Nintendo, every mention
8 scenes, the whole family · ← back to Nintendo
tap a year for its mentions
every year anyone Rob Hale 6Ted Seides 2Ryan Batchelor 1Howard Smith 1David Baran 1Aaron Sack 1
Verbatim, from the transcripts: the passages where Nintendo comes up
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 43:37 Rob Hale Probably the place we applied that insight the most, again, in the analog to digital example was at Nintendo. 4 times in the scene
- ▶ 44:18 Rob Hale If they could go from selling 20% of their games through their own eShop to 60 or 70% like Microsoft or PlayStation.
- ▶ 44:26 Rob Hale If they could go from a small percentage of their customers on the Nintendo Switch subscription to the majority of their customers like their competitors.
- ▶ 50:42 Ted Seides Nintendo, which was pulling the same thread, and then Seven and I, which turned into this proxy contest. 2 times in the scene
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
- ▶ 32:38 Aaron Sack and I was not playing Nintendo or something.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 34:25 Howard Smith Japan has some amazing brands like Nintendo and Sony, but a lot of the high value-added businesses in Japan in which we invest kind of exist behind the veil, if you like, and are not well understood and not well known by people because…
Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
- ▶ 39:53 Ryan Batchelor So Sony and Nintendo had pre-announced, hey, we're coming out with new gaming consoles two years from now.
David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)
- ▶ 27:04 David Baran Even now, if you're not a real estate company, you don't have to mark it up, but they could have owned real estate, and the chauffeur which owned real estate next to Nintendo.