
Co-founder of @naavik_co. Former investor @themotleyfool
Joined June 2012
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A few years behind David, but a big day personally:
With Netflix hitting new highs today, it became my first 100-bagger 💯😁
Bought $NFLX at $7.30 on 1/25/2010
Today: closed at $763.89 (+10,365.8%)
15 year old me would be so hyped! This is what investing is all about.
Best day of my investment career.
These have been among the most widely held stocks by @themotleyfool & @TMFRuleBreakers members everywhere. That sparks huge joy.
This is what #RuleBreakerInvesting looks like.
(If you actually... invest.)
Aaron Bush retweeted
1/4
Additional new bits of advice I wished I had known earlier (not in my book), as my gift on my 73 birthday:
• The best way to criticize something is to make something better.
• Admitting that “I don’t know” at least once a day will make you a better person.
• Forget trying to decide what your life’s destiny is. That’s too grand. Instead, just figure out what you should do in the next 2 years.
• Aim to be effective, but unpredictable. That is, you want to act in a way that AIs have trouble modeling or imitating. That makes you irreplaceable.
• Whenever you hug someone, be the last to let go.
• Don’t save up the good stuff (fancy wine, or china) for that rare occasion that will never happen; instead use them whenever you can.
• The best gardening advice: find what you can grow well and grow lots and lots of it.
• Never hesitate to invest in yourself—to pay for a class, a course, a new skill. These modest expenditures pay outsized dividends.
• Try to define yourself by what you love and embrace, rather than what you hate and refuse.
• Read a lot of history so you can understand how weird the past was; that way you will be comfortable with how weird the future will be.
• To make a room luxurious, remove things, rather than add things.
• your parents while they are still alive. Keep asking questions while you record. You’ll learn amazing things. Or hire someone to make their story into an oral history, or documentary, or book. This will be a tremendous gift to them and to your family.
• If you think someone is normal, you don’t know them very well. Normalcy is a fiction. Your job is to discover their weird genius.
• When shopping for anything physical (souvenirs, furniture, books, tools, shoes, equipment), ask yourself: where will this go? Don’t buy it unless there is a place it can live. Something may need to leave in order for something else to come in.
• You owe everyone a second chance, but not a third.
• When someone texts you they are running late, double the time they give you. If they say they’ll be there in 5, make that 10; if 10, it’ll be 20; if 20, count on 40.
• Multitasking is a myth. Don’t text while walking, running, biking or driving. Nobody will miss you if you just stop for a minute.
• You can become the world’s best in something primarily by caring more about it than anyone else.
• Asking “what-if?” about your past is a waste of time; asking “what-if?” about your future is tremendously productive.
• Try to make the kind of art and things that will inspire others to make art and things.
• Once a month take a different route home, enter your house by a different door, and sit in a different chair at dinner. No ruts.
• Where you live—what city, what country—has more impact on your well being than any other factor. Where you live is one of the few things in your life you can choose and change.
• Every now and then throw a memorable party. The price will be steep, but long afterwards you will remember the party, whereas you won’t remember how much is in your checking account.
• Most arguments are not really about the argument, so most arguments can’t be won by arguing.
• The surest way to be successful is to invent your own definition of success. Shoot your arrows first and then paint a bull’s eye around where they land. You’re the winner!
Aaron Bush retweeted
🎙 Inside Scopely: Monopoly Go, Stumble Guys, Savvy Games Group & The Future
We had the privilege of interviewing Javier Ferreira, Co-CEO of @scopely, which serves 100M+ players globally and sold for $4.9B to Savvy Games Group earlier this year.
📈 Javier describes how Scopely has grown, what does and doesn’t change now that Scopely is owned by Savvy, and updates us on Scopely’s approach to creating great games.
📱 We dive into Monopoly Go (how did Scopely create the top mobile game in the US?), Stumble Guys (and what it says about Scopely’s cross-platform ambitions), and GSN (including how to get better at M&A).
🎮 We discuss the tensions between managing creativity and systems at scale, Scopely’s view on UGC, and wrap up with a few things Javier is excited about for the future.
Javier is a fountain of games industry experience and wisdom, so please check it out! 👇
Aaron Bush retweeted
Naavik Digest: VC Edition 📈
@fawzitani asked six different gaming VCs how they think about the current climate in game investing, what they’re spending their time on, and what makes them excited for the future.
We compiled answers from:
- Moritz Baier-Lentz, Partner at Lightspeed
- Lia Zhang, Investor at Makers Fund
- Sikander Singh Chahal, Principal at Transcend
- Phylicia Koh, Partner at Play Ventures
- Jeffrey Forrest, Investor at Lakestar
- Taylor Hurst, Principal at Konvoy
Thank you to everyone who participated! Read the piece here, and make sure to subscribe: naavik.co/digest/gaming-vcs-…
Aaron Bush retweeted
In this week's Roundtable, the squad discusses:
🚨 The FTC's failed attempt to block Microsoft's acquisition of Activision Blizzard and what scaled subscription models means for developers
📈 Meta's new social network Threads hitting 100 million users and Final Fantasy 16's supposedly “disappointing” 373,790 in sales after two weeks as a $70 PS5 exclusive
🎮 What can be done to improve game archiving, given 87% of games before 2010 are inaccessible to the average gamer?
