Much has been written about the history and current business operations of Nintendo. Acquired did a great podcast on the history and Ryan O’Connor from Crossroads Capital did a great write up about their current business operations and the potential upside if Nintendo is able to unlock more value from their underlying business for shareholders. As a lifetime Pokemon fan and Nintendo product user, I wanted to try to better understand the story surrounding Nintendo as a business and potential investment opportunity.
Great write-up! I have been a Nintendo investor ever since I came across Ryan O'Connor's great investor letter and heard him on a podcast. Really excited about watching the movie next week.
Coincidentally my own DCF model currently has Nintendo at a 50% discount, assuming a low growth scenario of 3% annualy over the next 10 years with some margin expansion due to increasing digital sales.
Great write-up! I have been a Nintendo investor ever since I came across Ryan O'Connor's great investor letter and heard him on a podcast. Really excited about watching the movie next week.
Coincidentally my own DCF model currently has Nintendo at a 50% discount, assuming a low growth scenario of 3% annualy over the next 10 years with some margin expansion due to increasing digital sales.