On this episode of Chit Chat Stocks, Brett updates his thesis on Nintendo. In the hour-long discussion, Ryan and Brett talk about:

(07:04) The History of Nintendo and its Business Model

(12:19) The Durability of Nintendo's Active Users

(21:14) The Potential Impact of the New Nintendo Switch Console

(31:39) Growing Conviction in Other Entertainment Segments

(33:07) The Impact of the Super Mario Movie

(34:07) Future Movies and Franchise Sales

(35:33) Theme Parks as a Future Revenue Source

(37:30) Key Factors in Nintendo's Thesis

(39:22) The Need for Capital Returns

(43:37) Undervalued Stock

(51:33) Risk of a Hardware Flop

Round 1: https://chitchatstocks.substack.com/p/why-we-own-nintendo-stock-ticker

Tickers discussed: NTDOY

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.