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The Business Brew

Ryan O'Connor

Oct 26, 2023
Ryan O'Connor from Crossroads Capital discusses Nintendo, inflection investing, Japan's corporate governance reforms, the complexity of financial reporting, and the potential partnership between Nintendo and Comcast. They also explore portfolio management challenges, the state of small and micro-cap companies, the importance of quality and long-term thinking in investing, and analyze the Google Adtech trial and its implications on the market.
02:18:47

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Nintendo's upcoming release of the Switch 2 and planned normalization of software releases could lead to increased earnings and equity value.
  • The Switch 2's higher-powered hardware will attract more third-party games, enhancing its value proposition.

Deep dives

Normalization of First Party Software Releases

Nintendo's first party software releases have seen a significant drop over the last two years, but with the upcoming release of the Switch 2 and the planned normalization of their software release schedule, there is a strong potential for an increase in earnings and equity value.

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