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1/ Resources I use to learn about new industries/verticals
Would love to get thoughts on what other people do as well
Would love to get thoughts on what other people do as well
2/ Podcast & Lectures (pt. 1)
Listening to someone who lives in space can be fun so I try to start here instead of jumping straight to company filings or research reports, which can be dry and dense
Great podcast search tool: http://listennotes.com
Listening to someone who lives in space can be fun so I try to start here instead of jumping straight to company filings or research reports, which can be dry and dense
Great podcast search tool: http://listennotes.com
3/ Podcast & Lectures (pt. 2)
Two reasons I love spoken word:
∙ High-quality experts cut through the superfluous and focus on the key drivers of an industry
∙ Speakers are forced to be stingy with words and must speak with a high degree of clarity. Saves me time
Two reasons I love spoken word:
∙ High-quality experts cut through the superfluous and focus on the key drivers of an industry
∙ Speakers are forced to be stingy with words and must speak with a high degree of clarity. Saves me time
4/ Examples of speakers/podcasts I've found very informative
@GavinSBaker
@hhhypergrowth on Ark FYI
@lmoroney lecture on ML:
@GavinSBaker
@hhhypergrowth on Ark FYI
@lmoroney lecture on ML:
5/ Investor Pitches (pt. 1)
∙ High-quality investor pitches/write-ups are great for understanding what the key drivers of the industry are
∙ Pitches are also helpful to understand what the bull/bear case for a company or industry is
∙ High-quality investor pitches/write-ups are great for understanding what the key drivers of the industry are
∙ Pitches are also helpful to understand what the bull/bear case for a company or industry is
6/ Investor Pitches (pt. 2)
Resources: MOI Global, Value Investors Insight, Investor Letters, Substack
Google search cheat code - inurl:substack roku long
Twitter and Value Investors Club can be a mixed bag for pitches
Resources: MOI Global, Value Investors Insight, Investor Letters, Substack
Google search cheat code - inurl:substack roku long
Twitter and Value Investors Club can be a mixed bag for pitches
7/ Company Filings & Presentations (pt. 1)
∙ Industry sections of 10-Ks are very hit or miss. I try to read recent S-1s. The industry/market section tends to be the "freshest"
∙ Analyst day presentations are also filled with great information about industry trends/drivers
∙ Industry sections of 10-Ks are very hit or miss. I try to read recent S-1s. The industry/market section tends to be the "freshest"
∙ Analyst day presentations are also filled with great information about industry trends/drivers
8/ Company Filings & Presentations (pt. 2)
Once I go through a few of the above (2-3 hours of content) I decide if I want to spend more time in the industry
If no, I have laid a foundation to come back to if I learn something new about the industry — so take notes!
Once I go through a few of the above (2-3 hours of content) I decide if I want to spend more time in the industry
If no, I have laid a foundation to come back to if I learn something new about the industry — so take notes!
9/ Company Filings & Presentations (pt. 3)
Next step dove-tails into my company-specific research process: dive into the 10-K, analyze financials/KPIs
Next step dove-tails into my company-specific research process: dive into the 10-K, analyze financials/KPIs
10/ My process works for me, a few of those resources (YT videos or podcasts) are probably "low signal" but I like them as it allows me to gauge how interested I would be in keeping up with the industry over the long-term
