Aaron Edelheit, Mindset Capital - The Best Investors Are Those That View It As A Game | #342
The Meb Faber Show - Better Investing
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Game Investment Thesis
The switch is a mobile gaming device that you can put in a docking station, connect immediately to the t v. It's all kind of coalesced around now one device, which is the switch. And what's interesting about the inner net and about the digital world is in is transforming intendo as e company. But also, i have to look at where the stock is right now, they have something like 25 %, orma ma 28 % of the entire market cap in cash. They're just working on kind of monotizing their ip now in a very japanese way, very conservative way.
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