Yet Another Value Podcast发布 2026-09-18
《$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest》
$NTDOY看跌
Nintendo 是看空标的，因其缺乏独立于主机周期的可持续软件飞轮，严重依赖面向老龄化人群的重制作品，且未能通过更广泛的媒体策略最大化 IP 价值。
我们来说说Nintendo，它一直是我最喜欢的名单上的，因为我爱Nintendo，而那天我肚子疼，因为那发生在一个工作日，我请了假。所以，我打开Switch玩了几个小时Nintendo的一些游戏，因为肚子疼，不知为何我变得不一样。
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.