I like it a lot. But what happened to the chart between Dec 24 and today? Once up the mountain and then down again. What happens now? Do you see upside potential? In the chart, the anniversary seems to have already passed...
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@Keineui Look, the company had triple-digit profit growth in previous years, but now growth is only in double digits. In my opinion, that could have been a good trigger. Unfortunately, I don't know exactly, but I think it was forecast cuts. But investors should have slowly digested it. And it should be priced into the share price. Figures should be published on March 30. Maybe wait until then to get in. @PikaPika0105 ?
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@Tenbagger2024 it's called THE growth. And otherwise no idea 😂 If you want to invest in Japanese IP, I would always go with Nintendo. They are simply untouchable.
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•@PikaPika0105 isn't there something new coming from Pokemon . You know I'm from the village
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•@Tenbagger2024 Pokémon is celebrating its 30th anniversary this year. They have just released a brand new game (Pokopia), which is already very popular, and next year there will be a new main title, which is also already very hyped. Both will certainly bring in high profits.
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•@PikaPika0105 I just had a look and Pokopia is probably already sold out everywhere.
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•@PikaPika0105 also sounds very exciting
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@PikaPika0105 but of course there is no comparison. Nintendo is the silent giant, of course. It has a rock-solid balance sheet, an extremely strong IP, but also a not inconsiderable cyclicality and an extremely CapEx-intensive hardware sector. It's an absolute "apples and oranges" comparison in terms of size, growth and business focus.
Don't get me wrong, I love Nintendo, their content, characters and stories. But from an investor's point of view, I would currently tend to opt for $8136 in terms of its overall profile.
The growth, the margin profile, an obviously very competent management that seems to know exactly what is important when it comes to IP and IP licensing, the significant reduction in dependence on a main character, the shareholder return and the very solid balance sheet speak for themselves in my view. And: I love asset-light models.🤷🏼♂️😅
Don't get me wrong, I love Nintendo, their content, characters and stories. But from an investor's point of view, I would currently tend to opt for $8136 in terms of its overall profile.
The growth, the margin profile, an obviously very competent management that seems to know exactly what is important when it comes to IP and IP licensing, the significant reduction in dependence on a main character, the shareholder return and the very solid balance sheet speak for themselves in my view. And: I love asset-light models.🤷🏼♂️😅
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@Get_Rich_or_Die_Tryin Hello dear, if you are interested in the company, you should take a look at the website. A corporate culture that really inspires. Founder led, and the company seems to be his baby
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•@Tenbagger2024 the overall profile is mega and fulfills pretty much all my criteria for my current portfolio. Even if I really can't do anything with the characters personally.🤣
However: Japan is already relatively broadly positioned and heavily weighted. But IP would not be uninteresting as a possible driver. I would just have to decide on a replacement candidate, which could probably cause major problems.😂
However: Japan is already relatively broadly positioned and heavily weighted. But IP would not be uninteresting as a possible driver. I would just have to decide on a replacement candidate, which could probably cause major problems.😂
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@Get_Rich_or_Die_Tryin I agree with you about the cyclicality. In the peak years of the new consoles they are often at 30% profit margins, which then drop off again. But they are working hard to reduce this effect by diversifying and getting more out of the IP. They are entering the movie business with incredible success and are building more and more new theme parks. They never do this alone, but always work together with experts, because quality comes first. Illumination is the partner for the films and Universal Studios for the parks. The first Mario movie grossed well over 1 billion, the second is coming in two weeks and will probably be just as successful if you look at the views of the trailers. The live action Zelda movie next year also has the potential to become the new Lord of the Rings. Subscriptions for the Switch family's online services are also going well. Merchandise is also being expanded and more Nintendo Stores are opening around the world. The brands are simply the strongest media franchises in the world and are truly immortal. The audience also tends to grow over time, as adults remain loyal to Nintendo, while younger customers join. Nintendo does not compete with other gaming companies. Their focus on exclusivity and IP has given them an untouchable position. So before I get completely bogged down here, Nintendo is a stock for the ages, their brands are immortal and the business model is getting broader, which mitigates the cycles of hardware sales. Definitely the better choice compared to Sanrio and currently also more favorably valued.
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