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.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.

No 1 podcast app

Steven

App Store

I tried everything and snipd is the no 1 app for podcasts if you like to remember things. Just tap your headphones three times and a snipped is created, transcribed, and saved to you library.

Best podcast app

JD Stuart

App Store

I’ve been using Snipd for about a year and this app has been life changing. I listen to about 17 hours of podcasts a week and I want to take notes on 95% of them. Snipd makes it so easy to do. I can triple click my headphones and record a snip. The app also improves rapidly which is welcomed. It’s an easy subscription for me to pay.