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Apr 13, 2023Liked by Sophie

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.

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