China risk to Big Tech, Index Investing, Vistry, and Nintendo
My conversation with Ryan O'Connor
Hi reader,
I have just uploaded a new podcast episode. This time I was lucky enough to talk about several topics with my good friend Ryan O'Connor, from Crossroads Capital. We touched, among others, on the following topics...
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 caps
The investment case on Vistry and thoughts on the UK stock market
Nintendo and how the thesis is playing out
I believe it was a great conversation and would highly recommend listening to it. You can listen to it or watch it on Spotify or Youtube...
Don’t forget to subscribe/follow if you enjoy it and I would be very grateful if you could leave a like (Youtube) or a review (Spotify) if you do.
On an additional note, tomorrow I will upload the fourth deep dive (you can check out the rest here). If you want to have access to all the content, don’t hesitate to join Best Anchor Stocks:
Have a great day!
Leandro