NTDOY Break Out incomingNintendo is poised to break out as there are numerous bullish events upcoming,
1. They just released a Pokemon trading card game app and it is addictive! All of my friends who are in their mid thirties have picked it up and are playing actively. Its a simple enough game for anyone to get into, but has alot of different strategies for people who are looking for a challenge. This game is going to print money.
2. The Switch 2 is right around the corner. As the Switch is almost the greatest selling system of all time, the Switch two is set up for immediate success. It is rumored to have backwards compatibility, so the Switch's already immense library give the system instant utility. Not to mention, it will be supported by world in class exclusives. The hard core Nintendo enthusiasts will pick this up day 1 and it will continue to dominate due to it's backwards compatibility and new features.
3. Nintendo is beginning to dominate media. The mario movie made 3x it's cost in the first month. It is also heavily rumored that a live action Zelda may be in the works. As Nintendo begins to explore this new avenue further, they may find success and unlock a brand new revenue stream by licensing their characters to media producers.
4. Nintendo is a digital distributor, meaning that traditional supply chain constraints only impact them at the base hardware level. Also, as we move more towards digital selves, companies that can sell art that is tied to culture or nostalgia, such as nintendo characters, are going to do very well. People will pay to use these characters to represent themselves.
