Ezra's Notes Checked November 9, 2026
Investor Letters

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Ryan O'Connor

Crossroads Capital

Undiscovered emerging franchises plus catalyst-driven special situations, in the Buffett partnership tradition.

Best for Special situations investors and anyone hunting under-followed small caps.

Why I read Ryan

Ryan's grandfather put the family savings into Buffett's early partnership, and Ryan runs Crossroads in that spirit. His Nintendo work is a lesson in finding hidden assets.

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