Source Post

The Contrarian Case for Buying Bumble and Rivian When Everyone Is Bearish

The creator discusses their contrarian investment strategy, focusing on buying stocks when they appear undervalued based on their personal "stupid meter." They highlight increasing their position in Rivian due to its low valuation relative to its market cap and upcoming product launches, and mention Bumble as another example of a company with strong fundamentals trading at a low price.

Linked Mentions

Tickers discussed in this post

BMBLBullishMedium ConvictionSignal-backedSecondary

The creator notes that Bumble is currently undervalued, with its revenue doubling its market cap, suggesting it's a buy despite current market sentiment.

RIVNBullishHigh ConvictionSignal-backedPrimary

The creator significantly increased their position in Rivian, viewing its stock price as "too low" given upcoming product launches and its valuation.

Linked Signals

Tracked calls opened from this post

RIVN
buy opened Jun 4, 2026
-7.95%