March 13, 2026

TIP798: Nintendo Stock Deep Dive w/ Clay Finck

1 hour 1 minute

In this episode, Clay breaks down the fascinating history and business model of Nintendo, one of the most iconic entertainment companies in the world.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro

00:01:58 - How Nintendo evolved from a playing card company into one of the world’s most influential gaming businesses

00:14:13 - How movies, theme parks, and mobile apps help extend Nintendo’s intellectual property

00:22:48 - The strategic shift from one-time console sales to recurring revenue

00:26:21 - Why the Switch 2 could expand Nintendo’s ecosystem

00:29:25 - How the Nintendo Switch transformed the company’s business model and profitability

00:47:00 - Why iconic franchises like Mario, Zelda, and Pokémon form the foundation of Nintendo’s competitive moat

00:52:51 - Whether Nintendo’s current valuation offers an attractive opportunity for long-term investors

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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The Intrinsic Value Podcast’s episode on Nintendo.

Crossroads Capital Shareholder Letters.

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