Yet Another Value Podcast

Why Ryan O'Connor is bullish Nintendo $NTDOY

Oct 23, 2020
Ryan O'Connor discusses his bullish thesis on Nintendo, highlighting potential opportunities like licensing games to Microsoft/Sony, subscription business models, expanding IP into theme parks/movies/TV shows, and mobile strategy evolution. Also covers his investing style and success with Gan, emphasizing the strategic shift in Nintendo's business model and future value creation through pro console release.
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