Thoughts on Nintendo (NTDOY)

Posted: Jun 30, 2024

- Company mentioned: Nintendo - Stock ticker: $NTDOY - Concerns about Japanese stock market being stagnant - Favorable position in gaming industry compared to Xbox and Sony - Potential expansion into other entertainment ventures like theme parks and movies - Owns 1/3 of Pokemon - Stock appears to never move - An owner of a small position considering adding more, but some factors causing hesitation - Seeking opinions on other companies besides Nvidia and Apple.



🚨 Reddit sentiment: mixed/positive - Most comments show confidence in Nintendo's management, product quality, and long-term growth, even though the company focuses less on immediate shareholder value and has a mixed performance history. Summarized comments: - Nintendo runs their business unorthodoxly, focusing less on shareholder value - Historically underperforms the SP500 - Nintendo is good at what they do with smart management and consistent quality output - Expanding into movies and theme parks, leveraging strong IPs - Pure gaming hardware company compared to Sony and Microsoft - Nintendo's approach focuses on novelty rather than raw output - Mixed history with revolutionary hits and flops in hardware - Recent strategy involves smaller 'AA'-sized games and more third-party support - Poised for a successful launch of the new console 'Switch 2' - Over the last ten years, up 300% vs. VOO's 170% with a higher dividend - International exposure and strong market share in the USA/world - Good management and high cash flow - Possible stock improvement with a successful Switch 2 launch - Long-term belief in their success and growth despite less focus on simple capital growth Stock tickers discussed: $NTDOY



Stay ahead of the market with AI stock alerts & AI summaries of the latest earnings, stock ideas for free with Fluid Bot. Sign up now!