QAV S05E20 — The Contra Guys

A few months ago, one of our mem­bers put me on to Benj Gal­lan­der and Ben Stadel­mann, two Cana­di­an val­ue investors who go by the moniker “Con­tra the Heard”. They’ve been around a long time, have a track record almost as good as Tony’s, and they have a check­list! And when I reached out to them to invite them on to the show, I dis­cov­ered that Ben and Tony were actu­al­ly friends, from Tony’s years in Toron­to. But in typ­i­cal hum­ble val­ue investor style, they had­n’t real­ly ever talked much about invest­ing… until this inter­view we did a few weeks ago!