Nintendo

“I mean, they have the lowest third party revenue per active user by like an incredible amount, right? I mean, like hundreds of dollars to like 25 dollars. Right? Like, versus the rest of their console competitors.”

“I think we will learn a lot about what their strategy is gonna look like for the next decade in the next, like, 90 days.”

“I think the next one to go is going to be Nintendo, right? I think they're, I think that's, if you're looking for a reason to invest in Nintendo as a company, it's, I think they're about to crack that nut, right? And enter the app store business in a meaningfu…”

“They were very clever about only releasing a limited amount of inventory for Black Friday, and then the parents would go because that was on the kids Christmas list, and they would go to buy the disc and it, and they would be sold out and panic would ensue. An…”

“And in a lot of ways, it's probably why Sega isn't what it was, or isn't Nintendo, is they were trying to protect what they had.”

“Which really just shows how the companies, they are the two flywheel companies. They are the two intellectual property flywheel companies out there.”

“I kind of suspect the way that a relationship between Disney and Nintendo, the only way it could work would be if one of them buys the other.”

“Nintendo is like Pixar, Marvel, and Lucasfilm combined. I mean, they have some of the very best IP in the entire world. They've got three franchises that can stand toe to toe with anything at Disney in Mario, Zelda, and Pokemon.”