Michael Fritzell (Asian Century Stocks)(@MikeFritzell):Great discussion on Nintendo. True that the younger generation has more options: Roblox, Minecraft, etc. But the Super Mario movie made $1 billion at the box office, mostly from younger kids. Switch 2 attach rate will go up with the 3D Mario game in 2027.

Michael Fritzell (Asian Century Stocks)

@MikeFritzell

16 years in Asian equities. I'm the author of the "Asian Century Stocks" newsletter. PERSONAL OPINION - not investment advice.

Joined May 2014

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Michael Fritzell (Asian Century Stocks)@MikeFritzell

2026.09.19 02:26

Great discussion on Nintendo. True that the younger generation has more options: Roblox, Minecraft, etc. But the Super Mario movie made $1 billion at the box office, mostly from younger kids. Switch 2 attach rate will go up with the 3D Mario game in 2027.