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Super Mario movie becomes highest ever grossing animated film over opening weekend.

Nintendo is one of our investments in the portfolio. It has some short-term headwinds (as the console cycle move against the company), but with several upside opportunities/options long term. Including but not limited to:

· Increased digitalization (moving away from physical game format and thus higher margins)

· More recurring revenue (more stable cash flows)

· Less dependency on console cycle as the platform/OS becomes more central and less dependent on hardware (lower console cycle risk).

· Leveraging IP into huge mobile market (very weak presence today) and other (e.g., movies).

· In addition, the company is poorly managed in terms of capital allocation, with a quite large pile of cash in the company, something that can only get better.

The last two points are seen as options in our case.

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Q1 2024 Investor Letter

We're thrilled to report that our fund continues to perform, up 37% since end of 2021 while OMX GI is flat. Check out the link below for more details: Q124 +5% after +23% 2023 and +8% 2022 (


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