, a monthly recurring series where we explore holdings and decisions made for our investment partnership.
Electronic Arts (EA) develops and distributes games, content, and services. The company markets its products through digital distribution and retail channels. Brett and Ryan dive through EA and outline the investment thesis for why we own the company in our Arch Capital limited partnership.
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What is Arch Capital? Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Arch managers are perpetual learners with a long-term focus that strive to build wealth with our partners through intelligent capital allocation. Learn more here: https://www.archcapitalfund.com/
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Timestamps
Why we own EA (1:18)
Competitive Advantages (22:46)