Ruzaini is an investor and broker who views the world via a contrarian lens. With a keen eye for oddball and obscure ideas, he seeks to offer an alternative perspective in the investing arena by providing insights to some of the most unloved and unappreciated businesses in Asia.
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Value investing has become popular these days.
There are plenty coverage on contemporary value investing techniques, which is to buy good businesses at fair prices.
Nothing wrong with that, although I feel that the methodology has been increasingly competitive considering its growing popularity.
When we talk about great businesses, they are usually well known brands of a given industry. So with all that attention and glamour comes with a price, these companies tend to trade on rich multiples.
Whenever the investing crowd has a similar view on a great business, usually does not equate to being a great investment.
I seek to offer an alternative perspective, by looking at the other end of the spectrum. The Asian Contrarian seeks to provide insights into some of the most unloved and unappreciated businesses in Asia.
To sum up my philosophy on investing, I’ll leave you with a quote by Sir John Templeton “If you want to have a better performance than the crowd, you must do things differently from the crowd.”
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