🤔 How to make decisions around using generative AI given the rising legal noise and new platform policies
Enjoy the episode:
- Apple Podcasts: podcasts.apple.com/us/podcas…
- Spotify: open.spotify.com/episode/4ua…
- YouTube: youtube.com/watch?v=zFi4s4gF…
Thank you @DavidGFool for sharing your wisdom with the games industry!
It was an absolute pleasure turning the tables after all these years and finding a new way to discuss investing, games, and life all in one pod 🚀
New podcast alert!
Enjoy our conversation with @DavidGFool, co-founder and co-chairman of @themotleyfool!
David is not just a market-crushing investor, but he has also successfully embedded game design into his life and business.
In this episode, we discuss the joys of gamification, the appeal of Rule Breaker Investing, and the reason for Conscious Capitalism. We also end with a fun game of "Buy, Sell, or Hold."
Check it out:
- Spotify: open.spotify.com/episode/1c3…
- Apple Podcasts: podcasts.apple.com/us/podcas…
- YouTube: youtube.com/watch?v=5n77_gTS…
So happy to announce this initiative and super grateful to our team and partners for helping us bring it to life.
In short, Naavik's research capabilities are going to the next level - and it's open to everyone 🚀
If you have any interest in the games industry, don't miss out👇
I had great fun chatting with Nexon CEO @owenmahoney on the Naavik Gaming Podcast.
We discuss insights gained from running a global business, managing timeless virtual worlds, pursuing antifragility, and what "weird" new bets could define Nexon's future.
Thank you, Owen!
🎧Episode links:🎧
🔹Apple Podcasts: podcasts.apple.com/us/podcas…
🔹Spotify: open.spotify.com/episode/52B…
🔹YouTube: youtube.com/watch?v=DaojNUBu…
Enjoy!
Talking with Piers is always a pleasure. I've long admired his willingness to take unconventional paths, stay on the bleeding edge, and maintain strong clarity of thought amidst industry chaos.
If interested in gaming, web3, and charting your own path - give this a listen!
A great chat with @aaron_bush_ on the @naavik_co pod catching up on all things web3 games + Delphi Gaming:
• Dropping out
• Finding your own path
• Most anticipated games
• Strong founder DNA in crypto
• "Buy, Sell, Hold" on various ideas/projects
youtu.be/A1bbqsStmMw
Some more links:
- Spotify: open.spotify.com/episode/3CL…
- Apple Podcast: podcasts.apple.com/us/podcas…
🎧Episode Links:🎧
Spotify: open.spotify.com/episode/2Hu…
Apple Podcasts: podcasts.apple.com/us/podcas…
YouTube: youtube.com/watch?v=H6X0d7G1…
Aaron Bush retweeted
.@naavik_co's @Aaron_Bush_ and @zebedeeio's @bitspooky joined the Monetizing Media podcast to break down their analysis. Listen here: podcasts.apple.com/us/podcas…
Aaron Bush retweeted
Our conversation with Lucy Hoffman, co-founder & COO of @carry1st
🔹Africa's exciting gaming trajectory, opportunities & challenges
🔹A breakdown of Carry1st, including publishing, game development, and M&A
🔹How to manage culture when remote and rapidly scaling
Enjoy! Links 👇
Congrats to Moritz Baier-Lentz who will lead @lightspeedvp's gaming practice! @naavik_co is excited to partner with the team.
Also, check out our interview with Moritz. We dig into LSVP's gaming ambitions and discuss investing in game studios, web3, AI, and more.
🎧 Episode Links: 🎧
Apple Podcasts: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/1y7…
YouTube: youtube.com/watch?v=mfD2Iap9…
.@naavik_co is hiring!
We're looking for a Managing Editor - a rockstar wordsmith and operator who can run our written content operations. This person (remote, full-time) will play an important leadership role as Naavik grows.
To learn more & apply: naavik-jobs.pallet.com/jobs/…
🎧 Metacast by @naavik_co episode links 🎧
YouTube: youtube.com/watch?v=j-1GSjyv…
Spotify: open.spotify.com/episode/2so…
Apple Podcasts: podcasts.apple.com/us/podcas…
🎧 Here are the links to this Metacast by @naavik_co episode: 🎧
YouTube: youtube.com/watch?v=LrJqYqAs…
Apple Podcast: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/3Bm…














