It is always interesting to look back where classic adages originated and had relevance then over time transformed into something else, including the classic phrase “if it doesn’t make dollars it doesn’t make sense” – a mindset that still holds true today in the venture community and others – though sometimes when the dollars don’t make sense that’s when the biggest opportunities arise.
For example, back in April 2025 we wrote a post about the markets in crisis and the ensuing panic on Wall Street and beyond due to a multitude of factors, and also highlighted why disciplined investors should celebrate market calamity and lower stock prices as an opportune time to initiate and build investment positions in the best quality undervalued businesses. It should be a time for investors to be celebrating opportunities versus crawling into a ball worrying about what’s to come. While everyone goes into panic mode you should be waking up to seize the moment.
Additionally, looking at a specific example among many we’ve touched on in the past, in March 2025 we posted a blog covering the downturn of the S&P 500 which hit a low in early April, and based on our proprietary market research around navigating the bottoming process with favorable asymmetric reward to risk profiles, we had initiated and built investment positions in various securities that have since generated spectacular risk adjusted returns.
Now, in some cases the pendulum has swung to the opposite extreme with many securities flashing profit taking signals as we are identifying opportune zones for rebalancing portfolios and executing on prudent risk management.
Though we have the urge to say more it’s about playing our cards close to the vest. Publishing the details of any investment strategy is a surefire way to erode the strategy’s inherent edge which is no different than a Michelin chef who tightly guards his recipes.
And bringing in the right talent to oversee the hard-earned fortunes of the world’s wealthiest families is multifaceted in many ways, especially with the Fast Eddie’s circling once you have reached the pinnacle of financial success, which is why it’s worth its weight in gold to bring in an experienced financial consultant that has your family’s best interests at heart.
The Practical Contrarian was founded on delivering actionable, data-driven market insights with customized investment solutions and proprietary market research to empower a community of the world’s wealthiest family offices, hedge funds and private equity firms as well as other financial institutions.
Interested in exploring more and getting a unique take on investment strategies? Let’s connect.