On this episode, we feature a conversation from earlier this year, with Mio Kato, CFA running through his view on Nintendo Co Ltd (7974 JP), as illustrated in Insights such as Nintendo – Pay Attention to NVIDIA and DLSS as Well as Switch Momentum and Pokemon and Nintendo – Deftly Animal Crossing Over the COVID Trap. With the Japanese games stalwart marking quarter after blockbuster quarter this year, it’s a good time to go back and hear just why Mio has been so bullish on it.
Mio Kato has over 15 years of experience looking at Japanese and Asian cyclically driven sectors such as Gaming, Factory Automation and Autos. He was previously with FrontPoint Partners LP, Arrowhawk Capital Partners, and Uzabase before founding LightStream Research.
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