Patience Will Continue to be Rewarding at Activision Blizzard

Activision Blizzard (ATVI) reported 4Q20 results roughly in line with Wall Street estimates that were above the company’s own guidance.  More importantly, management provided initial 2021 guidance that was above analyst estimates and appears to be based on conservative assumptions.  ATVI shares have been fantastic performers for Northlake over the years and had a particularly […]