C
Contrarian Investing
Profit where others panic.
Taking high-conviction positions against prevailing market sentiment — and understanding why crowd psychology creates the most asymmetric investment opportunities. Contrarian investing demands intellectual independence, patience, and a rigorous framework for knowing when the crowd is wrong.
14 lessons · ~2.5 hrs to complete
Learning Path
FreeSchool Principles
→FreeFoundational Lessons
→PractitionerPractitioner Lessons
→PractitionerAnalysis Frameworks
→PractitionerApplied Case Studies
→AdvancedAdvanced Lessons
→AdvancedDecision Systems
Show:All ContentSchool PrinciplesFoundational LessonsPractitioner LessonsAnalysis FrameworksApplied Case StudiesAdvanced LessonsDecision Systems
Analysis Frameworks
PractitionerThe structured method for analysing businesses or markets using this school's approach.
Analysis Frameworks15 min
The Contrarian Investor's Analysis Framework
Howard Marks
Explore framework→
Analysis Frameworks11 min
Market Sentiment and Cycle Assessment Framework
Howard Marks
Explore framework→
Analysis Frameworks12 min
Contrarian Thesis Construction Framework
Howard Marks
Explore framework→
Analysis Frameworks12 min
Distressed Asset Evaluation Framework
John Templeton
Explore framework→