#70 | Thoughts on Nintendo | The Switch 2, Pokémon & the Power of IP w/ Secret Sauce Investing
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Nintendo is one of those companies everyone knows.
In this episode, we take a look at what’s driving Nintendo today, what the launch of the Switch 2 means and why its intellectual property might be both its greatest strength and its biggest constraint.
This is a deep dive for anyone who grew up with Nintendo, invests in companies with strong IP, or simply wants to understand why some businesses endure for decades while others fade away.
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