Eric Marais, an investment specialist at Orbis Investments, dives into the dynamics of contrarian investing. He discusses the trend of reducing exposure to US Big Tech and the resurgence of stock picking as a viable strategy. Eric shares intriguing insights on two stocks: Nintendo and Corpay, linking them to future growth opportunities. He emphasizes the importance of diversifying beyond US markets and critiques the sustainability of high returns amid inflated valuations, inspiring listeners to rethink traditional investment norms.