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Corsair Gaming ($CRSR)
Redefining gaming, eSports, and streaming
Company Overview
Corsair Gaming is an American computer hardware and peripherals company founded in 1994 and headquartered in California.
They acquired Elgato Gaming in 2018 to expand to the streaming gear market, Origin PC and SCUF gaming in 2019 to expand into the custom-built PC systems and console controllers markets, respectively, and during 2020 they acquired Gamer Sensei and EpocCam, and partnered with Pipeline to grow into the gaming and streaming coaching market.
Corsair went public on September 23, 2020, with its IPO priced at $17, valuing the company at about $1.3B.
Understanding the Business
Value Proposition
Corsair provides specialized, high-performance gear for gamers and streamers. Their products are designed to provide speed and reliability for competitive gaming, high quality content for streamers, and powerful PC components that allows gamers to run modern games smoothly.
Revenue Streams
Currently, Corsair groups its product offering into two segments: gamer and creator peripherals and gaming components and systems.
Gamer and Creator Peripherals:
which represents around 25% of net revenue, includes gaming mice, keyboards, and headsets, streaming gear, and high performance console controllers.
Gaming Components Systems:
which represents around 75% of net revenue includes computer cases, power supply units (PSU), high performance memory products (40% of net revenue), and custom-built gaming systems.
Acquisitions and Partnerships:
During 3Q 2020 Corsair acquired Gamer Sensei, a gaming coaching platform, EpocCam, an app that allows iPhones to serve as a webcam, and partnered with Pipeline, a course-based education platform for streamers.
Industry
Market Size
According to Jon Peddie Research, the global gaming and streaming gear markets is expected to reach $40B by the end of 2020. Before the pandemic JPR estimated the market to grow at a modest 1.05% CAGR until 2022. However, during 2020 the market has grown an estimated 10% year-over-year.
Additionally, DFC Intelligence research estimated that the video-game coaching market surpasses $1B.
Industry Fundamentals
Growth in the gaming and streaming gear industries are driven by strong and robust fundamentals.
Popularity of gaming is increasing:
According to Newzoo, there are an estimated 2.7B gamers worldwide, which are expected to spend $159B on games in 2020 and is expected to grow at an 8.3% CAGR to exceed $200B by 2023. PC and console gaming represents 51% of the total market, and mobile gaming 49%. Corsair has stated that currently there is no interest in expanding to the mobile gaming market.
Tech-driven improvements in game quality:
Advances in computer power have enabled gaming platforms to provide increasingly immersive experiences. This in turn, places increased demand on high-performance computing hardware.
Increasing gaming and streaming engagement:
Some interesting facts reported in the Limelight Networks’ State of Online Gaming 2019 research report include:

On average, video gamers spend six hours and 20 minutes each week playing video games
More than 38% of gamers would like to become professionals if it could support themselves
Gamers from novice to aspiring professionals report missing daily activities due to gaming, missed sleep is the most pervasive
Watching gamers play video games online is more popular than watching traditional sports for 18-25 year olds.

The eSports and streaming flywheel
The rise in popularity and viewership of eSports brings more investment from publishers, sponsors, advertisers, team owners, and leagues to the eSports industry. Increased investment brings more players and increased performance focus of gamers who advance from less engaged gaming to high-performance gameplay, which in turn brings more viewers.
Competitive Landscape & Risks
Competition
The gaming and streaming market is characterized by intense competition, constant price pressure and rapid change. Competition across Corsair’s product offering includes:
Gaming keyboards and mice - Logitech and Razer
Headsets and related audio products -Logitech, Razer, and HyperX
Streaming gear - Logitech and AVerMedia
Performance controllers - Microsoft and Logitech
PSUs, cooling solutions, and computer cases - Cooler Master, NZXT, EVGA, Seasonic, and Thermaltake
High performance memory - G.Skill, HyperX, and Micron
Pre-built and custom-built gaming PCs - Alienware (Dell), Omen (HP), Asus, Razer, iBuypower and Cyberpower
Competitive Strategy
The company follows a differentiation leadership strategy by prioritizing high-performance and professional quality and charging a price premium on their products in exchange for superior quality, high value added features, and superior brand recognition.
Market Share
According to NPD Group, by 2020 Corsair had #1 market share position in the US in its gaming components and systems products with 42% of the market share from 26% in 2015. Their gamer and creator peripheral products are not yet market leaders, however, the company increased its market share in that segment from 5% in 2013 to 18% by 2020 in the US.
Growth Strategy
Move into the Asia Pacific region:
The Asia Pacific Region represents a long-term growth opportunity. According to Newzoo, they represent 54% of the global gaming community.
Complimentary acquisitions:
Corsair has carried out this strategy aggressively since 2018 with the acquisitions of Elgato Gaming, Origin PC, SCUF and Gamer Sensei. They plan to continue evaluating and pursuing new acquisitions that may strengthen their competitive position.
New Markets:
Uses of streaming gear has spread into areas including, podcasting, video blogging, interactive fitness, remote learning, and work-from-home, which represent a promising avenue for continued expansion in this product segment.
Threat of New Entrants
Because of the continued convergence between the computing devices and consumer electronics markets, increased competition from well-established consumer electronics companies is expected in the gaming and streaming peripherals segment (e.g. use of Audio-technica microphones by streamers).
Threat of Substitution
A significant medium- to long-term risk for Corsair’s business model is the evolution of cloud computing and augmented/virtual reality entertainment.
Cloud computing refers to a computing environment in which software is run on third-party servers and accessed by end users over the internet, requiring minimal processing power from the end-user’s system. Through cloud computing, gamers will be able to access and play sophisticated games without the need of expensive high-performance PC systems and components.
According to Grand View Research, the global cloud gaming market is expected to grow at a CAGR of 48% from 2020 to reach $7.2B by 2027.
Additionally, Corsair must be able to adapt its product offering to meet the needs of the evolving augmented/virtual reality industry.
Moats
There does not seem to be any relevant, structural moats, that may prohibit competitors from capturing Corsair’s market share across their product offering.
Other Relevant Risks
Due to the concentration of their production facilities in Taiwan and China, Corsair may be adversely by geopolitical tensions and trade disputes.
Financial Summary
Proforma Balance Sheet
https://postimg.cc/QHgY1ZxL
Income Statement
https://postimg.cc/qNkbGDzN
For the 9 months ended September 2020 compared to the same period last year:
The 49% increase in net revenue is mostly attributed to a large number of consumers gaming and working from home during the COVID-19 pandemic.
The company’s gross margin is influenced by its product mix for the period, gamer and creator peripherals have a higher gross margin (25-35%) than gaming components and systems (15-25%).
Proforma Cashflow Statement
https://postimg.cc/XXCzNyRY
Cash used in investing activities consists primarily on the acquisitions of Elgato in 2018, and SCUF and Origin PC in 2019.
Peer Comparison
https://postimg.cc/Whcfd1V6
Logitech International (LOGI) and Micron Technologies (MU)
Why am I posting this now?
I believe they are going to have very strong 4th quarter 2020 earning results. 2020 had record pc sales,and pc video games has reported record numbers of players. They are in my opinion the leading pc peripherals brand for gamers. Q4 Earnings Include both Black Friday and Christmas Sales
Record pc sales:
https://www.businesstoday.in/technology/news/record-pc-sales-in-2020-as-covid-limits-work-education-to-homes/story/427858.html#:~:text=According%20to%20the%20latest%20data,units%20in%20Q4%20of%202020&text=COVID%2D19%20pandemic%20has%20turned,personal%20computer%20(PC)%20industry%20industry).
Google trends:
https://imgur.com/oKPn6R5
My price target for this earnings: $65 EDIT: (EOM)
TLDR: $CRSR will crush Q4 earnings 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀 🚀
Position: 60 Contracts 40c exp 2/19
disclaimer: I am not a financial advisor. DO YOUR OWN RESEARCH
credit: u/italiansomali and u/erythaean

$CRSR Corsair DD / Earnings play

On average, video gamers spend six hours and 20 minutes each week playing video games
More than 38% of gamers would like to become professionals if it could support themselves
Gamers from novice to aspiring professionals report missing daily activities due to gaming, missed sleep is the most pervasive
Watching gamers play video games online is more popular than watching traditional sports for 18-25 year olds.

The eSports and streaming flywheel
The rise in popularity and viewership of eSports brings more investment from publishers, sponsors, advertisers, team owners, and leagues to the eSports industry. Increased investment brings more players and increased performance focus of gamers who advance from less engaged gaming to high-performance gameplay, which in turn brings more viewers.
Competitive Landscape & Risks
Competition
The gaming and streaming market is characterized by intense competition, constant price pressure and rapid change. Competition across Corsair’s product offering includes:
Gaming keyboards and mice - Logitech and Razer
Headsets and related audio products -Logitech, Razer, and HyperX
Streaming gear - Logitech and AVerMedia
Performance controllers - Microsoft and Logitech
PSUs, cooling solutions, and computer cases - Cooler Master, NZXT, EVGA, Seasonic, and Thermaltake
High performance memory - G.Skill, HyperX, and Micron
Pre-built and custom-built gaming PCs - Alienware (Dell), Omen (HP), Asus, Razer, iBuypower and Cyberpower
Competitive Strategy
The company follows a differentiation leadership strategy by prioritizing high-performance and professional quality and charging a price premium on their products in exchange for superior quality, high value added features, and superior brand recognition.
Market Share
According to NPD Group, by 2020 Corsair had #1 market share position in the US in its gaming components and systems products with 42% of the market share from 26% in 2015. Their gamer and creator peripheral products are not yet market leaders, however, the company increased its market share in that segment from 5% in 2013 to 18% by 2020 in the US.
Growth Strategy
Move into the Asia Pacific region:
The Asia Pacific Region represents a long-term growth opportunity. According to Newzoo, they represent 54% of the global gaming community.
Complimentary acquisitions:
Corsair has carried out this strategy aggressively since 2018 with the acquisitions of Elgato Gaming, Origin PC, SCUF and Gamer Sensei. They plan to continue evaluating and pursuing new acquisitions that may strengthen their competitive position.
New Markets:
Uses of streaming gear has spread into areas including, podcasting, video blogging, interactive fitness, remote learning, and work-from-home, which represent a promising avenue for continued expansion in this product segment.
Threat of New Entrants
Because of the continued convergence between the computing devices and consumer electronics markets, increased competition from well-established consumer electronics companies is expected in the gaming and streaming peripherals segment (e.g. use of Audio-technica microphones by streamers).
Threat of Substitution
A significant medium- to long-term risk for Corsair’s business model is the evolution of cloud computing and augmented/virtual reality entertainment.
Cloud computing refers to a computing environment in which software is run on third-party servers and accessed by end users over the internet, requiring minimal processing power from the end-user’s system. Through cloud computing, gamers will be able to access and play sophisticated games without the need of expensive high-performance PC systems and components.
According to Grand View Research, the global cloud gaming market is expected to grow at a CAGR of 48% from 2020 to reach $7.2B by 2027.
Additionally, Corsair must be able to adapt its product offering to meet the needs of the evolving augmented/virtual reality industry.
Moats
There does not seem to be any relevant, structural moats, that may prohibit competitors from capturing Corsair’s market share across their product offering.
Other Relevant Risks
Due to the concentration of their production facilities in Taiwan and China, Corsair may be adversely by geopolitical tensions and trade disputes.
Financial Summary
Proforma Balance Sheet
https://postimg.cc/QHgY1ZxL
Income Statement
https://postimg.cc/qNkbGDzN
For the 9 months ended September 2020 compared to the same period last year:
The 49% increase in net revenue is mostly attributed to a large number of consumers gaming and working from home during the COVID-19 pandemic.
The company’s gross margin is influenced by its product mix for the period, gamer and creator peripherals have a higher gross margin (25-35%) than gaming components and systems (15-25%).
Proforma Cashflow Statement
https://postimg.cc/XXCzNyRY
Cash used in investing activities consists primarily on the acquisitions of Elgato in 2018, and SCUF and Origin PC in 2019.
Peer Comparison
https://postimg.cc/Whcfd1V6
Logitech International (LOGI) and Micron Technologies (MU)
Why am I posting this now?
I believe they are going to have very strong 4th quarter 2020 earning results. 2020 had record pc sales,and pc video games has reported record numbers of players. They are in my opinion the leading pc peripherals brand for gamers. They also have strong support from wallstreetbets.
Record pc sales:
https://www.businesstoday.in/technology/news/record-pc-sales-in-2020-as-covid-limits-work-education-to-homes/story/427858.html#:~:text=According%20to%20the%20latest%20data,units%20in%20Q4%20of%202020&text=COVID%2D19%20pandemic%20has%20turned,personal%20computer%20(PC)%20industry%20industry).
Google trends:
https://imgur.com/oKPn6R5
My price target for this earnings: $55
disclaimer:I am not a financial advisor. Do not trade based on the information I have posted.
credit: u/italiansomali and u/erythaean

Where is Alicia Navarro? Autistic teenager missing from Arizona since 2019 may have been lured away by an internet predator

