Transcript
Introduction
Matt
This is Matt Reustle and today's episode is the third in our three-part miniseries on video game consoles. And here we are breaking down Nintendo. My guest is Ryan O'Connor. He is the founder of Crossroads Capital, and Ryan has what I would just say is a wealth of knowledge when it comes to Nintendo, and you will hear it across this episode. We get into the history of this brand and this business, how they revitalized the industry in the 80s, which I think is particularly notable.
Some of their strategic decisions, which I think have spilled out elsewhere as Ryan lays out in the discussion, and how the Nintendo Switch is a new economic opportunity for the business moving forward. That ties into the console thesis which we have discussed on the previous two episodes.
Special thanks to Eric Jorgensen, who connected me with Ryan. When Eric said Ryan could go deep on Nintendo, he included seven E's in that word deep. And I think that emphasis was spot on. So please enjoy this episode on Nintendo.