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TIP594: Contrarian Investing & Sir John Templeton w/ Scott Phillips

We Study Billionaires - The Investor’s Podcast Network

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Contrarian Investing Insights

This chapter explores the principles of contrarian investing through the lens of a notable investor who seeks significant asset discounts. It emphasizes the importance of intrinsic value, patience, and the timing of profit realization, while discussing opportunities in small-cap and international markets amid economic uncertainty. The conversation highlights the challenges of investing in undervalued stocks such as Alibaba and the impact of geopolitical risks on investment strategies.

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