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This Week's Value in Review

Originally sent to premium subscribers on Friday July 22. A portion of the article is below.

This week’s action started with Nintendo – NTDOY – soaring to the moon and falling by the end of the week. As the value group noted, Nintendo makes no more than 33% of revenue from the initiative. It, along with two other companies, invested just $30 million in The Pokémon Group.

Expect NTDOY to correct sharply.

PayPal – PYPL – crushed expectations but said it would partner with its enemy: Visa – V. As the saying goes, keep your friends close but your enemies closer. The...


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