You can learn more about Naavik here.

In this conversation, we cover: 

- Gaming industry size: $180 billion

- Mobile half of that and then 50/50 console/pc

- Large players in the industry (AAPL, GOOGL, SONY, NINTENDO, MSFT, ATVI, TTWO, EA, RBLX)

- Future of gaming and the evolution over the last few years

- Roblox and user-generated platforms

- Aaron's 5 biggest personal portfolio positions: MELI, AMZN, NFLX, SHOP, BRKA

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