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

Link to Best Anchor Stocks: www.bestanchor...
Link to Crossroads Capital: www.crossroads...
Link to latest annual letter of Crossroads Capital: www.crossroads...
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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.

[@matc956]

wow! que regalo. Uno de los inversores que mas admiro. Gracias!

[@BestAnchorSt0cks]

Espero que te guste!

[@matc956]

@@BestAnchorSt0cks increible Leandro. Sigue dandole, eres un crack.