Who Is Alicia?
At 14, Alicia Christina Navarro was a shy, quiet girl who enjoyed playing online games and reading. She achieved good grades at Bourgade Catholic School but struggled with developmental delays and had been diagnosed with high-functioning autism at age 12. The teen also suffered from severe anxiety, for which she was receiving therapy, and also apparently had a weakened immune system. Like many young people with autism, Alicia preferred to keep to a strict routine and didn’t like crowded public spaces. She often bit her shirt or knuckles when she experienced sensory overload. Alicia also frequently wore the same clothing and shoes over and over, including her favorite white sweatshirt that she was wearing the night she vanished, which her mother attributed to her autism. The teenager preferred to eat a limited number of foods, including chicken nuggets and unsalted french fries from McDonald's. Despite her mental health and developmental challenges, Alicia was happy at home and close to her mother, stepfather, and two siblings.
When not at school, Alicia enjoyed playing games and chatting with her friends on Discord, a chat app for gamers. She often stayed up late using her computer. Her mother, Jessica Nunez, stated that she’d once noticed a stranger that Alicia had met online asking for her daughter’s personal information. Nunez quickly corrected the behavior, blocking the man and warning Alicia to never share personal details with people she didn’t know online lest she fall prey to an internet predator. Nunez had also caught Alicia engaged in a text conversation with someone who Nunez believed was older than Alicia “based on the mature content” of their chat. She filed a police report, but nothing came of it and authorities were unable to identify the responsible parties in either situation. Nunez believes that Alicia’s autism made her more trusting than other teens, and thinks that Alicia may not have heeded her warnings. At 14, photos of Alicia depict a girl who appears much younger; she stood 4’5” and weighed only 95 pounds. Her childlike appearance, shy demeanor, and mental health diagnoses may have made her more vulnerable, Nunez believes.
Nunez has noted that Alicia had undergone personality changes in the months leading up to her disappearance, including a sudden and intense interest in the comic book series Ironman and its ‘Demon in a Bottle’ arc; her mother purchased one of the books for her prior to her disappearance and the comic vanished along with Alicia. She had also begun wearing heavily perfumed body spray, despite her usual aversion to strong smells, and had begged her mother to purchase concealer and an open-backed shirt (unusually risque for the shy teen) for her. After she and her friends met up with an unnamed boy at the mall one day, Alicia gushed to her mother that he was “quite fit” and became interested in fitness workouts and dietary supplements.
Before she vanished, Alicia’s parents discovered a hole in her bedroom window screen that she claimed had been created by a bird. It was apparent to them, however, that the hole had been created from the inside. Nunez suspects that Alicia may have used the hole to pass notes to someone on the outside, and in a photograph of Alicia’s bedroom window, a ladder is visible on the ground below her window. Less than two weeks before she disappeared, Alicia messaged her 20-year-old friend on Oregon on Discord and informed him that she’d sold her beloved Xbox gaming console and that she had a new boyfriend. She also brought up learning how to play electric guitar and suggested that she might join the friend’s band. However, Alicia's friends reported that Alicia seemed to lead two lives: one in the real world, where she was reserved and shy, and another on the internet, where she was more gregarious. They indicated that Alicia frequently exaggerated stories or made statements that were untrue. While this is not uncommon for teenagers, it has made determining the veracity of some of Alicia's statements to her friends difficult.
The Day of Alicia’s Disappearance
On September 14th, 2019, Alicia spent most of the evening in her upstairs bedroom, ostensibly gaming and chatting with friends online as she often did on the weekends. It was only five days before her 15th birthday. Despite her anxiety about the new school year, she and Nunez had spent the day running errands together and Alicia was reportedly in good spirits, “smiling and laughing” with her mother.
Around 1 am, Alicia came downstairs for a glass of water. Nunez was downstairs, waiting for her husband to come home from work. Alicia reportedly asked her mother why she was still awake and then returned to her bedroom. That night, Nunez and Alicia's two siblings fell asleep while Alicia's stepfather dozed off on the couch in front of the TV. No one noticed Alicia leaving the house.
The next morning, September 15th, Nunez awoke at 7:00 am to find the back door slightly ajar. She assumed that her husband had accidentally left it open, but he told her that he had not been in the backyard the previous evening. Nunez became concerned and rushed upstairs to find Alicia’s bedroom empty. Her laptop, a silver Apple Macbook, and her silver iPhone 6 were missing, but the chargers for both devices had been left behind. She had left behind the laptop she used for school as well as a desktop computer that she used to play online games. Also missing were a bottle of perfume and an expensive Ironman comic book that she’d apparently begged her mother for prior to disappearing. She had left a note behind, penned in her signature scrawl: “I ran away. I will be back. I swear. I’m sorry.” In the backyard, Nunez discovered chairs had been dragged outside and stacked against the brick wall. In the vicinity and on the chairs were footprints that matched Alicia’s sneakers. It appeared that Alicia had packed her items into a small black backpack and used the chairs to climb over two walls in the backyard. Her mother noted that doing so would have helped Alicia avoid being captured on their neighbor’s security cameras. That’s where the trail went cold. For all that Glendale PD and her parents could determine, it seemed as though Alicia had climbed out of her backyard and then simply vanished into the night.
Glendale Police Department interviewed all registered sex offenders within a one-mile radius of Alicia’s home but to no avail. They also stated that they were unable to trace either her laptop or cell phone as both devices were turned off. Authorities have been unclear as to exactly why they’re unable to trace Alicia’s phone and laptop. Two weeks after her disappearance, police took her gaming desktop as evidence; Nunez has indicated that authorities have searched chat logs from that computer and may have also accessed her social media profiles (such as her Discord and Facebook pages) for clues. Alicia’s mother has also stated that “these people were smart not to talk on the computer”, meaning that whoever Alicia was contacting may have done so using less-traceable means. It’s not clear whether or not authorities have gained access to her social media pages and online gaming profiles, but Alicia’s social media hasn’t been active since she vanished in 2019. PrincessandPenguin (spelling unclear) is one of the usernames that she’s used in the past, but other screennames are being withheld by law enforcement due to the ongoing investigation.
What Happened to Alicia?
There has been little headway in the investigation since Alicia vanished in September of 2019. Nunez believes that her daughter was the victim of an internet predator who groomed the teen online, perhaps via some of the games that she frequently played. She thinks that someone may have convinced Alicia to meet up with them in real life and then abducted her. Alicia’s autism and her related lowered inhibition could have made her more vulnerable to online predators. The items that Alicia brought with her may lend credence to this theory. Alicia left home with only the clothing on her back (her favorite white sweatshirt, a bleached denim skirt, and high-top Vans sneakers) and with minimal personal effects. She brought both her iPhone and Macbook when she left home but didn’t bring the chargers for either item, indicating that she might have not planned to be gone for long or perhaps had been told that whoever she was meeting up with had chargers for her cell phone and laptop that she could borrow. Interestingly, as another Redditor noted in a comment on another Alicia-related post in this sub, the Ironman comic that she brought (worth over 200 dollars) contains a plotline that features the protagonist scaling a wall to break out of prison. Could this have possibly inspired Alicia’s early-morning escape from her family’s home? Is it possible that she was planning to meet up with someone who convinced her to bring the comic along? Nunez has stated that she never saw Alicia actually reading the comic book which lends credence to the theory that she may have purchased it for someone else. Alicia also brought with her the new perfume and makeup, which may suggest that she’d been groomed into an online romance with whoever she was potentially planning to meet the night of the 14th. Was it someone who posed as a same-age peer? Or was Alicia, like so many other young girls groomed by sexual predators, convinced that an older man displaying an interest in her was flattering, a sign of ‘coolness’ and maturity?
Alicia’s friends at school have stated that she was carrying around a ‘burner phone’, likely a cheap cell phone that can be purchased at gas stations or chain stores like Walmart, in the weeks prior to her disappearance. It seems plausible that the burner phone may have been given to her by whoever Alicia planned to meet up with the night she went missing. However, Alicia did not tell her friends what the phone was for or how she’d obtained it. Cheap burner phones are often used by children who are groomed and exploited by adults as they allow the victim’s usual phone to remain free of evidence like text messages and photos that may otherwise raise red flags for caregivers. Another one of Alicia’s friends has stated that Alicia had mentioned running away to California only days before her disappearance and even invited the friend to join her. The friend didn't think that Alicia was serious and didn't tell any adults about the comment until after Alicia had vanished. The aforementioned burner phone (if it indeed existed) was not recovered amongst Alicia’s belongings, meaning that she likely took it with her when she left the house.
Now, a year and five months since Alicia vanished without a trace, Nunez continues to press law enforcement to investigate the teenager’s disappearance as an abduction. She believes that Alicia was lured from the house that night in 2019 by a predator and is possibly being held against her will. She also feels that Alicia’s disappearance should not have been initially dismissed as a simple runaway case, especially given her small stature, younger appearance, and autism. Nunez has also made it clear that Alicia’s disappearance likely would have been treated differently, and with more urgency, if she had been a middle-class white teenager.
Prevailing theory amongst internet sleuths and Alicia’s own family still holds that she was lured away from home by someone she met online. Law enforcement’s actions, such as confiscating her desktop computer and combing Discord chat logs, may indicate that they too suspect the tech-savvy teen was convinced to leave home by an internet predator. It wouldn’t be the first time that a vulnerable autistic teenager was lured into danger by an online predator. In 2017, a 16-year-old autistic Baltimore high schooler was found in a local apartment complex after she used a web-based chat app to communicate with an older man. And in 2018, an 18-year-old woman with autism was kidnapped from her Arkansas home and taken to rural Washington state by a 50-year-old man she’d met online. The perpetrator had attempted to befriend over 8,000 other children via social media prior to kidnapping the 18-year-old. Given how well-versed in technology Alicia was, and how comfortable she was using social media to communicate with people she’d never met in real life, it seems plausible that the teenager could have been coerced into leaving home by someone like the aforementioned predators: pedophiles who prey on vulnerable youth with few real-world friends, who they know can be easily manipulated into doing their bidding.
Since Alicia’s disappearance in the fall of 2019, there have been several non-credible sightings of the teenager, including one at a gas station and another in which Alicia was supposedly wandering a homeless encampment. One supposed sighting at a park a mile from Alicia’s home brought Nunez rushing to the scene; witnesses claimed that a girl matching Alicia’s description had been sighted holding hands with a dark-skinned man with neck tattoos. A 25-year-old man matching that description would later be caught in a police sting designed to catch internet predators. He was indicted for “luring of a minor” and “attempted sex conduct with a minor”, but it’s unknown if he was ever seriously investigated in Alicia’s disappearance. Other witnesses have cropped up occasionally with leads but disappeared after offering little to no information, perhaps fearing for their own safety. The case was turned over to the FBI in 2020, but it’s unknown if federal involvement has continued.
Alicia is now 16 years old. She was last seen wearing a white sweatshirt with multi-colored writing on it, a bleached denim overall skirt, and high-top Vans sneakers. She is a Hispanic female with brown hair and brown eyes. At the time of her disappearance, Alicia wore braces. She has a scar on her left knuckle. At the time of her disappearance, she stood 4’5” and weighed approximately 95 pounds. She enjoys online gaming and reading and dislikes large crowds. Her favorite food is McDonald's chicken nuggets and unsalted french fries. Alicia needs medication that she does not have with her. Due to the circumstances involved, she is considered an endangered missing person.
https://charleyproject.org/case/alicia-christian-navarro
https://coppercourier.com/story/alicicia-navarro-missing-glendale/
https://www.nbcnews.com/dateline/mother-missing-teenager-autism-alicia-navarro-fears-she-was-lured-n1167191
https://www.fox10phoenix.com/news/glendale-police-family-held-news-conference-one-year-after-alicia-navarro-disappeared

$CRSR Corsair DD

On average, video gamers spend six hours and 20 minutes each week playing video games
More than 38% of gamers would like to become professionals if it could support themselves
Gamers from novice to aspiring professionals report missing daily activities due to gaming, missed sleep is the most pervasive
Watching gamers play video games online is more popular than watching traditional sports for 18-25 year olds.

The eSports and streaming flywheel
The rise in popularity and viewership of eSports brings more investment from publishers, sponsors, advertisers, team owners, and leagues to the eSports industry. Increased investment brings more players and increased performance focus of gamers who advance from less engaged gaming to high-performance gameplay, which in turn brings more viewers.
Competitive Landscape & Risks
Competition
The gaming and streaming market is characterized by intense competition, constant price pressure and rapid change. Competition across Corsair’s product offering includes:
Gaming keyboards and mice - Logitech and Razer
Headsets and related audio products -Logitech, Razer, and HyperX
Streaming gear - Logitech and AVerMedia
Performance controllers - Microsoft and Logitech
PSUs, cooling solutions, and computer cases - Cooler Master, NZXT, EVGA, Seasonic, and Thermaltake
High performance memory - G.Skill, HyperX, and Micron
Pre-built and custom-built gaming PCs - Alienware (Dell), Omen (HP), Asus, Razer, iBuypower and Cyberpower
Competitive Strategy
The company follows a differentiation leadership strategy by prioritizing high-performance and professional quality and charging a price premium on their products in exchange for superior quality, high value added features, and superior brand recognition.
Market Share
According to NPD Group, by 2020 Corsair had #1 market share position in the US in its gaming components and systems products with 42% of the market share from 26% in 2015. Their gamer and creator peripheral products are not yet market leaders, however, the company increased its market share in that segment from 5% in 2013 to 18% by 2020 in the US.
Growth Strategy
Move into the Asia Pacific region:
The Asia Pacific Region represents a long-term growth opportunity. According to Newzoo, they represent 54% of the global gaming community.
Complimentary acquisitions:
Corsair has carried out this strategy aggressively since 2018 with the acquisitions of Elgato Gaming, Origin PC, SCUF and Gamer Sensei. They plan to continue evaluating and pursuing new acquisitions that may strengthen their competitive position.
New Markets:
Uses of streaming gear has spread into areas including, podcasting, video blogging, interactive fitness, remote learning, and work-from-home, which represent a promising avenue for continued expansion in this product segment.
Threat of New Entrants
Because of the continued convergence between the computing devices and consumer electronics markets, increased competition from well-established consumer electronics companies is expected in the gaming and streaming peripherals segment (e.g. use of Audio-technica microphones by streamers).
Threat of Substitution
A significant medium- to long-term risk for Corsair’s business model is the evolution of cloud computing and augmented/virtual reality entertainment.
Cloud computing refers to a computing environment in which software is run on third-party servers and accessed by end users over the internet, requiring minimal processing power from the end-user’s system. Through cloud computing, gamers will be able to access and play sophisticated games without the need of expensive high-performance PC systems and components.
According to Grand View Research, the global cloud gaming market is expected to grow at a CAGR of 48% from 2020 to reach $7.2B by 2027.
Additionally, Corsair must be able to adapt its product offering to meet the needs of the evolving augmented/virtual reality industry.
Moats
There does not seem to be any relevant, structural moats, that may prohibit competitors from capturing Corsair’s market share across their product offering.
Other Relevant Risks
Due to the concentration of their production facilities in Taiwan and China, Corsair may be adversely by geopolitical tensions and trade disputes.
Financial Summary
Proforma Balance Sheet
https://postimg.cc/QHgY1ZxL
Income Statement
https://postimg.cc/qNkbGDzN
For the 9 months ended September 2020 compared to the same period last year:
The 49% increase in net revenue is mostly attributed to a large number of consumers gaming and working from home during the COVID-19 pandemic.
The company’s gross margin is influenced by its product mix for the period, gamer and creator peripherals have a higher gross margin (25-35%) than gaming components and systems (15-25%).
Proforma Cashflow Statement
https://postimg.cc/XXCzNyRY
Cash used in investing activities consists primarily on the acquisitions of Elgato in 2018, and SCUF and Origin PC in 2019.
Peer Comparison
https://postimg.cc/Whcfd1V6
Logitech International (LOGI) and Micron Technologies (MU)
Why am I posting this now?
I believe they are going to have very strong 4th quarter 2020 earning results. 2020 had record pc sales,and pc video games has reported record numbers of players. They are in my opinion the leading pc peripherals brand for gamers. They also have strong support from wallstreetbets.
Record pc sales:
https://www.businesstoday.in/technology/news/record-pc-sales-in-2020-as-covid-limits-work-education-to-homes/story/427858.html#:~:text=According%20to%20the%20latest%20data,units%20in%20Q4%20of%202020&text=COVID%2D19%20pandemic%20has%20turned,personal%20computer%20(PC)%20industry%20industry).
Google trends:
https://imgur.com/oKPn6R5
My price target for this earnings: $55
disclaimer:I am not a financial advisor. Do not trade based on the information I have posted.
credit: u/italiansomali and u/erythaean

