Capcom Vs. Bandai Namco: Both Buys, But Bandai Namco Wins On Value And Upside

I’m an analyst with a passion for the gaming industry and consumer-facing stocks. My favorite work so far has been on Nintendo and GameStop, and I’m expanding my coverage into publishers like Capcom and Take-Two to uncover long-term value across iconic gaming franchises. Beyond gaming, I’ve analyzed companies like Monster Beverage, Sprouts, Macy’s, and Live Nation—businesses where brand, narrative, and consumer behavior drive valuation. My approach blends disciplined methods like DCF and relative multiples ...