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Campaigns / Oasis Management → Nintendo Co., Ltd.
Oasis Management vs. Nintendo Co., Ltd.

Nintendo Co., Ltd. · 7974.T

3 decks published between 2013-06-06 and 2014-02-26 — 42 pages, 42 analysed slides total. Outcome: partial win.

initial thesis follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2013-06-06 initial thesis

    2013 06 Oasis Seth Fischer Nintendo presenation June 6 2013

    36pp · conference_presentation

    Nintendo trades at 0.9x book with 67% of market cap in net cash; publishing Mario and Pokémon on iOS/Android unlocks freemium upside of 97-240%.

    N 5 V 3 C 3
    ⌂
  2. 2013-06-11 initial thesis

    2013 06 Oasis Letter to Nintendo June 11 2013

    3pp · letter

    Nintendo's real competitor is now mobile; releasing five iOS/Android titles from its catalog would add ~73 billion Yen in annual EBITDA and unlock China's $9 billion gaming market.

    N 4 V 2 C 1
  3. 2014-02-26 follow up

    2014 02 Oasis Open Letter to Nintendo CEO Satoru Iwata

    3pp · letter

    Nintendo should port Mario, Zelda and Donkey Kong to iOS/Android and buy a free-to-play studio — the casual gamer has moved to mobile, where $100bn of attention value awaits.