In Good Company with Nicolai Tangen HIGHLIGHTS: Anthony Bolton
19 snips
Jul 4, 2025 
In this engaging conversation, legendary contrarian investor Anthony Bolton shares insights from his impressive tenure at Fidelity. He emphasizes that going against the crowd often leads to the best investment opportunities. Bolton explains why popular stocks can pose risks and discusses potential gains in the current market, focusing on China and US tech stocks. He highlights the importance of flexibility in investment strategies and the psychological traits that define successful contrarian investors. Tune in for a masterclass in thinking differently!
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Popularity Equals Market Risk
- Majority following causes market risk; popularity surges burst eventually.
- Contrarian investing profits by seeking opportunities where others avoid.
Contrarian Personality Traits
- Contrarian investing requires a personality comfortable with being different.
- You need conviction, unemotional patience, and willingness to endure discomfort.
Build Positions Gradually
- Start with small positions and increase as conviction grows.
- Look for stocks overlooked due to change or undervaluation, especially in medium and smaller companies.