Episode
The $2.2 Billion Contrarian: How to Profit From Unpopular Ideas
- Published
- Jul 23, 2026
- Duration seconds
- 3714
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- https://share.transistor.fm/s/e94fe211
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Summary
While much of the market is chasing the same handful of stocks, Scott Morrison is looking somewhere else. The Founder & CIO of Wealhouse Capital Management oversees $2.2 billion with a contrarian strategy focused on buying great businesses at discounted prices. He joins Amber Kanwar to discuss why international markets are becoming more attractive, where he's finding value today, and how investors can profit from unpopular ideas before they become consensus. In the mailbag, Scott weighs in on whether Canadian banks are too expensive after their massive rally, shares his outlook on BlackBerry (TSX: BB), CAE (TSX: CAE), Aritzia (TSX: ATZ), Groupe Dynamite (TSX: GRGD), Primaris REIT (TSX: PMZ.UN), Propel Holdings (TSX: PRL) and Kinaxis (TSX: KXS), and explains where he still sees compelling value despite a market trading near record highs. In Pro Picks, Scott shares three international ideas he believes offer compelling upside: Shinhan Financial Group (NYSE: SHG), one of South Korea's leading banks trading at a significant discount to its North American peers; Zeta Global Holdings (NYSE: ZETA), an AI-enabled marketing technology company using proprietary data to help businesses improve advertising returns; and Tritax Big Box REIT (LSE: BBOX), a U.K. logistics real estate company positioned to benefit from growing demand for warehouses, automation and data centre infrastructure. Timestamps 00:00 Intro 01:25 Intro 02:25 Scott Morrison’s approach to investing 05:45 Businesses with idiosyncratic opportunities, and why Scott is finding more outside of North America 10:45 More money chasing fewer opportunities 12:50 Hamilton Enhanced Mixed Asset Allocation ETF- MIX 14:50 ITM Mailbag: Canadian banks 22:25 Blackberry stock (BB) 29:30 Aritzia & Groupe Dynamite (ATZ, GRGD)…