We Study Billionaires - The Investors Podcast

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.