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.Leave a Comment