17:I[8173,["30","static/chunks/30-b2592e0a26b5eb34.js","183","static/chunks/183-6c35c18c238aacfc.js","959","static/chunks/959-016a01587efeef7a.js","290","static/chunks/290-7d4dc95e93e74767.js","42","static/chunks/42-4608c826f638410c.js","219","static/chunks/219-f76950dce2c1a69a.js","22","static/chunks/app/episode/%5Bid%5D/%5B%5B...slug%5D%5D/page-a2a4d0b8ce589dea.js"],"Image"] 19:I[5892,["30","static/chunks/30-b2592e0a26b5eb34.js","183","static/chunks/183-6c35c18c238aacfc.js","959","static/chunks/959-016a01587efeef7a.js","290","static/chunks/290-7d4dc95e93e74767.js","42","static/chunks/42-4608c826f638410c.js","219","static/chunks/219-f76950dce2c1a69a.js","22","static/chunks/app/episode/%5Bid%5D/%5B%5B...slug%5D%5D/page-a2a4d0b8ce589dea.js"],"EpisodeDescription"] 1a:T7da,

Link to Best Anchor Stocks: https://www.bestanchorstocks.com/

Link to Crossroads Capital: https://www.crossroadscap.io/

Link to latest annual letter of Crossroads Capital: https://www.crossroadscap.io/investor-letters/annual-letter-to-investors-2023

Don't forget to follow the show and leave a review if you enjoy it!

Topics covered...

What Ryan considers a high-quality company
How Ryan applies the past to his process
Thoughts on Big Tech and competition from China
Thoughts on Index Concentration
Are markets efficient?
The importance of a catalyst when investing in small cap
The investment case on Vistry and thoughts on the UK stock market
Nintendo and how the thesis is playing out

Disclosure: Nothing shared here is investment advice, participants might have positions in the securities discussed. Do your own due diligence.

Public.com disclosure: Options are not suitable for all investors and carry significant r

China risk to Big Tech, Index Investing, Vistry and Nintendo with Ryan O'Connor

Episode description