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The Contrarian Investor Podcast Posts

Season 1, Episode 20: No Recession Imminent

Adam Johnson of Bullseye Brief Provides Bullish Stock Picks

Adam Johnson of Bullseye Brief joins the podcast to discuss his optimistic views on the US economy. He supplies ideas for stocks to take advantage of this situation, and talks about his background and how he came to start his investing service.

Labor markets, consumer spending speak to strong economic currents in the US (0:46). The bullish case for financial stocks (2:55) and United Rentals (6:04). Semiconductors should do well (9:49). Adam’s background and how he came to start Bullseye Brief (14:23). Ideas in biotechs (19:07).

More information about Bullseye Brief:

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Season 1, Episode 19: The Need for Non-Consensus Investing, With Rupal J. Bhansali

Developing contrarian investing ideas is not a luxury, but a necessity in today’s market.

Rupal J. Bhansali joins the podcast to discuss her just-published book “Non-Consensus Investing: Being Right When Everyone Else is Wrong.”

Ms. Bhansali is the chief investment officer, international and global equities, at Ariel Investments in New York. Over the course of the conversation she explains why she wrote the book, some of its most valuable lessons for stock analysts, and why investors should eschew FAANG stocks for a new acronym: MANG (Michelin, Ahold, NTT Docomo, Glaxosmithkline).

The need for developing non-consensus views (2:20), focusing on balance-sheet risk rather than earnings (3:50), “kicking the can down the road” is not an option (6:27), FAANG vs. MANG (7:27), a special message to young women (12:20)

More information on the book available here.

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Season 1, Episode 18: Microinvesting Primer and Idea Generation, with GeoInvesting’s Maj Soueidan

Maj Soueidan, co-founder of GeoInvesting LLC, joins the podcast to discuss his approach to microcap investing and his process for sourcing ideas before concluding with one of his favorite stock picks at the time of the recording.

Content: The case for microcaps (1:25), how to find ideas (5:14), sectors (9:04), monitoring and holding periods (10:08), catalysts and “problems” (12:30), an illustrative case study (15:10), Maj’s background and how he came about microcap investing (18:43), more about GeoInvesting (24:19), current idea: Rand Worldwide Inc. (26:09), how to find more information (37:14).

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