I often read the Blue Whale fund commentary. He sold his position in Nintendo recently because he thought consumers were short of money and wouldn't be able to afford the new Nintendo console. I'm sure he's quite surprised by the strength of the demand now!
If you rewatch the video in my prior BGFD article that shows console sales year by year there were periods of vast acceleration - the PlayStation 1 for example, the Xbox etc. so I did think it would do well as it was positively reviewed by the experts
Great article.
I often read the Blue Whale fund commentary. He sold his position in Nintendo recently because he thought consumers were short of money and wouldn't be able to afford the new Nintendo console. I'm sure he's quite surprised by the strength of the demand now!
Hi team,
If you rewatch the video in my prior BGFD article that shows console sales year by year there were periods of vast acceleration - the PlayStation 1 for example, the Xbox etc. so I did think it would do well as it was positively reviewed by the experts
OB
OB that sp vs NAV chart is very insightful and will be interesting to see on other ideas which maintain significant and growing discounts to NAV