@LUD Well, theoretically purely rationally via the figures. In theory, I don't need to know exactly what a company produces as long as I have the figures/balance sheets and can compare them with the peer group. Without this, however, I still lack a piece of information to be able to assess the potential in the future (i.e. the time after the expected outlook)
@Der_Dividenden_Monteur Not necessarily. I can compare Imperial Brands and BAT and Phillip Morris without knowing which brands of cigarettes or smokeless alternatives they offer. Of course, I must logically be familiar with the industry itself.
