Contrarian Investing

From Cannibals to Zombies- Shorting Companies That Shouldn't Exist

From Cannibals to Zombies: Shorting Companies That Shouldn’t Exist

In biology, there is a concept called apoptosis. It is the programmed death of a cell. The cell receives a signal, and it quietly dismantles itself from within. No drama. No inflammation. Just an orderly exit so the organism can keep functioning. It is one of the most elegant processes in nature, and it happens […]

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Investing in the Villain- Why the Most Hated Companies Might Deserve Your Money

Investing in the Villain: Why the Most Hated Companies Might Deserve Your Money

The crowd gathered outside the corporate headquarters, waving signs and chanting slogans. Inside, executives prepared their quarterly earnings call, ready to announce record profits. This scene has become so familiar in modern capitalism that we barely register the contradiction anymore. The companies we publicly despise often possess an almost supernatural ability to print money. This

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How to Build a Portfolio Immune to Noise (5 Steps to Escaping the Financial Herd Mentality)

How to Build a Portfolio Immune to Noise (5 Steps to Escaping the Financial Herd Mentality)

The financial markets have a peculiar way of making intelligent people feel stupid and reckless people feel like geniuses. At least until the cycle reverses. This isn’t a bug in the system. It’s the feature that keeps most investors locked in a perpetual state of anxiety, refreshing their brokerage apps and second guessing every decision

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