Nintendo: The Console Wars

In the 1980’s Nintendo was on top of the world, with the NES
achieving over 90% market share of home video games globally. So
how did they fall ALL the way down to ~10% in just a few short
console generations? And how did they then build themselves back
up (and down and up again) to the top of the world again?
Spoiler: it all hinged on one very small, yet very large and
durable platform… the Game Boy. Fire up your favorite portable
entertainment device and tune in for the epic story of Nintendo’s
fall from grace and journey back to the top — capped off by our
robust discussion of where they go from here, and whether this
130+ year old company may still (!) be misunderstood and
mis-valued.


Sponsors:


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Links:


Our EA episode with Trip Hawkins

Matthew Ball on why “Nintendo as Disney” is a flawed analogy

Crossroads Capital’s investor letters outlining their
Nintendo thesis

Episode sources



Carve Outs:


Kara Swisher in Vanity Fair (and our old episode with her!)

Hardcore History (finally!)

The Tetris movie

Daryl Morey on Invest Like the Best



‍Note: Acquired hosts and guests may hold assets discussed in
this episode. This podcast is not investment advice, and is
intended for informational and entertainment purposes only. You
should do your own research and make your own independent
decisions when considering any financial transactions.