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13 results for “contrarian investing”
Concept2 mentions across episodes
contrarian investing
Topic2 mentions across episodes
contrarian investing
...much of your investing thinking does the word contrarian describe? How do you identify with that word related to your investing strategy? Peter always says Peter Thiel says, you know, it's okay to be contrarian, but you've gotta be contrarian and rig
4:30 / 5:30
from transcript4:30 – 5:30
...contrarian unless you're a big enough fund that you can just push that thing into success, like maybe a founder's fund. But, the rest of us, you know, don't don't manage billions and billions of dollars, and so there has to be some level of consensus
15:43 / 16:49
from transcript15:43 – 16:49
“First Round Capital founder challenges the golden rule of VC investing”
...and fragile and contrarian ideas. And the challenge with pattern matching is that you begin to generalize. So I'm not sure that the best pattern matchers are the best investors.
11:53 / 12:12
contrarian take11:53 – 12:12
...be contrarian for contrarian's sake. If somebody's coming to you and they have a really good argument, they can talk me out of things for sure. Maybe it's something that I didn't see. But sometimes I weigh that piece of advice, and I'm like, I still
28:24 / 29:31
from transcript28:24 – 29:31
...not too contrarian unless you're a big enough fund that you can just push that thing into success, like maybe a founder's fund. But, the rest of us, you know, don't don't manage billions and billions of dollars, and so there has to be some level of c
15:01 / 16:05
from transcript15:01 – 16:05
...consensus is right, but it's important to me to be contrarian.
0:00 / 0:58
from transcript0:00 – 0:58
...investing is a good idea. I'm just saying not being aware of consensus is a bad idea. And I think the last thing I'll say on this, I think that my underlying belief is early markets are actually pretty darn efficient,
1:30 / 2:32
from transcript1:30 – 2:32
...investing is a good idea. I'm just saying not being aware of consensus is a bad idea. And I think the last thing I'll say on this, I think that my underlying belief is early markets are actually pretty darn efficient, a lot more efficient than people
2:14 / 3:27
from transcript2:14 – 3:27
...And then the third one is Will Danoff. A lot of people feel biased to be consistent. If you've been buying a stock every day for a hundred days and the facts change, it's hard to turn around and type into the order management system SA, sell all. And
23:08 / 24:18
from transcript23:08 – 24:18
And so it's a combination of the two that you need to be aggressive, but you also need to be defensive. So I think that the trend following approach to stocks is kind of an aggressively defensive strategy. It it does very well at benefiting from the
48:52 / 49:51
from transcript48:52 – 49:51
...money investing in a stock or in some kind of a trend, or it's like, oh, yeah.
56:16 / 57:24
from transcript56:16 – 57:24
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