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Six Schools of Investment Principles
Each school has its own mental models, analysis frameworks, and decision systems. Start with one school, go deep, then build across them.
Showing lessons tagged contrarian — 6 resultsClear ×
Lessons tagged “contrarian”
Contrarian Investingfoundational
Second-Level Thinking — The Foundation of Contrarian Investing
Howard Marks
second-level thinkingMarkscontrarian
8 min read→
Contrarian Investingfoundational
The Core Worldview of Contrarian Investing
Howard Marks
principlesworldviewcontrarian
10 min read→
Contrarian Investingfoundational
The Evidence for Contrarian Stock Selection — Dreman's Data
David Dreman
Dremancontrarianlow P/E
8 min read→
Contrarian Investingpractitioner
The Contrarian Investor's Analysis Framework
Howard Marks
frameworkanalysiscontrarian
15 min read→
Contrarian Investingpractitioner
Case Study: Oaktree's Distressed Debt Deployment (2008–2009)
Howard Marks
case-studycontrarianmarks
12 min read→
Contrarian Investingadvanced
The Contrarian Investor's Decision System
Howard Marks
decision-systementryexit
18 min read→