Lindt/Skechers: how to generate idea on the stock that does not have significant market debate, more on differentiated views on EPS growth?
Or NKE: how to generate idea on the company has clear market debate but has been heavily exploited by investors
It would be greatly helpful if the research (referred materials) and idea generation/thinking process could also be documented to understand what’s the most efficient & productive way to generate idea.
thanks for the feedback! I will choose the most requested sector, consumer seems to be up there as of right now, along with consumer/tech and broader TMT. Great questions too - will make sure to cover as we go along.
Lindt/Skechers: how to generate idea on the stock that does not have significant market debate, more on differentiated views on EPS growth?
Or NKE: how to generate idea on the company has clear market debate but has been heavily exploited by investors
It would be greatly helpful if the research (referred materials) and idea generation/thinking process could also be documented to understand what’s the most efficient & productive way to generate idea.
thanks for the feedback! I will choose the most requested sector, consumer seems to be up there as of right now, along with consumer/tech and broader TMT. Great questions too - will make sure to cover as we go along.
Thank you!