Dallas, Texas · By day

Independent research.
Concentrated conviction.

A private investment company focused on publicly listed equities.

Explore our research
Discover
The Spitrock perspective

Latest research & ideas.

All research
Equity research · NASDAQ: TTWO
Take-Two Interactive Software

Take-Two Interactive Software

GTA VI can reset earnings power; the market remains focused on timing while we focus on the scale and duration of the monetization opportunity.

Read the analysis

Research reflects its stated publication date.

Spitrock Capital, LLC

Independent research. Concentrated conviction.

Spitrock Capital is a private investment company focused on a select number of high-conviction opportunities in publicly listed equities.

We pair bottom-up research with disciplined valuation, explicit risk frameworks and a long-term orientation.

Our approach