Quotes from the transcript:

"I think that the market is pricing as if you’re going to have a repeat of the Wii's boom and bust, and Nintendo’s got to re-win everybody. What they’re missing is: Switch Online is having a direct relationship with you as a customer." @ToddWenning
"I think the average Nintendo gamer paid the equivalent of about $9 a month last year. If we compare that to other entertainment experiences that we have right now with Netflix or whatever it might be, or Spotify, we’re paying $15 to $16, no problem for that." @ToddWenning
"You’re starting to see that same pattern that you saw with Apple in a lot of different ways. When I look at that chart, I often wonder and ask myself what’s going to make the street wake up. A big part of it is the explosion of digital." 🚀@AboveAvgOdds
"I mean, there are just so many ways that Nintendo can create billions and billions of dollars out of what is basically thin air." 🧙🏻@AboveAvgOdds
"Even if you were to eliminate the console itself, and it was all cloud, I think Nintendo would still be wise to produce hardware components that are innovative and fun to interact with." 🖲️🖱️ @ToddWenning
"This is a business that has a hundred-year business plan." 💯 @AboveAvgOdds

"I still think the stock is mind-bogglingly cheap relative to what I think."


"I remember video Nintendo NES games for $60, $50, $60 when we were kids. The fact that it remains that price, I think, speaks to the untapped pricing power across the gaming industry in general."

"The Switch platform has become the core platform that talented indie developers want to use and put their game on."

Nintendo's management $NTDOY

"I don’t think they’re motivated by money. Just like the best hedge fund managers, I’ve never found one that is truly great that isn’t in it for the love of the game."

📈📈📈 $NTDOY

"It’s nothing but these massive largely free call options outside of just the core dedicated console segment, which I think you can get a multi-bagger on the stock simply from that business segment alone."


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More from @goodinvestingc

31 Dec 20
A thread


It is hard to find the right words when looking back at 2020. So, I just drop the right videos 📺.

The first 🚀was the IVIC presentation of Greggory Warren on $BRK.B. He took a deep dive into the company and why it is worth owning it:

👉🏻 Image

Rob Vinall hired me to help streaming his Annual Meeting. This resulted in some great videos.

The biggest 🧨was Rob's talk with Andreas Lechner. Both were incredibly funny. Andreas is such a killer investor. You should really watch it!

👉🏻 Image

I had the pleasure to meet Andrew Brenton in Luxembourg. He is still underfollowed. His firm Turtle 🐢Creek compounded over 20% during the last 21 years!

He shared some great insights on moats and active trading.

Get to know him here: youtube.com/playlist?list=… Image
Read 15 tweets

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