Why I Own Nintendo Stock: Round Two (NTDOY)

Chit Chat Stocks · Aug 7, 2024 · 1h 1m

On this episode of Chit Chat Stocks, Brett updates his thesis on Nintendo. In the hour-long discussion, Ryan and Brett talk about:

(07:04) The History of Nintendo and its Business Model

(12:19) The Durability of Nintendo's Active Users

(21:14) The Potential Impact of the New Nintendo Switch Console

(31:39) Growing Conviction in Other Entertainment Segments

(33:07) The Impact of the Super Mario Movie

(34:07) Future Movies and Franchise Sales

(35:33) Theme Parks as a Future Revenue Source

(37:30) Key Factors in Nintendo's Thesis

(39:22) The Need for Capital Returns

(43:37) Undervalued Stock…