Anyone have any ideas for contrarian bets of their own?
At the risk of looking like an idiot (have never worried about that). I’m looking closely at Nokia. I’m skeptical of Apple’s traction worldwide as I doubt the majority of the world will be able and willing to pay a substantial premium for the iPhone which tends to leave Android as Nokia’s real competitor in the smartphone market in low-midrange devices. I really like Windows Phone, and I don’t see it totally unrealistic that Nokia can strike back with a few good products.
I’ve only started thinking about this over the last few days, so nothing concrete yet. But definitely interested in hearing any contrarian ideas that others may have.