Tag: Contrarian Value

18 % Annualized from Nov 2017 through Nov 2022

By [email protected]
|
December 5, 2022
| No Comments
| Value Investing

The chart below summarizes the investment strategy, contrarian value in quality businesses, that I have been working on for the last five years in my roll-over IRA portfolio. The strategy, as it has evolved over the years, has produced annualized returns of ~18 %, handily beating the S&P 500 index, which over the same period […]

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Dare to look stupid

By [email protected]
|
February 20, 2020
| No Comments
| Active Portfolio, Value Investing

The chart below says it all…. Since the start of new year upto today, TSLA stock has doubled where as PVAC stock has halved. I am long PVAC and for a short while in 2020, I was short TSLA. I could not be more wrong! These are testing times for a contrarian investors like myself […]

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Process

By [email protected]
|
February 11, 2020
| No Comments
| Active Portfolio, Value Investing

At the end of 2017, I put to pencil my investment philosophy. Essentially, I consider myself a contrarian value investor, who seeks to find investment opportunities in firms with strong fundamentals (strong gross margins, net positive returns on invested capital above cost of capital) that are shareholder friendly and have excellent operational efficiency, which for […]

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