Three of my favorite picks right now are Activision Blizzard (NASDAQ: ATVI), Apple (NASDAQ: AAPL), and Netflix (NASDAQ: NFLX). Activision Blizzard's stock has delivered a massive 1,200% return over the last 15 years. Through a combination of smart acquisitions and new game development, Activision Blizzard has emerged as one of the leaders in the growing $175 billion video game industry.
Activision Blizzard (NASDAQ: ATVI) has found a killer growth strategy. Activision has added over 100 million highly engaged users to the Call of Duty franchise since early 2020, after all, with help from free-to-play and mobile offerings that drove demand for its premium titles and pushed profitability to new highs. Management thinks that approach can work for many more of the company's franchises, whether its Candy Crush, Diablo, Hearthstone, or World of Warcraft.
The hot crypto market "actually does resemble a casino" to investors, Gundlach told Yahoo Finance.