Contrarianism

topic on 2 shows · 2 statements across 2 episodes

Lenny's Podcast Capital Allocators

2 statements about Contrarianism, every show

Jain: Contrarian investing is overrated; contrarians are the deer hunted first
“I don't like contrarism as such. I joke around that contrarian is a deer that gets hunted first. It's overrated. But at extremes, you have to lean away.”
Rajiv Jain Jun 8, 2026 ▶ 46:56 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
Maples: Contrarianism is just another form of conformity
“Being non-consensus is not the same as being contrarian. You know, being contrarian is another form of conformity because it's still relative to somebody else.”
Mike Maples, Jr. Jul 7, 2024 ▶ 40:30 Pattern Breakers: How to find a breakthrough startup idea | Mike Maples, Jr. (Partner at Floodgate)

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