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. What you'll learn here: 00:00:00 - Intro 00:00:43 - The traits Bolton observed in the best fund managers 00:02:27 - Why incomplete knowledge can be a strength 00:04:28 - A simple method for conviction-based portfolio reviews 00:09:45 - What to do when your investments aren't working 00:14:16 - The role of sentiment in Bolton’s investing edge 00:17:10 - How to spot and avoid artificial conviction 00:26:10 - Using bond prices to assess business risk 00:28:23 - Why controlling your destiny matters in business 00:33:39 - Insights Bolton gained from meeting company management 00:55:59 - Three big mistakes—and what they taught him Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/beating-the-market-boltons-28-year-journey/ Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind/ 🤝 Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here: https://www.theinvestorspodcast.com/summit 💎 Explore a new business weekly and decide if it deserves a spot in your portfolio. https://www.theinvestorspodcast.com/intrinsic-value-podcast/ ▶️ Related Episodes: - How to Outperform with Unconventional Thinking w/ Larry Connor: https://youtu.be/H2MCUWhgEcg - Contrarian Investing & Sir John Templeton w/ Scott Phillips: https://youtu.be/S8OXA2XIrNY - Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria: https://youtu.be/nt5jnCCW2iM 📖 Book Mentioned: - Investing Against The Tide: Lessons from a Life Running Money by Anthony Bolton: https://amzn.to/44o8jxv Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #ContrarianInvesting #AnthonyBolton #FundamentalAnalysis #PortfolioStrategy #InvestorInsights