Ep. 73 - Ryan O'Connor: Nintendo's Crossroads
Update: 2020-10-21
Description
Shownotes:
- Bloomberg article referenced
- Nintendo Annual Letter
In this conversation we cover:
- an amazing story about Ryan's grandfather
- Crossroad Capital's strategy
- why Ryan seeks out disconfirming evidence
- the bull thesis for Nintendo
- why the Nintendo bears are wrong
- Thank you so much for listening, we really appreciate you.
- If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome!
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