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Tim O'Shea
Experienced investment and deal professional with deep sector expertise across disruptive gaming, media, commerce, and technology sectors.
Tim O'Shea is an experienced professional in the technology and finance sectors, with a focus on video games and investment banking. He served as Managing Director - Investment Banking for the Video Game Sector at Code Advisors from July 2019 to April 2022.2 His responsibilities included advisory services, mergers and acquisitions, and private placements, leveraging his deep sector expertise gained from over a decade of experience covering the gaming industry.2
Prior to his role at Code Advisors, Tim held several notable positions:
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Senior Vice President of Equity Research at Jefferies (December 2016 - July 2019), where he was the lead research analyst covering major companies such as Apple, Activision Blizzard, Electronic Arts, and Take-Two Interactive.2
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Director of Investor Relations at WM Technology (NASDAQ: MAPS), the parent company of Weedmaps, where he led comprehensive investor outreach strategies.2
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Tech research analyst and Senior Vice President at Jefferies, covering the video game sector and other technology companies like Apple.12
Tim has a strong educational background, holding a BS in Electrical Engineering from Trinity College and an MBA from the Tepper School of Business at Carnegie Mellon University.12 His unique combination of technical knowledge and financial expertise allows him to effectively communicate complex investment ideas to investors.2
Throughout his career, Tim has been quoted in major media outlets such as the Wall Street Journal, Financial Times, and Bloomberg, and has made live appearances on CNBC, CNN, and Bloomberg TV.2 He holds several FINRA Securities Licenses, including Series 7, 63, 79TO, 86, 87, and SIE.2
Currently, Tim works as an Analyst at BMO Capital Markets, a position he has held since August 2023.2
Highlights
Apple is set to announce a new Netflix-style video service on Monday and CNBC had me on Squawk Alley today to discuss. Longer term we believe Apple can build a valuable Services business, but for now the deteriorating iPhone business is the only thing that matters. iPhone is so big, even if Apple gained 140 million video subscribers by 2023 (same as Netflix today), the service would only account for 3% of Apple revenue. Meanwhile iPhone units are declining double-digits, XR is being heavily discounted, and the 2019 iPhones won’t have enough interesting features to convince people to upgrade - they will wait a year for the 5G version. #aapl #apple #cnbc #squawkalley #stocks #Netflix #streaming #video #itsshowtime
Investors are focused on how big free games like Fortnite and Apex Legends are changing the industry. CNN invited me on air to discuss on First Move with Julia Chatterley live on the floor of the NYSE.
#gaming #fortnite #apex #apexlegends #titanfallapexlegends #earnings #cnn #firstmove #activision #electronicarts #atvi #ea
