Contrarians are a breed apart. Bucking conventional market wisdom, they seek opportunities to invest in companies where fundamentals are solid but valuations are so dislocated that other investors may not want to touch them -- at least not yet. Equity Research Analyst Tarit Rao-Chakravorti joins host Thomas Mucha to explain his process and how he looks to the macro environment, history, news headlines, and even works of fiction to source contrarian ideas.
Episode highlights:
1:10 What is contrarian investing?
3:40 Considering the macro environment
6:00 Contrarian opportunities today
8:15 Avoiding value traps
10:15 Importance of behavioral finance
12:40 Researching extremes
14:40 Engaging with struggling companies
16:30 Importance of communication
19:10 Tarit’s career path
21:40 Tarit’s book recommendations
24:00 If you weren’t an analyst at Wellington…?
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