Buy NTDOY by Nov 23, 2026.

I haven’t looked at Nintendo for a couple of years but it doesn’t seem too high price right now and could be a decent growth runway as the game catalogue for switch 2 gets built out and the movie/media business grows. Nintendo has a $64 billion market cap, $12 billion in net cash, and an EV of $52 billion. It earned $2.7 billion in operating profit in the last 12 months. This might be a reasonable estimate of mid-cycle earnings. …