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Sophic Capital: Latest Research
Meet the CEO, Part IIIn Part I of our interview with GameSquare Esports’ CEO Justin Kenna, he shared: the size of the esports market and the opportunity that lies ahead for GameSquare [CSE:GSQ]; his perspective COVID-19 has had on the esports industry and GameSquare,...
Following the initial business disruptions and lockdowns in 2020 due to the COVID-19 pandemic, home construction and renovations thrived. Sophic Capital client Renoworks Software (TSXV:RW, OTC:ROWKF) followed along, with 2020 revenues growing 20+% year-over-year.
Renoworks counts some of North America’s largest construction material manufacturers, distributors, and retailers as customers and should benefit from the continuing home renovation boom.
The number of hours of streamed esports content watched soared during 2020, with Twitch, YouTube Gaming, and Facebook Gaming collectively increasing 81% in 2020. Esports audience growth hasn’t escaped the major brands. However, marketing to esports fans is very different than marketing to older generations. Old marketing methods don’t work. GameSquare Esports has proven that it can help major brands engage esports audiences.
Home of Lebron James, the Rock & Roll and NFL Halls of Fame, and the birthplace of the first man on the moon, Ohio is about to expand beyond its medicinal cannabis industry and go full on recreational. Sophic Capital client Body and Mind has a strong presence in the Buckeye state, a market that could soon rival the cannabis industry in neighboring Michigan. How big could Ohio’s cannabis market become?
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We patiently work to build companies.
We are long-term focused and not trying to time the market. We look for small, well-run companies that have strong management teams that can scale and pivot quickly when needed. Given our long term time horizon, we are not interested in short-term promotion but rather long-term value creation.