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Crossroads Capital's investment thesis on Nintendo ($NTDOY) — Q2 2026 | Buyside Digest

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$NTDOYNASDAQNintendo

BEAR

Crossroads Capital—NTDOY

Fund Letter

Q2 2026

Published August 18, 2026

View Fund Profile

$12.87USD

-8.5% vs last month

$13.55Pitched

-5.0% since pitch

Market Cap$59.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Crossroads Capital returned 11.5% net in Q2 2026 as market broadening accelerated with Russell 2000 posting best first half since 1991. The fund's concentrated...

— Ryan O'Connor

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Crossroads CapitalBULL

Pitched Jun 30, 2024

Nintendo is transitioning from a cyclical hardware seller into an ecosystem platform with perpetual user growth and high-margin recurring software revenues. The firm expects...

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