Como Capital

Global investor based in Japan

[Como Capital @PComoCapital]

@AboveAvgOdds @RaphiSavitz @CCM_Brett To your point though, it’s a certainty that these things are coming eventually. Just bizarre that none seem to have come during this crucial early period.

(I’m Long btw and buying more)

[Como Capital @PComoCapital]

@AboveAvgOdds @RaphiSavitz @CCM_Brett Haven’t most of the big titles usually had quite a long runway sitting in the pipeline before release? Worrying to not see any there.

[Como Capital @PComoCapital]

@AboveAvgOdds @RaphiSavitz @CCM_Brett I think you’d agree that the upcoming game lineup looks sparse. So are you assuming there’s a big release (3D Mario, smash bros, etc) that is coming soon but has been hidden from the pipeline they share?

[Como Capital @PComoCapital]

@BluthCapital This looks like it has the potential to be awful. (Long the stock)

[Como Capital @PComoCapital]

@ChairliftCap There’s much more out there than freee and money forward

[Como Capital @PComoCapital]

@ShitFund “I wish I’d cancelled more plans with my friends in the name of management meetings” is a common deathbed regret, actually.

[Como Capital @PComoCapital]

@InvestInJapan @atelicinvest Why do you like zuken and PDB?

[Dylan O'Sullivan @DylanoA4]

Werner Herzog talking about the pursuit of dreams will hype you up

[Como Capital @PComoCapital]

Boys & girls,

In this time of great strife and opportunity -

If you don’t have the Japan Company Handbook

If you’ve never dreamed of taking a micro cap software shitco private

If your thinking is not organized into something called a latticework

You’re NGMI

[Como Capital @PComoCapital]

@lingams A little bit. Mostly software though.

[Como Capital @PComoCapital]

Stay safe out there folks

Closing my eyes and buying my greatest hits

[Como Capital @PComoCapital]

Tokyo cherry blossom parties this weekend

[Como Capital @PComoCapital]

@Otome_chan311 I mean there’s thousands of games released daily. Most are crap.

Nintendo 1P games, FromSoftware, Capcom, Sony, you’re generally getting great value there on a per hour basis.

[Como Capital @PComoCapital]

Nintendo’s new Mario Kart World going up to $80 - following on 67 million units sold from the prior title which was an ancient Wii U port. This franchise just prints money.

$NTDOY

[Como Capital @PComoCapital]

On top of this, game prices have been stagnant for decades and didn’t keep up with general inflation or the enormous inflation of game production costs.

Most of the games industry still provides great value @ this price per game. (Said the Nintendo/Sony shareholder 😁)

[Como Capital @PComoCapital]

There seem to be lots of posts of people wailing about Nintendo’s price increases. I don’t take that as any indication of a price increase failing.

Gaming remains insanely affordable relative to any nerd hobby out there (Pokémon cards, miniature wargaming) by a wide margin.

[Como Capital @PComoCapital]

@japan_guru_x What article was this from today?

[Como Capital @PComoCapital]

@japan_guru_x Yeah the whole “yo we should totally buy a micro cap software co” crowd mostly have no idea what they’re talking about

[Como Capital @PComoCapital]

@TheLongHappy CNC is ex-growth cyclical
Robotics is full of competition
Margins have fallen considerably, capex intensity has risen

This isn't the sexy company we all once thought it was!