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Interview with a deep value contrarian

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By Greg Canavan, Thursday, 20 March 2025

In this wide-ranging interview with Collins St Asset Management’s Michael Goldberg, we discuss what it means to be a value investor and a contrarian. Michael reveals where he sees opportunities in today’s market, with a specific focus on gold and oil stocks.

Regards,

Greg Canavan Signature

Greg Canavan,
Editor, Fat Tail Alliance, The Insider and Fat Tail Investment Advisory

All advice is general advice and has not taken into account your personal circumstances.

Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

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Greg Canavan

Greg is the Investment and Editorial Director of Fat Tail Investment Research and Editor of our flagship investment letter Fat Tail Investment Advisory. Over the last 20 years, Greg has developed a unique investment philosophy that combines value fundamentals with technical analysis. The result is a portfolio solution that’s consistently beaten the market and embraces one key idea: that you don’t have to take big risks to make big returns.

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

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