The art of being a contrarian with Courage & Conviction Investing

Courage & Conviction Investing details why it pays off to stay consistent in his small cap strategy and portfolio approach (1:55). Why he never doubted Carvana and has been buying Zeta (7:10). CuriosityStream's ridiculous dividend and getting into Cineverse (16:15). Really excited about BuzzFeed (30:10). Mesa, Spirit, United and the airlines industry (38:40). Recorded on November 19.

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Show Notes:
Carvana Co.: Playing Devil's Advocate To The Recent Sell Side Note
CuriosityStream: The Surprise 10% Dividend Is Why Micro-Caps Can Be So Lucrative
Airline Turnarounds: Spirit Airlines Vs. Mesa Air Group
BuzzFeed, Inc.: The Elephant In The Room Can Pirouette

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