The Dangers of Contrarian Investing
This is one of the most grounded takes I’ve read on contrarian investing. Loved how you cut through the romanticism and laid out the nuance especially the different styles and mental traits required. “Boldness into blind spots” really stuck with me.
I appreciate the viewpoint. Do you exclusively see the contrarian opportunity through the lens of the stock market? Or alternative investments too?
We primarily focus on stocks, though the approach can certainly be applied to other asset classes as well.
A good reminder!
Thanks!
Yup!
Interesting take, thanks for this one.
Always a pleasure!
This is one of the most grounded takes I’ve read on contrarian investing. Loved how you cut through the romanticism and laid out the nuance especially the different styles and mental traits required. “Boldness into blind spots” really stuck with me.
I appreciate the viewpoint. Do you exclusively see the contrarian opportunity through the lens of the stock market? Or alternative investments too?
We primarily focus on stocks, though the approach can certainly be applied to other asset classes as well.
A good reminder!
Thanks!
Yup!
Interesting take, thanks for this one.
Always a pleasure!