Core Insights - The article emphasizes a contrarian investment strategy for cyclical companies, suggesting to buy when prices appear high and sell when valuations seem attractive [1]. Company Analysis - Nordic American Tankers Limited (NAT) is highlighted as a prime example of a cyclical company that investors should consider following this investment strategy [1]. Analyst Background - The author has over a decade of experience in financial markets, primarily in a hedge fund, focusing on sectors like technology, particularly SaaS and cloud businesses, which are noted for their growth potential [1].