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.
27 lessons · ~4.3 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
Advanced Lessons
AdvancedNuanced edge cases, advanced applications, and cross-school comparisons for serious practitioners.
Advanced Lessons10 min
Short Selling — The Ultimate Contrarian Position
Howard Marks
Read lesson→
Advanced Lessons9 min
Macro Contrarianism — Betting Against Markets
Howard Marks
Read lesson→
Advanced Lessons9 min
Contrarian Investing in Emerging Markets
Howard Marks
Read lesson→
Advanced Lessons9 min
Crisis Investing — Deploying Capital at Maximum Fear
Howard Marks
Read lesson→