My Research Process - MBI Deep Dives
Before I explain my process, let me elaborate how I pick companies for the deep dives. My general starting point is the companies I am curious about. The goal is to build some sort of mapping of different businesses in my head so that it gets easier to connect the dots as a generalist. I am not in a hurry to pick stocks with the most compelling upside and hence the starting point is not to find companies that seem ready to take off, but rather companies that seem interesting and look destined to be around for a long time.
Before I explain my process, let me elaborate how I pick companies for the deep dives. My general starting point is the companies I am curious about. The goal is to build some sort of mapping of different businesses in my head so that it gets easier to connect the dots as a generalist. I am not in a hurry to pick stocks with the most compelling upside and hence the starting point is not to find companies that seem ready to take off, but rather companies that seem interesting and look destined to be around for a long time. In my experience, Mr. Market is a very kind and generous “person”.…
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