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

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

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Topics covered...

1. What Ryan considers a high-quality company

2. How Ryan applies the past to his process

3. Thoughts on Big Tech and competition from China

4. Thoughts on Index Concentration

5. Are markets efficient?

6. The importance of a catalyst when investing in small cap

7. The investment case on Vistry and thoughts on the UK stock market

8. 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.

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