Behind the Balance Sheet

#13 The Contrarian

Aug 18, 2022
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ANECDOTE

Early Contrarian Investment

  • Richard Oldfield invested early at 17 in a low-priced company tainted by association but fundamentally sound.
  • He was drawn to cheap valuations, even without full knowledge, betting the risk was favorable.
INSIGHT

Investment Simplicity Yet Difficulty

  • The rudiments of investing are simple, but outperformance is very difficult due to market and fees.
  • Unlike most professions, over half of investment managers underperform long-term market averages.
INSIGHT

Critique of Index Funds

  • Index funds heavily rely on market capitalization rules that create perverse incentives for inclusion.
  • Investing passively means "hanging on to the coat tails of a lunatic," not true common-sense investing.
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