Citywire The Contrarian View

The Contrarian View

Some of the most rewarding opportunities are often found where others aren’t looking. Going against the crowd can be daunting, especially when the noise is relentless and consensus feels comforting. So how do the professionals do it? The Contrarian View podcast pulls back the curtain on how Orbis Investments uncovers value in the market’s overlooked corners, pairing candid discussions with real-world case studies to show what going against the grain truly means.

https://www.orbis.com/insights
Occasionally English United Kingdom Business · Investing
5 Episodes

S2, Ep.2: Judge the company, not the crowd

What is the market overlooking? Ben Preston joins Fiona Jeffery to explore lessons from past technology cycles, opportunities beyond the obvious winners and why company fundamentals and valuations are central to his investment approach.
6 Nov 32 min

Rethinking portfolios for a new market reality

In episode three of The Contrarian View, Orbis’ Nicola Dormehl and Rob Perrone discuss what contrarian investing truly demands: humility, discipline and the willingness to adapt when the facts change.
3 Feb 27 min

The courage to disagree

Ever wondered what it takes to go against the grain? The Contrarian View podcast uncovers how the professionals put outside-the-box thinking to work.
5 Aug 2025 31 min