Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

Crossroads Capital's investment thesis on Nintendo ($NTDOY) — Q2 2024 | Buyside Digest

All Pitches

View Letter Analysis

$NTDOYNASDAQNintendo

BULL

Crossroads Capital—NTDOY

Fund Letter

Q2 2024

Published June 30, 2024

View Fund Profile

$12.87USD

-8.5% vs last month

$13.78Pitched

-6.6% since pitch

Market Cap$59.3B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

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...

— Ryan O'Connor

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $NTDOY, and what else Crossroads Capital is buying.

Other pitches on $NTDOY

Other investors who've written on Nintendo

No other institutional pitches found for this ticker yet.

View all $NTDOY pitches →