4min snip

Forward Guidance cover image

The Market Is OVERREACTING to Policy Uncertainty | Jeff deGraaf

Forward Guidance

ANECDOTE

Contrarian Calls

  • Jeff deGraaf discusses his approach to contrarian investment calls.
  • He looks for three key elements: extremely negative sentiment (e.g., the term "uninvestable"), valuation support, and improving relative performance.
  • He cites REITs as an example, noting their current cheap valuation, negative sentiment, and slowly improving relative performance.
  • He cautions against value traps, emphasizing the importance of careful analysis.
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