• J Mintzmyer
    Painful to be a $NTDOY long here. Still holding though, extremely cheap stock multiples considering their enormous IP.
    1/17/14
    Reply (8)
    • ValueArtifex: If it dips back to near net-cash I am going to add more to my position.
      1/17/14
    • J Mintzmyer: I doubt you'll get back to $8 range, but who knows.. I'd probably double up at $10. Been long for around a year at close to $14.
      1/17/14
    • J Mintzmyer: It's funny how the market forgot all about China (forward) is the face of obvious current Wii U sales problems. $NTDOY is the #1 beneficiary
      1/17/14
    • J Mintzmyer: to the open console sales in China in my view.
      1/17/14
    • ValueArtifex: I could see that. I think the Wii-U content library is being very under estimated. I'm long from similar levels.
      1/17/14
    • Tales From The Future: I'm not that optimistic: The entire $SNE has the same market cap as $NTDOY. Granted, $SNE is still bleeding money in some key areas (TVs...)
      1/20/14
    • J Mintzmyer: $SNE is bleeding money as you said, $NTDOY is reporting losses but most is on money already spent (cash out). $SNE has $0 net cash.
      1/20/14
    • J Mintzmyer: With that adj, $SNE is actually trading 70% above $NTDOY and they have little to no video game IP. Lots of hardware IP though.
      1/20/14
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