Contrarian Value Investing

Unlocking new revenue streams while benefitting from AI-driven cost cuts underpins an enviable—and underappreciated—earnings outlook.

Where the market sees a tired Japanese conglomerate, Contrarius sees something rare: an AI-Proof and AI-Winner at an attractive price.

Crises don't destroy industries — they restructure them. Hear Kevin discuss how to find the beneficiaries before the market catches up."