The YouTuber is buying Zynga, stating its shares are firmly in 'value territory' after an 18% plunge. He highlights Zynga's leadership in mobile gaming, with 97% of revenue from smartphones, and its focus on upcoming launches and an acquisition strategy to drive growth. The company is in a debt-neutral position and trades at a low price-to-sales multiple compared to its peers.
“Shares of mobile games leaders Zynga tickers ZNGA plunged 18 earlier this month but are firmly in value territory.”