The courage to disagree
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Ever wondered what it takes to go against the grain? The Contrarian View podcast uncovers how the professionals put outside-the-box thinking to work.
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In episode three of The Contrarian View, Orbis’ Nicola Dormehl and Rob Perrone discuss what contrarian investing truly demands: humility, discipline and the willingness to adapt when the facts change.
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From cinemas nobody wanted, to ‘uninvestable’ China, and Icelandic bonds scarred by the Global Financial Crisis, Orbis’ Rob Perrone and Mark Dunley-Owen highlight why taking the road less travelled can lead to compelling contrarian opportunities.