Crossroads Capital Is Massively Bullish On One Stock For Its “Hidden Assets” – ValueWalk Premium
Nintendo

Crossroads Capital Is Massively Bullish On One Stock For Its “Hidden Assets”

Crossroads Capital's Ryan O'Connor thinks Japanese consumer entertainment business Nintendo is one of the world's most undervalued businesses, and the company's shares could generate a 30%+ IRR "for many years to come." O'Connor is so optimistic on Nintendo's outlook that he has made it his largest position at Crossroads Capital and believes that it could represent as much as 25% to 35% of the fund if "the business continues to perform, and its share price doesn't.

Q1 hedge fund letters, conference, scoops etc

If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden Value Stocks.

O'Connor lays out his Nintendo thesis in Crossroads's full-year 2018 letter to investors, a copy of which ValueWalk has been able to review.

SORRY!

This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email support@valuewalk.com or click Chat.


X
Saved Articles
X
TextTExtLInkTextTExtLInk
Here’s a Tip: Read What Professional Investors Read

ValueWalk Premium is for investors looking to improve their investment process AND keep up-to-date on the latest industry trends.

It’s THE resource for value investing and hedge funds.   

And with a free three-day trial and $29.99 per month thereafter, it’s a value in its own right.

SIGN UP NOW
0