Motley Fool Money

Future Consolidation in Gaming

May 12, 2022

Asit Sharma, a senior analyst at Motley Fool, dives into Sonos, highlighting it as an underrated business with crucial revenue growth metrics. He emphasizes the importance of long-term stock investing. Joining him is Reggie Fils-Aime, the former president of Nintendo of America, who discusses the evolving landscape of gaming, the significance of strong leadership, and Disney’s struggles in adapting to industry challenges. They also explore the future of consolidation in gaming and how companies can leverage intellectual property for success.

25:27

Creator website

Episode guests

Reggie Fils-Aimé

Asit Sharma

AI Chapters

Episode notes

Intro

3min

Market Waves: Audio Giants and Apple's Challenge

4min

Navigating Financial Metrics and Consumer Market Dynamics

8min

Leadership Dynamics in Gaming

8min

Leveraging Intellectual Property in Gaming's Future

3min

If the consumer economy is going well, why do our portfolios not reflect it? (0:20) Asit Sharma discusses: - Sonos being "underrated" as a business - Revenue growth being Sonos' key metric to watch - Why we keep hammering the point about taking the long view in stock investing

(15:30) Jon Quast and Ryan Henderson talk with Reggie Fils-Aime, former president of Nintendo of America, about finding great business leaders and the future of consolidation in gaming.

Stocks discussed: SONO, NTDOY, DIS, NFLX, TTWO, ZNGA, ATVI, SNMSF

Host: Chris Hill Guests: Asit Sharma, Jon Quast, Ryan Henderson, Reggie Fils-Aime Producer: Ricky Mulvey Engineers: Dan Boyd

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