Global Internet, Technology & Science (GITS)
- Internet Stocks
- Marketplace
- Direct-to-Consumer (DTC)
- Digital Distribution (Gaming / Music / Video)
- Pinterest (PINS.US)
- Online Broker
- Games
Archive
- Nintendo (7974JP / NTDOY)
- Bet on the launch of Nintendo Switch
- 1st Year is most lucrative from product life cycle perspective
- Slides here: NintendoInvThesis20180203