Contra the Heard Investment Newsletter

10/14/2026

Finding a great company is step one. Tracking it over time is where a watchlist can make the difference. 📈

In his latest article, Caellum Gallander explains how watchlists can help investors spot opportunities, manage risk, and highlights a company Contra the Heard owns today after tracking it over time.

Read it here 👇
https://www.contratheheard.com/the-contra-guys/look-before-you-leap-why-investors-need-a-watchlist-and-a-stock-were-buying-right-now/

10/05/2026

By the time an investment story becomes obvious, it’s usually expensive.

09/30/2026

When everyone agrees a company is "broken", the question isn't whether the problems are real; it's whether they're temporary. If they are, pessimism can become your entry point.

09/28/2026

Individual investors have an advantage most fund managers don't: Patience. You don't have to beat the market this quarter. You don't have to explain a temporary drawdown to investors. You can wait.

09/23/2026

Dalio: Bottom comes in when programs come in to save banks, print money, extend $, etc.

09/17/2026

Last chance to register for the MoneyShow Masters Symposium at the MaRS Discovery District in Toronto!

Phil MacKellar takes the stage on September 25 at 11:15 AM with "Hidden Growth Stocks: How to Find Growth Stocks as a Contrarian Investor", where overlooked names hide in plain sight, and how to spot them before the crowd does.

Register here to secure your spot 👇
https://toronto.moneyshow.com/?scode=067714

09/14/2026

🎙️ The Contrarian Strategy Behind 300% Gains

There’s a lot happening in today’s market. Phil MacKellar sits down with Mike Campbell to discuss what it really means to be a contrarian investor, the current market climate, and a few of Phil’s top stock picks.

What is he seeing that others might be missing?

Watch the full interview 👇

Philip MacKellar lays out a contrarian investment playbook built on...

09/11/2026

The AI boom looks a lot like 1999.

Record-breaking investment. Exploding semiconductor stocks. Circular financing. “Infinite” demand.

But what if investors are focusing on the wrong risk?

In his latest piece, Ben Stadelmann looks at what 1999 can teach us about AI, and one beaten-up software stock we think could emerge stronger from the wreckage.

Read more👇
https://www.contratheheard.com/the-contra-guys/what-1999-can-teach-us-about-the-ai-boom-and-one-stock-we-like-right-now/

09/10/2026

Being contrarian for its own sake is conformity of a different kind. Instead, successful contrarian investors need to sift through beaten-up stocks and find the one or two that are hated more than warranted.

09/04/2026

Investing in a problem stock can be rewarding; just make sure its problems are fixable.