Game Dev Unchained interview Carl Armfelt, Portfolio Manager at Swedbank Robur. Carl is a tech PM with a focus on the mobile and video games industry. Among others, they discuss the growing mobile gaming market, what makes a game company attractive, and business models (freemium etc). Discussed companies include: Take- Two Interactive, Starbreeze, Rovio, Frontier, and more.
Mind, Carl is interviewed by game developers, and of course the intro is too long, as they are nowadays, but Carl does a good job of discussing the sector from an investment perspective