Contrarian Investing
Taking the other side of consensus on purpose, and the temperament required to hold it.
17 books · 16 people behind it
Start here
- The Most Important ThingHoward Marks, 2011
- Contrarian Investment StrategiesDavid Dreman, 1998
- Anatomy of the BearRussell Napier, 2005
The people behind it 16
Each person holds a book in this entry or names it in their own tags.
Investors 12
DD
David Dreman3 books here
Howard Marks2 books here
Jim Rogers1 book hereKF
Ken Fisher1 book hereMP
Mohnish Pabrai1 book hereJG
James Grantnamed in their tagsBB
Barton Biggsnamed in their tagsBM
Bill Millernamed in their tags
John Neffnamed in their tags
Prem Watsanamed in their tags
Robert D. Arnottnamed in their tags
Sam Zellnamed in their tagsFounders 1
Executives 1
Journalists 2
Books 17
Edwin Lefèvre · 1923 · Still the best account of what it feels like to be alone in a position.
Howard Marks · 2011 · Second-level thinking; the standing modern text on being usefully different.
Howard Marks · 2018 · Where you stand in the cycle as the main input to aggression or caution.
Gerald M. Loeb · 1935 · Depression-era trader on capital preservation and concentration
David Dreman · 1979 · The original statement of the low-expectation contrarian method
David Dreman · 1998 · The statistical case that consensus forecasts are systematically wrong.
Russell Napier · 2005 · What the four great market bottoms actually looked like at the time.
James Montier · 2009 · The behavioural evidence for why a contrarian position is hard to hold.
Humphrey B. Neill · 1954 · The original essay collection on crowd opinion as a signal.
Ken Fisher · 2006 · A framework for finding what you believe that the market does not.
Mohnish Pabrai · 2007 · Pabrai on low-risk, high-uncertainty bets and cloning good ideas.
Lauren Templeton, Scott Phillips · 2008 · How Templeton bought maximum pessimism across global markets.
Jim Rogers · 2009 · Also issued as A Gift to My Daughters.
Alasdair Nairn, Jonathan Davis · 2012