Stock Notes

Global Internet, Technology & Science (GITS)

• Internet Stocks
  • Marketplace
    • PDD.US
    • Mercari (4385.JP)
  • Direct-to-Consumer (DTC)
    • Yatsen (YSG.US)
  • Digital Distribution (Gaming / Music / Video)
    • Nintendo (7974.JP)
    • STEAM/ Epic Games Store / Discord Store
  • Pinterest (PINS.US)
  • Online Broker
    • Futu Holdings Limited (FHL.US)
• Games
  • Battle Royale
    • Free Fire
  • Game Engine
    • Unity
  • UGC Platform
    • Roblox

Archive

• Nintendo (7974JP / NTDOY)
  • Bet on the launch of Nintendo Switch
  • 1st Year is most lucrative from product life cycle perspective
  • Slides here: NintendoInvThesis20180203