contrarian investing

Driven by agentic AI, memory demand is decoupling from past consumer cycles, leaving Samsung as a compelling and contrarian opportunity

Alec Cutler and Simon Mawhinney reveal the unloved stocks, sectors and assets catching their eye as capital shifts across markets.

As AI reconfigures the global economy, Contrarius sees shares through the lens of three distinct buckets: AI-Winners, Proof, and Threatened.

Antares' Nick Pashias shares his picks for the ASX sector, asset class and contrarian stock bets investors might be missing in 2026.

Alec Cutler says markets are fairer, more fun and full of idiosyncratic opportunities that contrarians have waited a decade to see return.

Holding it doesn’t abate risks such as modest consumer price inflation; yet owning it at today’s prices creates a significant risk of loss.

The ASX is booming, but not every company was invited to the party. This includes two large-caps popular with their consumers.

ASX value scavengers Medallion, Centennial and Elston reveal four turnaround plays they’re backing to rise from peak pessimism.

Big bids, bold turnarounds, and smart infrastructure plays: 4 stocks L1 Capital is backing for breakout potential over time.

With global markets priced for perfection opportunities are rife for contrarians - although the investment style is not for the fainthearted