Travis Koldus

Travis Koldus, founder of The Contrarian and an analyst focused on REITs and valuation, shares fascinating insights into the world of contrarian investing. He explains the importance of price discovery and highlights the current mispricings in stocks. Travis dives into the nuances of REITs amid rising interest rates, and discusses undervalued opportunities in small caps and global markets. He critiques traditional metrics like price-to-sales and champions investing in companies with strong free cash flow yields, urging listeners to view market volatility as a chance for discovery.