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8. China risk to Big Tech, Index Investing, Vistry and Nintendo with Ryan O'Connor
Manage episode 430508367 series 3465703
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
Don't forget to follow the show and leave a review if you enjoy it!
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.
Public.com disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.
See terms of the Options Rebate Program. Rebate rates vary from $0.06-$0.18 and may depend on time of enrollment and number of referrals. Rates are subject to change at any time.
10 에피소드
Manage episode 430508367 series 3465703
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
Don't forget to follow the show and leave a review if you enjoy it!
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.
Public.com disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.
See terms of the Options Rebate Program. Rebate rates vary from $0.06-$0.18 and may depend on time of enrollment and number of referrals. Rates are subject to change at any time.
10 에피소드
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