

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Analyzing Liquidity-Driven Catalysts for Investment Opportunities
02:47 • 6min
Navigating Market Conditions and Capitalizing on Opportunities
08:33 • 2min
Comparing Global and US-based Company Value
10:39 • 2min
Navigating Market Inefficiencies and Evolving Investment Strategies
12:19 • 20min
Nintendo's Evolution and Strategic Shift
32:11 • 24min
Nintendo's Monetization Strategies and Evolution of Mario Kart Tour
56:35 • 15min
Exploring Nintendo's Future Value Creation Potential Through Pro Console Release
01:11:52 • 7min