Key Words: Why it might be time to invest in the companies Amazon is destroying

‘As you look around for ideas, invest in things that would get you laughed off the set of CNBC.’

Jared Dillian

That’s former Lehman trader Jared Dillian explaining one way to find the most profitable trades in this relentless bull market.

It’s a spin on the contrarian theme espoused by Warren Buffett: “Be fearful when others are greedy and greedy when others are fearful.”

Specifically, Dillian applies that theory to some potential nuggets amid the Amazon-induced wreckage of the bricks-and-mortar retail sector.

“Everyone thinks it is only a matter of time before Amazon puts every department store, every mall, every brick-and-mortar retailer out of business,” Dillian said.

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