The Art of Contrarian Investing and Identifying Underrated Industries | Rupal Bhansali
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About Guest: Rupal Bhansali is the CEO, CIO, and Portfolio Manager at Double Duty Money Management, bringing over 30 years of global investing experience. A trailblazing woman of colour on Wall Street, she authored Non-Consensus Investing and previously worked at Soros Fund Management and major firms like Ariel Investments. Repeatedly recognised by Barron’s and CNBC, she also serves on nonprofit boards, supports women’s empowerment, promotes financial literacy, and leverages her multicultural background to understand global markets deeply. In this podcast, Rupal Bhansali discusses her philosophy of non-consensus investing, why being right isn’t enough unless others are wrong. She explains the importance of stress-testing ideas, studying how companies behave in tough times, and thinking independently. Rupal shares insights from researching 50+ global markets, highlights unconventional opportunities like tires in the EV era and Japan’s cost-focused businesses, and reflects on lessons from her global career, including influences from Soros and Buffett. Timestamps: 00:00 Introduction 03:18 Goals for the Discussion 04:37 Contrarian Thinkers in Investing 05:21 The Complexity of Investing 06:56 The Role of Markets in Price Discovery 11:48 The Journey of an Investor 16:36 Learning from Different Investment Disciplines 17:32 The Value of Short Ideas 18:22 Transition to Soros Fund 19:09 The Importance of Active Management 21:12 Enterprise Staples vs. Consumer Staples 21:40 The Resilience of Microsoft 27:25 The Future of the Auto Industry 30:06 The Challenge of Tire Design 30:55 High-Tech Nature of Tires 31:29 Global Tire Industry Leaders 31:47 Economic Factors in Tire Manufacturing 32:25 Tires in the Mining Industry 33:08 E-commerce and Trucking Tires 33:41 Investment Opportunities in Tire Companies 34:11 Stress Testing the Tire Industry 34:33 Tires as a Consumer Staple 34:59 Research and Investment Strategies 36:09 Technological Disruption in Tires 37:25 Pricing Power vs. Cost Reduction 37:57 Investment Frameworks and Arbitrage 39:46 Deflation and Japanese Companies 48:06 Emerging Markets and Remote Work 51:40 Company-Specific Research 52:52 Investing in Yourself 53:30 Working for Demanding Bosses 54:57 Global Investment Strategies 56:13 Closing Thoughts and Future Conversations Credits: Host: Shivank Joshi - https://www.linkedin.com/in/shivankjoshi-2001/ Support: Zero1 Network ( https://zero1byzerodha.com/network ) #Non-consensusInvesting #GlobalInvesting #Investing #RupalBhansali #EV #DoubleDutyMoneyManagement #MRF #Bridgestone #Michelin #Microsoft #TigerManagement #georgesoros #stockmarkets #stockmarketindia #vallabhbhanshali #stockmarketforbeginners #rupalbhansali #finance #contrarianinvesting #contrarian
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