Episode 14: Against the Grain: Profiting from Unfavored Industries

Welcome to Point of More Returns with your hosts: The Masked Investor and WEALTHfaire. In episode 14 the co-hosts explore the contrarian approach to investing and discuss how to identify hidden opportunities that are often overlooked. Discover the strategies, risks, and potential rewards of going against the grain in your investment portfolio. Whether you're a seasoned investor or just starting out, this episode will provide valuable insights into how to navigate and potentially profit from out-of-favor industries.

Disclaimer: Always seek investment advice from a licensed investment professional that has done a thorough analysis of your situation, goals, risk tolerance, etc. before making investment decisions. The topics discussed are our opinions and should not be taken as investment advice.

Intro – 00:28

Examples of investing in unfavored industries – 1:07

Dealing with an unfavorable real estate situation 2:56

Warren Buffett quote: “…Fearful when others are greedy” - 6:31

Quote: Don’t time the market, put time in the market - 6:46

Determine why the business or industry is out of favor - 8:25

Structuring the deal to make sense - 11:27

The importance of financial forecasting - 13:01

Stay true to your core tenets - 15:22

Closing – 15:40

Notes:

PEG: Private Equity Group

IB: Investment Banking