Mettez-vous hors ligne avec l'application Player FM !
Buys This Week: NTDOY and NCMI Updates
Manage episode 329322015 series 3353340
I bought both Nintendo (NTDOY) and National CineMedia (NCMI) this week and use this podcast to explain my thinking. I preview Nintendo's earnings ahead of its February 1st Q3 release and discuss why I think growth expectations are too low. Next, I react to the Wall Street Journal's recent article on National CineMedia and the revelation they've engaged lawyers to work with senior lenders. Should NCMI equity holders be concerned about the debt?
56 episodes
Manage episode 329322015 series 3353340
I bought both Nintendo (NTDOY) and National CineMedia (NCMI) this week and use this podcast to explain my thinking. I preview Nintendo's earnings ahead of its February 1st Q3 release and discuss why I think growth expectations are too low. Next, I react to the Wall Street Journal's recent article on National CineMedia and the revelation they've engaged lawyers to work with senior lenders. Should NCMI equity holders be concerned about the debt?
56 episodes
Tous les épisodes
×Bienvenue sur Lecteur FM!
Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.