(1/4) One of my favorite situations in investing is a situation where my analysis goes against the commonly accepted sentiment. $VIAC is the perfect example. Wall Street sees it as another failing legacy media company while I see one of the winners of the streaming wars.

(2/4) Confidence in a thesis like $VIAC does not come from reading one article about @CBSAllAccess. It comes from dozens of hours of quarterly calls, investor conferences, and earnings materials. Deep analysis is not always fun, but the knowledge and confidence you gain is real.

(3/4)
I get excited for investing situations where I disagree with the masses. Why? Not because I am a contrarian. I am the farthest thing from that.

(4/4)
Rather, these situations are a reminder for me to not always listen to what everyone else thinks. After all, some of the greatest opportunities arrive, both in life and investing, when you trust your gut instead of listening to the masses.