Ryan O'Connor

Ryan O'Connor, founder of Crossroads Capital and expert on Nintendo, dives deep into the gaming giant's storied history. He explores Nintendo's transformation from a playing card company to a gaming powerhouse. Key discussions include its rebirth after the 1983 crash, the innovative features of the NES, and the strategic shift towards ongoing revenue with the Switch. O'Connor also highlights Nintendo's evolving IP strategy, emphasizing new monetization avenues in film and television while sharing crucial investment lessons drawn from Nintendo's dynamic journey.

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.

Ryan O'Connor discusses his bullish thesis on Nintendo, highlighting potential opportunities like licensing games to Microsoft/Sony, subscription business models, expanding IP into theme parks/movies/TV shows, and mobile strategy evolution. Also covers his investing style and success with Gan, emphasizing the strategic shift in Nintendo's business model and future value creation through pro console release.

Olivia French as Elizabeth Bennet and Ryan O'Connor as Mr. Darcy discuss rejection of a marriage proposal, confrontation over interference, and emotional turmoil following a surprising proposal in this episode.

Guests Olivia French, Ryan O'Connor, Paul Roberts, Marli van der Bijl, Lana Spencer voice key Pride and Prejudice characters. Topics include Darcy realizing love for Elizabeth, Miss Bingley's animosity towards Elizabeth, and playful banter among characters.