🧭 Maendel Wealth Contrarian Conviction Checklist

Use this to evaluate non-consensus investment ideas for yourself. 

1. The Thesis

[ ] What is your idea in one sentence?

[ ] Why does the market disagree?

[ ] What evidence supports your view?

2. Durability & Time Horizon

[ ] Why is this idea resilient?

[ ] Does the timeline match the payoff?

[ ] Are there catalysts or is patience key?

3. Risk Framing

[ ] Why is this not reckless?

[ ] What’s the bear case and your counter?

[ ] What’s the downside or upside?

4. Positioning Logic

[ ] How does this fit in your portfolio?

[ ] What’s your sizing rationale?

[ ] Are you okay with being early?

5. Standing Your Ground

[ ] How would you explain this idea to a friend?

6. Know When to Fold ’Em

[ ] How will you know when you’re wrong?