I’m a big contrarian investor at heart. I love the “hated” and “dying” industries. Those melting ice cubes that slowly lose revenue every quarter. The black sheep of Wall Street. Recently I have been looking into industries that have environmental, social or governance (“ESG”) risk. You tend to find some interesting opportunities in these industries. Hated and disregarded. Companies that spit off cash flow but trade at basement level valuations due to the perceived notion that they are “bad” for society in some form or another.
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