EPISODE · Jul 16, 2025 · 16 MIN
Gaming industry presents unique investment opportunity
from Financial Standard Podcast
Japanese gaming giant Nintendo traditionally demonstrates unique, cyclical characteristics. However, Eric Marais, head of client at Orbis Investment Management, believes its latest launch – that of the Switch 2 – may be a turning point for the stock. Here, he takes a deep dive into the gaming sector and the opportunities it presents.
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Gaming industry presents unique investment opportunity
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