The Business Brew Ryan O'Connor
Oct 26, 2023
Ryan O'Connor from Crossroads Capital discusses Nintendo, inflection investing, Japan's corporate governance reforms, the complexity of financial reporting, and the potential partnership between Nintendo and Comcast. They also explore portfolio management challenges, the state of small and micro-cap companies, the importance of quality and long-term thinking in investing, and analyze the Google Adtech trial and its implications on the market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
A Conversation about Japan, Gaming, and Non-Compliant Firms
03:25 • 2min
Reforms in Japan's Corporate Governance System
05:27 • 11min
The Complexity of Financial Reporting and Strategic Investments
16:04 • 11min
Unpacking Hidden Assets and the Transformation of Nintendo's Business Model
26:41 • 2min
The Impact of Financial Crisis on Investment Approach
28:50 • 14min
Valuation and Strategic Acquisition Potential of Nintendo
42:32 • 2min
Nintendo's Partnership with Comcast
44:31 • 26min
Portfolio Management and Decision Making
01:10:55 • 24min
The State of Small and Micro Cap Companies
01:35:17 • 5min
The Importance of Quality and Long-Term Thinking in Investing
01:39:57 • 18min
Analyzing the Google Adtech Trial and the Implications of the Antitrust Case
01:58:19 • 20min