Playboy going public: Porn, Gambling, and Cannabis

NEW INFO 5 Results from share redemption are posted. Less than .2% redeemed. Very bullish as investors are showing extreme confidence in the future of PLBY.
https://finance.yahoo.com/news/playboy-mountain-crest-acquisition-corp-120000721.html
NEW INFO 4 Definitive Agreement to purchase 100% of Lovers brand stores announced 2/1.
https://www.streetinsider.com/Corporate+News/Playboy+%28MCAC%29+Confirms+Deal+to+Acquire+Lovers/17892359.html
NEW INFO 3 I bought more on the dip today. 5081 total. Price rose AH to $12.38 (2.15%)
NEW INFO 2 Here is the full webinar.
https://icrinc.zoom.us/rec/play/9GWKdmOYumjWfZuufW3QXpe_FW_g--qeNbg6PnTjTMbnNTgLmCbWjeRFpQga1iPc-elpGap8dnDv8Zww.yD7DjUwuPmapeEdP?continueMode=true&tk=lEYc4F_FkKlgsmCIs6w0gtGHT2kbgVGbUju3cIRBSjk.DQIAAAAV8NK49xZWdldRM2xNSFNQcTBmcE00UzM3bXh3AAAAAAAAAAAAAAAAAAAAAAAAAAAA&uuid=WN_GKWqbHkeSyuWetJmLFkj4g&_x_zm_rtaid=kR45-uuqRE-L65AxLjpbQw.1611967079119.2c054e3d3f8d8e63339273d9175939ed&_x_zm_rhtaid=866
NEW INFO 1 Live merger webinar with PLBY and MCAC on Friday January 29, 2021 at 12:00 NOON EST link below
https://mcacquisition.com/investor-relations/press-release-details/2021/Playboy-Enterprises-Inc.-and-Mountain-Crest-Acquisition-Corp-Participate-in-SPACInsider-ICR-Webinar-on-January-29th-at-12pm-ET/default.aspx
Playboy going public: Porn, Gambling, and Cannabis
!!!WARNING READING AHEAD!!! TL;DR at the end. It will take some time to sort through all the links and read/watch everything, but you should.
In the next couple weeks, Mountain Crest Acquisition Corp is taking Playboy public. The existing ticker MCAC will become PLBY. Special purpose acquisition companies have taken private companies public in recent months with great success. I believe this will be no exception. Notably, Playboy is profitable and has skyrocketing revenue going into a transformational growth phase.
Porn - First and foremost, let's talk about porn. I know what you guys are thinking. “Porno mags are dead. Why would I want to invest in something like that? I can get porn for free online.” Guess what? You are absolutely right. And that’s exactly why Playboy doesn’t do that anymore. That’s right, they eliminated their print division. And yet they somehow STILL make money from porn that people (see: boomers) pay for on their website through PlayboyTV, Playboy Plus, and iPlayboy. Here’s the thing: Playboy has international, multi-generational name recognition from porn. They have content available in 180 countries. It will be the only publicly traded adult entertainment (porn) company. But that is not where this company is going. It will help support them along the way. You can see every Playboy magazine through iPlayboy if you’re interested. NSFW links below:
https://www.playboy.com/
https://www.playboytv.com/
https://www.playboyplus.com/
https://www.iplayboy.com/
Gambling - Some of you might recognize the Playboy brand from gambling trips to places like Las Vegas, Atlantic City, Cancun, London or Macau. They’ve been in the gambling biz for decades through their casinos, clubs, and licensed gaming products. They see the writing on the wall. COVID is accelerating the transition to digital, application based GAMBLING. That’s right. What we are doing on Robinhood with risky options is gambling, and the only reason regulators might give a shit anymore is because we are making too much money. There may be some restrictions put in place, but gambling from your phone on your couch is not going anywhere. More and more states are allowing things like Draftkings, poker, state ‘lottery” apps, hell - even political betting. Michigan and Virginia just ok’d gambling apps. They won’t be the last. This is all from your couch and any 18 year old with a cracked iphone can access it. Wouldn’t it be cool if Playboy was going to do something like that? They’re already working on it. As per CEO Ben Kohn who we will get to later, “...the company’s casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth.” Honestly, I stopped researching Scientific Games' sports betting segment when I saw the word ‘omni-channel’. That told me all I needed to know about it’s success.
“Our SG Sports™ platform is an enhanced, omni-channel solution for online, self-service and retail fixed odds sports betting – from soccer to tennis, basketball, football, baseball, hockey, motor sports, racing and more.”
https://www.scientificgames.com/
https://www.microgaming.co.uk/
“This latter segment has become increasingly enticing for Playboy, and it said last week that it is considering new tie-ups that could include gaming operators like PointsBet and 888Holdings.”
https://calvinayre.com/2020/10/05/business/playboys-gaming-ops-could-get-a-boost-from-spac-purchase/
As per their SEC filing:
“Significant consumer engagement and spend with Playboy-branded gaming properties around the world, including with leading partners such as Microgaming, Scientific Games, and Caesar’s Entertainment, steers our investment in digital gaming, sports betting and other digital offerings to further support our commercial strategy to expand consumer spend with minimal marginal cost, and gain consumer data to inform go-to-market plans across categories.”
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tMDAA1
They are expanding into more areas of gaming/gambling, working with international players in the digital gaming/gambling arena, and a Playboy sportsbook is on the horizon.
https://www.playboy.com/read/the-pleasure-of-playing-with-yourself-mobile-gaming-in-the-covid-era
Cannabis - If you’ve ever read through a Playboy magazine, you know they’ve had a positive relationship with cannabis for many years. As of September 2020, Playboy has made a major shift into the cannabis space. Too good to be true you say? Check their website. Playboy currently sells a range of CBD products. This is a good sign. Federal hemp products, which these most likely are, can be mailed across state lines and most importantly for a company like Playboy, can operate through a traditional banking institution. CBD products are usually the first step towards the cannabis space for large companies. Playboy didn’t make these products themselves meaning they are working with a processor in the cannabis industry. Another good sign for future expansion. What else do they have for sale? Pipes, grinders, ashtrays, rolling trays, joint holders. Hmm. Ok. So it looks like they want to sell some shit. They probably don’t have an active interest in cannabis right? Think again:
https://www.forbes.com/sites/javierhasse/2020/09/24/playboy-gets-serious-about-cannabis-law-reform-advocacy-with-new-partnership-grants/?sh=62f044a65cea
“Taking yet another step into the cannabis space, Playboy will be announcing later on Thursday (September, 2020) that it is launching a cannabis law reform and advocacy campaign in partnership with National Organization for the Reform of Marijuana Laws (NORML), Last Prisoner Project, Marijuana Policy Project, the Veterans Cannabis Project, and the Eaze Momentum Program.”
“According to information procured exclusively, the three-pronged campaign will focus on calling for federal legalization. The program also includes the creation of a mentorship plan, through which the Playboy Foundation will support entrepreneurs from groups that are underrepresented in the industry.” Remember that CEO Kohn from earlier? He wrote this recently:
https://medium.com/naked-open-letters-from-playboy/congress-must-pass-the-more-act-c867c35239ae
Seems like he really wants weed to be legal? Hmm wonder why? The writing's on the wall my friends. Playboy wants into the cannabis industry, they are making steps towards this end, and we have favorable conditions for legislative progress.
Don’t think branding your own cannabis line is profitable or worthwhile? Tell me why these 41 celebrity millionaires and billionaires are dummies. I’ll wait.
https://www.celebstoner.com/news/celebstoner-news/2019/07/12/top-celebrity-cannabis-brands/
Confirmation: I hear you. “This all seems pretty speculative. It would be wildly profitable if they pull this shift off. But how do we really know?” Watch this whole video:
https://finance.yahoo.com/video/playboy-ceo-telling-story-female-154907068.html
Man - this interview just gets my juices flowing. And highlights one of my favorite reasons for this play. They have so many different business avenues from which a catalyst could appear. I think paying attention, holding shares, and options on these staggered announcements over the next year is the way I am going to go about it. "There's definitely been a shift to direct-to-consumer," he (Kohn) said. "About 50 percent of our revenue today is direct-to-consumer, and that will continue to grow going forward.” “Kohn touted Playboy's portfolio of both digital and consumer products, with casino-style gaming, in particular, serving a crucial role under the company's new business model. Playboy also has its sights on the emerging cannabis market, from CBD products to marijuana products geared toward sexual health and pleasure.” "If THC does become legal in the United States, we have developed certain strains to enhance your sex life that we will launch," Kohn said. https://cheddar.com/media/playboy-goes-public-health-gaming-lifestyle-focus Oh? The CEO actually said it? Ok then. “We have developed certain strains…” They’re already working with growers on strains and genetics? Ok. There are several legal cannabis markets for those products right now, international and stateside. I expect Playboy licensed hemp and THC pre-rolls by EOY. Something like this: https://www.etsy.com/listing/842996758/10-playboy-pre-roll-tubes-limited?ga_order=most_relevant&ga_search_type=all&ga_view_type=gallery&ga_search_query=pre+roll+playboy&ref=sr_gallery-1-2&organic_search_click=1 Maintaining cannabis operations can be costly and a regulatory headache. Playboy’s licensing strategy allows them to pick successful, established partners and sidestep traditional barriers to entry. You know what I like about these new markets? They’re expanding. Worldwide. And they are going to be a bigger deal than they already are with or without Playboy. Who thinks weed and gambling are going away? Too many people like that stuff. These are easy markets. And Playboy is early enough to carve out their spot in each. Fuck it, read this too: https://www.forbes.com/sites/jimosman/2020/10/20/playboy-could-be-the-king-of-spacs-here-are-three-picks/?sh=2e13dcaa3e05
Numbers: You want numbers? I got numbers. As per the company’s most recent SEC filing:
“For the year ended December 31, 2019, and the nine months ended September 30, 2020, Playboy’s historical consolidated revenue was $78.1 million and $101.3 million, respectively, historical consolidated net income (loss) was $(23.6) million and $(4.8) million, respectively, and Adjusted EBITDA was $13.1 million and $21.8 million, respectively.”
“In the nine months ended September 30, 2020, Playboy’s Licensing segment contributed $44.2 million in revenue and $31.1 million in net income.”
“In the ninth months ended September 30, 2020, Playboy’s Direct-to-Consumer segment contributed $40.2 million in revenue and net income of $0.1 million.”
“In the nine months ended September 30, 2020, Playboy’s Digital Subscriptions and Content segment contributed $15.4 million in revenue and net income of $7.4 million.”
They are profitable across all three of their current business segments.
“Playboy’s return to the public markets presents a transformed, streamlined and high-growth business. The Company has over $400 million in cash flows contracted through 2029, sexual wellness products available for sale online and in over 10,000 major retail stores in the US, and a growing variety of clothing and branded lifestyle and digital gaming products.”
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF
Growth: Playboy has massive growth in China and massive growth potential in India. “In China, where Playboy has spent more than 25 years building its business, our licensees have an enormous footprint of nearly 2,500 brick and mortar stores and 1,000 ecommerce stores selling high quality, Playboy-branded men’s casual wear, shoes/footwear, sleepwear, swimwear, formal suits, leather & non-leather goods, sweaters, active wear, and accessories. We have achieved significant growth in China licensing revenues over the past several years in partnership with strong licensees and high-quality manufacturers, and we are planning for increased growth through updates to our men’s fashion lines and expansion into adjacent categories in men’s skincare and grooming, sexual wellness, and women’s fashion, a category where recent launches have been well received.” The men’s market in China is about the same size as the entire population of the United States and European Union combined. Playboy is a leading brand in this market. They are expanding into the women’s market too. Did you know CBD toothpaste is huge in China? China loves CBD products and has hemp fields that dwarf those in the US. If Playboy expands their CBD line China it will be huge. Did you know the gambling money in Macau absolutely puts Las Vegas to shame? Technically, it's illegal on the mainland, but in reality, there is a lot of gambling going on in China. https://www.forbes.com/sites/javierhasse/2020/10/19/magic-johnson-and-uncle-buds-cbd-brand-enter-china-via-tmall-partnership/?sh=271776ca411e “In India, Playboy today has a presence through select apparel licensees and hospitality establishments. Consumer research suggests significant growth opportunities in the territory with Playboy’s brand and categories of focus.” “Playboy Enterprises has announced the expansion of its global consumer products business into India as part of a partnership with Jay Jay Iconic Brands, a leading fashion and lifestyle Company in India.” “The Indian market today is dominated by consumers under the age of 35, who represent more than 65 percent of the country’s total population and are driving India’s significant online shopping growth. The Playboy brand’s core values of playfulness and exploration resonate strongly with the expressed desires of today’s younger millennial consumers. For us, Playboy was the perfect fit.” “The Playboy international portfolio has been flourishing for more than 25 years in several South Asian markets such as China and Japan. In particular, it has strategically targeted the millennial and gen-Z audiences across categories such as apparel, footwear, home textiles, eyewear and watches.” https://www.licenseglobal.com/industry-news/playboy-expands-global-footprint-india It looks like they gave COVID the heisman in terms of net damage sustained: “Although Playboy has not suffered any material adverse consequences to date from the COVID-19 pandemic, the business has been impacted both negatively and positively. The remote working and stay-at-home orders resulted in the closure of the London Playboy Club and retail stores of Playboy’s licensees, decreasing licensing revenues in the second quarter, as well as causing supply chain disruption and less efficient product development thereby slowing the launch of new products. However, these negative impacts were offset by an increase in Yandy’s direct-to-consumer sales, which have benefited in part from overall increases in online retail sales so far during the pandemic.” Looks like the positives are long term (Yandy acquisition) and the negatives are temporary (stay-at-home orders).
https://www.sec.gov/Archives/edgadata/1803914/000110465921006093/tm213766-1_defa14a.htm
This speaks to their ability to maintain a financially solvent company throughout the transition phase to the aforementioned areas. They’d say some fancy shit like “expanded business model to encompass four key revenue streams: Sexual Wellness, Style & Apparel, Gaming & Lifestyle, and Beauty & Grooming.” I hear “we’re just biding our time with these trinkets until those dollar dollar bill y’all markets are fully up and running.” But the truth is these existing revenue streams are profitable, scalable, and rapidly expanding Playboy’s e-commerce segment around the world.
"Even in the face of COVID this year, we've been able to grow EBITDA over 100 percent and revenue over 68 percent, and I expect that to accelerate going into 2021," he said. “Playboy is accelerating its growth in company-owned and branded consumer products in attractive and expanding markets in which it has a proven history of brand affinity and consumer spend.”
Also in the SEC filing, the Time Frame:
“As we detailed in the definitive proxy statement, the SPAC stockholder meeting to vote on the transaction has been set for February 9th, and, subject to stockholder approval and satisfaction of the other closing conditions, we expect to complete the merger and begin trading on NASDAQ under ticker PLBY shortly thereafter,” concluded Kohn.
The Players: Suhail “The Whale” Rizvi (HMFIC), Ben “The Bridge” Kohn (CEO), “lil” Suying Liu & “Big” Dong Liu (Young-gun China gang). I encourage you to look these folks up. The real OG here is Suhail Rizvi. He’s from India originally and Chairman of the Board for the new PLBY company. He was an early investor in Twitter, Square, Facebook and others. His firm, Rizvi Traverse, currently invests in Instacart, Pinterest, Snapchat, Playboy, and SpaceX. Maybe you’ve heard of them. “Rizvi, who owns a sprawling three-home compound in Greenwich, Connecticut, and a 1.65-acre estate in Palm Beach, Florida, near Bill Gates and Michael Bloomberg, moved to Iowa Falls when he was five. His father was a professor of psychology at Iowa. Along with his older brother Ashraf, a hedge fund manager, Rizvi graduated from Wharton business school.” “Suhail Rizvi: the 47-year-old 'unsocial' social media baron: When Twitter goes public in the coming weeks (2013), one of the biggest winners will be a 47-year-old financier who guards his secrecy so zealously that he employs a person to take down his Wikipedia entry and scrub his photos from the internet. In IPO, Twitter seeks to be 'anti-FB'” “Prince Alwaleed bin Talal of Saudi Arabia looks like a big Twitter winner. So do the moneyed clients of Jamie Dimon. But as you’ve-got-to-be-joking wealth washed over Twitter on Thursday — a company that didn’t exist eight years ago was worth $31.7 billion after its first day on the stock market — the non-boldface name of the moment is Suhail R. Rizvi. Mr. Rizvi, 47, runs a private investment company that is the largest outside investor in Twitter with a 15.6 percent stake worth $3.8 billion at the end of trading on Thursday (November, 2013). Using a web of connections in the tech industry and in finance, as well as a hearty dose of good timing, he brought many prominent names in at the ground floor, including the Saudi prince and some of JPMorgan’s wealthiest clients.” https://www.nytimes.com/2013/11/08/technology/at-twitter-working-behind-the-scenes-toward-a-billion-dollar-payday.html Y’all like that Arab money? How about a dude that can call up Saudi Princes and convince them to spend? Funniest shit about I read about him: “Rizvi was able to buy only $100 million in Facebook shortly before its IPO, thus limiting his returns, according to people with knowledge of the matter.” Poor guy :(
He should be fine with the 16 million PLBY shares he's going to have though :)
Shuhail also has experience in the entertainment industry. He’s invested in companies like SESAC, ICM, and Summit Entertainment. He’s got Hollywood connections to blast this stuff post-merger. And he’s at least partially responsible for that whole Twilight thing. I’m team Edward btw.
I really like what Suhail has done so far. He’s lurked in the shadows while Kohn is consolidating the company, trimming the fat, making Playboy profitable, and aiming the ship at modern growing markets.
https://www.reuters.com/article/us-twitter-ipo-rizvi-insight/insight-little-known-hollywood-investor-poised-to-score-with-twitter-ipo-idUSBRE9920VW20131003
Ben “The Bridge” Kohn is an interesting guy. He’s the connection between Rizvi Traverse and Playboy. He’s both CEO of Playboy and was previously Managing Partner at Rizvi Traverse. Ben seems to be the voice of the Playboy-Rizvi partnership, which makes sense with Suhail’s privacy concerns. Kohn said this:
“Today is a very big day for all of us at Playboy and for all our partners globally. I stepped into the CEO role at Playboy in 2017 because I saw the biggest opportunity of my career. Playboy is a brand and platform that could not be replicated today. It has massive global reach, with more than $3B of global consumer spend and products sold in over 180 countries. Our mission – to create a culture where all people can pursue pleasure – is rooted in our 67-year history and creates a clear focus for our business and role we play in people’s lives, providing them with the products, services and experiences that create a lifestyle of pleasure. We are taking this step into the public markets because the committed capital will enable us to accelerate our product development and go-to-market strategies and to more rapidly build our direct to consumer capabilities,” said Ben Kohn, CEO of Playboy.
“Playboy today is a highly profitable commerce business with a total addressable market projected in the trillions of dollars,” Mr. Kohn continued, “We are actively selling into the Sexual Wellness consumer category, projected to be approximately $400 billion in size by 2024, where our recently launched intimacy products have rolled out to more than 10,000 stores at major US retailers in the United States. Combined with our owned & operated ecommerce Sexual Wellness initiatives, the category will contribute more than 40% of our revenue this year. In our Apparel and Beauty categories, our collaborations with high-end fashion brands including Missguided and PacSun are projected to achieve over $50M in retail sales across the US and UK this year, our leading men’s apparel lines in China expanded to nearly 2500 brick and mortar stores and almost 1000 digital stores, and our new men’s and women’s fragrance line recently launched in Europe. In Gaming, our casino-style digital gaming products with Scientific Games and Microgaming continue to see significant global growth. Our product strategy is informed by years of consumer data as we actively expand from a purely licensing model into owning and operating key high-growth product lines focused on driving profitability and consumer lifetime value. We are thrilled about the future of Playboy. Our foundation has been set to drive further growth and margin, and with the committed capital from this transaction and our more than $180M in NOLs, we will take advantage of the opportunity in front of us, building to our goal of $100M of adjusted EBITDA in 2025.”
https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company
Also, according to their Form 4s, “Big” Dong Liu and “lil” Suying Liu just loaded up with shares last week. These guys are brothers and seem like the Chinese market connection. They are only 32 & 35 years old. I don’t even know what that means, but it's provocative.
https://www.secform4.com/insider-trading/1832415.htm
https://finance.yahoo.com/news/mountain-crest-acquisition-corp-ii-002600994.html
Y’all like that China money?
“Mr. Liu has been the Chief Financial Officer of Dongguan Zhishang Photoelectric Technology Co., Ltd., a regional designer, manufacturer and distributor of LED lights serving commercial customers throughout Southern China since November 2016, at which time he led a syndicate of investments into the firm. Mr. Liu has since overseen the financials of Dongguan Zhishang as well as provided strategic guidance to its board of directors, advising on operational efficiency and cash flow performance. From March 2010 to October 2016, Mr. Liu was the Head of Finance at Feidiao Electrical Group Co., Ltd., a leading Chinese manufacturer of electrical outlets headquartered in Shanghai and with businesses in the greater China region as well as Europe.”
Dr. Suying Liu, Chairman and Chief Executive Officer of Mountain Crest Acquisition Corp., commented, “Playboy is a unique and compelling investment opportunity, with one of the world’s largest and most recognized brands, its proven consumer affinity and spend, and its enormous future growth potential in its four product segments and new and existing geographic regions. I am thrilled to be partnering with Ben and his exceptional team to bring his vision to fruition.”
https://www.businesswire.com/news/home/20201001005404/en/Playboy-to-Become-a-Public-Company
These guys are good. They have a proven track record of success across multiple industries. Connections and money run deep with all of these guys. I don’t think they’re in the game to lose.
I was going to write a couple more paragraphs about why you should have a look at this but really the best thing you can do is read this SEC filing from a couple days ago. It explains the situation in far better detail. Specifically, look to page 137 and read through their strategy. Also, look at their ownership percentages and compensation plans including the stock options and their prices. The financials look great, revenue is up 90% Q3, and it looks like a bright future.
https://www.sec.gov/Archives/edgadata/1803914/000110465921005986/tm2034213-12_defm14a.htm#tSHCF
I’m hesitant to attach this because his position seems short term, but I’m going to with a warning because he does hit on some good points (two are below his link) and he’s got a sizable position in this thing (500k+ on margin, I think). I don’t know this guy but he did look at the same publicly available info and make roughly the same prediction, albeit without the in depth gambling or cannabis mention. You can also search reddit for ‘MCAC’ and very few relevant results come up and none of them even come close to really looking at this thing.
https://docs.google.com/document/d/1gOvAd6lebs452hFlWWbxVjQ3VMsjGBkbJeXRwDwIJfM/edit?usp=sharing
“Also, before you people start making claims that Playboy is a “boomer” company, STOP RIGHT THERE. This is not a good argument. Simply put. The only thing that matters is Playboy’s name recognition, not their archaic business model which doesn’t even exist anymore as they have completely repurposed their business.”
“Imagine not buying $MCAC at a 400M valuation lol. Streetwear department is worth 1B alone imo.”
Considering the ridiculous Chinese growth as a lifestyle brand, he’s not wrong.
Current Cultural Significance and Meme Value: A year ago I wouldn’t have included this section but the events from the last several weeks (even going back to tsla) have proven that a company’s ability to meme and/or gain social network popularity can have an effect. Tik-tok, Snapchat, Twitch, Reddit, Youtube, Facebook, Twitter. They all have Playboy stuff on them. Kids in middle and highschool know what Playboy is but will likely never see or touch one of the magazines in person. They’ll have a Playboy hoodie though. Crazy huh? A lot like GME, PLBY would hugely benefit from meme-value stock interest to drive engagement towards their new business model while also building strategic coffers. This interest may not directly and/or significantly move the stock price but can generate significant interest from larger players who will.
Bull Case: The year is 2025. Playboy is now the world leader pleasure brand. They began by offering Playboy licensed gaming products, including gambling products, direct to consumers through existing names. By 2022, demand has skyrocketed and Playboy has designed and released their own gambling platforms. In 2025, they are also a leading cannabis brand in the United States and Canada with proprietary strains and products geared towards sexual wellness. Cannabis was legalized in the US in 2023 when President Biden got glaucoma but had success with cannabis treatment. He personally pushes for cannabis legalization as he steps out of office after his first term. Playboy has also grown their brand in China and India to multi-billion per year markets. The stock goes up from 11ish to 100ish and everyone makes big gains buying somewhere along the way.
Bear Case: The United States does a complete 180 on marijuana and gambling. President Biden overdoses on marijuana in the Lincoln bedroom when his FDs go tits up and he loses a ton of money in his sports book app after the Fighting Blue Hens narrowly lose the National Championship to Bama. Playboy is unable to expand their cannabis and gambling brands but still does well with their worldwide lifestyle brand. They gain and lose some interest in China and India but the markets are too large to ignore them completely. The stock goes up from 11ish to 13ish and everyone makes 15-20% gains.
TL;DR: Successful technology/e-commerce investment firm took over Playboy to turn it into a porn, online gambling/gaming, sports book, cannabis company, worldwide lifestyle brand that promotes sexual wellness, vetern access, women-ownership, minority-ownership, and “pleasure for all”. Does a successful online team reinventing an antiquated physical copy giant sound familiar? No options yet, shares only for now. $11.38 per share at time of writing. My guess? $20 by the end of February. $50 by EOY. This is not financial advice. I am not qualified to give financial advice. I’m just sayin’ I would personally use a Playboy sports book app while smoking a Playboy strain specific joint and it would be cool if they did that. Do your own research. You’d probably want to start here:
WARNING - POTENTIALLY NSFW - SEXY MODELS AHEAD - no actual nudity though
https://s26.q4cdn.com/895475556/files/doc_presentations/Playboy-Craig-Hallum-Conference-Investor-Presentation-11_17_20-compressed.pdf
Or here:
https://www.mcacquisition.com/investor-relations/default.aspx
Jimmy Chill: “Get into any SPAC at $10 or $11 and you are going to make money.”
STL;DR: Buy MCAC. MCAC > PLBY couple weeks. Rocketship. Moon.
Position: 5000 shares. I will buy short, medium, and long-dated calls once available.

