They are back! Ryan O’Connor and Todd Wenning have joined us to give an update on Nintendo. Our video goes online together with Ryan’s latest letter that covers Nintendo in-depth. Check it out here: https://www.dropbox.com/s/941q1a2nb17iwx5/2021_Annual_Letter.pdf

We have discussed the following topics:
00:00 Check out Interactive Brokers @ https://good-investing.net/ib/ *
00:38 Introduction
02:15 Nintendo before the Switch release
06:44 What Nintendo has achieved since 2017?
08:30 Active users
14:33 The demographics of Nintendo customers
33:45 Nintendo’s marketing power
38:45 Lego & Nintendo
48:07 Building trust
01:00:30 Return on investment
01:06:13 Community Exclusive: Biggest fear of a Nintendo investor
01:07:00 The Switch selling cycle to existing customers
01:10:30 The developer ecosystem
01:11:29 The “Switch Pro”
01:20:19 Todd’s departure from this episode
01:20:48 Hardware forward and backward compatibility
01:25:59 Nintendo Switch online
01:48:28 Monetization possibilities
02:00:00 Read Ryan’s letter!
02:00:55 A hopeful outlook
02:03:29 Goodbye
02:03:41 Disclaimer

Here you can find the transcript of this conversation:

More
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Apply to the Plus community: https://good-investing.net/plus/
Join the Supporters Club: https://good-investing.net/supporters-club/
IB – our recommended broker *: https://good-investing.net/ib/
Smartbroker – our recommended broker for Germans *: https://good-investing.net/smartbroker/
TIKR – our data tool *: https://tikr.com/goodinvesting
Disclaimer: https://good-investing.net/imprint/disclaimer/
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Affiliate Link = *

Is Nintendo stock winning in the 2020s, Ryan O’Connor & Todd Wenning? appeared first on Good Investing - Understanding businesses & Connecting investors.