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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.
01:18:59
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Quick takeaways
- Nintendo's potential to license games to Microsoft or Sony opens up new revenue streams.
- Transition to a subscription model and expansion into theme parks enhance Nintendo's profitability.
Deep dives
Evolution of Crossroads Capital's Strategy
Crossroads Capital's strategy focuses on small and micro-cap growth businesses undergoing value and luck change. The fund insists on a hard catalyst to benefit from liquidity-driven changes in the market regime. This approach aims to find setups with institutional barriers to capitalize on massive demand.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode