Views on Life & on Equity Investing

Wonder, Wealth & Abundance

C&D Analysis – hard but rewarding

with one comment

The gist is that if you are able to study the sector and apply sectoral and macro analysis rather than being blinded to micro analysis of a company, it may prove be a profitable and differentiating strategy.

You need to bet against the consensus, more often than not.

Ref: Valentine James, Best Practices for Equity Analysts

Written by amitdipsite

November 12, 2018 at 8:21 pm

Posted in Uncategorized

One Response

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  1. Hi, do you think capacity utilization in India has reached to the point wherein private capex will start picking up. During 2003-07 when private capex was high, many capital goods companies delivered more than 50x returns. You think cycle might be turning again in favour?


    November 14, 2018 at 4:32 am

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