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Season 3, Episode 4: Contrarian Stock Picks in Health Care, Tech, Travel

With Twitter’s Ze Contrarian (@ZeContrarian7)

A few segments of this episode contain adult language. Listener discretion is advised.

“Ze Contrarian,” a well-known and well-followed fintwit investor (Twitter handle: @ZeContrarian7) joins the podcast to discuss his investment philosophy and provide several stock picks for listeners.

Content Segments
(Spotify users can click on the timestamp to link to the segment directly)
  • Investment philosophy and view of the markets: it’s a brave new world with promoters on social media and elsewhere moving stocks (3:00);
  • Where are the opportunities right now? Things move quickly, but biotechnology and companies that are part of the “great reopening” are two fertile areas (9:17);
  • First idea: Odonate Therapeutics (NASDAQ: ODT) (15:33);
  • Second idea: MediWound (NASDAQ: MDWD) (18:41);
  • Third idea: Farfetch (NYSE: FTCH) (23:33);
  • Fourth idea: Hostelworld Group (PINK: HSWLF). “There’s no better example for a contrarian investment than this stock.” (28:17);
  • Brief discussion of hostels, where the host unwittingly reveals just how much of a boomer he really is (34:56);
  • Background on the guest (45:26)
  • The contrarian indicator that allowed him to get out of the market ahead of the COVID meltdown last February (50:55);
  • How does he find opportunities? It’s all about building a network (54:37);
  • How to produce income? BDCs, or business development companies. Current favorite: Golub Capital (NASDAQ: GBDC) (59:32);
  • The coming boom in long-term travel and remote work and why it bodes well for the hotel industry (1:05:46);
  • The potential of Mexico (1:08:19).
Additional Material
Not intended as investment advice.