Contrarian thinking, investors know, can lead to the Holy Grail of outperformance. It’s just so hard to commit to, psychologically. However after the FT Weekend, I can now enter the FT stock pick 2024 competition with renewed confidence.
I counted three articles about the Magnificent Seven — so that’s the shorts sorted (The Long View, January 27). And no less than four articles on the dire straits of the UK asset management industry. Longs sorted.
Throw in a commodity company because there was no mention of commodities anywhere (even bonds were mentioned) and my picks are complete. Send me the plaudits now, spare the others’ blushes.
Graham Turner
Ipswich, Suffolk, UK