Best Anchor Stocks 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...
- 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.
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