
Contrarian Investing and Emerging Markets
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 7 months ago | Last Issue | a month ago |
| Active | |||||

When I started this Substack, I wasn’t really sure where it would go.
I initially saw it as an easy way to interact with potential LPs and share my thinking while things around my upcoming hedge fund formalized.
But as a contrarian invest...
Two months ago, I argued that the best opportunities would emerge where expectations had become most one-sided. Since then, the data has only reinforced that framework. Some asymmetries have become even more compelling, others have evolved,...
Everyone in finance loves to quote the classic advice: “Be fearful when others are greedy, and greedy when others are fearful.” It sounds heroic. It sounds deeply logical.
But in the real world of professional investing, actually doing it...
Over the past few newsletters, we have discussed contrarian thinking, position sizing, and how I generally approach markets through the lens of risk and asymmetry rather than prediction.
Before we go further, I want to introduce a simple w...
Last week, I was sitting across from a portfolio manager at a family office in Madrid.
The espresso was strong, the air conditioning was struggling against the early summer heat, and we were deep into a discussion about my emerging markets...
Subscribers, engagement, traffic and sponsorship for Karanveeir Handa.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Contrarian deep-value investor \ud83c\uddea\ud83c\uddf8. Previously co-managed a $270M global portfolio. I write about investing, behavioral finance, market psychology, and macro through liquidity, cycles, valuations & credit. Currently building my own deep-value HF
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