Reading/content links include Nikkei Asia on the latest wave of analyst excitement re Nintendo’s IP potential, Q2 reports from Horizon Kinetics and Hosking Partners, Reuters with an update on Cosmo Energy and (separate) interviews with Jeremy Grantham and Marc Faber.

• Nikkei Asia: Mario’s mission: grab IP limelight as Switch sales dim.
• Horizon Kinetics: Second quarter commentary (July 2023).
• Hosking Partners: Q2 2023 report. They have also launched a podcast, first episode is an interview with Ed Conway, author of “Material World.”
• Reuters: Cosmo Energy’s activist investor flags more stake purchase, potential lawsuit.
• The Informational Investor: Interview with Jeremy Grantham.
• Antiloop Podcast: Conversation with Marc Faber.