Why Ryan O'Connor is bullish Nintendo $NTDOY
Yet Another Value Podcast
Nintendo's Evolution and Strategic Shift
The chapter explores Nintendo's shift from a hit-driven business model to a stable software platform similar to Apple, emphasizing resilient revenues and the strategic advantage of the switch family of systems. It compares Nintendo's strategy to Apple's transition to services, discussing potential collaborations with Microsoft and entry into streaming platforms. The conversation delves into Nintendo's IP value, missed opportunities, and cultural evolution towards seizing new growth avenues.
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