🎙️ Nintendo: The Switch 2 Edition w/Ryan O'Connor

Hi there,

Just as a heads up, I published a new episode to the podcast. This week I was fortunate to be joined for the second time by my good friend Ryan O'Connor, founder and CIO of Crossroads Capital. We updated the Nintendo thesis after our first episode with newer information and tried to unpack what's next for the Japanese video game and IP giant.

You can listen to it on Spotify:

Apple podcasts:

Or Youtube:

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Paid subscribers also get access to the transcript (among other perks of the subscription like access to all past in-depth reports (and future) and all the content.

Hope you enjoy my episode with Ryan.

Leandro: So, Ryan, welcome again to the podcast, second time guest. In the last episode, we discussed Nintendo. In this episode, we're going to discuss Nintendo. I think now with many more news to talk about Nintendo. Before we discussed the thesis, and now we're going to discuss maybe how the thesis is playing out. So thank you for coming.

Ryan: It's my pleasure, Leandro. Last time was fun. I think this one will be even more fun. Yeah. Should I start with kind of the Direct and kind of go from there?