When you think there's only one way, things often move in the other direction. Our contrarian point of view is not contrary for contrary sake. Our contrarian point of view is really based upon the fact that if you want to make money, you have to do things that other people don't do.If you buy the same stocks as everyone else, as the old saying goes, you get the same results, right. I feel like people look at a stock go up and then they say, "I want to buy it." But then they don't realize the stock has alrea ...

He tends to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities. He runs the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. He focuses on ideas that has strong growth potential and well-beaten contrarian plays, with an 18 to 24 month outlook for the thesis to play out. The group is designed for investors seeking to capitalize on growth stocks with robust fun ...

The market will be aggressively proven wrong on its bearish stance across ETH and many tokens in the coming months into Q1 2026.My contrarian take next 6-9 months is where the massive wins will happen. Patience.Fede’s intern 🥊 (@fede_intern):I think ETH is undervalued. Long term it will do well. ...

As we talk a little bit more, Matt, about this ongoing issue with the markets and how they're pricing things, is there a way that we can look perhaps uh for investors to hedge traditional portfolios. Uh what exactly are you seeing in terms of maybe some contrarian ideas that are coming into favor with regard to some of this particular type of move. Uh we've talked oil and gold and maybe I've even alluded to you know crypto and bitcoin but h how exactly are you seeing possibly either investment advisors or r ...

Core Insights - Coca-Cola is considered one of Warren Buffett's favorite stocks, praised for its business model and resilience [1][2] - Buffett emphasizes a long-term investment approach, stating that his favorite holding period is "forever," particularly referring to Coca-Cola [2][4] - Coca-Cola has been a part of Berkshire Hathaway's portfolio since 1988, making it the longest-held stock [4] Business Model - Coca-Cola operates a capital-light business model by selling syrups and concentrates to bottling partners, which is less capital-intensive compared to the bottling process [5][10] - The company has over 200 bottling partners, allowing for local production and distribution, which enhances its market presence [11] - Coca-Cola's extensive network of 950 production facilities worldwide provides leverage with suppliers and adaptability to changing market conditions [12] Competitive Advantage - The brand name of Coca-Cola serves as a significant competitive advantage, contributing to its strong market position [10] - Buffett highlights the importance of high returns on capital, which Coca-Cola achieves through its efficient business model [9] - The company's ability to generate profits without heavy capital investment is a key factor in its long-term success [9][13] Resilience and Adaptability - Coca-Cola's local production strategy reduces exposure to tariff volatility, providing a buffer against external economic pressures [12] - The company's agility in operations, avoiding heavy capital burdens, is a trait that Buffett values in great businesses [13]

Core Viewpoint - Goodyear Tire & Rubber Co. has shown significant stock performance in 2025, with a 28% increase, despite challenges from past debt and mixed earnings results [1][2][4]. Financial Performance - Goodyear's Q1 2025 earnings reported a negative earnings per share of $0.04, which was better than the forecast of negative $0.06, but revenue of $4.25 billion fell short of expectations of $4.51 billion [4]. - The company is still down over 5% in the last 12 months, indicating ongoing struggles despite recent stock gains [2]. Analyst Ratings and Price Targets - JPMorgan Chase & Co. has reiterated an Overweight rating on Goodyear with a price target of $17, which is 46% above the stock's closing price on May 28 [5]. - The consensus price target is $14, indicating a potential upside of 21.21% from the current price of $11.55 [8]. Strategic Initiatives - Goodyear's "Going Forward" plan aims for $1.5 billion in savings, margin growth, and debt reduction, and is reportedly ahead of schedule [6]. - The company has raised nearly $1.4 billion in cash through the divestment of two major assets in 2025, including the sale of its Dunlop assets and a majority stake in Goodyear Chemicals [7]. Competitive Position - Goodyear is insulated from tariffs, with only 12% of its U.S. tire supply coming from non-USMCA countries, providing a competitive advantage [9]. - The company has pricing power due to the lack of tariff burdens, which could enhance market share [10]. Investment Perspective - Owning Goodyear stock in 2025 is viewed as a growth opportunity, especially for contrarian investors looking for undervalued stocks [11].

Flag hanging on a facadegettyWall Street analysts have “Buy” ratings on 388 stocks in the S&P 500. That’s over 76% of the index!Thank you, suits, for the curation. No, seriously. We contrarians are going to comb through the Holds and, even, the lone Sell.Analyst optimism is the norm. Analysts need access, companies provide them with access. One hand washes the other, thus it is rare to see unfavorable ratings on stocks.The problem with a Buy rating is that there is nobody left to upgrade the stock. Every de ...

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Sometimes, I just feel lucky. As a contrarian investor with a long-term horizon, I'm just enjoying investing right now. Because Mr. Market seems to be losing his mind.I'm Luuk Wierenga, an economics teacher from the Netherlands with a strong focus on income investing. My investment journey began during COVID-19, and since then, I've specialized in identifying high-yield Real Estate Investment Trusts (REITS) that provide stable passive income and/or a possible mean reversion. As an educator, I apply fundamen ...