On today’s episode, Kyle Grieve breaks down the contrarian investing philosophy of Anthony Bolton, revealing how he consistently outperformed the market by combining sentiment analysis, in-depth fundamental research, and a flexible yet disciplined portfolio strategy.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
03:27 - The traits Bolton observed in the best fund managers.
04:55 - Why incomplete knowledge can be a strength.
06:56 - A simple method for conviction-based portfolio reviews.
11:48 - What to do when your investments aren't working.
16:05 - The role of sentiment in Bolton’s investing edge.
22:40 - How to spot and avoid artificial conviction.
29:14 - Using bond prices to assess business risk.
31:18 - Why controlling your destiny matters in business.
35:45 - Insights Bolton gained from meeting company management.
01:00:45 - Three big mistakes—and what they taught him.
And so much more!

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES
<ul>
 <li>Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more <a href="https://www.theinvestorspodcast.com/summit/">⁠here⁠</a>.
</li>
 <li>Join the exclusive <a href="https://www.theinvestorspodcast.com/mastermind-2/">⁠TIP Mastermind Community⁠</a> to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.</li>
 <li>Read Investing Against The Tide <a href="https://www.amazon.com/Investing-Against-Tide-Lessons-Running/dp/129212928X?dib=eyJ2IjoiMSJ9.qasPOMH2njm6stMvppVC-3QxjhwoxvttoMaT6lLrc6s.TTWxAdDpYVSCqD0SbOPOFstFke-_I1wesdYIhWL1Jh0&dib_tag=se&keywords=investing+against+the+tide&qid=1745963218&sr=8-1&linkCode=ll1&tag=tipnetwork-20&linkId=4166a19c4e0b7d3ebd44a5d6db5bf0ec&language=en_US&ref_=as_li_ss_tl">here</a>.</li>
 <li>Follow Kyle on <a href="https://x.com/IrrationalMrkts">⁠X⁠</a> and <a href="https://www.linkedin.com/in/kylegrievetip/">⁠LinkedIn⁠</a>.</li>
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