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MI225: Studying Superinvestors w/ David Rubenstein

The Intrinsic Value Podcast - The Investor’s Podcast Network

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What Kind of Investments Go Against the Grains?

Hedge fund manager John palson made 20 billion dollars by shorting sub prime mortgage loans. He was a contrary and betant, but it turned out to be very good. What kind of investments would be, ones that go against the grain in to day's environment? I think we're ina a slow economy right now in the united states. And i think a contrary imbet to day would be to invest in some technology related companies.

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