Night Sky Season Megathread

A second Night Sky Season has arrived!
Merge Dragon Seasons are 28-day game-wide events that let players win prizes by completing specific quests. A basic set of 30 rewards are available for free to all participants, with an additional set of premium rewards offered to players who buy a Royal Pass.
The Season quests are similar to others in the game, and center on harvesting, merging items, healing dead land, and other common tasks. Once a quest is completed, its individual prize can be collected on the Season rewards screen and sent to your Camp in a loot orb.
This will mark the fifth Seasons event on Merge Dragons, and the second that has been widely available to most players.

1: Night Sky 1 in September 2020
2: Equinox in October 2020
3: Wild Hearts in November 2020
4: Wintertide in December 2020
6: Still un-named in Gram Games releases, but expected to start very soon after the end of the current season. The official social media channels are only offering a teaser image of the exclusive feature breed so far, but u/ProPlaner has kindly sussed out some details and posted a video of the brand new Maple Moth

Season Basics

The basic Season rewards consist of Season chests, a few common low- to mid-level Camp items, and 7 Tanzanite Mystery eggs which yield coin breed whelps.
Season chests are similar to regular Treasure and Grimm chests; when opened, they yield a random assortment of items normally found in Pearlescent, Dangerous, Occult, Golden, and Moon chests. The “Tap” notification for each level of Season chest will vanish as soon as one of that level is opened, and chests from different Seasons can be merged as long as they are of the same level. This short video created by u/Proplaner shows what to expect from tapping these chests and the Decision Eggs; the general mix of contents for both has been consistent across all Seasons so far.
The basic Season prizes are relatively low value, and many people just sell the items for coins straight away. That said, active players can complete most of the quests with minimal extra effort, so these could be considered free rewards for normal playing; the challenge of completing all 30 quests may also add some excitement all on its own.

