Investing City
The Investing City Podcast
Ep. 73 - Ryan O'Connor: Nintendo's Crossroads
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Ep. 73 - Ryan O'Connor: Nintendo's Crossroads

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

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