This podcast, in partnership with ValueWalk.com and Breakout Point, will host the third Contrarian Investor Virtual Conference on Tuesday, Aug. 11 at 9 a.m. EDT.
The event will last about two hours and feature exclusive stock picks from contrarian investors. It follows on the success of the first two events, which moved prices in a number of stocks. Read more about that here and here.
The organizers feel they have established a practical model of investing conferences for the COVID age. The key is to have the highest quality investment managers, keep the sessions brief, and focus on actionable ideas that have not been disseminated before. The performance of stock picks from the conferences bear this out: Ideas presented at the June 3 event returned 5.7% cumulatively through June 30, compared to -0.9% for the S&P 500 over the same period.
The keynote speaker’s idea, a short call on Hebron Technology Co. Ltd. (NASDAQ: HEBT), was even more profitable. The company’s shares dropped more than 23% after the presentation and at the time of this writing remain more than 30% below the all-time high set on the eve of the last event.
How it Works
Panelists will present one (1) fresh stock pick each. These ideas must be contrarian in nature to qualify. Presenters get up to 20 minutes to introduce their idea, including slide decks if necessary. They are then asked to talk through some details by Nathaniel Baker, host of the podcast. Finally, audience members can ask questions through the webinar’s interface. Presentation materials, video recording of the event and contact information will be made available to attendees.
Featuring the following presenters:
- Gabriel Grego, Quintessential Capital Management. long idea
- Anne Stevenson-Yang, J Capital Research: short idea
- Bradley Safalow, PAA Research: TBD
- Eric Chung, Lighthaven Capital Management: long idea
- Vishal Bhutani, Pyrrho Capital Management: long idea
Individual tickets can be purchased via eventbrite here.
Starting with this event a limited premium ticket option is available. This adds two monthly calls where participants can discuss the ideas from the conference as well as broader market activity in a more intimate setting with the three organizers. During these calls, participants will also receive insights and the latest trends on hedge funds and short selling from Breakout Point and ValueWalk research. The principals (Nathaniel, Ivan, Jacob) will be able to answer other questions relating to their work.
There is a special discount for listeners of this podcast: Add the promotional code “contrarianpod” (no “quote marks”) at checkout to receive an extra 10% off.
Ten percent (10%) of proceeds from this event will once again be donated to the CDC Foundation to help the emergency response to the coronavirus.
*tentative list. Names will be added shortly.