Daniel Mahncke and Shawn O’Malley discuss Nintendo (NTDOY) as it transitions from a gaming company to a broader entertainment empire, focusing on sustainability and recurring revenue. They delve into Nintendo's unique strategies and loyal fan base. What you’ll learn here: 00:00:00 - Intro 00:07:23 - How Nintendo evolved from a small playing card company into a global gaming powerhouse 00:10:26 - Why Nintendo's consoles and games are unique in the industry 00:15:26 - Why Nintendo differs from competitors like PlayStation and Xbox 00:27:28 - How the introduction of online services has changed the gaming industry forever 00:31:14 - How Nintendo survived the Wii U failure and stepped up its game 00:35:26 - How Nintendo is turning its consoles into an everlasting gaming ecosystem 00:47:38 - How Nintendo is leveraging its IP to expand beyond gaming 01:21:24 - What is Nintendo’s intrinsic value per share 01:35:04 - Whether Shawn & Daniel add NTDOY to The Intrinsic Value Portfolio 01:41:48 - Outro Transcript & Guest Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsors: 📊 Add the Fundrise Flagship Fund to your portfolio in just minutes and with as little as $10. http://fundrise.com/wsb 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ Related Episodes: - A Deep Dive on Blue Owl Capital: The Next Blackstone?: https://youtu.be/NIliCbe7xH0 - The Case for Alibaba w/ Daniel Mahncke: https://youtu.be/812Umc-JByI?si=Qllz0emYVOpnFZBV - Disney's Magic Kingdom: Valuing Disney w/ Shawn O’Malley: https://youtu.be/9WjOXAVnSdA?si=YAqN0WkyYMvOwP-v 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Nintendo #NTDOY #GamingCompany #NintendoConsoles #NintendoEcosystem