How McKinsey Can Help You Analyze Stocks For Free
McKinsey is good for more than just memes
Dear investor,
the joke is old, but worth sharing:
Despite all the jokes about consultants, they’re actually great for one thing—and it doesn’t require paying sky-high fees:
Industry Reports.
Some industries, like insurance, are fairly stable and easy to grasp, while others, like semiconductors, change rapidly and can be challenging to track, especially for retail investors.
For me, these reports are like earnings call transcripts, but instead of focusing on individual companies, they offer valuable insights into an entire sector.
Here, I’ve gathered some semiconductor industry reports that I’m currently reading, which will help you understand the industry's current landscape and what lies ahead.
McKinsey & Company: McKinsey on semiconductors
KPMG: Semiconductor outlook buoyed by AI and automotive
Deloitte: 2024 global semiconductor industry outlook
Semiconductor Industry Association: STATE OF THE U.S. SEMICONDUCTOR INDUSTRY (not a consultant, but my favorite source for anything semiconductor related)
Alternatively you can use a simple Google GOOG 0.00%↑ search by typing “(consultant of your choice) + (the industry you’re interested in) + report + pdf” and you should find what you’re looking for. 🥂
In the next report I’m going to cover what a Trump presidency means for your portfolio, offering a fresh perspective you won’t hear on mainstream sites.
Stay tuned.
Until next time! 👋
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Disclaimer: This analysis is not advice to buy or sell this or any stock; it is just pointing out an objective observation of unique patterns that developed from my research. Nothing herein should be construed as an offer to buy or sell securities or to give individual investment advice.
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