Equity Mates Investing Podcast cover image

Basis Points: We're entering a stock pickers market with Eric Marais | Orbis Investments

Equity Mates Investing Podcast

CHAPTER

Navigating Global Investments Amid Turmoil

This chapter explores the complexities of investing globally during the Trump administration's tariff policies, advocating for a bottom-up stock picking strategy. It highlights Orbis's contrarian investment principles, focusing on finding undervalued stocks while addressing the psychological challenges of investing against the crowd.

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