contrarian

You'll find out in this episode of The Pitch.

Mark Landau shares why L1 has become cautious recently, along with the levers it can pull to adjust risk whilst still finding opportunities

Value investing and contrarian investing are intrinsically related. Value investing seeks to identify good quality companies that are trading cheaply. To achieve that...

A sharp intellect and unflappable demeanour - that's my overwhelming reaction to Allan Gray Australia's Simon Mawhinney, the subject of Livewire’s latest Rules of...

Our lack of exposure to the high-growth technology sector and the stable earnings streams from the healthcare and consumer staples sectors may seem extreme. But so are...

Do investors in American – and, by implication, global – markets receive higher returns when Democrats occupy the White House? Over the past few months, several...

One way to beat the crowd is by betting against it. It's a strategy known as contrarian investing and it involves buying stocks out of favour with the broader market,...

Catching a falling knife is usually a bad idea. Get it even slightly wrong and you’ll probably lose a finger or two. Don’t try and catch a falling knife is a warning...

Legendary investor Peter Lynch coined the term ‘Diworsification’ - making your risk-return profile worse through diversification - and famously ran a concentrated...

Increased uncertainty surrounding global trade and economic growth appears to have weakened market sentiment. Volatility has increased significantly (but most likely...

Contrarians can be a lot like teenagers: they think they’re all different but end up looking the same. This however, is not true of this week’s guest, Tim Hillier from...

There are three factors that need to be present when we consider an investment in a resource company: low commodity prices, a declining supply, and poor sentiment. On...

As the old saying goes; “one man’s trash is another man’s treasure”. And nowhere is this truer than the sometimes-scary world of deep value and contrarian investing....

The first thing you learn about being contrarian is that humans don't normally like to act this way. As the cartoon suggests, we're a social animal. We like to stick...

Uranium stocks have been quietly gaining in recent months, however, we expect materially more from the sector as it continues to rationalise in the medium-term. To put...

Baron Rothschild famously told investors to ‘buy when there’s blood in the streets’, but buying opportunities like the GFC don’t come around often. How can investors...

In part one of this three-part series, we explained how buying companies where management has their own wealth on the line can help you beat the market. In this...