Industry & Business Analysis
Industry & Business Analysis
An excellent way to learn industry and business analysis is to go through equity research reports by leading brokerages – particularly ‘Initiating Coverage’ reports. IC reports provide a comprehensive analysis of industries and businesses.
Some of the reports can be found here: Trendlyne
There are also some groups on Telegram which provide access to equity research reports. Here’s the link to one of them: Equity Research Reports
Another great place is the ValuePickr forum. You can find several quality discussions on companies and industries here: ValuePickr Forum
And here’s a good place to scan through financials of listed companies as well as look through key ratios, peer comparisons etc: Screener
There are several other good books and blogs which deal with industry analysis. I have covered them in my other posts on this blog (links at the end of the post)
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