
Tech sector turnaround: Will it last?
Capital Ideas Podcast
How to Invest in Companies With Controversy
I am contrarian, but not exclusively contrarian. My favorite types of investments are situations where any educated person can pick up the newspaper and understand why they should not invest in a certain company or industry. I like to find periods of time when there's some controversy that makes them attractive. And so that's an example of you can invest in a good company during a period of controversy, and then reap the benefits as that controversy fades. Chris' book recommendation for the year ahead: Outlive by Peter Itia.
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