Similar to scuttlebutt method by Phil Fisher. This can also be called reverse engineering or second level thinking. Eventually, it trains your mind to always keep asking this question:"Does this product have a public company?" Or " How is this going to show up in the results?"
Great article, agree with your takes. One side-note though. It must not necessarily be a city-walk. Sometimes, you find interesting notes in investor presentations where management talks about 5 year plans. Often only a few people/funds notice..
This was very similar to the ideas Peter Lynch wrote about in his classic, "One Up on Wall Street." But every few years, people need to be reminded of some simple strategies that actually work.
Similar to scuttlebutt method by Phil Fisher. This can also be called reverse engineering or second level thinking. Eventually, it trains your mind to always keep asking this question:"Does this product have a public company?" Or " How is this going to show up in the results?"
Great article, agree with your takes. One side-note though. It must not necessarily be a city-walk. Sometimes, you find interesting notes in investor presentations where management talks about 5 year plans. Often only a few people/funds notice..
This was very similar to the ideas Peter Lynch wrote about in his classic, "One Up on Wall Street." But every few years, people need to be reminded of some simple strategies that actually work.
This was the first book that I read on investing. Great classic! The article is inspired by him.