Quests

All quest tasks can be completed in Camp, Levels, regular weekend Out-Of-Camp Events, or any combination of the three. Many of the same quick, low-chalice levels popular for farming Dragon Stars work well for these quests. OOC events are held on weekends several times a month; specific info, including strategies and tips for completion, can be found in our Community Info FAQ section.
The number of Basic Season quests that can be completed each day is limited; when a pause is reached, the next quest will always become available at the next normal event starting hour (around 7pm Greenwich Mean Time, or 2pm Eastern US Time). The Royal Pass used to remove this cool-down period so that each new task started as soon as the previous one ended; that has now changed, and the delays are merely reduced for at least some pass purchasers. Prizes do not need to be collected immediately, but anything left on the board at the end of the Season will be lost.
Here are this Season’s quests (curtesy of the Dragonia Den Discord) with the date each unlocks for the basic free version:

Harvest anything 65x (Jan 20)
Merge anything 75x (Jan 20)
Heal land 45x (Jan 21)
Gain or create stars 4x (Jan 22)
Harvest from Life Flowers 75x (Jan 23)
Merge Eggs or Dragons 5x (Jan 24)
Merge any Life Flowers 40x (Jan 25)
Merge anything 140x (Jan 26)
Gain or Create stars 5x (Jan 27)
Merge Eggs or Dragons 8x (Jan 28)
Harvest from anything 95x (Jan 29)
Heal land 65x (Jan 30)
Merge any Life Flowers 45x (Jan 31)
Merge anything 145x (Feb 1)
Gain or Create stars 8x (Feb 2)
Heal land 70x (Feb 3)
Harvest from Life Flowers 125x (Feb 4)
Merge Eggs or Dragons 12x (Feb 5)
Merge any Life Flowers 75x (Feb 6)
Merge anything 250x (Feb 7)
Heal land 90x (Feb 8)
Gain or Create stars 9x (Feb 9)
Merge anything 200x (Feb 10)
Merge any Life Flowers 90x (Feb 11)
Merge Eggs or Dragons 11x (Feb 12)
Merge anything 255x (Feb 13)
Merge any Life Flowers 95x (Feb 14)
Heal land 110x (Feb 15)
Merge Eggs or Dragons 13x (Feb 16)
Gain or Create stars 10x (Feb 17)

These quests are similar to what has been offered in previous Seasons; only the specific order and number of task repetitions has changed.

Tips for Completing Quests

Heal Any Land: OOC Events are good for this; but once past the 35k dragon power level, unlocking dead land in Camp is a rare occasion.
- Good levels: Shore Grove, Zomblin Falls 1, Fear Isle 4, Shroomia 6, The Healer, Peace Isles,
Gain or Create Stars: In levels, actions that trigger after the level has been completed do not count; this includes gaining the third star in popular levels like Zomblin Falls 1 and Dread Marsh 3. Purple Dragon stars do not count unless you tap out their gems, but this is definitely not recommended for the lvl 1 Dragon stars due to the huge loss in potential gems.
- New Info: Stars tapped out of level 7 Giant Treasure Chests will count towards this quest, as will stars gained by tapping applicable Daily Treasure Chests. This only counts when freshly opening a chest; stars already present in your Camp in loot orbs from previously tapped chests will not register as “new”
- Thanks to u/Baddread for this tip!
- Good levels: Skull Grove, Summit 1, Summit 2,
Harvest Anything: This is a great incentive to set your dragons to harvesting fruit and fruit trees to build your coin supply; grinding for stone and material for other chains works well, too, and OOC events provide plenty of opportunities.
- Good levels: Peace Isles,
Harvest from Life Flowers: Regular weekend events are great for this; however, dragons will only harvest life orbs on their own if unlocked dead land is present, so established Camps may not be ideal.
- Good levels: Outskirts 5, Shore Grove, Boneyard Isles,
Merge Anything: Grinding in your Camp for any chain using stone-bought chests will make short work of these; in levels you can cheat and go with 3-merges if you are sure it won’t leave you short of materials to finish the level objectives. Unfortunately, merging in multiples only counts as 1, so mass-merging (such as in events) will slow your progress.
- Good levels: Outskirts 5, Boneyard Isles, Peace Isles,
Merge Life Flowers: Grinding Moon/Phobos chests in Camp works well, and moves you that much further towards the ultimate goal of creating the Rainbow wonder. OOC Events also yield plenty of opportunities, especially towards the end when there’s plenty of materials to make sprouts, and no reason to avoid 3-merges. Note that only “flowers” count for these quests; items over level 7 are considered “trees”.
- Good levels: Open Lands, Golden Meadow 19,
Merge Eggs or Dragons: There’s not much opportunity for this in OOC Events, but it’s a good incentive to work on building up your Camp dragon herd. Stockpiling Bountiful chests awarded by completing levels will yield lots of free eggs as long as you keep the countdown clock going; collecting the chests on the main Levels map will deliver them to your Camp in a loot bubble for easy storage. Eggs in loot orbs from Kala trades are also convenient for hoarding off to one side of your screen; likewise for Friendship eggs and shards, or Event and Season egg and nest rewards. Some Camp Quests involve tapping nests or merging eggs or dragons, so if the timing’s right you’ll fulfill multiple tasks at once.
- Good levels: The Crescent, Zomblin Falls 1, Boneyard Isles, Peace Isles, Fear Isle 4,

Buying a Royal Pass

Each Season offers players the opportunity to purchase a Royal Pass; the first three were $4.99 US, but the price jumped to $9.99 US in Season 4. This purchase unlocks an additional premium tier of prize items and performance boosts, in addition to all the basic prize items:
The current Season’s Royal Pass offers:

From the Royal Guardian breed: 19 dragon eggs and a nest, plus a L1, L2, and two L3 dragons.
3 Sapphire and 3 Ruby Fire Mystery eggs
A L1 Cosmos whelp
A L1 Gargoyle whelp
6 Decision eggs
Performance boosts to dragon speeds (starts at +2%, and maxes at +8%)
Faster chalice refill times (starts at +5%, and maxes at +20%)
Temporary +20% increase of coin and stone brick storage capacity
The option to pay gems to complete individual unlocked quests
No cool-down period between quests
- A new version of the Pass that still included cool-downs was initially released to some purchasers, before being rolled back on Feb 4. More info is below in the “Is the Pass worth buying” section.

All prize eggs, dragons, and items are permanent once brought to your Camp, but the performance boosts and extra storage only last for the duration of that particular Season. Passes do not carry over; no matter if they are bought on day 1 or day 27, they’ll all expire on day 28, and any unearned or uncollected rewards will vanish.

Decision Eggs

When first tapped, Decision Eggs offer a choice between three breeds, and then the egg permanently changes into whichever breed you select. If you do not like the choices offered, closing and reopening the game will reset the options. Decision eggs do not expire, and can be bubbled using the MarcusV method, or just left in their original loot orb.

NOTE: Having an un-bubbled egg for a given breed sitting out in your Camp seems to improve the odds of being offered that breed as one of the choices, even for Tier 2 Trophy breeds.

Most players prefer to select eggs that are difficult to gain by other means; here is a general guide to availability:

Rarest of the Rare: These eggs are either Royal Pass exclusives or Tier 2 eggs from non-purchasable breeds
- Royal Guardian, Wild Gryphon, Maple Moth (upcoming Season 6 exclusive), Bestie, Wisdom Owl
- NOTE: Tier 2 eggs from other, slightly-less-rare Trophy breeds have also been reported; having an un-bubbled egg of the targeted breed out may be needed for this to happen.
Very Rare: These are either secondary event trophy breeds, or have featured less commonly in recent events; all can be purchased in the store for gems once unlocked. Secondary event trophy breed eggs are often spawned in sets of four by a special event prize item when it is first brought to Camp, so many players have odd numbers of these eggs sitting around.
- Aqua, Autumn, Basket, Blaze, Chocolate, Cool, Deer, Dog, Fairy, Hera, Ice, Jester, Jungle, King of Hearts, Martian, Onsie, Passion, River, Seth, Shiba, Skeleton, Stadium, Terra, Zephyr
Rare: These are a mix of primary Out-Of-Camp Event Trophy breeds, and the most expensive Camp breeds. Primary Trophy dragons are regularly featured as the main prizes in standard weekend OOC events; usually three eggs, a nest, and a level 4 dragon are offered each event, with an additional nest and level 3 dragon often offered in the following event.
- Anubis, Bunny, Cat, Diva, Doll, Life, Moon, Morpho, Morty, Nilla, Prism, Rick, Samba, Sea, Sensei, Sun, Turtle, Wood, Zen, Zeus
Uncommon: These breeds are available from wonders or other free sources with a reasonable amount of effort
- Butterfly, Cosmos, Friend Egg and Shard, Midas Duck, Owl, Sapphire Mystery, Super eggs, Tribal
Very Common: These breeds are purchasable with coins, or can be obtained free by harvesting Dragon Trees in Camp.
- Crimson, Gargoyle, Grass, Golem, Green, Nature, Rock, Rocs, Sharp, Spotted, Toadstool, Ruby Fire Mystery (yields Pegasus and Wise)

A note about Super Eggs: These attract a lot of attention because they give on a good show and give multiple dragons at once. But they are free with patience (a shard is given by every 7th Daily Treasure Chest), and yield mostly coin breed L1 whelps, so many players feel they are overrated and not worth paying gems or cash.

Is the Night Sky Royal Pass worth buying?

Tl;dr: Not unless you really love the Royal Guardian dragon breed. The rest of the reward items are available elsewhere for less money (or free), the total number of dragons you get is low compared to other purchase options, the dragon performance boosts are hardly noticeable, and you may still face days-long waits before starting new quests.

The first three Seasons had a Royal Pass priced at $4.99 US that gave a total of 19x featured breed eggs and a nest, plus 1x level 1, 1x level 2, and 2x level 3 dragons. Combined, this merges up to 4x level 3 dragons, or the equivalent of 63-67 eggs (depending on how many are in the nest). Those Passes also yielded an 7x additional mixed Mystery eggs, 2x older premium/trophy breed whelps, and 6x Decision eggs, along with a few small amounts of coin and stone. Seasons 1 and 3 starred brand new trophy breeds (Royal Guardian and Wild Gryphon), while Season 2 featured the existing Autumn dragon.
The Royal Pass in Season 4 gave a similar number of eggs and dragons, and featured the Prism breed, which is available in Camp via the Magnificent Artefacts chain. This Pass greatly reduced the dragon performance boosts, from 20% down to 8%, and shrunk the storage capacity boost from 100% down to 20%. This Season’s most controversial change was to the price of the Royal Pass, which doubled for most players from $4.99 to $9.99 US.
The current Night Sky 2 Season Royal Pass:

Has the same doubled price and greatly reduced boosts, and lower value non-featured breed whelps.
Features the Royal Guardian trophy breed. This is the first time many players will see this dragon; it was introduced in Season 1 last September, but only to a limited group of beta testers.
Devs are testing a new “feature” regarding cool-down times between quests — players that still see the phrase “unlocks all quests” at the bottom of the Royal Pass’ benefit description are allowed to start the next quest as soon as the prior one is completed, just as in previous Seasons. However, games that instead show the words “unlock all quests quicker” will encounter cool-down periods of up to 6 days
- This is an a/b test, with accounts assigned to a version at random; if you purchased a non-instant unlock Pass without spotting the one-word change in the description, you may be able to get a refund by contacting Game Support or via your app store (more info at bottom).
- This new version was first posted about in this thread shortly after the event began; a few hours later this response from Gram Games Support was shared.
- The new version of the Pass appears to limit overall progress to the normal pace experienced by free players. The difference is that Pass players get small blocks of quests unlocked all at once, but then can’t progress further until the one-release-per-day basic players have caught up.
- Basic season players have always seen their final quest unlocked 24 hours before the end of the Season; hopefully these Pass players will see the last block of quests released well before that to provide some flexibility for things that might prevent playing on the final day.
- On Feb 4, Gram Games began removing cool-downs from all versions of the Royal Pass; it is not yet known how this will affect refund requests.

The non-dragon Royal Pass benefits are of limited value in the game:

Extra coin and stone storage capacity is handy, but does not add much actual value outside of a few specific tasks, such as farming coins in a level or after completing OOC events.
Paying gems to skip quests is questionable given how easy most tasks are completed and the 28 day time frame.
The removal or reduction of the cool-down periods between quests may speed things up, but most non-paying players will have plenty of time to complete the tasks even with the frequent wait periods.
Players still working their way through the levels, or those seriously grinding for Dragon Stars, may benefit from increased chalice refill speeds, but only if they are playing enough to keep the countdown timer running.

The greatest benefit from purchasing a Royal Pass is in the trophy dragons it yields; the objective rarity and obtainability of each breed will vary, and for many players the ultimate desirability may be heavily influenced by personal preference. If you feel a strong connection to the Royal Guardian, it may be worth the price to gain four level 3 dragons from this Season; the breed will certainly be offered again, but probably not for at least several months and will most likely still require a cash purchase.

I still don’t have the Season in my game

The Seasons events have been gradually rolled out to the Merge Dragons community, with each version reaching more players than the last. Most players should have access now, but according to the Support website, there are still some accounts left out. If you do not see the newest Season in your game, try these possibly solutions:

Check that your game is up to date — automatic updates can be unreliable for this app.
Check you have at least 200 dragon power — new players will need to build up their stats before a Season appears.
Check your internet connection — if it is too slow or unstable, events and other activities requiring access to Gram Games servers will not activate.
Clear your game’s cache — A good option any time the game acts weird; sadly this is not available on iPhones
Restart your device — this can sometimes trigger things to show properly in the game when nothing else works.

If none of that helps, you may unfortunately still be excluded from participating by the developer; this is due to ongoing a/b testing, where the devs look at how various versions of the game affect player behavior like spending patterns. You can try contacting Gram Games Support through the in-game link or the official website to ask about it, or at least rule out if there is any kind of fixable problem involved.
As a last resort, you can try backing up your game to the cloud (via Facebook or Apple’s Game Center), completely deleting the app from your device, re-downloading it from the app store, and then restoring your game progress from the earlier cloud save. If all goes well, this may get you a version of the game that includes the Seasons, but it is considered a risky option; cloud save is never 100% reliable, and any glitch or misstep in the process could cost you some or all of your progress.

