Recently, Ensemble Capital senior investment analyst Todd Wenning was a panelist on the Good Investing Talks podcast alongside Crossroads Capital’s Ryan O’Connor to discuss Nintendo.

Though the episode runs two hours, host Tilman Versh separated the discussion into chapter topics for easier viewing.

Among the topics covered, Todd discussed:

• How Nintendo is capitalizing on nostalgia and how its intellectual property (e.g. Mario Brothers, Zelda, etc.) is being passed down generations for the first time.
• Why the historical boom/bust cycle of Nintendo’s business is likely coming to an end, even though many investors remain skeptical.
• How Nintendo Accounts establishes direct-to-customer relationships and enables a flywheel of positive experiences with Nintendo brands.

(CLICK HERE to see video if you are reading this in an email)

The discussion is also available in audio format.

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For more information about positions owned by Ensemble Capital on behalf of clients as well as additional disclosure information related to this post, please CLICK HERE.

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