Why I Own Nintendo Stock: Round Two (NTDOY)
Chit Chat Stocks
Intro
This chapter delves into the reasons for re-evaluating Nintendo's stock amidst recent share purchases and an expected console launch. The discussion includes insights on Nintendo's diversification into the entertainment sector, which may influence its future financial prospects.
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.
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