My First Million
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Crisis Contrarian Investment Framework
Investment approach that involves buying assets when everyone else is selling during market crashes or crisis periods
How It Works
Works because markets overreact to negative news, creating temporary mispricing of fundamentally sound assets. Fear drives prices below intrinsic value.
Components
Identify quality assets trading at discount due to market fear
Analyze whether problems are temporary vs structural
Dollar cost average during the downturn
Maintain conviction during continued decline
Hold through recovery cycle
When to Use
During market crashes, sector-specific crises, or when quality assets face temporary headwinds but underlying business remains strong
When Not to Use
When fundamental business model is broken, during structural industry decline, or when you lack conviction in asset quality
Anti-Patterns to Avoid
Example
“Father bought real estate for $150k that sold for $225k three months prior. When it dropped to $75k sixty days later, he bought more instead of panicking. One duplex bought for $88k now generates $1900/month rent.”