Good Investing Talks

Is the Switch 2 lifting Nintendo stock on another level, Ryan O'Connor?


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Ryan O’Connor of Crossroad Capital joined us to discuss Nintendo’s new Switch 2 console and its impact on the stock.

We have discussed the following:
00:00 Introducing Ryan O’Connor, the $NTDOY expert
00:38 The Nintendo Switch 2 announcement
05:45 How Nintendo master the art of leaning into the right thing
15:55 AAA games: Where the Switch 2 improves on the base Switch
25:25 The Switch 2 pricing
31:30 Nintendo will continue to deliver
33:20 Join Good Investing Plus
33:40 Early sales indicators
37:55 The 5-year perspective for the Nintendo Switch
40:55 Game selection through the historic lens
44:40 Integrating third-party games into the Nintendo ecosystem
49:22 Closing thoughts
53:00 Thank you
53:15 Disclaimer

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Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
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Is the Switch 2 lifting Nintendo stock on another level, Ryan O’Connor? appeared first on Good Investing - Understanding businesses & Connecting investors.

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