Capital Compounders Show Contrarian Stocks: How to Earn Superior Returns In The Stock Market (w/ Benj Gallander)
In this conversation, Benj Gallander (Contra The Heard) discusses his investment strategy; contrarian investing and the significance of tax loss selling season. He emphasizes the importance of discipline. Gallander walks through his crucial point tally system for evaluating stocks. Finally, Benj reveals his high conviction stocks for 2025.
KEY TAKEAWAYS:
- Tax loss selling season provides opportunities for better deals
- The January effect typically sees stocks rise at the start of the year
- Patience is a key component of successful investing
- Discipline is essential; without it, one cannot have a method
- Debt levels are critical in assessing a company's financial health
- Dividends can provide a safety net for investors
- Investing is a long-term game; missing opportunities is part of the process
- Price to earnings ratio helps gauge stock value
- Investing in downtrodden industries can yield high returns
- Technology investments require careful consideration of trends
- Bitcoin's practical use is highly questionable
- Annual reports should be clear and informative
- Public awareness can significantly impact stock prices
#investing #stocks #personalfinance #wealth #podcast
Tags: investing, contrarian investing, tax loss selling, January effect, stock evaluation, discipline, management evaluation, dividends, demographics, financial health, Canadian politics, investment strategies, book value, price to earnings ratio, downtrodden industries, technology investments, Bitcoin, annual reports, public awareness, intangibles, portfolio management
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DISCLAIMER:
This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.