We came across a bearish thesis on Electronic Arts Inc. on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on EA. Electronic Arts Inc.’s share was trading at $202.03 as of November 28th. EA’s trailing and forward P/E were 58.73 and 24.39 respectively according to Yahoo Finance.

Electronic Arts Inc. develops, markets, publishes, and delivers games, content, and services for game consoles, PCs, and mobile phones worldwide. EA has delivered modest...