Take-Two Interactive (NASDAQ:TTWO) isn't the biggest, or even second-biggest, video game publisher around. And yet it managed to beat out much larger rivals Activision Blizzard (NASDAQ: ATVI) and Electronic Arts (NASDAQ:EA) in terms of software sales last year.

In the video below, Fool contributor Demitrios Kalogeropoulos talks about how Take-Two pulled off that upset. It was driven by a few blockbuster titles, particularly Grand Theft Auto V. And while it isn't likely that Take-Two will lead the industry again in 2014, he argues that its stock has room to grow when compared to Activision and EA.