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
(51:33) Risk of a Hardware Flop
Round 1: https://chitchatstocks.substack.com/p/why-we-own-nintendo-stock-ticker
Tickers discussed: NTDOY
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
