Samantha Greenberg At Delivering Alpha On Her Latest Tech Bet

Delivering Alpha full speech from Samantha Greenberg  – see more of our coverage here     Despite its growth Take Two traded at a discount to peers because Take Two is a smaller player in an industry where scale means higher margins. So not only do you get to buy Take Two at a valuation discount to peers but also this discounted valuation means Take Two are a logical takeover target. Here’s how I think about upside and downside prices for Take Two. On the downside 16 times earnings is the very low end of Take Two’s valuation range over…