Recomendações
Entrada é o preço de fechamento do ativo na data de publicação. Atual é o último fechamento registrado.
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Entrada $67,60 20 jul 2026Atual $74,13 07 ago 2026Resultado +$6,53
Two words, buy Netflix.
Contexto Back in June 2007, Tom Gardner sent a single buy alert to every Motley Fool member.
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Entrada $1.328,80 20 jul 2026Atual $1.359,08 06 ago 2026Resultado +$30,28
In June 2025, they recommended three stocks. The first was Monolithic Power Systems and it's done well.
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Entrada $14,24 20 jul 2026Atual $15,56 06 ago 2026Resultado +$1,32
Last was Neo Performance and it's up 143%.
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Entrada $272,36 20 jul 2026Atual $303,89 07 ago 2026Resultado +$31,53
They recommended Cloudflare in August 2025 and it's up slightly.
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Entrada $66,24 20 jul 2026Atual $53,33 06 ago 2026Resultado −$12,91
Second was Dutch Bros and this one is up 13%.
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Entrada $1.832,42 20 jul 2026Atual $1.819,99 07 ago 2026Resultado −$12,43
And third was Mercado Libre and this one has done poorly so far.
Transcrição Completa
In 2007, The Motley Fool recommended Netflix to its members and the stock went on to gain more than 25,000% in a recent email. The Motley Fool claims the same signal is flashing again for a new stock pick and that insiders are predicting a staggering amount of money. They won't reveal the stock unless you pay them, but I figured it out and reveal it in this video for free. Before we do anything, let's look at the Fool's recent track record to see how good they are. In June 2025, they recommended three stocks. The first was Monolithic Power Systems and it's done well. Ncore was the second stock and this one has done well, too. Last was Neo Performance and it's up 143%. They recommended Cloudflare in August 2025 and it's up slightly. They recommended three stocks in January 2026. The first was Aritzia and it's up 28%. Second was Dutch Bros and this one is up 13%. And third was Mercado Libre and this one has done poorly so far. Let's quickly look at the Fool's email now and figure out the stock. The email says, "Quick question. Did you catch the note we sent this morning about the company our analysts believe is about to rewrite the rules of the entertainment industry? If not, here's what matters. Back in June 2007, Tom Gardner sent a single buy alert to every Motley Fool member. Two words, buy Netflix. Members who acted turned $5,000 into over $1 million. That's a 25,783% return. Now, obviously, no one can promise another Netflix, but here's what's happening. Tom's team believes they've just found the next company to pull off something similar and the setup is almost uncomfortably familiar. AI is dismantling the economics of traditional media from the ground up. Costs are collapsing, studios are bleeding, and one American company, sitting on one of the most dominant content libraries in the history of interactive entertainment, is about to light the fuse. It's next release is what analysts are already calling the most anticipated entertainment launch in history. Insiders are projecting it's about to make a staggering amount of money. Most of Wall Street still doesn't know its name. I'm going to reveal the stock in about 10 seconds, but before I do, I want to remind you to click the link in the description to get my free guide on the top 10 stocks to buy and hold after you're done watching. These are stocks that offer both growth and safety and ones I believe all investors should own. The stock being pitched here is Take-Two Interactive, ticker TTWO. The big launch the fool is teasing is Grand Theft Auto 6. Here's what this company does. Take-Two Interactive is one of the world's largest video game developers and publishers. The company operates through three main divisions. Rockstar Games owns blockbuster franchises such as Grand Theft Auto and Red Dead Redemption. 2K publishes NBA 2K, WWE 2K, Borderlands, BioShock, and Civilization. Zynga gives Take-Two a major presence in mobile gaming through titles including Toon Blast, Words With Friends, and Empires and Puzzles. Here's why investors are so excited. First is the biggest launch in entertainment. Grand Theft Auto 6 is scheduled for November 19th, 2026, and could become one of the largest entertainment launches ever. Its global audience gives Take-Two enormous built-in demand. Second is a franchise that never stops paying. GTA 5 and GTA Online are still generating revenue more than a decade later. GTA 6 could create another long-lasting ecosystem of game sales, online spending, and downloadable content. Next, the money keeps coming in. Recurring consumer spending represented 78% of fiscal 2026 net bookings, giving Take-Two revenue between major releases. Also, there's