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What Are Examples of Counterintuitive Investment Moves?

What Are Examples of Counterintuitive Investment Moves?

Imagine turning conventional wisdom on its head, only to find success staring back at you. In this article, investment analysts share their most counterintuitive recommendations, starting with the bold move to form B2B partnerships and ending with the strategy to diversify into uncorrelated assets. With seven unique insights, each story challenges the norm and offers a fresh perspective on investment strategies. Brace yourself for a journey through unexpected yet rewarding financial decisions.

  • Pivot to B2B Partnerships
  • Expand During Economic Downturn
  • Buy During Market Dips
  • Invest in Declining Industries
  • Short-Sell Overvalued Assets
  • Focus on Smaller Companies
  • Diversify into Uncorrelated Assets

Pivot to B2B Partnerships

As a consultant at Spectup, I've seen my fair share of unconventional investment moves. One that stands out was when we advised a health-tech startup to pivot away from direct-to-consumer sales and focus entirely on B2B partnerships. This might seem counterintuitive, especially given the current trend of D2C models, but we saw a unique opportunity. The startup had developed an AI-powered health monitoring system that wasn't gaining traction with individual consumers, but we recognized its potential value for insurance companies and large employers.

We helped the founders reposition their product, revamp their pitch, and target these new customer segments. It was a nerve-wracking few months, I'll admit. The team had to completely overhaul their sales strategy and product messaging. But the gamble paid off. Within six months, they'd secured partnerships with two major insurance providers and a Fortune 500 company. This led to a successful Series A round, with the startup raising three times more than they initially aimed for. It just goes to show that sometimes, the path less traveled can lead to the biggest rewards in the startup world.

Niclas Schlopsna
Niclas SchlopsnaManaging Consultant and CEO, spectup

Expand During Economic Downturn

One "counterintuitive" investment move I made was expanding during an economic downturn. Typically, when the economy slows, most businesses tighten their belts, cutting back on spending and expansion. However, I noticed that demand for self-storage often rises in tough times. People downsize their homes, move to smaller spaces, or temporarily store items when businesses close or downsize their offices. Despite the uncertainty, I recommended to my partners that we expand our facility and invest in additional units.

At first, this decision seemed risky, as other businesses were scaling back. But the results proved it was a sound investment. We saw an uptick in occupancy rates almost immediately after the expansion, as more people sought affordable storage solutions. Additionally, with competitors holding off on expansion, we captured more market share, positioning ourselves strongly in the local market. Not only did we fill the new units faster than anticipated, but the revenue from those spaces helped us weather the economic slowdown better than expected.

Buy During Market Dips

One example of a counterintuitive investment move is buying during market dips. Although it may seem risky to buy when the market is declining, doing so can lead to significant long-term gains. Market dips often present opportunities to purchase stocks at lower prices.

When the market eventually rebounds, these investments can increase substantially in value. To benefit from this strategy, research potential investments and stay patient.

Invest in Declining Industries

Investing in declining industries can also be counterintuitive but potentially profitable. When an industry is struggling, its stocks may be undervalued. Savvy investors might identify companies within these industries that have strong fundamentals and potential for recovery.

As these companies turn around, their stock prices can rise sharply. Be diligent in analyzing these industries and consider this contrarian approach.

Short-Sell Overvalued Assets

Another counterintuitive strategy is short-selling overvalued assets. This move involves selling stocks that are expected to drop in value, making a profit as prices fall. It's a way to hedge against market corrections and can protect a portfolio during downturns.

This approach requires careful analysis and a deep understanding of market trends. Consider using short-selling to safeguard your investments.

Focus on Smaller Companies

Focusing on undervalued, smaller companies can outperform chasing popular stocks. While large, well-known companies attract lots of attention, smaller firms often offer better growth potential. Investing in these hidden gems before they become popular can yield significant returns.

Smaller companies may have innovative products or untapped markets that are not yet recognized by the broader market. Explore and invest in these opportunities for potential gains.

Diversify into Uncorrelated Assets

Diversifying into uncorrelated assets is a counterintuitive move that mitigates portfolio risk. Traditional wisdom suggests that a diversified portfolio reduces risk, but taking this a step further by including assets that don't move together can provide even more stability. Assets like real estate, commodities, and bonds often react differently to market changes compared to stocks.

This diversification can help balance losses in one area with gains in another. Look into a variety of uncorrelated assets to protect your investments.

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