1Mo
Thanks for this as usual. Your analysis is a pleasure to read and have a look at. The only weak point is that I would not bear too much weight on mega-trends, because they are already factored in. Climate change, ageing, AI, critical minerals, all these trends are already priced and so I don't expect these elements to be predictive of the success or the failure of a company's future outlook. You made a good point on strenghts and weaknesses of the company, but megatrends, well, are already in. If you want to know what's the next one, let's make a poll among 100 different people and if anyone mentions something that you think it's a mega-trend, then that's the most probable future mega-trend that can really provide competitive advantages.
Keep it going and thanks for this!
Keep it going and thanks for this!
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@GiCi thanks for the feedback. Really appreciate it.
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