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-2023Don't forget to follow the show and leave a review if you enjoy it!Topics covered...What Ryan considers a high-quality companyHow Ryan applies the past to his processThoughts on Big Tech and competition from ChinaThoughts on Index ConcentrationAre markets efficient?The importance of a catalyst when investing in small capThe investment case on Vistry and thoughts on the UK stock marketNintendo and how the thesis is playing outDisclosure: 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.