TIVP011: Nintendo (NTDOY): “Switching” It Up w/ Daniel Mahncke and Shawn O'Malley

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Investing, Education, Business

4.6 • 593 Ratings

🗓️ 16 March 2025

⏱️ 98 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today’s episode, Daniel Mahncke and Shawn O’Malley break down Nintendo (ticker: NTDOY), a global gaming powerhouse. With its legendary franchises, expanding digital services, and a growing presence beyond gaming, Nintendo is evolving into a broader entertainment empire. As the company focuses on building an everlasting ecosystem and shifting toward recurring revenue streams, it appears to be achieving greater financial stability while maintaining its reputation for innovation. In this episode, you’ll learn why Nintendo is such a unique gaming and entertainment company, how it has built one of the most loyal fan bases in the industry, why its business model is evolving beyond traditional console cycles, what Nintendo can do to strengthen its long-term profitability, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU’LL LEARN 00:00 - Intro 03:57 - How Nintendo evolved from a small playing card company into a global gaming powerhouse. 07:48 - Why Nintendo's consoles and games are unique in the industry. 10:03 - Why Nintendo differs from competitors like PlayStation and Xbox. 21:20 - How the introduction of online services has changed the gaming industry forever. 26:57 - How Nintendo survived the Wii U failure and stepped up its game. 35:29 - How Nintendo is turning its consoles into an everlasting gaming ecosystem. 47:04 - How Nintendo is leveraging its IP to expand beyond gaming. 01:27:14 - What is Nintendo’s intrinsic value per share? 01:31:51 - Whether Shawn & Daniel add NTDOY to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Crossroad's 2021 Annual Letter: Nintendo Breakdown. Nintendo's Investor Relations Information. Daniel Mahncke’s appearance on the Millennial Investing podcast to discuss Alibaba. Shawn and Daniel’s 2024 podcast on Disney The Original 1972 Magnavox Odyssey Commercial. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Netsuite Shopify CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.8	Hey guys, welcome to another episode of the Intrinsic Value Podcasts.
0:07.9	On today's episode, Daniel and I will dive deep into the creative and financial powerhouse
0:12.5	that is Nintendo.
0:14.4	This is a company that has really defined many people's childhoods, including my own,
0:18.9	from Pokemon to Donkey Kong, Mario, Super Smash Brothers,
0:22.7	Zelda, Kirby, and Animal Crossing, Nintendo has as many beloved franchises as anybody, rivaled only by
0:29.0	Disney. And those brand assets have been incredibly accretive to shareholder value, with Nintendo
0:34.6	averaging 40% plus returns on capital over the last five years.
0:39.7	We'll break down how Nintendo transformed from a 19th century playing card company into a
0:45.0	global gaming sensation, why its business model is on the brink of a huge shift, and whether
0:51.0	its stock deserves a place in our intrinsic value portfolio.
0:55.1	I'll be joined by my new colleague, Daniel Manka, who recently joined the Investor's Podcast Network.
1:00.6	Daniel is an incredibly smart investor, and he's going to present the case for Nintendo today.
1:07.0	I'll introduce him here shortly, so with that, let's get right into it.
1:13.4	You're listening to the Intrinsic Value podcast by the Investors Podcast Network. Since 2014,
1:19.5	with over 180 million downloads, we've learned directly from the world's best investors.
1:25.2	Now, we're applying those lessons to analyze businesses
1:28.5	and investment opportunities every week,
1:31.3	helping you uncover intrinsic value.
1:34.2	And now, here are your hosts, Sean O'Malley, and Daniel Monker. So before we get into today's company, let me just quickly introduce my new colleague and co-host,
1:54.0	Daniel Maka.
	...

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