Buys This Week: NTDOY and NCMI Updates
Released Saturday, 23rd January 2021
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Buys This Week: NTDOY and NCMI Updates
Buys This Week: NTDOY and NCMI Updates
Saturday, 23rd January 2021
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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?
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