

Investing Power Hour #84: RIP WeWork; Nintendo's Latest Move; Coupang Earnings Breakdown
Nov 12, 2023
The hosts discuss frustrations with their investment fund, the importance of company guidance, and concerns about capital allocation. They analyze Nintendo's annual investor presentation and earnings report, Warren Buffett's investment strategies, and the reliability of a cash-generating asset. Additionally, they delve into analyzing company performance, growth in active customers, and provisions for credit losses.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Frustrations with Fund Performance and Importance of Company Guidance
01:51 • 9min
Concerns about Capital Allocation and Sponsors mentioned
10:23 • 2min
Nintendo's Investor Presentation and Earnings Report
12:04 • 6min
Analyzing Nintendo's Revenue and Software Sales
18:27 • 6min
Warren Buffett's Investment and Nintendo's Durability
24:08 • 4min
Frustration and Skepticism with a Cash-Generating Asset
27:58 • 21min
Analyzing Company Performance and Earnings Reports
49:00 • 15min