much more than Grand Theft Auto. The company also owns NBA 2K, Red Dead Redemption Borderlands Civilization and Zynga's mobile portfolio. And finally, a new earnings baseline. Bookings reached $6.72 billion before GTA 6. The bull case is that its release permanently lifts Take-Two's revenue, cash flow, and profitability. Here's the risks the fool won't tell you about. First, GTA 6 has no room for error. GTA 6 has already been delayed twice. Another setback or a launch that misses enormous expectations could push Take-Two's earnings growth further into the future. Second is too much rides on a few hits. Take-Two owns many franchises, but its five largest generated more than half of fiscal 2026 revenue. One-week release could have an outsized impact. Third is record Missing profits. Despite $6.66 billion in revenue, Take-Two still reported an operating loss and a $298 million net loss. It must prove that record bookings can produce sustainable profits. Fourth is the acquisition hangover. The Zynga acquisition added mobile exposure, but also significant debt and billions of dollars in goodwill impairments. Fifth is perfection is already expected. Investors already expect GTA 6 to deliver record results. Even a successful launch could disappoint if sales, spending, or margins fall short of the hype. So, what do I think about this stock? I'm actually pretty torn on it. I'm 35, and for my age group, many of the IPs owned by Take-Two were absolute monsters when I was younger. My friends and I spent a lot of time playing games like Red Dead Redemption, Civilization, and NBA 2K. And of course, Grand Theft Auto was the biggest of the group. When the last Grand Theft Auto came out, I bought a new gaming system just to play it. The game was a smashing success, and since it was released in 2013, it has made nearly $10 billion. That is because the game has a robust online ecosystem that generates money every single year. For the new GTA to be considered a success, it will likely need to generate around $3 billion in its first year. To overperform, it would probably need to make between $4 billion and $5 billion in the first year. But GTA won't be judged solely by its first year success, and the stock won't be a long-term winner based on its first year performance. The game needs to remain successful over the next decade, just as the last one did, and probably generate close to $1 billion in recurring annual revenue. One of Take-Two's other major games, NBA 2K, already generates more than $1 billion annually, but the company releases a new game every year. That means each new NBA 2K generates revenue from game sales, along with the money players spend in its online world. The new GTA will be released only once and will need to generate around $1 billion per year from the online ecosystem Take-Two builds around it. One of the reasons I'm split on this game, and therefore the stock, is that I've lost confidence in these major studios' ability to consistently produce quality products. To me, entertainment as a whole has declined significantly over the past 10 years. I can almost no longer imagine a new entertainment product coming out today and achieving lasting long-term success. I think GTA 6 will smash nearly every gaming record there is when it is first released. But again, the game's true success will be judged by how it performs over the course of a decade. One major problem facing huge games today is that they rarely function properly at launch. At this point, almost every gamer knows not to buy a game immediately. They wait until the bugs are fixed and the game functions properly. Take-Two has had 13 years to iron out the details, but it is still rare for a major game to work exactly as intended at launch. If the game doesn't function properly right away, that could cause a dip in sales as gamers hold off on buying it. There are also concerns that the game could shift away from what made the franchise popular in the past. The game's own creators have claimed that it will move away from its frat boy culture. That culture may be frowned upon by modern critics, but many of the people who actually play the game love it. If GTA 6 doesn't make its core audience as happy as the last game did, people may not continue playing it for another decade. That's my take on Take-Two. GTA 6 will likely be a smashing success when it first launches, but I have no idea how it will perform over the following decade. I would need to experience the online world before I could confidently forecast that. Maybe I'll wait until after the release, gauge how gamers feel about the game, and revisit the stock then. Before you go, don't forget to grab my free report. The 10 stocks I believe you can buy today and hold forever. It's packed with solid long-term picks you won't hear hyped up anywhere else. Just click the link in the description, enter your email, and I'll send it straight to you.
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