Nintendo
7974
position
long
Benjamin Beneche & Ramesh Narayanaswamy
Thesis
Benjamin Beneche and Ramesh Narayanaswamy shared their long position in Nintendo, emphasizing the company's durable value and potential for growth within their investment strategy.
Did it work?
inconclusive
confidence: low
Since there is no price performance data available and the time elapsed since the pitch is unknown, it is difficult to assess whether the thesis has played out. The thesis emphasizes durable value and growth potential, but without specific outcomes or timeframes, we cannot determine the effectiveness of the pitch.
Raw excerpt
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