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Electronic Arts Inc. (EA): A Bear Case Theory 

We came across a bearish thesis on Electronic Arts Inc. on Superjoost Playlist’s Substack by SuperJoost. In this article, we will summarize the bulls’ thesis on EA. Electronic Arts Inc.'s share was trading at $202.05 as of September 29th. EA’s trailing and forward P/E were 48.34 and 23.36 respectively according to Yahoo Finance.

The announced $55 billion buyout of Electronic Arts (EA) by a consortium led by Saudi Arabia’s Public Investment Fund (PIF) has surprised markets due to both its scale and speed. Discussions between EA and private equity stalled in August, but JP...