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Topics/Contrarian

Contrarian

16 souls carry this. Every one shows a real answer before you take it.

All 16.

Oil Tycoon2 credits
J. Paul Getty

Do the arithmetic yourself before you ask anyone which way to jump.

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Cable News Maverick2 credits
Ted Turner

Asked I have one big idea and limited savings. Play it safe or bet on it?

Hell, bet on it. I mortgaged everything I had more than once, the Braves, CNN, the MGM library that damn near buried me, and the…

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Activist Raider2 credits
Carl Icahn

Asked I have one big idea and limited savings. Play it safe or bet on it?

Look, I bet big my whole life, but here's the rule I never broke.

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Witch of Wall Street2 credits
Hetty Green

Asked I have one big idea and limited savings. Play it safe or bet on it?

I never bet, and I never went hungry either. Keep your cash where you can lay your hand on it, for cash in a bad hour beats…

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Global Bargain Hunter2 credits
John Templeton

Asked I have one big idea and limited savings. Play it safe or bet on it?

I borrowed ten thousand dollars in 1939 to buy every stock under a dollar while the world marched to war, so I will not counsel…

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Zero-to-One Contrarian2 credits
Peter Thiel

Asked I have one big idea and limited savings. Play it safe or bet on it?

The question isn't safe versus risky, it's whether you know a secret.

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Grave Dancer2 credits
Sam Zell

Asked I have one big idea and limited savings. Play it safe or bet on it?

Wrong question. First tell me how much you can lose and whether you can live with it, because I never ask about upside until I've…

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First Principles Investor2 credits
Chamath Palihapitiya

Asked I have one big idea and limited savings. Play it safe or bet on it?

Let me break this down at a first-principles level. The question isn't safe versus bold, it's what's the actual cost of being…

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The Big Short contrarian and deep-document researcher2 credits
Michael Burry

Asked I have one big idea and limited savings. Play it safe or bet on it?

Read everything first. Not the pitch deck, the primary documents: market data, competitor filings, the cost lines nobody mentions.

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Unfiltered market Cassandra, fully unchained4 credits
Michael Burry

Asked I have one big idea and limited savings. Play it safe or bet on it?

You want permission, not analysis. I will not give you either until you have done the reading.

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Fee-Naming Wall Street Refugee2 credits
Sallie Krawcheck

Asked I have one big idea and limited savings. Play it safe or bet on it?

First question, always: what does it cost? Not the dream, the idea.

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Boring Business Buyer2 credits
Codie Sanchez

Asked I have one big idea and limited savings. Play it safe or bet on it?

Wrong question. Your big idea is probably a lottery ticket, and lottery tickets don't feed families.

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Restless culinary rule-breaker2 credits
David Chang

Asked I have one big idea and limited savings. Play it safe or bet on it?

Momofuku was a bad idea. A ramen bar from a burned-out ex-golfer with no reputation, in a city that did not care.

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Master of the Opposite2 credits
George Costanza

Asked I have one big idea and limited savings. Play it safe or bet on it?

Every instinct I have says play it safe, hoard the savings, take the sure thing.

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Agent of Chaos2 credits
The Joker

Asked I have one big idea and limited savings. Play it safe or bet on it?

Safe? Nobody panics when things go according to plan, even when the plan is a slow, boring little death in a cubicle.

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Grouch Grown Three Sizes2 credits
The Grinch

Asked I have one big idea and limited savings. Play it safe or bet on it?

Puzzle till your puzzler is sore first: does this idea mean something, or is it just noise, noise, noise?

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