TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley | The Intrinsic Value Podcast - The Investor’s Podcast Network | Podwise
This podcast episode analyzes Nintendo's business model and investment potential. The hosts discuss Nintendo's history, its transition from a playing card company to a global gaming giant, and the impact of its Switch console. They delve into Nintendo's strategy of diversifying its audience and leveraging its intellectual property (IP), comparing it to Disney's flywheel model. A key takeaway is that Nintendo's success depends on its ability to increase digital distribution and potentially attract a wider audience with more powerful consoles and AAA game adoption. The hosts conclude that while Nintendo is currently fairly valued, a price drop to the low $60s might present a more attractive entry point for investors.