Contacting the Developers

If you would like to give Gram Games some feedback on this event, you can message them through the in-game Support link (on your Settings page), or through the game’s Support website. Please remember the people who answer the support tickets are not the ones responsible for the changes; they can only help with a limited number of technical issues, and their responses to complaints about changes in the game must align with the official message given to them by their bosses. All complaints are passed on to the developers; if you want to increase the odds of your message attracting close attention, be polite and constructive in your criticism — if you have suggestions for improvements or better ways they could monetize the game, let them know.
It may be possible to get a refund if you paid for the current Royal Pass without spotting the slight change in the description about unlocking quests — especially since the previous version of that pass was still advertised on the game’s official Seasons FAQ page well after players started receiving the new one. If Gram Games is unwilling to help, it may be possible to apply for a refund directly through your device’s app store.
Here’s a Support response from Monday morning, granting a refund to one unhappy player. Some early requests were reportedly denied, but as the verdicts seem to be applied inconsistently, a second attempt might be warranted if a first request was refused.

With thanks to the Dragonia Den Guild and all those who contribute to the awesome Fandom Wiki
Edits are ongoing as new info comes in

$CRSR Corsair DD

On average, video gamers spend six hours and 20 minutes each week playing video games
More than 38% of gamers would like to become professionals if it could support themselves
Gamers from novice to aspiring professionals report missing daily activities due to gaming, missed sleep is the most pervasive
Watching gamers play video games online is more popular than watching traditional sports for 18-25 year olds.

The eSports and streaming flywheel
The rise in popularity and viewership of eSports brings more investment from publishers, sponsors, advertisers, team owners, and leagues to the eSports industry. Increased investment brings more players and increased performance focus of gamers who advance from less engaged gaming to high-performance gameplay, which in turn brings more viewers.
Competitive Landscape & Risks
Competition
The gaming and streaming market is characterized by intense competition, constant price pressure and rapid change. Competition across Corsair’s product offering includes:
Gaming keyboards and mice - Logitech and Razer
Headsets and related audio products -Logitech, Razer, and HyperX
Streaming gear - Logitech and AVerMedia
Performance controllers - Microsoft and Logitech
PSUs, cooling solutions, and computer cases - Cooler Master, NZXT, EVGA, Seasonic, and Thermaltake
High performance memory - G.Skill, HyperX, and Micron
Pre-built and custom-built gaming PCs - Alienware (Dell), Omen (HP), Asus, Razer, iBuypower and Cyberpower
Competitive Strategy
The company follows a differentiation leadership strategy by prioritizing high-performance and professional quality and charging a price premium on their products in exchange for superior quality, high value added features, and superior brand recognition.
Market Share
According to NPD Group, by 2020 Corsair had #1 market share position in the US in its gaming components and systems products with 42% of the market share from 26% in 2015. Their gamer and creator peripheral products are not yet market leaders, however, the company increased its market share in that segment from 5% in 2013 to 18% by 2020 in the US.
Growth Strategy
Move into the Asia Pacific region:
The Asia Pacific Region represents a long-term growth opportunity. According to Newzoo, they represent 54% of the global gaming community.
Complimentary acquisitions:
Corsair has carried out this strategy aggressively since 2018 with the acquisitions of Elgato Gaming, Origin PC, SCUF and Gamer Sensei. They plan to continue evaluating and pursuing new acquisitions that may strengthen their competitive position.
New Markets:
Uses of streaming gear has spread into areas including, podcasting, video blogging, interactive fitness, remote learning, and work-from-home, which represent a promising avenue for continued expansion in this product segment.
Threat of New Entrants
Because of the continued convergence between the computing devices and consumer electronics markets, increased competition from well-established consumer electronics companies is expected in the gaming and streaming peripherals segment (e.g. use of Audio-technica microphones by streamers).
Threat of Substitution
A significant medium- to long-term risk for Corsair’s business model is the evolution of cloud computing and augmented/virtual reality entertainment.
Cloud computing refers to a computing environment in which software is run on third-party servers and accessed by end users over the internet, requiring minimal processing power from the end-user’s system. Through cloud computing, gamers will be able to access and play sophisticated games without the need of expensive high-performance PC systems and components.
According to Grand View Research, the global cloud gaming market is expected to grow at a CAGR of 48% from 2020 to reach $7.2B by 2027.
Additionally, Corsair must be able to adapt its product offering to meet the needs of the evolving augmented/virtual reality industry.
Moats
There does not seem to be any relevant, structural moats, that may prohibit competitors from capturing Corsair’s market share across their product offering.
Other Relevant Risks
Due to the concentration of their production facilities in Taiwan and China, Corsair may be adversely by geopolitical tensions and trade disputes.
Financial Summary
Proforma Balance Sheet
https://postimg.cc/QHgY1ZxL
Income Statement
https://postimg.cc/qNkbGDzN
For the 9 months ended September 2020 compared to the same period last year:
The 49% increase in net revenue is mostly attributed to a large number of consumers gaming and working from home during the COVID-19 pandemic.
The company’s gross margin is influenced by its product mix for the period, gamer and creator peripherals have a higher gross margin (25-35%) than gaming components and systems (15-25%).
Proforma Cashflow Statement
https://postimg.cc/XXCzNyRY
Cash used in investing activities consists primarily on the acquisitions of Elgato in 2018, and SCUF and Origin PC in 2019.
Peer Comparison
https://postimg.cc/Whcfd1V6
Logitech International (LOGI) and Micron Technologies (MU)
Why am I posting this now?
I believe they are going to have very strong 4th quarter 2020 earning results. 2020 had record pc sales,and pc video games has reported record numbers of players. They are in my opinion the leading pc peripherals brand for gamers. They also have strong support from wallstreetbets.
Record pc sales:
https://www.businesstoday.in/technology/news/record-pc-sales-in-2020-as-covid-limits-work-education-to-homes/story/427858.html#:~:text=According%20to%20the%20latest%20data,units%20in%20Q4%20of%202020&text=COVID%2D19%20pandemic%20has%20turned,personal%20computer%20(PC)%20industry%20industry).
Google trends:
https://imgur.com/oKPn6R5
My price target for this earnings: $55
disclaimer:I am not a financial advisor. Do not trade based on the information I have posted.
credit: u/italiansomali and u/erythaean

Thinking of getting a Chromebook for my mom? I am not familiar with Chrome OS, advice appreciated!

$CRSR Corsair DD

On average, video gamers spend six hours and 20 minutes each week playing video games
More than 38% of gamers would like to become professionals if it could support themselves
Gamers from novice to aspiring professionals report missing daily activities due to gaming, missed sleep is the most pervasive
Watching gamers play video games online is more popular than watching traditional sports for 18-25 year olds.

The eSports and streaming flywheel
The rise in popularity and viewership of eSports brings more investment from publishers, sponsors, advertisers, team owners, and leagues to the eSports industry. Increased investment brings more players and increased performance focus of gamers who advance from less engaged gaming to high-performance gameplay, which in turn brings more viewers.
Competitive Landscape & Risks
Competition
The gaming and streaming market is characterized by intense competition, constant price pressure and rapid change. Competition across Corsair’s product offering includes:
Gaming keyboards and mice - Logitech and Razer
Headsets and related audio products -Logitech, Razer, and HyperX
Streaming gear - Logitech and AVerMedia
Performance controllers - Microsoft and Logitech
PSUs, cooling solutions, and computer cases - Cooler Master, NZXT, EVGA, Seasonic, and Thermaltake
High performance memory - G.Skill, HyperX, and Micron
Pre-built and custom-built gaming PCs - Alienware (Dell), Omen (HP), Asus, Razer, iBuypower and Cyberpower
Competitive Strategy
The company follows a differentiation leadership strategy by prioritizing high-performance and professional quality and charging a price premium on their products in exchange for superior quality, high value added features, and superior brand recognition.
Market Share
According to NPD Group, by 2020 Corsair had #1 market share position in the US in its gaming components and systems products with 42% of the market share from 26% in 2015. Their gamer and creator peripheral products are not yet market leaders, however, the company increased its market share in that segment from 5% in 2013 to 18% by 2020 in the US.
Growth Strategy
Move into the Asia Pacific region:
The Asia Pacific Region represents a long-term growth opportunity. According to Newzoo, they represent 54% of the global gaming community.
Complimentary acquisitions:
Corsair has carried out this strategy aggressively since 2018 with the acquisitions of Elgato Gaming, Origin PC, SCUF and Gamer Sensei. They plan to continue evaluating and pursuing new acquisitions that may strengthen their competitive position.
New Markets:
Uses of streaming gear has spread into areas including, podcasting, video blogging, interactive fitness, remote learning, and work-from-home, which represent a promising avenue for continued expansion in this product segment.
Threat of New Entrants
Because of the continued convergence between the computing devices and consumer electronics markets, increased competition from well-established consumer electronics companies is expected in the gaming and streaming peripherals segment (e.g. use of Audio-technica microphones by streamers).
Threat of Substitution
A significant medium- to long-term risk for Corsair’s business model is the evolution of cloud computing and augmented/virtual reality entertainment.
Cloud computing refers to a computing environment in which software is run on third-party servers and accessed by end users over the internet, requiring minimal processing power from the end-user’s system. Through cloud computing, gamers will be able to access and play sophisticated games without the need of expensive high-performance PC systems and components.
According to Grand View Research, the global cloud gaming market is expected to grow at a CAGR of 48% from 2020 to reach $7.2B by 2027.
Additionally, Corsair must be able to adapt its product offering to meet the needs of the evolving augmented/virtual reality industry.
Moats
There does not seem to be any relevant, structural moats, that may prohibit competitors from capturing Corsair’s market share across their product offering.
Other Relevant Risks
Due to the concentration of their production facilities in Taiwan and China, Corsair may be adversely by geopolitical tensions and trade disputes.
Financial Summary
Proforma Balance Sheet
https://postimg.cc/QHgY1ZxL
Income Statement
https://postimg.cc/qNkbGDzN
For the 9 months ended September 2020 compared to the same period last year:
The 49% increase in net revenue is mostly attributed to a large number of consumers gaming and working from home during the COVID-19 pandemic.
The company’s gross margin is influenced by its product mix for the period, gamer and creator peripherals have a higher gross margin (25-35%) than gaming components and systems (15-25%).
Proforma Cashflow Statement
https://postimg.cc/XXCzNyRY
Cash used in investing activities consists primarily on the acquisitions of Elgato in 2018, and SCUF and Origin PC in 2019.
Peer Comparison
https://postimg.cc/Whcfd1V6
Logitech International (LOGI) and Micron Technologies (MU)
Why am I posting this now?
I believe they are going to have very strong 4th quarter 2020 earning results. 2020 had record pc sales,and pc video games has reported record numbers of players. They are in my opinion the leading pc peripherals brand for gamers. They also have strong support from wallstreetbets.
Record pc sales:
https://www.businesstoday.in/technology/news/record-pc-sales-in-2020-as-covid-limits-work-education-to-homes/story/427858.html#:~:text=According%20to%20the%20latest%20data,units%20in%20Q4%20of%202020&text=COVID%2D19%20pandemic%20has%20turned,personal%20computer%20(PC)%20industry%20industry).
Google trends:
https://imgur.com/oKPn6R5
My price target for this earnings: $55
disclaimer:I am not a financial advisor. Do not trade based on the information I have posted.
credit: u/italiansomali and u/erythaean

When the paranormal becomes normal...

When the Paranormal becomes normal.

