Contra the Heard

There are dozens of ways to succeed in capital markets. Half the battle is to match your strategy and philosophy with your temperament and skill set. Here is our investment philosophy: Click the link below to subscribe or sign up for free content here: contratheheard.com/subscribe…

The market doesn't care about your ego, your price targets, or your sure things. Resilience is the ability to say "I was wrong" before the market forces you to. Stay humble, stay diversified, and stay invested.

The best investments aren't always the most exciting. Sometimes the thesis is: Revenue stabilizes. Margins recover. Debt falls. Cash flow improves. The valuation catches up. Boring can be extremely profitable.

The opportunity is often hiding in the part of the story nobody wants to hear.

A cheap stock can stay cheap. Make sure you can answer the questions of why it is cheap, whether it survives, eventually thrives, and whether the market is wrong.

Finding a great company is step one. Tracking it over time is where a watchlist can make the difference. 📈 In his latest article, @Caellum_Gall explains how watchlists can help investors manage risk, evaluate prospects, and highlights a company Contra the Heard owns today after tracking it over time. Read it here 👇 contratheheard.com/the-contr…

By the time an investment story becomes obvious, it’s usually expensive.

When everyone agrees a company is "broken", the question isn't whether the problems are real; it's whether they're temporary. If they are, pessimism can become your entry point.

Individual investors have an advantage most fund managers don't: Patience. You don't have to beat the market this quarter. You don't have to explain a temporary drawdown to investors. You can wait.

Dalio: Bottom comes in when programs come in to save banks, print money, extend $, etc.

Last chance to register for the @MoneyShow Masters Symposium at the MaRS Discovery District in Toronto! Phil (@Rallekcam) takes the stage on September 25 at 11:15 AM with "Hidden Growth Stocks: How to Find Growth Stocks as a Contrarian Investor", where overlooked names hide in plain sight, and how to spot them before the crowd does. Register here to secure your spot 👇 toronto.moneyshow.com/?scode…

🎙️ The Contrarian Strategy Behind 300% Gains There’s a lot happening in today’s market. @Rallekcam sits down with @moneytalkstweet to discuss what it really means to be a contrarian investor, the current market climate, and a few of Phil’s top stock picks. What is he seeing that others might be missing? Watch the full interview 👇 youtube.com/watch?v=CrNrFJxU…

The AI boom looks a lot like 1999. Record-breaking investment. Exploding semiconductor stocks. Circular financing. “Infinite” demand. But what if investors are focusing on the wrong risk? In his latest piece, Ben Stadelmann looks at what 1999 can teach us about AI, and one beaten-up software stock we think could emerge stronger from the wreckage. Read more👇 contratheheard.com/the-contr…

Being contrarian for its own sake is conformity of a different kind. Instead, successful contrarian investors need to sift through beaten-up stocks and find the one or two that are hated more than warranted.

Investing in a problem stock can be rewarding; just make sure its problems are fixable.

The market hates uncertainty but that's where opportunity often lives.

A little under a month until @Rallekcam takes the stage at the @MoneyShow Masters Symposium at the MaRS Discovery District on September 25 at 11:15 AM. Phil will be presenting “Hidden Growth Stocks: How to Find Growth Stocks as a Contrarian Investor.” Learn how contrarian investors can uncover overlooked growth opportunities. Register below to secure your spot 👇 toronto.moneyshow.com/?scode…

The cannabis industry is young, but some of its leaders are showing signs of stabilization and upside. In his latest Globe article, @Rallekcam breaks down why Cronos $CRON.TO earned a spot in the portfolio, and why we’ve finally added a cannabis stock to the mix. Read the full article 👇 contratheheard.com/the-contr…

Our General Manager, @Rallekcam, recently joined The @MoneyShow’s podcast with @RealMikeLarson to discuss: 🇨🇦 Why the Canadian market has rallied 📈 Contrarian investing opportunities 🔎 Where investors should be looking now Watch the full conversation here: youtube.com/watch?v=DVcv5Uc_…

Volatility is the market’s way of testing your conviction.