Yet Another Value PodcastPublished 2026-09-18
“$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest”
$NTDOYBearish
Nintendo is a bearish investment because it lacks a sustainable software flywheel independent of console cycles, relies heavily on remakes targeting an aging demographic, and fails to maximize IP value through broader media strategies.
We Nintendo Let's talk about, Which is always mine Favorite On the list Because I Nintendo Love, and That day I Stomach ache Because it happened One day of work To take a leave from It happened.
So, A few hours I Turn on the switch Nintendo Some games I played because Stomach ache For some reason I am different.