Nintendo: Leveling Up with Mio Kato

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. Related Smartkarma Insights Nintendo – Super Duper Mario… 2! Nintendo – Pay Attention to NVIDIA and DLSS as Well as Switch Momentum and Pokemon Nintendo – Deftly Animal Crossing Over the COVID Trap Nintendo New Chart High Targets Nintendo – ValueAct Won’t Change Much but You Should Pay Attention to Animal Crossing’s Strength This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.