Investment Memo: Nintendo (7974:JP / NTDOY:US)
Medium-term risk/reward looks reasonable for the stock, but the moat around the House of Mario faces threats in the long-term
Brief Thoughts
Observations on startups, investing and other quandaries
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Read 7 days ago and current, but nothing has been published for 4 years.
Latest episodes
Update on dLocal ($DLO)
Re-evaluating the stock after Muddy Waters announces a short position
Musings on Cloud Kitchens
Brief thoughts on whether the economics of cloud kitchens / dark kitchens stack up
Not-So-Great Expectations
Brief thoughts on inflation as a self-fulfilling phenomenon
Investment Memo: dLocal ($DLO)
The next "emerging champion"?
Investment Memo: Intuit ($INTU)
A capital efficient company with a decent growth story, but I am somewhat cautious on valuation
Reciprocity as a Business Model
What motivates people to pay for services they receive?
Great products do not always speak for themselves
Or some brief thoughts on the value of marketing
observations on startups, investing and other clichés
Welcome to Brief Thoughts by me, Richard Pickering.