What smart money is saying about Nintendo
2 funds in our archive have pitched Nintendo — most recently Alger International Opportunities Fund in June 2025.
Nintendo Co., Ltd., together with its subsidiaries, develops, manufactures, and sells home entertainment products in Japan, the Americas, Europe, and internationally. It offers video game platforms, playing cards, Karuta, and other products; and handheld and home console hardware systems and related software. The company was formerly known as Nintendo Playing Card Co., Ltd. and changed its name to Nintendo Co., Ltd. in 1963. Nintendo Co., Ltd. was founded in 1889 and is headquartered in Kyoto, Japan.
Fund coverage · 2 theses
- Alger International Opportunities FundJune 2025
Nintendo is a leading video game company leveraging its iconic franchises and a strategic shift towards iterative hardware development to enhance player retention and reduce business cyclicality.
Read the full thesis - Crossroads CapitalMarch 2025
Nintendo is poised for significant earnings growth through its innovative Switch 2, bolstered by a strong software ecosystem, robust digital sales, and expanding third-party support, marking a transformative shift in its business model.
Read the full thesis
Read every full thesis on Nintendo
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→