Sector Selection
The investment process starts with selecting the top 10 sectors for investment. As any fisherman would recommend, go to a lake where there are lots of good fish. By selecting the top 10 sectors we are selecting the best lakes to fish and then start the process of selecting stocks, fishing, within these sectors.
Warren Buffet said, “When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact”. We avoid sectors with a reputation for bad economics. Hence, it's very important to select the right sectors for investment and avoid trying to find those few good companies in an avoidable sector. Metaphorically speaking, we avoid trying to find a needle in a haystack.
Top 10 Sector Selection
Investment Process: Sector Selection
Select ten above GDP, long term growth sectors globally.
Healthcare & Genomics: First Innings of a multi-year mega trend
Fintech: Combination of wireless tech., easy access, block chain and cost reduction is driving innovations in fintech
Global Brands: Every day brands offering products and services used by people around the globe.
Digital Disruption: Universal theme which can reshape industries that benefit from digitization, connectivity, and sophisticated data processing
Online Gaming/Betting: Regulatory changes (Six US states legalized online betting), ease of access due to technology and innovations in virtual reality are all set to revolutionize online gaming/gambling
Cloud Computing: just like money is secure in banks, data in cloud
Ad-Tech: Massive growth due to the increased time spent by consumers on digital media, access to user profiles and ease of targeting specific profiles
E-Commerce: structural growth drivers in place
Social Media: spreads information in a quick, cost-efficient and targeted manner
Sharing Economy: Hyperefficient business model using tech. to monetize underused assets
Stock Selection Process: RIGHT Analysis
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