Ryan O'Connor - Nintendo, Switch 2, Conviction from Deep Work

Ryan O'Connor - Nintendo, Switch 2, Conviction from Deep Work

From Gentleman Speculator by Andrew Flattery

June 17, 2025 · 1h 24m

About this episode

Andrew Flattery interviews Ryan O'Connor about Nintendo and the Switch 2, exploring fundamental analysis and business transformation.

In which I bring you one of the sharpest minds in fundamental equity analysis, my friend Ryan O'Connor of Crossroads Capital. Ryan is a multidisciplinary thinker who combines rigorous fundamental analysis with a lot of of wit and wisdom. In this conversation, we dive deep into one of his ideas, none other than Nintendo. We discuss Ryan’s original contrarian thesis, how the business transformation has played out, and what to expect with recent release of the Switch 2. If you enjoy this discussion, I highly recommend going back to listen to my 2020 interview with Ryan and checking out the Crossroads Capital investing letters, both masterclasses in thoughtful equity analysis. Intro: Can’t Hardly Wait - The Replacements This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.gentlemanspeculator.com

People in this episode

Host: Andrew Flattery

Guest: Ryan O'Connor

Topics covered

  • fundamental analysis
  • Nintendo
  • Switch 2
  • business transformation
  • equity analysis
  • contrarian thesis

Keywords

  • Nintendo
  • Switch 2
  • Ryan O'Connor
  • fundamental analysis
  • Crossroads Capital
  • equity analysis
  • business transformation

Mentioned in this episode

Organizations: Crossroads Capital

Products: Nintendo, Switch 2

Books & works: Can’t Hardly Wait

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