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4min chapter
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
Capital Allocators – Inside the Institutional Investment Industry
What's Contrarianism?
Teded wenton first articulated the idea that successful investing for institutions demands non institutional behavior. Sam's most recent push in markets, about two, three years ago, was in energy. He didn't have someone sanding over his head saying, no, oil is bad. For him it's common sense. It's the absence of barriers preventing him from doing stuff or looking bad. And then it's the fundamentals of supply and demand, where he sees there are gaps.
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