I am going to tell you right off the bat that I am going to say some pretty crazy things. Half of America probably believes in the paranormal but still might feel skeptical about stories they are told.. While I did believe in the supernatural/paranormal, I never had an experience that I thought was even possibly paranormal....until recently. I never imagined I would ever experience anything like this. It’s not easy for me to share this. While this kind of thing is very rare, it is as real as you are reading this right now. I have some footage that is unlike anything else I have seen, you will see the link for them in my story. I will show that they are straight off a Nest-cam feed, so that at least rules out CGI. I didn’t wanna share my story unless I could get some type of evidence. The things that you will see are obviously not normal. I feel like with footage of this, you can’t question my sanity. You can still question my integrity if you decide. I have to share this because it’s one of those things if I don’t do, I will always be thinking about it. In June of 2017 I moved in with a grandparent who couldn’t really live alone but didn’t want to go in a nursing home. This gave me the opportunity to get back on my feet and start my life over after living the wrong way for so many years. This was a home that I spent some of my childhood living in so it had a familiar comfortable feeling. The very room I settled into was a room that I would later feel real happiness and eventually complete terror. It’s amazing how much life can swing up and down, even in just one day. Over the next few years of my new life I had ups and downs like anyone else. 2020 was a crazy year for everyone, when COVID-19 broke out and businesses were shutting down, I would wake up in the morning and think “Is this really real?”....but I definitely didn’t see this one coming. I can’t say exactly when but sometime in late 2019 or early 2020 I had some strange occurrences happen. As strange as they were, they never brought fear. The main one is I would be laying in bed getting ready to fall asleep, I was looking at my phone and my bed was lightly pushed, like it was given one very very light kick. I definitely felt it and couldn’t figure out where it came from, my best guess was it must have been from the oil burner kicking on. The oil burner is on the floor below me and about 18ft away, this did not make sense but it was the only answer I could come up with. The amount of force used was enough for me to notice but not too much to get seriously startled. I actually mentioned it to a few people after it happened a few times i said something along the lines of “I think I may have a ghost in my house”. I said this nonchalantly, I was more joking than I was serious. It happened maybe 5 or 6 times over the course of roughly a year. I was never frightened or lost sleep over this, but I did always remember it. Another weird thing was there were quite a few nights I would look at the blanket on my bed at night and the wrinkles on the blanket looked like they were moving, just like ripples in the bay. It was very subtle. Not even visible on video, but I definitely noticed it and I have great vision and I thought maybe it was the light reflecting off the blanket. I didn’t feel alarmed whatsoever. Looking back, I know whatever eventually made itself known was for some reason spending a lot of time on my bed. Some people believe that when we sleep we are closer to the other side, like in between worlds. This is probably why sleep is called the cousin of death. The downstairs of the home is lived in by another person and this person is always in bed and quiet by about 10pm. I think about three times spaced apart, I heard two people having a conversation. It didn’t sound like the person who lived downstairs and it didn’t sound like it was coming from a TV. I couldn’t make out where exactly it was coming from and when I asked the person living downstairs the next day, he told me he did not have anyone over and was asleep. I made it a point that I wasn’t complaining, I was just trying to figure out where the voices were coming from. That was a little unsettling. While I was hearing this I was sure someone was in the house. I’m convinced that this was also related to what I will soon tell you about. Looking back, all these little events were warnings like before a volcano erupts, but I wasn’t able to see what was about to take place. I don’t think these things happening over the course of 9 months to a year would make most people that worried. I wasn’t at all. This is the part where things get crazy. Everyone has those days in their life that separate time, we look at our lives as “Before this happened, and after this happened”. 11/16/20 is one of those days for me, the day before my birthday. The month prior to November 16th I did not have any of the strange occurrences I mentioned take place, they were very few and far between. On 11/15 I had a new mattress delivered, ironically it was a “Casper” brand mattress and I even bought an $85 foam pillow to go with my new mattress. I bought these because my old mattress was worn, not because of any of the things I mentioned before. These was a gift to myself. On 11/15 I slept on my new mattress....and this night was the last night of undisturbed sleep I have had since. On 11/16, I went to bed and while laying in my bed thinking to myself, I remember feeling something come up from the foot of the bed and I could feel the very slightest bit of pressure being put on the blanket and work it’s way up from my feet to right before my head. It hovered for 30 seconds or so. I remember at that moment feeling scared, shocked and confused trying to figure out whether my gut reaction was right. My gut reaction felt a presence hover over me and a persons instant reaction is usually correct. Am I being visited by someone? I was too scared to move or react, I remember only a single tear rolled down my eye. I was stunned. (Why does the same eye always drop the first tear when crying?, anyone else notice that?). The next day I talked about the incident and this was to intense to brush off. At that point I don’t think I was 100% convinced that my gut reaction was right, but I was pretty sure. I spoke to my mom and she did not have anything negative to say, she thought maybe it was someone visiting me. I myself didn’t think it could be something malevolent. I have never experienced anything like this before. The next night I went to bed and within a minute of getting into bed and turning off the lights I felt the bed shake gently, very gently. I would say that the force used was similar to a 4 year old boy pushing at the frame or base of the bed. Before this night, past incidents were just a single nudge, this however was something/someone making themselves known. This lasted for 30 seconds or so and then stopped. I was stunned and eventually I fell asleep and the next day all I could think about was what was happening and why. The next 3 or 4 nights this continuously happened and some nights were worse than others. It lasted 30 seconds or maybe a few minutes. A few times I got up out of bed after it started, and it suddenly stopped. I didn’t feel pure fear but I felt very uneasy. I spent a lot of time trying to find something online about someone having a similar experience. I wanna mention that if you search “bed shaking phenomenon” on YouTube, a video will come up from a YouTuber called “Paranormal Kativity”....Yes it’s Kativity. Never mind what is said in the video, the point I wanna make is that there are over 500 comments of people who must have had their bed strangely shake for no obvious reason and they were concerned enough about it to search it on the internet in hopes of finding an answer. I doubt that all 500+ people are crazy. BI believe that there is some sort of supernatural reason that causes this...There was another YouTube channel of a guy who recorded his bed slightly shaking...It was not enough to be seen on film, but it was obvious these videos were posted by a guy who was shook up and trying to find answers, people did comment and describe some strange things they experienced also. I actually messaged him to try and talk to him but I don’t think he even opened the message. So while this is going on I am consumed by trying to figure it out, but what could I really do, I still had to sleep at night. This continued and by the weekend like the 21st or so the light shaking of the bed continued, one time it shook and my body swayed the tiniest bit from the force. I remember thinking “WTF IS HAPPENING?!?”. Now besides the shaking, at times I felt that something was bubbling up from with in the mattress, like in the way that water boils, at times it felt like it was almost breathing. Looking back I think something was slowly gaining strength or form. I’m sure you are trying to imagine a mental picture of what this was like, it was not severe like in the Exorcist, not even close, but it was enough for me to notice. One thing to remember is I bought a new mattress, so some of my family wondered, “is he freaking out over a new mattress?” I know that some people can bring haunted objects into their home, but I don’t think it had anything to do with a new mattress, there were definitely strange events before the mattress was delivered. The first night I slept on it (15th), everything was normal. I think it had something to do with my birthday. What that is?'... IDK. Anyways after 5 nights of my bed moving at night and me searching the internet for some kind of info, I messaged a paranormal group and explained what was happening and a response was given that said “perhaps it is someone trying to get your attention somehow and it doesn’t sound like anything negative so maybe either acknowledge it or just ignore it”...Up until that point I still didn’t try to speak to whatever was there...It is probably pretty hard for anyone to figure out what is going on based off the few things I spoke of. I kept repeatedly messaging this group and they stopped responding at one point. I’m not the type of person to be imposing, but you can imagine my state of mind at this point. After almost a week of this, I started to get hesitant to get in bed at night. The fear was definitely there by now. I did call out to it and say “who is there?”...but I wasn’t expecting a response and I didn’t get one. Then at one point, probably 2 days or so before Thanksgiving, while in my living room. I feel a vibration in the air right by me. I can’t compare this feeling to anything else I have ever felt...It was just the feeling of a magnetic type of pressure. I just knew that this vibrations feeling I felt beside me, it was related to whatever was shaking my bed. Well at this point I am obsessed with trying to figure out what is going on, and I am hesitant to get in bed. Thanksgiving Eve I pulled my phone out and started recording my room. There I was on Thanksgiving Eve like a crazy person recording my room and moving the camera slowly around despite the fact that nothing blatant is happening. Then while sitting in a chair in my room I suddenly swung the camera to face behind me because I felt a presence behind me. I turn around and see nothing ....I know I felt it. Here is the video that I took that night.

((Recorded with an iPhone 12 mini) https://m.youtube.com/watch?v=eKDPkicmfU4

 In the video there is a sound like the chair is tapped or something, I did not hear that while recording.... It played in my mind over and over with zero explanation. I went to bed and the same shaking continued. Thanksgiving morning I wake up and go about my day, I go to my moms house and I return home. I am sitting in my living room on the couch and I am researching anything I can that is paranormal and stumble across another video where people are describing a similar experience to mine. This was the night that who I was as a person changed forever. Later on I am back in my room and I am once again hesitating to get in bed and I start viewing the recordings I made the night before. I know I felt a presence behind me but I didn’t see anything when I viewed the footage that night. I was scared to get in bed and determined to find an answer. I had the video where I spin the camera behind me because I felt a presence... and then I view the clip that I recorded just one minute after. I hear whispering, I play it back and I hear a person whispering....See if you are able to make out what is being said, about half of the people who listen are able to make out the words being said. You need to use headphones and be in absolute quiet. I will tell shortly in case you are not able to make it out.

https://m.youtube.com/watch?v=XtIOepvXp3U
I never felt so terrified and joyed at the same time...Now I could not doubt that something with intelligence that is not flesh and blood was in my room and making itself known. The presence I felt behind me was very real and it spoke to me but I could only hear the voice when I listened to the clip. The past week I was researching paranormal stuff and read about EVP’s. “electronic voice phenomenon” I didn’t know they could be picked up with an iPhone and special equipment was not needed. Whoever said that knew I was looking around for some kind of presence or whomever, and he was saying basically “Turn around” I know you are looking for me.
I texted my Mom at 11:59PM and insisted she listen to the clip right now and I wanted to sleep over her house. She did not want me to come over at midnight and make a scene. I insisted, but she told me to go to bed and that we would talk in the morning. I think we spoke on the phone briefly after she saw I texted her but we just had the same conversation we had through text over the phone. So I sat down again in my room and once I sat down I quickly felt a STRONG presence begin to build behind me. I immediately jumped up scared and said to myself “NO FUC**** WAY, NO FUC***WAY” ... There was no chance of me falling asleep at this point. I thought to go on Facebook live because I wanted to tell the world that ghosts were real and I had one in my room this very moment. I don’t have a big social circle at all and I don’t even really interact on Facebook, but I wanted to tell anyone who would listen. I decided against it. That night I never felt my mind race faster. I couldn’t even process what was happening. It really just can’t be put into words. I looked back at text messages for a reference point to type this story. I saw that night my mom said “I think this is an evil spirit”. She was right, I didn’t think it was a friendly one but I didn’t think things were about to get anywhere near as bad as they did. I got in bed and and pulled the blankets over me and now I don’t just feel the bed shaking. I felt what was like someone or something moving on the bed right around my feet...I jumped out of bed in shock, turned on the lights and thought “WTF!!!....OH SH* ! FU** THAT!!” The bed is not just shaking, now, something/someone is moving on it...I felt shocked, there is no way this is really happening, I heard this voice on tape so I know I’m not going crazy. It was just an unimaginable fear that you cannot stop thinking about. “What is this thing? Who is it?” “Why is it here?”...That moment/memory is one that is burned into my mind. It was almost 4AM, and I had to be up for work at 7AM....I needed to get to sleep...I got back in bed and asked this spirit to please leave me alone. I said “I don’t care if you wanna hangout here but please leave me alone and let me sleep”. This was NOT the right thing to say as this only feeds into it, like I am inviting it by conversing with it. At this point I still didn’t realize what I was dealing with was evil and about to torment me, I thought it was someone just trying to get a message across....I woke nthe next morning and sent the recording of a voice to members of my family and said “please listen ASAP” about half of them were able to make out what was being said without me telling them....I felt relieved that I had proof of whatever was occurring. I got ready for work feeling exhausted yet my mind was still racing. While at work I sat down and realized that something was pushing my chair lightly, it was not enough to push me out of my chair, nowhere near, but I definitely felt it.... I realized that whatever was in my room was now following me wherever I went. I got in my car to go home and I was having my seat pushed from behind me. I realized at this point this was not a friendly spirit, it was an evil one. It could clearly see that I am scared, yet it continues to do the same thing. I got home feeling exhausted and physically hungry but I couldn’t even eat due to the stress. I am home at 6pm and was desperate to sleep. I was terrified to go to sleep in my room with the lights off, so I laid on the couch in the living room my grandparent there with the lights on while he watched TV. Whatever was following me now was touching my feet as I tried to sleep. It just felt like one finger slowly moving back and forth on my foot, barely much pressure at all, but I felt it. It was at that very moment I realized I was screwed. About 5 or 10 minutes later my mom came to my home feeling concerned. She saw a pale, terrified and stressed person. I forgot what I wanted to tell her but I whispered something to her because I did not want this spirit to hear what I was saying. My mom being my mom just repeated very loudly what I had just whispered. (I can laugh now looking back on it) She believed me at this point and yelled for whatever was here to get out and leave me alone...I did not have faith that this would work but there wasn’t much else to do but pray for this thing to leave me alone...There was no way I was falling asleep anytime soon (once again) so I eventually went to get something quick to eat because I had to at this point. I don’t think I even ate lunch that day....Whatever this was it knew it was tormenting me. I went to bed later on, I turned off the lights and within one minute, I felt 2 small dog like animals jump on the bed and would walk all around me, and at times come right up to my face. I remember feeling what felt like a wet nose touch me. Even though I was never once hurt by them. I would wrap my legs up in the blanket tightly, if I didn’t they would make a digging motion just like a regular dog would, and they would try to get under the blanket just to crawl around underneath it. These particular ones couldn’t move right through the blanket. While the dog like animals were doing that, someone would still shake the bed lightly. I have heard of homes being haunted, but my family was the original owner and never experienced anything paranormal. I was the only one who was experiencing this. I have never in my life heard of animal like creatures harassing people. “Are they trying to take my soul?” “Are they going to try and possess me?”...This was the first of many scary nights to come and the worst had not happened yet.
I woke up that Saturday morning of Thanksgiving weekend and while this was all happening, besides fear I just felt absolute shock. “How could this be happening?” “Why is this happening?” I felt so scared and I felt so alone, no one that I knew could offer me any advice nor had they been through anything similar. So Saturday morning I went to work for a half day and put on my game face to hide what was happening. I could barely focus at work but I pushed through. That day I told my boss at my job what was happening. I felt comfortable telling him the whole story because he’s a down to earth person and I knew he would listen to me. I thought I might be on the verge of a nervous breakdown and I didn’t want him to think something else was wrong. I felt like I didn’t know what was gonna happen and thought I might need to be hospitalized at some point. As people get older we see more tragedy, maybe we lose a family member or we see someone go through cancer or maybe we ourselves get stricken with illness. At the very least we see someone else go through it and we sympathize. We see these unfortunate scenarios and we wonder what it would be like for us. It is probably difficult for you to sympathize for me because it just seems impossible to happen. Nothing can prepare a person for something like this, the only thing that can is a previous paranormal experience.

