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Future Consolidation in Gaming

25 min•12 maj 2022

If the consumer economy is going well, why do our portfolios not reflect it? (0:20) Asit Sharma discusses: - Sonos being "underrated" as a business - Revenue growth being Sonos' key metric to watch - Why we keep hammering the point about taking the long view in stock investing

(15:30) Jon Quast and Ryan Henderson talk with Reggie Fils-Aime, former president of Nintendo of America, about finding great business leaders and the future of consolidation in gaming.

Stocks discussed: SONO, NTDOY, DIS, NFLX, TTWO, ZNGA, ATVI, SNMSF

Host: Chris Hill Guests: Asit Sharma, Jon Quast, Ryan Henderson, Reggie Fils-Aime Producer: Ricky Mulvey Engineers: Dan Boyd

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