Crossroads Capital
@CrossroadsOnX
Crossroads Capital is a value-oriented long/short equity fund manager focused on mispriced emerging compounders and special situations. Founder/PM @AboveAvgOdds
Check out this recent podcast with our CIO @AboveAvgOdds
In a new episode of @twiii_podcast, co-hosts @ElliotTurn and @JMihaljevic welcome Ryan O'Connor of Crossroads Capital and Toan Tran of 10 West Advisors to discuss the investment case for AST SpaceMobile $ASTS. Enjoy! podbean.com/eas/pb-m64tv-1…
Our June 2025 tear sheet is now available. In June the fund returned 23.8% net of fees, bringing YTD net return to 26.1% & since inception CAGR to 17.0% net. Accredited investors can sign up for updates here: crossroadscap.io/contact-us Follow us at @CrossroadsOnX.
When we discuss our favorite stocks with prospects & LPs, "But that's not a value stock. I thought you were value investors!?!" has been far too common a refrain. The problem is that nobody agrees on what "value" means. So, what is value? crossroadscap.io/insights/what-…
My guess is as good as anyone's... could easily be several multiples of the current price. Most recent CC is amazing. Every percent of market share they steal from GOOGL comes with 90% incremental margins (@CrossroadsOnX nailed that). And then there is the entire CTV business...
Our May 2025 tear sheet is now available. Accredited investors can sign up for updates here: crossroadscap.io/contact-us Follow us at @CrossroadsOnX for more updates.
