Contrarian

BUSINESS

Meridian Contrarian Fund Trimmed AXIS Capital Holdings Limited (AXS) After a Strong Performance

May 29, 2025

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Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” first quarter 2025 investor letter. A copy of the…

BUSINESS

The “Dean of Valuation” Says Nvidia Stock Could Plunge by 31%. Here’s My Contrarian Take on Why DeepSeek Could Fuel It to New Highs, Instead.

February 8, 2025

12

Aswath Damodaran is an accomplished professor at New York University’s Stern School of Business. In particular, Damodaran specializes in valuation…