(as of Nov 16,2020 17:16:09 UTC – Details)
"" Fish where the Fishes are. - Charlie Munger.""
Why do most companies in textiles struggle? Why most automakers struggle? Why most IT firms in Bangalore thrive? Why most media companies struggle? The answer – Industry Structure.
Just before you are getting into something, whether that be as an investor or an entrepreneur, you need to take an informed decision. This book is exactly that – a hands-on guide to help you take an informed decision about which industries to select.
With the 'Industry Sheets' created in 4+ years of research, the chances of being in right industries at right time, in investing as well as entrepreneurship go up significantly.
Portfolio construction is not an easy task, neither for the novice students of the financial markets nor for the seasoned professionals, or the entrepreneurs wishing to deploy capital.
Rich Ponds, by Anurag Sundarka, breaks down the process of studying industries and identifying the most promising among them in such a clear and consistent way that makes it very valuable to everyone involved in the investment process. Highly recommended.
CIO, Whitetip Investments
“An important aspect of the investment profession is understanding a business. Numbers and balance sheet provide a good perspective on the past, but understanding qualitative drivers of a business is crucial in evaluating the future potential of any business. This book is an impressive attempt at providing a structured framework of evaluating not only any business (and its competition) but also evaluating industries.”
– Samit Vartak
Chief Investment Officer, SageOne Investments