Well, anyways back to my crazy story. So i am at work on Saturday. I keep this little box on a shelf at my job that only I know about, I keep pens and a set of keys that I use. I am the only one who knows where it is. At the end of work on Saturday I went to put a pen and a set of keys in there and the box was not where I always keep it. I noticed that in its place was a light USPS padded envelope with my name on it. I remembered that I through it in the garbage at my home. This envelope was definitely thrown out at my home, I would not bring it in my car or job for any reason. I saw that the box that is usually in that spot was moved on the opposite shelf. Something moved this item and did it to show me it’s power that it can physically move things. This just sent me into a further panic. I left work and on my way home, I parked my car in a shopping center and called another paranormal group that I was messaging back and forth. I called this woman and told her what was happening. At this point I was talking in that right on the verge of crying voice. I asked her if this spirit could physically hurt me, like basically how much physical strength might it have. She said “at times some do have some strength” some spirits really do have strength but it was impossible for her to tell what exactly I was dealing with based off a conversation. She told me to be strong and that whatever this is will feed of my fear,. She sent me the St. Michael prayer and told me that a more experienced investigator would call me back in the next few days to speak about my situation. So there I was feeling terrified, frightened and my only hope was a woman I had never met would contact me and be able to somehow help me. I was banking on her to bring me back to a normal life. I went to a deli to get an egg sandwich, I regularly go there once a week. I am pretty good at putting on a mask to hide my emotions, but by now I feel like I am about to lose my mind. I walked in the deli, and the same young girl that is always working was there as usual. When I walked in we both looked at each other, the moment we did, I saw the look on her face instantly change. She thought to herself “I don’t know what it is but I just got a bad feeling, something is VERY wrong with him”....She was the only stranger who seemed to pick up on this. I wonder if she realized by the look on my face that I knew that she knew. Since she picked up on one thing she probably picked up on that also. After that I went to a jewelry store to purchase a crucifix. When you’re being harassed by something supernatural, if you were not religious before, you will become religious really quickly...at least I did. I don’t know if my belief was 100% sincere, but I channeled whatever faith I had. So there on the busiest shopping day of the year where most people are getting hyped for Christmas, I was buying a crucifix in hopes that this thing would ward off this evil spirit, just like the way it does to a vampire in a movie. I returned home and at this point I am still exhausted from the lack of sleep I was getting at night. I laid down on my bed in my room with some natural sunlight and closed my eyes to try and rest. Within about five seconds of closing my eyes, footsteps of what seemed to be four-legged something walked alongside my body and got to my chest and stepped right over me. I jumped up and I screamed at the top of my lungs “GET THE F*** OUT OF HERE” “LEAVE ME ALONE! ”. I screamed as loud as I possibly could for 30 seconds. This probably made my tormenter happy because he saw how upset I was. Once again I was not falling asleep anytime soon. I went to a friends house I have known for 20 years and I was in touch with him about all that was happening. This person did have their own experience or two, and they believed me because when you know someone for 20 years, you know them well. I explained to him and his girlfriend that something was following me and would walk around me right on my bed. It didn’t matter if I was trying sleep at night or if I even closed my eyes at this point. I then sat between him and his girlfriend and wanted to see if what was bothering would still come right by me while I was sitting in between two people, it did not. We tried to make sense of what was going on but couldn’t. I had their small dog sit on my lap while they backed away. I sat there petting it and like any dog it was happy with me doing this. Within a few minutes this spirit came right up against me with that same pressure and the dog jumped out of my lap and yelped like it had just been electrocuted. The dog was never hurt, it just felt the pressure of this thing which would make a dog or any person jump. When the two of them saw that, there was no doubt in their mind about something paranormal was happening with me. I soon left because I couldn’t really sit still and I went back home. I sat down on the couch and continued on with what was one of the worst days of my life. There was another day in my life that felt just as bad, but in reality it was nowhere near as bad, I was just a young child who didn’t know what was right and wrong in life and that was my immature reaction to that other bad day. That’s another story for another day. Whatever this was, it was now shaking the couch I was sitting on back home. It did not have the strength to flip the couch, but I felt it shaking. It would never do anything to expose itself while around poeple. However my grandpa couldn’t catch on to much and it was like they knew that. I thought to myself “How much stronger is this going to get?”. By this point if I closed my eyes while sitting on my couch I would see a flashing bright light with my eyes closed and whatever this was would walk on the couch right beside me, it actually always tried to move directly towards me. Even thought at this point it didn’t touch me, it’s not an easy thing to ignore. Another way to harass me was that it would scratch the carpet all around my feet, it would never actually touch them but that by itself was scary enough. Once it realized that I wasn’t reacting to this, it began to scratch on the couch right between my legs, it would scratch the sofa right by the last place a guy wants to be maliciously grabbed. So this being had intelligence and knew exactly what would freak a person out. Once that happened I just felt shock and thought, how will I ever explain this to another person, this is absolutely crazy!!! I was messaging back and forth with the woman I spoke with earlier today, she gave me the benefit of the doubt that I was not suffering from mental illness and she told me that I could get past this nightmare. I was told to pray and be strong and soon I would have another person call me back to help me. I was helpless, I couldn’t go to a hospital and tell them about the spirits harassing me. Otherwise I would be in a psych ward and whatever this is would be harassing me in the psych ward. Why a person and dog spirit were bothering me I don’t know, if you google hellhound there is a belief in a black dog that is a malevolent entity. My grandpa still had his wits despite his age. The past year and half maybe, there was a weekly or bi weekly occurrence where he would be on the couch dozing off, then he would jolt awake and tell me that he just saw a person in front of him. He was always adamant that he just saw someone, they were usually people he didn’t know. A few times he saw people he once knew who had passed away. A few times he was sure he felt someone had touched him. I figured he was old and getting senile, but there were no other aspects in his life where he appeared to be losing it. This happened not often but like I said maybe bi weekly on average. Well maybe a few months before this whole thing started, I googled “old people start to see people who aren’t there”. Some people believe they are getting closer to the other side and they are starting to see deceased people. Similar how some people believe kids are fresh from the other side and they can see ghosts/spirits. The reason I bring it up is because the week before this started, he told me one night he saw a black dog with a long nose just outside my room in the middle one night. I asked him if he was dreaming, he didn’t think he was. There was not one instance other than that where he saw any type of animal....I know that what he saw was related to what was going on with me....No doubt in my mind. So Saturday night I go to bed and it’s the same thing again. I would turn off the lights and lay down and it would immediately begin. I would literally feel the weight of them on the mattress, I would reach out to try and touch them and they wouldn’t they be there, the. they would just come from a different angle. They could move under the blanket and when I lifted the blanket they wouldn’t be there. Then they just came at me from a different angle. You are probably asking yourself “ Why not just leave a light on” ...the thing is if I left a light on they would still harass me. The freakiest thing is that they would come from behind me or right from the side of me, really just wherever I was NOT looking. I would close my eyes and I would feel them moving towards me. When I would open my eyes they would not be there...imagine that for a moment, it is a crazy scary thing to deal with. I woke up that next day which was a Sunday and I could feel the weight of one on my bed. It was probably there all night. It was Sunday morning and the initial horror and fear of the past 2 days had peaked. I still had no clue what was happening and what all this meant, but I was determined to still continue with my life. Whatever this was it wasn’t hurting me physically, and I wasn’t going to mentally give up. I made a decision to go about my life whether or not these things were bothering me. I had hope that this nightmare could one day be a piece of my past. My close friend offered to go to church with me and I said “No”...I am sure that some of you probably are thinking to yourself “That is the first place I would go! “ I made a decision that I was going to go food shopping do my laundry and a few other errands that I did not do for the past few days because I was barely able to function. I was determined to not let whatever this was control my entire life. I took care of a few errands and went to my moms for dinner while whatever was following me was there gently pushing my chair at the dinner table and I couldn’t prove it was happening to them but it was. It was just enough so I could feel it but not for others to notice. As night time comes around I am still waiting on this woman who has experience dealing with things like this to call me back and maybe offer some insight. I just had to get through this hard time so that my life could one day be normal again. I went to bed Sunday night and again the same thing continues. So Monday starts a new work day and I went to work and noticed that whatever was following me would make my thin necklace move on my neck. It was like the necklace was being flicked from behind, I did not feel anyone touch my skin, but I felt the necklace constantly move. Now this did not cause and pain at all it was just psychologically stressful, it was this things way of saying, “I am going to follow and torment you allllll day”.....So towards the end of the day on Monday, I was the only one left in one part of the building. I experienced something that would only happen one other time, this was one of the scariest parts of this experience. I legitimately was worried that this thing would try to possess me. I would of NEVER before worried about something like that and I bet you haven’t either. Well after the past weekend NOTHING sounded impossible. I felt this spirit sort of like fly into me, this was different then putting pressure against my body. I felt this spirit fly right at my me and I got the most intense butterflies, and at the same time I got this panicked feeling like something bad was about to happen. I felt mentally frozen like I lost my power to think and decide anything. The whole thing lasted maybe 15 seconds and that ended. Looking back I truly believe that something was trying to take me over. I drove home from work that day while this thing pushed my car seat from behind me and again I am just anxiously waiting for this woman to call me back so I can maybe resume a normal life again. Once I get back home the harassment changed and started in a new way. This particular method only lasted one day. I eventually sat down and the spirit would get right behind my back and I felt this pressure coming off it. This is something that is very hard to describe, it was air pressure. It felt NOT like a wind type of pressure, it felt like a 500 pound tiger condensed into 1 square foot and was poised to pounce on me. I was sitting on my couch with my back NOT pressed up against the back of the couch. This thing was right behind me giving off this pressure, so I moved to sit all the way back and it just moved on the top of the back of the couch. I couldn’t escape it. Whichever way I would turn it would move exactly as I would. It once again caused my whole body to feel butterflies and tense, even if you know this thing is not going to jump, just feeling that physical sensation causes a natural reaction in the body to be scared and tense. There is no other physical situation that compares to it. Finally, I hear my phone ring and see it’s this woman who can maybe help me. I answered my phone and this woman was very understanding and uplifting, just speaking to her made me feel better. She asked me standard questions for this kind of thing. “Did I play with a Ouija board ever or dabble in any sort of magic? or “Do I know anyone who practices any such thing” I told her I used a Ouija board a few times in 1996/1997, other than that I did nothing else similar. I told her that I made frequent trips to a cemetery to bring a grandparent to visit family’s graves. She said that cemetery’s are very active places for spirits and something could have followed me home. I explained to her that I did use drugs every day at one point but that’s been over with for years now. I was told that something could have been with me since when I played with a Ouija board those few times, perhaps since I was no longer destroying my life, maybe something that was influencing me was now trying to destroy me directly through harassment. I was told it could also be someone putting a hex or a curse on me, or maybe it was an old curse that was placed somewhere and I just walked through the wrong place at the wrong time. I also had a near death experience and sometimes that can maybe open up a level of consciousness that gave me new abilities. I became drug and alcohol free in 2016 after many years of addiction, and after like 19 months clean I relapsed and overdosed. I remember right before I was revived, I was flying fast through somewhere totally dark. As I’m flying fast through this darkness, there is like some type of explosion (NOT like a fire) happening right behind me. It was literally right behind me the entire time. While this is happening I can’t see anyone, but I hear friendly voices who are trying to help me escape whatever is happening right behind me. This lasted maybe a minute and I regained consciousness. Now I don’t know if I was really about to cross over to the other side, or if my mind gained consciousness before my body did, and that was how I interpreted the chaotic scene of the doctors trying to revive me. I just want to mention as much as I was terrified there was always a little bit of me that was maybe 2% fascinated 98% terrified by this whole thing. Ok so back to the conversation I was having, this woman told me at some point she could do an investigation and maybe make this thing go away. Also I wanna mention as soon as I got on the phone with her she told me to turn off every noise around me so that she may be able to hear any voices of spirits in the background, she did hear a few but couldn’t figure out much based off that. I think that just helped her to figure out whether I was really experiencing paranormal activity or if I was just crazy. This was all help provided free of charge so this person had no reason to lie to me. We were on the phone for about an hour and once I hung up the phone with her I remember she told me this might go away on its own without their intervention....When she said that I thought, “Hey if that’s possible, I am going to believe that and run with it”. I didn’t feel this presence for about 3 minutes when we ended the call, but it soon came back around. I eventually went to bed and the harassment seemed more intense now.” Whenever it came by my face I would always worry, will it posses me and have me hurt my family?” I prayed and used whatever faith I had to ask god for help and I did not want to feed this thing with fear. It seemed to make sense that it fed off fear, because at first the harassment was only in bed at night, then I felt the vibrations in the air a little bit, then it went to 24/7 after about a week. It seemed like it had to build itself up. I was determined to no longer be afraid and I hoped this thing would go away on its own. Over the next three days the fear did die down a little bit and it seemed as this this thing was getting weaker. It wasn’t pushing that hard on the back of my chair as it had before. It also wasn’t really flicking my necklace. By Thursday night, there was nothing that was walking on my bed, it was just back to only shaking a little bit. I felt this positivity like I could handle whatever life throws at me and just relief because I thought maybe it was almost over and done with...Things got ALOT worse before they got better, the crazy thing is they are still going on. Throughout my life one thing I have learned is that I am stronger then I think I am. I think that is true for most people, the ones who say nothing phases them are usually the first to fold. It’s like that saying in kindergarten with the poster of the kitten hanging onto the bar. “You have no idea how strong you are until being strong is the only choice you have” ....I had to cut my Story short due to a character limit on Reddit but things got a lot worse before they got better, activity still goes on I am just used to it at this point. This activity only affects me, no one else in the house. I didn’t wanna share this but I feel like I had to....Maybe I can get some answers.....These clips below were taken with a Nest-cam. I have no animals or rodents in my house of any kind. I have seen nothing like this anywhere else. I know my room looks plain like a room of a mental hospital. One of my co workers pointed that out. I was sleeping with a hat because this spirit was touching my hair.

Light orbs flying by
https://youtu.be/61Pz-fBp5us
I have no idea what this thing jumping at my face is... https://youtube.com/watch?v=8tW10oSTGQc&feature=share
This was recorded at 6:30AM. Again...no idea
https://youtu.be/0eHtIwyVGx8

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Gamesgames.com has a huge collection of free games.Totally new ones are added every day, and there’s over 10,000 free online games for you to play. At GamesGames, you can try out everything from kids games to massive multiplayer online games that will challenge even the best of players. Best iPhone Games You Can Play Without Wi-Fi or Data: Your Subway Rides Don't Have to Suck. ... they require no data or internet connection. They even work in airplane mode. Soak in the pixels, baby. But thanks to the rise of multiplayer games, most games require an internet connection, which is not ideal if you are on a limited data plan or are in an area with shoddy connection. For that reason, we have curated the 12 best offline games for iPhone and iPad to ensure your gaming drive never comes to a halt. When it comes to modern mobile games, it appears that a constant internet connection is always a must. However, you sometimes want to play games offline for various reasons. And for those moments, we have the solution for you: a list of the best offline iOS games you can play without WiFi in 2020. Usually, […] Zigzag is an excellent action offline iPhone game. The offline game requires you to swipe your finger across the screen to control and move a black ball on a zigzag wall. You can tap the screen to change the direction of the ball. The goal of this game is to take the ball as far as possible on the zigzag wall. Best Offline Games for iPhone to Play Without WiFi. There are times when you don’t have access to WiFi and you don’t have an active internet connection as well. Games that do not require an internet connection or mobile data are of great help in such times. There are options for every type of gamer on iOS. If you want to play without being online, here are the best games for you. / 20 Best Offline iphone (iOS) Games to Play Without Internet (2020) I may earn a small commission if you buy through the links in this website without any extra cost to you. My Recommendations however are not biased in any way. Typical mobile games are designed with short, repeated playthroughs in mind, often using free to play gaming structures that either limit how much you can play before having to shell out real money to continue (or choosing to wait for your resources to replenish without being able to play the game), or bother you with advertisements between playthroughs that can slow your phone down and really ... Best Offline iPhone Games. You can play fun games like Fallout: Shelter or Grand Theft Auto without the internet. Or enjoy Kraino, Minecraft, Altos Adventure, and more.

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How to listen to music offline or without Internet!! - YouTube