When we asked Nick Griffin at Munro Partners where ‘The Next Facebook’ could come from, he pointed at video game stocks and cited Activision Blizzard as an opportunity. The stock is up nearly 10% since Nick’s comments 2 weeks ago, with the stock recently reporting $1.7 billion in revenue from its 431 million monthly active users. The stock is now up 54% for the calendar year, and 141% over 2 years. Nick explains the thesis in the Livewire Exclusive here: