Hearing the name Nintendo($NTDOY) gives me a nostalgic feel, thinking about how much I was in love with my game boy growing up. Sales of the switch has been spectacular, with Nintendo transitioning its business from a cyclical console driven business to a less cyclical business with the growth of digital games and a solid ecosystem of long time classics like Mario kart and Super Smash bros.

Q2 result was also stellar with

Nintendo is about 3% of my portfolio currently. I plan to keep adding, pushing that percentage to about 6% or 7%. Keep running Mario🚀