Nintendo (NTDOY US)

[weijian]

Konichivalue on Substack on Nintendo.
Note: this was written before the move premiered.

https://www.konichivalue.com/p/nintendo-...uper-mario

I get wary on XXX whenever someone says "XXX is going to be the next YYY" where YYY is the incumbent leader.

Disney had successfully forged a "Cinematic Universe" in the last decade but I am not sure if the same thing will still work in the next decade? For example, it pains me to witness Warner Bros trying to do it with their DC Comics characters. If Disney, as the incumbent cannot create more success with the "Cinematic Universe", then what makes us believe that other entertainment companies can overtake Disney who are also masters of their own invented game?

Maybe the real question should be "Has the "Cinematic Universe" peaked already?"

Nonetheless, I do agree that Nintendo has plenty of IP that it can monetize, not necessarily through the "Cinematic Universe" route though.